COZAD ASSET MANAGEMENT INC Diversified Active

CIK: 0000709428 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 29, 2021

Total Value ($000): $614,653 (100.0% shares, 0.0% debt)

Holdings (351)

AAPL Apple Inc. 2.9%
Value ($000) $17,788 Shares 145,623 Est. Cost $88.61 Unrealized +41.1%
VTI Vanguard Total Stock Market ETF 2.4%
Value ($000) $14,988 Shares 72,513 Est. Cost $156.53 Unrealized
VIG Vanguard Dividend Appreciation ETF 2.0%
Value ($000) $12,235 Shares 83,184 Est. Cost $118.31 Unrealized
URI United Rentals, Inc. 1.8%
Value ($000) $11,307 Shares 34,335 Est. Cost $122.65 Unrealized +123.6%
Alphabet Inc., Cl. A 1.8%
Value ($000) $10,851 Shares 5,261 Est. Cost $1418.05 Unrealized
MGC Vanguard Mega Cap ETF 1.6%
Value ($000) $10,101 Shares 72,030 Est. Cost $115.03 Unrealized
AMZN Amazon.Com Inc. 1.6%
Value ($000) $9,982 Shares 3,226 Est. Cost $82.48 Unrealized +92.2%
Facebook, Inc. 1.6%
Value ($000) $9,834 Shares 33,388 Est. Cost $231.28 Unrealized
HD Home Depot, Inc. 1.6%
Value ($000) $9,731 Shares 31,880 Est. Cost $155.00 Unrealized +57.7%
Blackstone Group Inc. Cl. A 1.5%
Value ($000) $9,137 Shares 122,594 Est. Cost $57.23 Unrealized
Broadcom Inc. 1.5%
Value ($000) $8,988 Shares 19,384 Est. Cost $318.95 Unrealized
TMO Thermo Fisher Scientific, Inc. 1.4%
Value ($000) $8,834 Shares 19,356 Est. Cost $208.57 Unrealized +125.9%
SHW Sherwin Williams Company 1.4%
Value ($000) $8,430 Shares 11,422 Est. Cost $151.53 Unrealized +50.5%
Nvidia Corp. 1.3%
Value ($000) $8,264 Shares 15,478 Est. Cost $379.91 Unrealized
Intercontinental Exchange Group 1.3%
Value ($000) $8,118 Shares 72,690 Est. Cost $93.01 Unrealized
MasterCard, Inc. 1.3%
Value ($000) $7,962 Shares 22,363 Est. Cost $298.04 Unrealized
ADM Archer Daniels Midland 1.3%
Value ($000) $7,840 Shares 137,551 Est. Cost $35.36 Unrealized +35.6%
MCHP Microchip Technology, Inc. 1.3%
Value ($000) $7,811 Shares 50,323 Est. Cost $40.17 Unrealized +68.1%
COST Costco Wholesale Corp. 1.2%
Value ($000) $7,441 Shares 21,110 Est. Cost $280.67 Unrealized +17.5%
FISV Fiserv, Inc. 1.2%
Value ($000) $7,379 Shares 61,986 Est. Cost $84.02 Unrealized +36.6%
UnitedHealth Group 1.2%
Value ($000) $7,267 Shares 19,531 Est. Cost $295.40 Unrealized
Vanguard Russell 1000 ETF 1.2%
Value ($000) $7,085 Shares 38,254 Est. Cost $144.98 Unrealized
DE Deere & Co. 1.1%
Value ($000) $7,019 Shares 18,761 Est. Cost $274.32 Unrealized +12.1%
CVS CVS Health Corp. 1.1%
Value ($000) $6,936 Shares 92,201 Est. Cost $54.71 Unrealized +13.8%
FSLR First Solar, Inc. 1.1%
Value ($000) $6,839 Shares 78,340 Est. Cost $81.84 Unrealized +12.1%
Charter Communications, Inc. 1.1%
Value ($000) $6,826 Shares 11,063 Est. Cost $510.03 Unrealized
Salesforce.com 1.1%
Value ($000) $6,683 Shares 31,542 Est. Cost $188.59 Unrealized
CMG Chipotle Mexican Grill, A 1.0%
Value ($000) $6,220 Shares 4,378 Est. Cost $19.22 Unrealized +50.5%
EL Estee Lauder Co. 1.0%
Value ($000) $6,179 Shares 21,245 Est. Cost $179.88 Unrealized +41.8%
IShares MSCI USA Minimum Volatility ETF 1.0%
Value ($000) $6,015 Shares 86,928 Est. Cost $60.74 Unrealized
VO Vanguard Mid Cap ETF 0.9%
Value ($000) $5,693 Shares 25,720 Est. Cost $166.24 Unrealized
Invesco S&P 500 Quality ETF A 0.9%
Value ($000) $5,537 Shares 124,910 Est. Cost $35.41 Unrealized
VB Vanguard Index Small Cap ETF 0.9%
Value ($000) $5,374 Shares 25,105 Est. Cost $150.66 Unrealized
SCHD Schwab US Div Equity ETF 0.9%
Value ($000) $5,363 Shares 73,550 Est. Cost $52.50 Unrealized
LAM Research Corp. 0.9%
Value ($000) $5,268 Shares 8,850 Est. Cost $337.40 Unrealized
HCA Healthcare Co. 0.8%
Value ($000) $5,152 Shares 27,353 Est. Cost $99.77 Unrealized
IShares MSCI USA Momentum Factor ETF 0.8%
Value ($000) $5,060 Shares 31,453 Est. Cost $130.99 Unrealized
Quanta Services, Inc. 0.8%
Value ($000) $4,822 Shares 54,810 Est. Cost $39.23 Unrealized
VOOG Vanguard S&P 500 Growth ETF 0.8%
Value ($000) $4,705 Shares 20,024 Est. Cost $187.99 Unrealized
FDL First Trust Morningstar Div Leaders ETF 0.7%
Value ($000) $4,192 Shares 128,119 Est. Cost $25.36 Unrealized
MSFT Microsoft Corporation 0.7%
Value ($000) $4,092 Shares 17,355 Est. Cost $102.96 Unrealized +116.5%
ACH Owens & Minor, Inc. 0.6%
Value ($000) $3,949 Shares 105,055 Est. Cost $6.81 Unrealized +359.2%
IWV IShares Russell 3000 Index ETF 0.6%
Value ($000) $3,768 Shares 15,884 Est. Cost $180.09 Unrealized
First Trust Value Line Dividend ETF 0.6%
Value ($000) $3,744 Shares 98,585 Est. Cost $30.32 Unrealized
IWM IShares Russell 2000 Index ETF 0.6%
Value ($000) $3,577 Shares 16,190 Est. Cost $168.09 Unrealized
Merck & Co Inc. 0.5%
Value ($000) $3,349 Shares 43,437 Est. Cost $77.32 Unrealized
BRK/B Berkshire Hathaway, Cl. B 0.5%
Value ($000) $3,343 Shares 13,087 Est. Cost $196.14 Unrealized +23.8%
SPY SPDR S&P 500 ETF 0.5%
Value ($000) $3,296 Shares 8,316 Est. Cost $314.26 Unrealized
DaVita HealthCare Partners, Inc. 0.5%
Value ($000) $3,246 Shares 30,123 Est. Cost $93.78 Unrealized
VOO Vanguard S&P 500 ETF 0.5%
Value ($000) $3,213 Shares 8,820 Est. Cost $283.39 Unrealized
W. P. Carey Inc. 0.5%
Value ($000) $3,149 Shares 44,499 Est. Cost $67.78 Unrealized
IWS IShares Russell Midcap Value Index ETF 0.5%
Value ($000) $3,079 Shares 28,167 Est. Cost $93.05 Unrealized
Invesco QQQ Tr Unit Ser. 1 ETF 0.5%
Value ($000) $3,021 Shares 9,465 Est. Cost $254.90 Unrealized
GSLC Goldman Sachs ActiveBeta US LargeCp Eq ETF 0.5%
Value ($000) $2,937 Shares 37,125 Est. Cost $67.01 Unrealized
RPM RPM Inc. Ohio 0.5%
Value ($000) $2,933 Shares 31,929 Est. Cost $54.37 Unrealized +59.0%
EW Edwards Lifesciences Corp. 0.5%
Value ($000) $2,864 Shares 34,241 Est. Cost $71.29 Unrealized +18.6%
Garmin Ltd. 0.5%
Value ($000) $2,859 Shares 21,687 Est. Cost $97.49 Unrealized
Microport Scientific Corp. 0.5%
Value ($000) $2,816 Shares 504,670 Est. Cost $3.90 Unrealized
Jacobs Engineering Group, Inc. 0.5%
Value ($000) $2,814 Shares 21,770 Est. Cost $88.35 Unrealized
SCHB Schwab US Broad Market ETF 0.4%
Value ($000) $2,762 Shares 28,560 Est. Cost $73.46 Unrealized
KO Coca Cola 0.4%
Value ($000) $2,674 Shares 50,723 Est. Cost $37.40 Unrealized +16.0%
PAYX PayChex Inc. 0.4%
Value ($000) $2,674 Shares 27,276 Est. Cost $54.24 Unrealized +48.2%
Mosaic Co. 0.4%
Value ($000) $2,575 Shares 81,465 Est. Cost $12.51 Unrealized
PFE Pfizer, Inc. 0.4%
Value ($000) $2,557 Shares 70,576 Est. Cost $24.71 Unrealized +13.5%
LDOS Leidos Holdings, Inc. 0.4%
Value ($000) $2,533 Shares 26,310 Est. Cost $60.97 Unrealized +55.4%
QQEW First Trust NASDAQ-100 Equal Wtd ETF 0.4%
Value ($000) $2,520 Shares 24,400 Est. Cost $81.08 Unrealized
VEU Vanguard FTSE All-World (ex. US) ETF 0.4%
Value ($000) $2,436 Shares 40,153 Est. Cost $49.20 Unrealized
IJR IShares S&P SmallCap 600 Index ETF 0.4%
Value ($000) $2,424 Shares 22,338 Est. Cost $77.51 Unrealized
TKR Timken Co. 0.4%
Value ($000) $2,403 Shares 29,609 Est. Cost $46.77 Unrealized +70.6%
Vanguard Information Technology ETF 0.4%
Value ($000) $2,394 Shares 6,677 Est. Cost $278.72 Unrealized
SPDR S&P Value ETF 0.4%
Value ($000) $2,335 Shares 61,600 Est. Cost $29.37 Unrealized
Vanguard World Health Care ETF 0.4%
Value ($000) $2,270 Shares 9,925 Est. Cost $195.72 Unrealized
ALL Allstate Corp. 0.4%
Value ($000) $2,233 Shares 19,434 Est. Cost $82.80 Unrealized +18.0%
PEP PepsiCo Inc 0.4%
Value ($000) $2,198 Shares 15,538 Est. Cost $83.39 Unrealized +41.4%
FTCS First Trust Capital Strength ETF 0.4%
Value ($000) $2,184 Shares 30,837 Est. Cost $59.89 Unrealized
JBL Jabil Circuit, Inc. 0.4%
Value ($000) $2,172 Shares 41,650 Est. Cost $31.11 Unrealized +43.8%
IJH IShares S&P Midcap 400 Index ETF 0.4%
Value ($000) $2,154 Shares 8,277 Est. Cost $178.54 Unrealized
JNJ Johnson & Johnson 0.3%
Value ($000) $2,142 Shares 13,036 Est. Cost $105.70 Unrealized +33.2%
IWR IShares Russell Midcap Index ETF 0.3%
Value ($000) $2,057 Shares 27,827 Est. Cost $54.74 Unrealized
H&E Equipment Services, Inc. 0.3%
Value ($000) $2,041 Shares 53,712 Est. Cost $38.00 Unrealized
SPDR S&P Dividend ETF 0.3%
Value ($000) $1,994 Shares 16,893 Est. Cost $91.21 Unrealized
AbbVie, Inc. 0.3%
Value ($000) $1,984 Shares 18,330 Est. Cost $98.80 Unrealized
Crown Castle Int'l. Corp. 0.3%
Value ($000) $1,976 Shares 11,477 Est. Cost $167.77 Unrealized
ServiceNow, Inc. 0.3%
Value ($000) $1,938 Shares 3,875 Est. Cost $538.87 Unrealized
NUE Nucor Corp. 0.3%
Value ($000) $1,923 Shares 23,957 Est. Cost $51.29 Unrealized +9.3%
Vanguard Russell 1000 Growth ETF 0.3%
Value ($000) $1,908 Shares 7,631 Est. Cost $206.45 Unrealized
GPC Genuine Parts Co. 0.3%
Value ($000) $1,906 Shares 16,485 Est. Cost $73.20 Unrealized +27.1%
WMB Williams Companies 0.3%
Value ($000) $1,903 Shares 80,315 Est. Cost $16.00 Unrealized +11.4%
GSIE Goldman Sachs ActiveBeta Int'l Eq ETF 0.3%
Value ($000) $1,874 Shares 56,730 Est. Cost $28.69 Unrealized
Alphabet Inc., Cl. C 0.3%
Value ($000) $1,864 Shares 901 Est. Cost $1413.83 Unrealized
VYM Vanguard High Dividend Yield ETF 0.3%
Value ($000) $1,855 Shares 18,354 Est. Cost $78.78 Unrealized
ABT Abbott Laboratories 0.3%
Value ($000) $1,814 Shares 15,137 Est. Cost $55.46 Unrealized +95.9%
BABA Alibaba Grp Shs ADR 0.3%
Value ($000) $1,788 Shares 7,885 Est. Cost $276.89 Unrealized
DTE DTE Energy 0.3%
Value ($000) $1,786 Shares 13,412 Est. Cost $67.80 Unrealized +31.6%
Hanes Brands, Inc. 0.3%
Value ($000) $1,785 Shares 90,752 Est. Cost $19.67 Unrealized
Invesco S&P 500 Low Volatility ETF 0.3%
Value ($000) $1,780 Shares 30,611 Est. Cost $49.99 Unrealized
DLR Digital Realty Trust Inc. 0.3%
Value ($000) $1,749 Shares 12,417 Est. Cost $85.23 Unrealized +36.7%
S&P Global, Inc. 0.3%
Value ($000) $1,740 Shares 4,931 Est. Cost $337.23 Unrealized
NWL Newell Rubbermaid Inc. 0.3%
Value ($000) $1,736 Shares 64,819 Est. Cost $20.01 Unrealized 0.0%
KMB Kimberly Clark Corp 0.3%
Value ($000) $1,715 Shares 12,332 Est. Cost $106.04 Unrealized +4.5%
Cardinal Health 0.3%
Value ($000) $1,704 Shares 28,048 Est. Cost $52.93 Unrealized
AWR American States Water Co. 0.3%
Value ($000) $1,680 Shares 22,213 Est. Cost $50.03 Unrealized +39.4%
O Realty Income Corp. 0.3%
Value ($000) $1,670 Shares 26,295 Est. Cost $36.58 Unrealized +26.4%
First Tr TCW Opportunistic Fixed Inc ETF 0.3%
Value ($000) $1,642 Shares 31,078 Est. Cost $55.00 Unrealized
CLX Clorox Co. 0.3%
Value ($000) $1,632 Shares 8,460 Est. Cost $109.93 Unrealized +50.1%
HOLX Hologic, Inc. 0.3%
Value ($000) $1,611 Shares 21,660 Est. Cost $74.10 Unrealized +2.5%
Enbridge Inc. 0.3%
Value ($000) $1,591 Shares 43,717 Est. Cost $30.47 Unrealized
FITB Fifth Third Bancorp 0.3%
Value ($000) $1,589 Shares 42,422 Est. Cost $16.31 Unrealized +72.8%
PG Procter and Gamble 0.3%
Value ($000) $1,575 Shares 11,633 Est. Cost $65.95 Unrealized +75.4%
QCOM Qualcomm Inc. 0.3%
Value ($000) $1,554 Shares 11,723 Est. Cost $115.84 Unrealized +12.0%
ORI Old Republic Nat'l. Corp. 0.2%
Value ($000) $1,530 Shares 70,049 Est. Cost $11.60 Unrealized +17.1%
GIS General Mills 0.2%
Value ($000) $1,527 Shares 24,903 Est. Cost $36.37 Unrealized +34.6%
Kronos Worldwide, Inc. 0.2%
Value ($000) $1,516 Shares 99,064 Est. Cost $10.41 Unrealized
MCD McDonalds Corp. 0.2%
Value ($000) $1,513 Shares 6,752 Est. Cost $149.33 Unrealized +28.1%
KHC Kraft Heinz Co. 0.2%
Value ($000) $1,488 Shares 37,190 Est. Cost $20.68 Unrealized +38.4%
Hewlett Packard Enterprise Co. 0.2%
Value ($000) $1,455 Shares 92,408 Est. Cost $15.75 Unrealized
Alexion Pharmaceuticals Inc. 0.2%
Value ($000) $1,375 Shares 8,995 Est. Cost $102.55 Unrealized
Umpqua Holdings Corp. 0.2%
Value ($000) $1,375 Shares 78,360 Est. Cost $16.73 Unrealized
CFG Citizens Financial Group 0.2%
Value ($000) $1,327 Shares 30,059 Est. Cost $33.89 Unrealized 0.0%
DVY IShares Select Dividend ETF 0.2%
Value ($000) $1,323 Shares 11,595 Est. Cost $82.43 Unrealized
PacWest Bancorp 0.2%
Value ($000) $1,322 Shares 34,648 Est. Cost $33.97 Unrealized
AWK American Water Works Co., Inc. 0.2%
Value ($000) $1,316 Shares 8,780 Est. Cost $139.36 Unrealized -1.2%
VUG Vanguard Growth ETF 0.2%
Value ($000) $1,284 Shares 4,997 Est. Cost $204.12 Unrealized
PM Philip Morris Internat'l. 0.2%
Value ($000) $1,268 Shares 14,284 Est. Cost $58.10 Unrealized +15.0%
Annaly Capital Mgmt Inc. 0.2%
Value ($000) $1,235 Shares 143,588 Est. Cost $8.60 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.2%
Value ($000) $1,222 Shares 5,695 Est. Cost $165.01 Unrealized
BKH Black Hills Corp. 0.2%
Value ($000) $1,210 Shares 18,127 Est. Cost $43.31 Unrealized +16.9%
STT State Street Corp. 0.2%
Value ($000) $1,208 Shares 14,380 Est. Cost $56.77 Unrealized +16.4%
Vanguard Russell 1000 Value ETF 0.2%
Value ($000) $1,206 Shares 9,071 Est. Cost $102.30 Unrealized
WisdomTree International Hdgd Div Gr ETF 0.2%
Value ($000) $1,191 Shares 28,845 Est. Cost $35.22 Unrealized
VIRT Virtu Financial Inc 0.2%
Value ($000) $1,188 Shares 38,273 Est. Cost $27.58 Unrealized 0.0%
Apartment Income REIT Corp. 0.2%
Value ($000) $1,180 Shares 27,596 Est. Cost $38.41 Unrealized
Constellation Brands, Inc. 0.2%
Value ($000) $1,173 Shares 5,146 Est. Cost $174.87 Unrealized
JPM J.P. Morgan Chase & Co. 0.2%
Value ($000) $1,166 Shares 7,659 Est. Cost $93.71 Unrealized +35.8%
First Trust Dow Jones Internet ETF 0.2%
Value ($000) $1,148 Shares 5,266 Est. Cost $178.10 Unrealized
PKG Packaging Corp. of America 0.2%
Value ($000) $1,139 Shares 8,472 Est. Cost $117.61 Unrealized 0.0%
IShares Edge MSCI USA Quality Factor ETF 0.2%
Value ($000) $1,135 Shares 9,321 Est. Cost $116.16 Unrealized
AGNC Investment Corp 0.2%
Value ($000) $1,118 Shares 66,693 Est. Cost $16.76 Unrealized
First Trust Mid Cap Core AlphaDEX ETF 0.2%
Value ($000) $1,115 Shares 11,884 Est. Cost $62.44 Unrealized
Invesco Russell 1000 Dynamic Multi ETF 0.2%
Value ($000) $1,112 Shares 25,210 Est. Cost $30.31 Unrealized
CMCSA Comcast Corp., Cl. A 0.2%
Value ($000) $1,112 Shares 20,556 Est. Cost $36.95 Unrealized +24.9%
VRTX Vertex Pharmaceutical 0.2%
Value ($000) $1,111 Shares 5,170 Est. Cost $258.62 Unrealized -15.1%
LMT Lockheed Martin Corp. 0.2%
Value ($000) $1,069 Shares 2,893 Est. Cost $326.43 Unrealized -8.1%
NEE NextEra Energy 0.2%
Value ($000) $1,056 Shares 13,969 Est. Cost $61.49 Unrealized +11.9%
T AT&T Inc. 0.2%
Value ($000) $1,052 Shares 34,745 Est. Cost $15.10 Unrealized +6.9%
TSM Taiwan Semiconductor Mfg. Co. Ltd. 0.2%
Value ($000) $1,050 Shares 8,875 Est. Cost $36.55 Unrealized
VWO Vanguard Emerging Mkts. ETF 0.2%
Value ($000) $1,039 Shares 19,956 Est. Cost $41.79 Unrealized
SCHX Schwab US Large-Cap ETF 0.2%
Value ($000) $1,034 Shares 10,770 Est. Cost $74.75 Unrealized
SCHA Schwab Strategic US Small-Cap ETF 0.2%
Value ($000) $1,030 Shares 10,330 Est. Cost $65.34 Unrealized
Everest Reinsur. Group, Ltd. 0.2%
Value ($000) $1,026 Shares 4,140 Est. Cost $205.91 Unrealized
WMT Wal-Mart Stores 0.2%
Value ($000) $1,023 Shares 7,528 Est. Cost $27.64 Unrealized +56.7%
GEM Goldman Sachs ActiveBeta Emerging Mkts ETF 0.2%
Value ($000) $1,012 Shares 25,630 Est. Cost $34.20 Unrealized
UNP Union Pacific Corp. 0.2%
Value ($000) $1,004 Shares 4,557 Est. Cost $123.35 Unrealized +52.5%
Essentials Utilities Inc. 0.2%
Value ($000) $999 Shares 22,314 Est. Cost $45.26 Unrealized
LOW Lowe's Cos 0.2%
Value ($000) $998 Shares 5,247 Est. Cost $144.62 Unrealized +8.5%
AFL AFLAC, Inc. 0.2%
Value ($000) $995 Shares 19,436 Est. Cost $37.56 Unrealized +14.2%
SPDR S&P MidCap 400 ETF 0.2%
Value ($000) $985 Shares 2,070 Est. Cost $324.30 Unrealized
First Trust Preferred Secs & Inc ETF 0.2%
Value ($000) $979 Shares 48,604 Est. Cost $18.67 Unrealized
MO Altria Group, Inc. 0.2%
Value ($000) $944 Shares 18,444 Est. Cost $31.65 Unrealized -3.9%
Visa Inc. 0.2%
Value ($000) $943 Shares 4,452 Est. Cost $194.47 Unrealized
ITW Illinois Tool Works 0.2%
Value ($000) $942 Shares 4,251 Est. Cost $124.81 Unrealized +48.2%
VZ Verizon Communications 0.1%
Value ($000) $891 Shares 15,330 Est. Cost $33.42 Unrealized +26.4%
ADP Automatic Data Processing 0.1%
Value ($000) $875 Shares 4,641 Est. Cost $110.96 Unrealized +41.2%
SCHM Schwab US Mid-Cap ETF 0.1%
Value ($000) $845 Shares 11,358 Est. Cost $52.66 Unrealized
LOGI Logitech Internat'l. SA 0.1%
Value ($000) $845 Shares 8,090 Est. Cost $35.54 Unrealized +173.8%
IWP IShares Russell Midcap Growth Index ETF 0.1%
Value ($000) $823 Shares 8,068 Est. Cost $130.42 Unrealized
BDX Becton Dickinson & Co. 0.1%
Value ($000) $811 Shares 3,335 Est. Cost $204.35 Unrealized +10.4%
ORCL Oracle Corp 0.1%
Value ($000) $808 Shares 11,513 Est. Cost $45.32 Unrealized +33.8%
Zynga Inc., Cl. A 0.1%
Value ($000) $798 Shares 78,200 Est. Cost $9.14 Unrealized
SPDR Dow Jones Industrial Average ETF 0.1%
Value ($000) $790 Shares 2,392 Est. Cost $278.30 Unrealized
ProShares S&P 500 Dividend Aristocrats ETF 0.1%
Value ($000) $777 Shares 9,008 Est. Cost $67.31 Unrealized
MDLZ Mondelez International, Inc. 0.1%
Value ($000) $773 Shares 13,215 Est. Cost $40.77 Unrealized +22.1%
JPMorgan Ultra-Short Income ETF 0.1%
Value ($000) $767 Shares 15,120 Est. Cost $50.75 Unrealized
IWB IShares Russell 1000 Index Fund ETF 0.1%
Value ($000) $764 Shares 3,415 Est. Cost $174.78 Unrealized
SCHW Charles Schwab Corp. 0.1%
Value ($000) $753 Shares 11,559 Est. Cost $47.39 Unrealized +20.1%
DIS Walt Disney Co 0.1%
Value ($000) $721 Shares 3,910 Est. Cost $120.22 Unrealized +49.9%
CAT Caterpillar Inc. 0.1%
Value ($000) $699 Shares 3,016 Est. Cost $125.47 Unrealized +50.7%
American Tower Corp. 0.1%
Value ($000) $690 Shares 2,885 Est. Cost $258.54 Unrealized
Cisco Systems 0.1%
Value ($000) $672 Shares 12,987 Est. Cost $47.18 Unrealized
IShares TR Core 1-5yr Bond ETF 0.1%
Value ($000) $669 Shares 13,035 Est. Cost $51.32 Unrealized
XOM Exxon Mobil Corp. 0.1%
Value ($000) $665 Shares 11,910 Est. Cost $53.56 Unrealized -19.1%
INTC Intel Corp. 0.1%
Value ($000) $659 Shares 10,294 Est. Cost $45.90 Unrealized +17.9%
KNX Knight-Swift Transportation Holdings, Inc. 0.1%
Value ($000) $653 Shares 13,570 Est. Cost $41.55 Unrealized 0.0%
EFA IShares MSCI EAFE ETF 0.1%
Value ($000) $652 Shares 8,592 Est. Cost $60.87 Unrealized
BURL Burlington Stores, Inc. 0.1%
Value ($000) $642 Shares 2,150 Est. Cost $161.86 Unrealized +67.9%
Unilever PLC ADR 0.1%
Value ($000) $639 Shares 11,447 Est. Cost $59.82 Unrealized
VV Vanguard Large Cap ETF 0.1%
Value ($000) $627 Shares 3,385 Est. Cost $142.93 Unrealized
VBK Vanguard Small Cap Growth ETF 0.1%
Value ($000) $610 Shares 2,221 Est. Cost $207.66 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.1%
Value ($000) $606 Shares 4,670 Est. Cost $106.94 Unrealized
CMI Cummins Engine Inc. 0.1%
Value ($000) $605 Shares 2,334 Est. Cost $121.98 Unrealized +81.9%
VTV Vanguard Value ETF 0.1%
Value ($000) $602 Shares 4,579 Est. Cost $99.59 Unrealized
ELV Anthem, Inc. 0.1%
Value ($000) $578 Shares 1,609 Est. Cost $209.90 Unrealized +43.3%
Paypal Hldgs Inc. 0.1%
Value ($000) $577 Shares 2,377 Est. Cost $181.08 Unrealized
Truist Financial Corp. 0.1%
Value ($000) $575 Shares 9,855 Est. Cost $43.66 Unrealized
Invesco S&P Int'l Dev Low Volatility ETF 0.1%
Value ($000) $573 Shares 18,841 Est. Cost $27.62 Unrealized
Monster Beverage Corp. 0.1%
Value ($000) $572 Shares 6,280 Est. Cost $71.28 Unrealized
First Trust ETF Clean Edge Green Energy In 0.1%
Value ($000) $572 Shares 8,338 Est. Cost $68.60 Unrealized
Molson Coors Brewing Co., Cl. B 0.1%
Value ($000) $563 Shares 11,000 Est. Cost $33.53 Unrealized
First Trust Senior Loan Fund ETF 0.1%
Value ($000) $555 Shares 11,598 Est. Cost $47.85 Unrealized
CL Colgate Palmolive Co. 0.1%
Value ($000) $552 Shares 7,001 Est. Cost $55.38 Unrealized +26.3%
CAG Conagra Brands Inc. 0.1%
Value ($000) $545 Shares 14,505 Est. Cost $26.46 Unrealized +7.3%
DHR Danaher Corp. 0.1%
Value ($000) $537 Shares 2,385 Est. Cost $97.12 Unrealized +104.6%
IWF IShares Russell 1000 Growth Index ETF 0.1%
Value ($000) $528 Shares 2,174 Est. Cost $191.81 Unrealized
Industrial Select Sector SPDR ETF 0.1%
Value ($000) $525 Shares 5,333 Est. Cost $77.02 Unrealized
Centene Corp. 0.1%
Value ($000) $524 Shares 8,202 Est. Cost $63.55 Unrealized
FNDB Schwab Fundamental US Broad Market ETF 0.1%
Value ($000) $520 Shares 10,133 Est. Cost $36.22 Unrealized
Invesco S&P 500 Revenue ETF 0.1%
Value ($000) $511 Shares 7,350 Est. Cost $51.10 Unrealized
First Tr Large Cap Core AlphaDex Fd ETF 0.1%
Value ($000) $508 Shares 6,345 Est. Cost $59.57 Unrealized
AEP American Electric Power 0.1%
Value ($000) $506 Shares 5,973 Est. Cost $51.72 Unrealized +30.5%
Walgreen Boots Alliance Inc. 0.1%
Value ($000) $501 Shares 9,127 Est. Cost $63.86 Unrealized
SO Southern Company 0.1%
Value ($000) $500 Shares 8,036 Est. Cost $32.85 Unrealized +51.7%
OLLI Ollies Bargain Outlet Holdings, Inc. 0.1%
Value ($000) $492 Shares 5,650 Est. Cost $91.04 Unrealized 0.0%
BMY Bristol-Myers Squibb 0.1%
Value ($000) $492 Shares 7,795 Est. Cost $42.24 Unrealized +20.8%
HON Honeywell Internat'l. 0.1%
Value ($000) $491 Shares 2,263 Est. Cost $128.12 Unrealized +37.9%
LHX L3Harris Technologies 0.1%
Value ($000) $491 Shares 2,421 Est. Cost $179.90 Unrealized -5.7%
REZ IShares Residential Real Estate Capped ETF 0.1%
Value ($000) $489 Shares 6,612 Est. Cost $62.61 Unrealized
AZN AstraZeneca PLC ADR 0.1%
Value ($000) $480 Shares 9,649 Est. Cost $37.92 Unrealized
Materials Select Sector SPDR ETF 0.1%
Value ($000) $477 Shares 6,050 Est. Cost $57.77 Unrealized
WisdomTree US Quality Dividend Gr ETF 0.1%
Value ($000) $458 Shares 8,005 Est. Cost $45.47 Unrealized
WDFC W D 40 Co. 0.1%
Value ($000) $456 Shares 1,489 Est. Cost $122.47 Unrealized +128.8%
AZO AutoZone, Inc. 0.1%
Value ($000) $456 Shares 325 Est. Cost $645.21 Unrealized +91.9%
IShares TR Edge MSCI USA Value Factor ETF 0.1%
Value ($000) $451 Shares 4,405 Est. Cost $86.95 Unrealized
BND Vanguard Bd Index - Total Bd Market ETF 0.1%
Value ($000) $443 Shares 5,224 Est. Cost $88.31 Unrealized
IUSV IShares Core US Value ETF 0.1%
Value ($000) $439 Shares 6,375 Est. Cost $52.24 Unrealized
APD Air Products & Chem 0.1%
Value ($000) $438 Shares 1,558 Est. Cost $208.11 Unrealized +15.4%
WisdomTree U.S. LargeCap Dividend ETF 0.1%
Value ($000) $438 Shares 3,820 Est. Cost $92.93 Unrealized
DBEF XTrackers MSCI EAFE Hedged Equity ETF 0.1%
Value ($000) $437 Shares 12,045 Est. Cost $30.44 Unrealized
IWN IShares Russell 2000 Value Index ETF 0.1%
Value ($000) $437 Shares 2,741 Est. Cost $106.55 Unrealized
First Trust NYSE Arca Biotech ETF 0.1%
Value ($000) $433 Shares 2,695 Est. Cost $167.80 Unrealized
SPDR Gold Shares ETF 0.1%
Value ($000) $429 Shares 2,680 Est. Cost $167.95 Unrealized
ZBRA Zebra Technologies Corp. 0.1%
Value ($000) $425 Shares 875 Est. Cost $234.34 Unrealized +90.3%
VNQ Vanguard REIT ETF 0.1%
Value ($000) $425 Shares 4,624 Est. Cost $82.20 Unrealized
IVV IShares S&P 500 Index ETF 0.1%
Value ($000) $417 Shares 1,049 Est. Cost $320.97 Unrealized
3M Company 0.1%
Value ($000) $416 Shares 2,160 Est. Cost $158.89 Unrealized
AJG Gallagher, Arthur J & Co. 0.1%
Value ($000) $409 Shares 3,275 Est. Cost $85.76 Unrealized +33.6%
TRV Travelers Companies Inc. 0.1%
Value ($000) $404 Shares 2,689 Est. Cost $133.15 Unrealized 0.0%
SPDR Portfolio S&P 500 Growth ETF 0.1%
Value ($000) $403 Shares 7,145 Est. Cost $55.24 Unrealized
SBUX Starbucks Corp. 0.1%
Value ($000) $400 Shares 3,660 Est. Cost $85.15 Unrealized +10.4%
AMGN Amgen, Inc. 0.1%
Value ($000) $398 Shares 1,601 Est. Cost $149.64 Unrealized +36.8%
Eaton Corp., PLC 0.1%
Value ($000) $397 Shares 2,871 Est. Cost $87.34 Unrealized
Vanguard Russell 3000 ETF 0.1%
Value ($000) $393 Shares 2,125 Est. Cost $144.32 Unrealized
MAS Masco Corp. 0.1%
Value ($000) $392 Shares 6,538 Est. Cost $51.14 Unrealized 0.0%
Laboratory Corp. Am. Hldgs. 0.1%
Value ($000) $391 Shares 1,535 Est. Cost $166.12 Unrealized
INFY Infosys Technologies, Ltd. 0.1%
Value ($000) $382 Shares 20,402 Est. Cost $9.94 Unrealized
LLY Lilly (Eli) 0.1%
Value ($000) $382 Shares 2,043 Est. Cost $105.37 Unrealized +76.6%
AMAT Applied Materials 0.1%
Value ($000) $380 Shares 2,842 Est. Cost $70.69 Unrealized +49.5%
Novartis AG ADR 0.1%
Value ($000) $373 Shares 4,361 Est. Cost $87.18 Unrealized
NOC Northrop Grumman 0.1%
Value ($000) $369 Shares 1,139 Est. Cost $315.06 Unrealized -11.7%
CISIX Calvert US Equity Large-Cap Responsible, I 0.1%
Value ($000) $366 Shares 10,128 Est. Cost $36.14 Unrealized
Seagate Technology 0.1%
Value ($000) $359 Shares 4,673 Est. Cost $48.34 Unrealized
ADBE Adobe Systems, Inc. 0.1%
Value ($000) $358 Shares 753 Est. Cost $392.51 Unrealized +19.1%
NVO Novo Nordisk A.S. ADR 0.1%
Value ($000) $356 Shares 5,274 Est. Cost $46.11 Unrealized
GlaxoSmithKline PLC 0.1%
Value ($000) $355 Shares 9,955 Est. Cost $40.32 Unrealized
NSC Norfolk Southern Corp. 0.1%
Value ($000) $352 Shares 1,311 Est. Cost $154.43 Unrealized +48.2%
BALL Ball Corp. 0.1%
Value ($000) $350 Shares 4,129 Est. Cost $35.51 Unrealized +131.7%
MHGVY Mowi ASA ADR 0.1%
Value ($000) $345 Shares 13,907 Est. Cost $20.61 Unrealized
Biogen Idec, Inc. 0.1%
Value ($000) $338 Shares 1,207 Est. Cost $268.48 Unrealized
BA Boeing Company 0.1%
Value ($000) $338 Shares 1,325 Est. Cost $330.36 Unrealized -32.7%
VXF Vanguard Extended Market ETF 0.1%
Value ($000) $336 Shares 1,900 Est. Cost $118.42 Unrealized
Workday, Inc. Cl. A 0.1%
Value ($000) $335 Shares 1,350 Est. Cost $187.25 Unrealized
BHP BHP Billiton, Ltd. ADR 0.1%
Value ($000) $334 Shares 4,816 Est. Cost $50.68 Unrealized
Technology Select Sector SPDR ETF 0.1%
Value ($000) $334 Shares 2,518 Est. Cost $105.74 Unrealized
BMO Bank of Montreal 0.1%
Value ($000) $332 Shares 3,724 Est. Cost $40.15 Unrealized +66.4%
VTEB Vanguard Tax-Exempt Bond Index Fund ETF 0.1%
Value ($000) $332 Shares 6,070 Est. Cost $54.16 Unrealized
TGT Target Corp. 0.1%
Value ($000) $326 Shares 1,646 Est. Cost $98.90 Unrealized +65.0%
FlexShares Quality Dividend ETF 0.1%
Value ($000) $322 Shares 6,050 Est. Cost $42.24 Unrealized
ABBNY ABB Ltd. Sponsored ADR 0.1%
Value ($000) $319 Shares 10,479 Est. Cost $21.63 Unrealized
Global X S&P 500 Catholic Values ETF 0.1%
Value ($000) $312 Shares 6,310 Est. Cost $46.28 Unrealized
CVX Chevron Corp. 0.1%
Value ($000) $311 Shares 2,968 Est. Cost $88.32 Unrealized -9.9%
ADSK Autodesk 0.1%
Value ($000) $309 Shares 1,115 Est. Cost $196.57 Unrealized +46.7%
BAC Bank of America 0.0%
Value ($000) $306 Shares 7,915 Est. Cost $23.66 Unrealized +29.5%
Dominos Pizza, Inc. 0.0%
Value ($000) $305 Shares 830 Est. Cost $369.81 Unrealized
CHD Church & Dwight Co. 0.0%
Value ($000) $304 Shares 3,480 Est. Cost $83.37 Unrealized -5.5%
First Trust Managed Municipal ETF 0.0%
Value ($000) $303 Shares 5,376 Est. Cost $55.05 Unrealized
PNC PNC Financial Svcs. 0.0%
Value ($000) $301 Shares 1,716 Est. Cost $138.54 Unrealized 0.0%
SCHE Schwab Strategic Emerging Mkts Equity ETF 0.0%
Value ($000) $301 Shares 9,480 Est. Cost $24.34 Unrealized
IYR IShares US Real Estate ETF 0.0%
Value ($000) $300 Shares 3,260 Est. Cost $80.60 Unrealized
IBM I.B.M. 0.0%
Value ($000) $298 Shares 2,238 Est. Cost $96.95 Unrealized +1.2%
MercadoLibre Inc. 0.0%
Value ($000) $297 Shares 202 Est. Cost $1084.58 Unrealized
Eversource Energy Com. 0.0%
Value ($000) $297 Shares 3,431 Est. Cost $83.36 Unrealized
BUSE First Busey Corp. 0.0%
Value ($000) $295 Shares 11,512 Est. Cost $21.52 Unrealized -10.7%
ALPS Sector Dividend Dogs ETF 0.0%
Value ($000) $293 Shares 5,695 Est. Cost $37.99 Unrealized
MCO Moody's Corp. 0.0%
Value ($000) $293 Shares 980 Est. Cost $154.93 Unrealized +74.5%
VOOV Vanguard S&P 500 Value ETF 0.0%
Value ($000) $289 Shares 2,113 Est. Cost $105.14 Unrealized
Meridian Bioscience, Inc. 0.0%
Value ($000) $282 Shares 10,760 Est. Cost $8.65 Unrealized
IYH IShares US Healthcare ETF 0.0%
Value ($000) $281 Shares 1,115 Est. Cost $185.13 Unrealized
EMR Emerson Electric Co. 0.0%
Value ($000) $281 Shares 3,115 Est. Cost $67.56 Unrealized +15.2%
Sanofi-Aventis ADR 0.0%
Value ($000) $281 Shares 5,674 Est. Cost $50.98 Unrealized
Health Care Select Sector SPDR ETF 0.0%
Value ($000) $280 Shares 2,399 Est. Cost $116.72 Unrealized
SLF Sun Life Financial, Inc. 0.0%
Value ($000) $278 Shares 5,494 Est. Cost $41.40 Unrealized +18.3%
NKE Nike, Inc. 0.0%
Value ($000) $277 Shares 2,087 Est. Cost $91.10 Unrealized +42.2%
CVGW Calavo Growers, Inc. 0.0%
Value ($000) $274 Shares 3,535 Est. Cost $80.13 Unrealized -14.0%
D Dominion Resources 0.0%
Value ($000) $272 Shares 3,580 Est. Cost $63.12 Unrealized -7.3%
RIO Rio Tinto PLC ADR F 0.0%
Value ($000) $266 Shares 3,425 Est. Cost $56.17 Unrealized
IWD IShares Russell 1000 Value Index ETF 0.0%
Value ($000) $266 Shares 1,757 Est. Cost $118.38 Unrealized
SPDR Nuveen Bloomberg Barclays Muni ETF 0.0%
Value ($000) $264 Shares 5,115 Est. Cost $52.39 Unrealized
SYK Stryker Corporation 0.0%
Value ($000) $260 Shares 1,067 Est. Cost $157.57 Unrealized +44.6%
Vanguard Scottsdale FDS Interm.-Term ETF 0.0%
Value ($000) $260 Shares 2,792 Est. Cost $95.63 Unrealized
Royal Dutch Shell ADR, A 0.0%
Value ($000) $260 Shares 6,624 Est. Cost $39.25 Unrealized
HRL Hormel Foods Corp. 0.0%
Value ($000) $260 Shares 5,450 Est. Cost $35.30 Unrealized +16.2%
NGG National Grid PLC ADR 0.0%
Value ($000) $259 Shares 4,369 Est. Cost $60.76 Unrealized
Vodafone Group PLC ADR 0.0%
Value ($000) $259 Shares 14,040 Est. Cost $16.21 Unrealized
MGK Vanguard Mega Cap Growth ETF 0.0%
Value ($000) $258 Shares 1,248 Est. Cost $185.10 Unrealized
DEO Diageo PLC ADR 0.0%
Value ($000) $258 Shares 1,569 Est. Cost $143.96 Unrealized
CSX CSX Corp. 0.0%
Value ($000) $256 Shares 2,655 Est. Cost $22.95 Unrealized +24.5%
Marathon Petroleum Corp. 0.0%
Value ($000) $255 Shares 4,763 Est. Cost $53.54 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $254 Shares 3,273 Est. Cost $65.58 Unrealized 0.0%
BP BP Amoco PLC ADR 0.0%
Value ($000) $250 Shares 10,255 Est. Cost $24.38 Unrealized
VEA Vanguard Tax-Mgd Int'l Dev. Markets ETF 0.0%
Value ($000) $249 Shares 5,062 Est. Cost $47.21 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $249 Shares 2,105 Est. Cost $75.53 Unrealized +34.6%
IJJ IShares S&P MidCap 400/Barra Value ETF 0.0%
Value ($000) $246 Shares 2,410 Est. Cost $86.31 Unrealized
DLTR Dollar Tree, Inc. 0.0%
Value ($000) $246 Shares 2,148 Est. Cost $91.84 Unrealized +17.0%
NSRGY Nestle SA ADR 0.0%
Value ($000) $241 Shares 2,162 Est. Cost $82.20 Unrealized
VBR Vanguard Small Cap Value ETF 0.0%
Value ($000) $240 Shares 1,448 Est. Cost $141.90 Unrealized
SIEGY Siemens AG ADR 0.0%
Value ($000) $238 Shares 2,894 Est. Cost $69.54 Unrealized
SK Telecom Ltd. ADR 0.0%
Value ($000) $237 Shares 8,714 Est. Cost $19.32 Unrealized
STLD Steel Dynamics Inc. 0.0%
Value ($000) $236 Shares 4,648 Est. Cost $38.96 Unrealized 0.0%
WM Waste Management, Inc. 0.0%
Value ($000) $236 Shares 1,831 Est. Cost $92.14 Unrealized +17.4%
Linde PLC 0.0%
Value ($000) $227 Shares 810 Est. Cost $237.87 Unrealized
BAX Baxter International 0.0%
Value ($000) $224 Shares 2,655 Est. Cost $63.29 Unrealized +12.9%
ONB Old National Bancorp 0.0%
Value ($000) $221 Shares 11,410 Est. Cost $17.78 Unrealized +4.2%
AXP American Express 0.0%
Value ($000) $219 Shares 1,550 Est. Cost $124.36 Unrealized 0.0%
Iridium Communications Inc. 0.0%
Value ($000) $219 Shares 5,313 Est. Cost $39.34 Unrealized
BIDU Baidu, Inc. 0.0%
Value ($000) $218 Shares 1,000 Est. Cost $216.00 Unrealized
SPDR Nuveen Blmbg Barclays ST Muni Bd ETF 0.0%
Value ($000) $218 Shares 4,400 Est. Cost $49.80 Unrealized
ICF IShares Cohen & Steers REIT ETF 0.0%
Value ($000) $216 Shares 3,738 Est. Cost $54.49 Unrealized
CM Canadian Imperial Bank of Commerce 0.0%
Value ($000) $211 Shares 2,158 Est. Cost $37.28 Unrealized 0.0%
Activision Blizzard, Inc. 0.0%
Value ($000) $210 Shares 2,255 Est. Cost $75.98 Unrealized
SSREY Swiss Re Ltd. 0.0%
Value ($000) $209 Shares 8,472 Est. Cost $23.73 Unrealized
Veolia Environment ADR 0.0%
Value ($000) $209 Shares 8,122 Est. Cost $25.73 Unrealized
Anheuser Busch Co. 0.0%
Value ($000) $205 Shares 3,260 Est. Cost $50.11 Unrealized
EBAY EBay Inc. 0.0%
Value ($000) $205 Shares 3,345 Est. Cost $53.20 Unrealized 0.0%
Regions Financial Corp. 0.0%
Value ($000) $203 Shares 9,826 Est. Cost $20.66 Unrealized
Eaton Vance Municipal Income TR 0.0%
Value ($000) $201 Shares 14,575 Est. Cost $13.79 Unrealized
Discover Financial Services, Inc. 0.0%
Value ($000) $201 Shares 2,119 Est. Cost $94.86 Unrealized
Amyris, Inc. 0.0%
Value ($000) $200 Shares 10,450 Est. Cost $4.31 Unrealized
Cohen & Steers Infrastructure Fund 0.0%
Value ($000) $200 Shares 7,162 Est. Cost $27.93 Unrealized
Equinor ASA 0.0%
Value ($000) $198 Shares 10,181 Est. Cost $14.50 Unrealized
BD - Vanguard FTSE Developed Mkts 529F 0.0%
Value ($000) $184 Shares 10,308 Est. Cost $17.85 Unrealized
ORANY Orange 0.0%
Value ($000) $184 Shares 14,916 Est. Cost $11.92 Unrealized
ISUZY Isuzu Motors Ltd. 0.0%
Value ($000) $176 Shares 16,319 Est. Cost $12.51 Unrealized
UBS Group AG 0.0%
Value ($000) $171 Shares 10,990 Est. Cost $15.56 Unrealized
Apartment Invt. & Mgmt Co. (AIMCO) 0.0%
Value ($000) $169 Shares 27,596 Est. Cost $5.29 Unrealized
BD - Age-Based Moderate 11-12 Years - F 0.0%
Value ($000) $165 Shares 11,413 Est. Cost $14.46 Unrealized
Enersis Americas SA ADR 0.0%
Value ($000) $130 Shares 15,280 Est. Cost $8.51 Unrealized
MUFG Mitsubishi UFJ Fin'l. Grp. ADR 0.0%
Value ($000) $116 Shares 21,490 Est. Cost $5.46 Unrealized
ASE Technology Holding Co., Ltd. 0.0%
Value ($000) $77 Shares 10,000 Est. Cost $4.10 Unrealized
Ambev SA ADR 0.0%
Value ($000) $68 Shares 24,783 Est. Cost $2.64 Unrealized
BD - Invesco Govt. & Agency Port., F 0.0%
Value ($000) $58 Shares 58,483 Est. Cost $0.99 Unrealized
Cellectar Biosciences, Inc. 0.0%
Value ($000) $18 Shares 11,000 Est. Cost $2.09 Unrealized
Debt Resolve Inc. 0.0%
Value ($000) $0 Shares 100,000 Est. Cost Unrealized