COZAD ASSET MANAGEMENT INC Diversified Active

CIK: 0000709428 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 8, 2024

Total Value ($000): $960,435 (100.0% shares, 0.0% debt)

Holdings (393)

AAPL Apple Inc. 3.0%
Value ($000) $28,823 Shares 168,081 Est. Cost $103.98 Unrealized +73.4%
Nvidia Corp. 2.8%
Value ($000) $27,020 Shares 29,903 Est. Cost $229.59 Unrealized
VTI Vanguard Total Stock Market ETF 2.5%
Value ($000) $23,845 Shares 91,745 Est. Cost $172.34 Unrealized
MSFT Microsoft Corporation 2.4%
Value ($000) $23,394 Shares 55,604 Est. Cost $220.64 Unrealized +81.0%
AMZN Amazon.com, Inc. 1.9%
Value ($000) $17,820 Shares 98,789 Est. Cost $118.94 Unrealized +40.3%
Broadcom Inc. 1.8%
Value ($000) $17,511 Shares 13,212 Est. Cost $332.74 Unrealized
Alphabet Inc., Cl. A 1.6%
Value ($000) $15,847 Shares 104,995 Est. Cost $163.48 Unrealized
URI United Rentals, Inc. 1.6%
Value ($000) $15,723 Shares 21,804 Est. Cost $165.58 Unrealized +281.2%
VIG Vanguard Dividend Appreciation ETF 1.6%
Value ($000) $15,573 Shares 85,280 Est. Cost $123.67 Unrealized
LAM Research Corp. 1.6%
Value ($000) $15,364 Shares 15,814 Est. Cost $423.57 Unrealized
SCHD Schwab US Div Equity ETF 1.5%
Value ($000) $14,810 Shares 183,674 Est. Cost $64.80 Unrealized
CMG Chipotle Mexican Grill, A 1.5%
Value ($000) $14,083 Shares 4,845 Est. Cost $22.07 Unrealized +131.7%
MGC Vanguard Mega Cap ETF 1.5%
Value ($000) $14,011 Shares 74,979 Est. Cost $120.08 Unrealized
COST Costco Wholesale Corp. 1.4%
Value ($000) $13,592 Shares 18,552 Est. Cost $309.31 Unrealized +128.5%
MasterCard, Inc. 1.4%
Value ($000) $13,029 Shares 27,055 Est. Cost $316.77 Unrealized
Invesco S&P 500 Quality ETF A 1.3%
Value ($000) $12,311 Shares 203,762 Est. Cost $39.79 Unrealized
JBL Jabil Circuit, Inc. 1.3%
Value ($000) $12,131 Shares 90,560 Est. Cost $75.69 Unrealized +76.7%
Blackstone Group Inc. Cl. A 1.3%
Value ($000) $12,019 Shares 91,491 Est. Cost $63.91 Unrealized
ASML Hldg N V 1.1%
Value ($000) $10,888 Shares 11,219 Est. Cost $783.81 Unrealized
MCHP Microchip Technology, Inc. 1.1%
Value ($000) $10,830 Shares 120,721 Est. Cost $59.23 Unrealized +38.3%
HCA Healthcare Co. 1.1%
Value ($000) $10,422 Shares 31,249 Est. Cost $140.22 Unrealized
Meta Platforms, Inc. 1.1%
Value ($000) $10,173 Shares 20,951 Est. Cost $387.41 Unrealized
HD Home Depot, Inc. 1.0%
Value ($000) $9,302 Shares 24,249 Est. Cost $164.72 Unrealized +111.6%
FLEX Flextronics Internat'l. Ltd. 1.0%
Value ($000) $9,251 Shares 323,361 Est. Cost $19.12 Unrealized +37.2%
BUSE First Busey Corp. 1.0%
Value ($000) $9,189 Shares 382,097 Est. Cost $19.87 Unrealized +8.4%
GSLC Goldman Sachs ActiveBeta US LargeCp Eq ETF 1.0%
Value ($000) $9,179 Shares 88,443 Est. Cost $77.45 Unrealized
FISV Fiserv, Inc. 1.0%
Value ($000) $9,155 Shares 57,283 Est. Cost $86.23 Unrealized +68.9%
UnitedHealth Group 1.0%
Value ($000) $9,130 Shares 18,456 Est. Cost $340.71 Unrealized
SHW Sherwin Williams Company 0.9%
Value ($000) $9,016 Shares 25,957 Est. Cost $253.47 Unrealized +23.7%
Pacer U.S. Cash Cows 100 - ETF 0.9%
Value ($000) $8,864 Shares 152,542 Est. Cost $46.96 Unrealized
Vanguard Russell 1000 ETF 0.9%
Value ($000) $8,371 Shares 35,124 Est. Cost $144.98 Unrealized
ADM Archer Daniels Midland 0.9%
Value ($000) $8,287 Shares 131,930 Est. Cost $38.11 Unrealized +43.9%
OC Owens Corning 0.9%
Value ($000) $8,238 Shares 49,386 Est. Cost $91.80 Unrealized +66.2%
VO Vanguard Mid Cap ETF 0.8%
Value ($000) $7,876 Shares 31,522 Est. Cost $186.33 Unrealized
LLY Lilly (Eli) 0.8%
Value ($000) $7,712 Shares 9,913 Est. Cost $542.41 Unrealized +29.5%
SPGP Invesco S&P 500 GARP - ETF 0.7%
Value ($000) $7,024 Shares 65,963 Est. Cost $84.88 Unrealized
Cheniere Energy, Inc 0.7%
Value ($000) $7,013 Shares 43,483 Est. Cost $146.04 Unrealized
Intercontinental Exchange Group 0.7%
Value ($000) $6,841 Shares 49,780 Est. Cost $96.13 Unrealized
SPY SPDR S&P 500 ETF 0.6%
Value ($000) $6,172 Shares 11,799 Est. Cost $367.52 Unrealized
TMO Thermo Fisher Scientific, Inc. 0.6%
Value ($000) $6,152 Shares 10,585 Est. Cost $252.70 Unrealized +120.7%
VB Vanguard Index Small Cap ETF 0.6%
Value ($000) $6,086 Shares 26,622 Est. Cost $159.15 Unrealized
VOOG Vanguard S&P 500 Growth ETF 0.6%
Value ($000) $6,070 Shares 19,921 Est. Cost $197.00 Unrealized
FDL First Trust Morningstar Div Leaders ETF 0.6%
Value ($000) $5,859 Shares 152,272 Est. Cost $29.23 Unrealized
Invesco QQQ Tr Unit Ser. 1 ETF 0.6%
Value ($000) $5,837 Shares 13,147 Est. Cost $315.23 Unrealized
BRK/B Berkshire Hathaway, Cl. B 0.6%
Value ($000) $5,665 Shares 13,471 Est. Cost $206.85 Unrealized +90.2%
IJR IShares S&P SmallCap 600 Index ETF 0.6%
Value ($000) $5,579 Shares 50,484 Est. Cost $90.02 Unrealized
Merck & Co Inc. 0.6%
Value ($000) $5,570 Shares 42,210 Est. Cost $80.23 Unrealized
ProShares S&P 500 Dividend Aristocrats ETF 0.6%
Value ($000) $5,552 Shares 54,753 Est. Cost $86.30 Unrealized
VOO Vanguard S&P 500 ETF 0.6%
Value ($000) $5,355 Shares 11,139 Est. Cost $348.02 Unrealized
Invesco Russell 1000 Dynamic Multi ETF 0.5%
Value ($000) $5,266 Shares 95,349 Est. Cost $42.90 Unrealized
SPDR S&P Value ETF 0.5%
Value ($000) $4,890 Shares 97,605 Est. Cost $34.90 Unrealized
IShares MSCI USA Momentum Factor ETF 0.5%
Value ($000) $4,878 Shares 26,035 Est. Cost $134.40 Unrealized
PSX Phillips 66 0.5%
Value ($000) $4,780 Shares 29,261 Est. Cost $105.74 Unrealized +27.7%
Global Payments Inc. 0.5%
Value ($000) $4,578 Shares 34,250 Est. Cost $113.09 Unrealized
IWV IShares Russell 3000 Index ETF 0.5%
Value ($000) $4,369 Shares 14,559 Est. Cost $180.52 Unrealized
Quanta Services, Inc. 0.5%
Value ($000) $4,345 Shares 16,725 Est. Cost $39.23 Unrealized
IShares MSCI USA Minimum Volatility ETF 0.4%
Value ($000) $4,214 Shares 50,417 Est. Cost $62.54 Unrealized
Salesforce.com 0.4%
Value ($000) $4,205 Shares 13,963 Est. Cost $192.77 Unrealized
Invesco S&P 500 Low Volatility ETF 0.4%
Value ($000) $4,205 Shares 63,843 Est. Cost $58.16 Unrealized
First Trust Rising Dividend Achievers ETF 0.4%
Value ($000) $4,138 Shares 73,661 Est. Cost $49.36 Unrealized
JPEF JPMorgan Equity Focus - ETF 0.4%
Value ($000) $3,884 Shares 64,980 Est. Cost $49.39 Unrealized
Vanguard Russell 1000 Growth ETF 0.4%
Value ($000) $3,791 Shares 43,744 Est. Cost $91.44 Unrealized
SCHB Schwab US Broad Market ETF 0.4%
Value ($000) $3,748 Shares 61,385 Est. Cost $61.73 Unrealized
CALF Pacer U.S. Small Cap Cash Cows 100 - ETF 0.4%
Value ($000) $3,708 Shares 75,428 Est. Cost $44.83 Unrealized
SAIA Saia, Inc. 0.4%
Value ($000) $3,686 Shares 6,300 Est. Cost $261.17 Unrealized +100.4%
RPM RPM Inc. Ohio 0.4%
Value ($000) $3,619 Shares 30,422 Est. Cost $57.58 Unrealized +93.2%
Interactive Brokers Group, Inc. 0.4%
Value ($000) $3,617 Shares 32,378 Est. Cost $89.41 Unrealized
TMUS T-Mobile US Inc. 0.4%
Value ($000) $3,568 Shares 21,858 Est. Cost $139.06 Unrealized +13.7%
Garmin Ltd. 0.4%
Value ($000) $3,564 Shares 23,943 Est. Cost $98.56 Unrealized
First Trust Value Line Dividend ETF 0.4%
Value ($000) $3,559 Shares 84,284 Est. Cost $30.78 Unrealized
NUE Nucor Corp. 0.4%
Value ($000) $3,559 Shares 17,985 Est. Cost $61.78 Unrealized +186.9%
W. P. Carey Inc. 0.4%
Value ($000) $3,529 Shares 62,535 Est. Cost $68.85 Unrealized
IJH IShares S&P Midcap 400 Index ETF 0.4%
Value ($000) $3,497 Shares 57,569 Est. Cost $87.23 Unrealized
IWY iShares Russell Top 200 Growth ETF 0.4%
Value ($000) $3,459 Shares 17,730 Est. Cost $154.40 Unrealized
WMT Wal-Mart Stores 0.4%
Value ($000) $3,453 Shares 57,382 Est. Cost $50.53 Unrealized +10.9%
AbbVie, Inc. 0.4%
Value ($000) $3,392 Shares 18,628 Est. Cost $111.17 Unrealized
Regeneron Pharmaceuticals 0.3%
Value ($000) $3,293 Shares 3,421 Est. Cost $695.28 Unrealized
KO Coca Cola 0.3%
Value ($000) $3,284 Shares 53,677 Est. Cost $44.50 Unrealized +27.4%
GSIE Goldman Sachs ActiveBeta Int'l Eq ETF 0.3%
Value ($000) $3,259 Shares 95,050 Est. Cost $29.81 Unrealized
QQEW First Trust NASDAQ-100 Equal Wtd ETF 0.3%
Value ($000) $3,156 Shares 25,470 Est. Cost $84.96 Unrealized
PEP PepsiCo Inc 0.3%
Value ($000) $3,099 Shares 17,706 Est. Cost $98.77 Unrealized +59.2%
DLR Digital Realty Trust Inc. 0.3%
Value ($000) $3,086 Shares 21,424 Est. Cost $94.70 Unrealized +40.6%
PAYX PayChex Inc. 0.3%
Value ($000) $3,055 Shares 24,881 Est. Cost $61.69 Unrealized +85.9%
FTCS First Trust Capital Strength ETF 0.3%
Value ($000) $3,028 Shares 35,352 Est. Cost $66.78 Unrealized
FBND Fidelity Merrimack Str Total Bond Fund ETF 0.3%
Value ($000) $3,018 Shares 66,615 Est. Cost $45.38 Unrealized
VUG Vanguard Growth ETF 0.3%
Value ($000) $3,008 Shares 8,738 Est. Cost $232.46 Unrealized
DKS Dicks Sporting Goods 0.3%
Value ($000) $2,916 Shares 12,970 Est. Cost $130.38 Unrealized +25.5%
TKR Timken Co. 0.3%
Value ($000) $2,914 Shares 33,333 Est. Cost $57.58 Unrealized +43.2%
GILD Gilead Sciences Inc. 0.3%
Value ($000) $2,832 Shares 38,668 Est. Cost $65.41 Unrealized +10.1%
SNA Snap-on Incorporated 0.3%
Value ($000) $2,796 Shares 9,440 Est. Cost $208.59 Unrealized +29.4%
Cardinal Health 0.3%
Value ($000) $2,795 Shares 24,982 Est. Cost $55.64 Unrealized
Vanguard Information Technology ETF 0.3%
Value ($000) $2,760 Shares 5,264 Est. Cost $341.75 Unrealized
Capital Group Growth - ETF 0.3%
Value ($000) $2,697 Shares 84,322 Est. Cost $28.22 Unrealized
AVT Avnet Inc. 0.3%
Value ($000) $2,697 Shares 54,391 Est. Cost $39.99 Unrealized +11.4%
iShares MSCI Multifactor USA Small-Cap ETF 0.3%
Value ($000) $2,691 Shares 42,331 Est. Cost $51.71 Unrealized
ORI Old Republic Nat'l. Corp. 0.3%
Value ($000) $2,632 Shares 85,683 Est. Cost $14.18 Unrealized +72.5%
H&E Equipment Services, Inc. 0.3%
Value ($000) $2,622 Shares 40,855 Est. Cost $39.28 Unrealized
Hewlett Packard Enterprise Co. 0.3%
Value ($000) $2,575 Shares 145,207 Est. Cost $15.73 Unrealized
GPK Graphic Packaging Holding Company 0.3%
Value ($000) $2,574 Shares 88,200 Est. Cost $22.41 Unrealized +16.7%
IWR IShares Russell Midcap Index ETF 0.3%
Value ($000) $2,556 Shares 30,400 Est. Cost $55.83 Unrealized
CAT Caterpillar Inc. 0.3%
Value ($000) $2,556 Shares 6,976 Est. Cost $183.97 Unrealized +69.1%
Hilton Worldwide Holdings, Inc. 0.3%
Value ($000) $2,543 Shares 11,920 Est. Cost $146.30 Unrealized
Expedia Group Inc. 0.3%
Value ($000) $2,540 Shares 18,442 Est. Cost $143.32 Unrealized
IWM IShares Russell 2000 Index ETF 0.3%
Value ($000) $2,538 Shares 12,067 Est. Cost $177.78 Unrealized
MCD McDonalds Corp. 0.3%
Value ($000) $2,516 Shares 8,922 Est. Cost $183.66 Unrealized +51.4%
DE Deere & Co. 0.3%
Value ($000) $2,512 Shares 6,117 Est. Cost $295.39 Unrealized +26.1%
Vanguard World Health Care ETF 0.3%
Value ($000) $2,505 Shares 9,261 Est. Cost $206.04 Unrealized
WMB Williams Companies 0.3%
Value ($000) $2,425 Shares 62,226 Est. Cost $17.19 Unrealized +92.0%
VYM Vanguard High Dividend Yield ETF 0.3%
Value ($000) $2,404 Shares 19,871 Est. Cost $84.29 Unrealized
BBY Best Buy Company, Inc. 0.2%
Value ($000) $2,375 Shares 28,957 Est. Cost $65.96 Unrealized +5.1%
OMC Omnicom Group 0.2%
Value ($000) $2,353 Shares 24,319 Est. Cost $66.94 Unrealized +25.6%
JNJ Johnson & Johnson 0.2%
Value ($000) $2,292 Shares 14,486 Est. Cost $117.50 Unrealized +27.9%
Alphabet Inc., Cl. C 0.2%
Value ($000) $2,253 Shares 14,794 Est. Cost $164.77 Unrealized
GIS General Mills 0.2%
Value ($000) $2,241 Shares 32,027 Est. Cost $46.51 Unrealized +30.3%
First Trust SMID Cap Rising Div Achv ETF 0.2%
Value ($000) $2,222 Shares 63,824 Est. Cost $27.69 Unrealized
AZN AstraZeneca PLC ADR 0.2%
Value ($000) $2,203 Shares 32,510 Est. Cost $60.74 Unrealized
SPDR S&P Dividend ETF 0.2%
Value ($000) $2,171 Shares 16,544 Est. Cost $95.26 Unrealized
KEY KeyCorp 0.2%
Value ($000) $2,137 Shares 135,175 Est. Cost $10.65 Unrealized +23.6%
NVO Novo Nordisk A.S. ADR 0.2%
Value ($000) $2,108 Shares 16,418 Est. Cost $84.42 Unrealized
ITW Illinois Tool Works 0.2%
Value ($000) $2,107 Shares 7,851 Est. Cost $207.38 Unrealized +19.4%
PG Procter and Gamble 0.2%
Value ($000) $2,105 Shares 12,977 Est. Cost $86.14 Unrealized +74.0%
TEX Terex Corp. 0.2%
Value ($000) $2,067 Shares 32,093 Est. Cost $50.25 Unrealized +16.7%
AWR American States Water Co. 0.2%
Value ($000) $2,025 Shares 28,031 Est. Cost $57.79 Unrealized +23.3%
MTG MGIC Investment Corp. 0.2%
Value ($000) $2,021 Shares 90,402 Est. Cost $14.83 Unrealized +34.5%
GPC Genuine Parts Co. 0.2%
Value ($000) $2,020 Shares 13,037 Est. Cost $87.43 Unrealized +57.3%
TGT Target Corp. 0.2%
Value ($000) $1,963 Shares 11,080 Est. Cost $113.56 Unrealized +25.1%
Enbridge Inc. 0.2%
Value ($000) $1,955 Shares 54,034 Est. Cost $36.06 Unrealized
ESS Essex Property Trust 0.2%
Value ($000) $1,921 Shares 7,846 Est. Cost $222.74 Unrealized -0.7%
JPMorgan Ultra-Short Income ETF 0.2%
Value ($000) $1,875 Shares 37,164 Est. Cost $50.35 Unrealized
ABT Abbott Laboratories 0.2%
Value ($000) $1,871 Shares 16,463 Est. Cost $65.80 Unrealized +68.4%
JPM J.P. Morgan Chase & Co. 0.2%
Value ($000) $1,862 Shares 9,298 Est. Cost $109.51 Unrealized +58.5%
DVY IShares Select Dividend ETF 0.2%
Value ($000) $1,765 Shares 14,329 Est. Cost $92.59 Unrealized
Civitas Resources, Inc. 0.2%
Value ($000) $1,738 Shares 22,894 Est. Cost $68.84 Unrealized
Pacer FDS TR Developed Mrkts Int'l CC ETF 0.2%
Value ($000) $1,736 Shares 54,349 Est. Cost $30.09 Unrealized
Eaton Corp., PLC 0.2%
Value ($000) $1,730 Shares 5,533 Est. Cost $130.20 Unrealized
AVUV Avantis U.S. Small Cap Value - ETF 0.2%
Value ($000) $1,705 Shares 18,193 Est. Cost $87.28 Unrealized
CALM Cal-Maine Foods, Inc. 0.2%
Value ($000) $1,702 Shares 28,913 Est. Cost $44.97 Unrealized +10.4%
S&P Global, Inc. 0.2%
Value ($000) $1,699 Shares 3,993 Est. Cost $397.20 Unrealized
First Trust Mid Cap Core AlphaDEX ETF 0.2%
Value ($000) $1,672 Shares 14,746 Est. Cost $68.77 Unrealized
Essent Group Ltd. 0.2%
Value ($000) $1,662 Shares 27,930 Est. Cost $46.80 Unrealized
Mosaic Co. 0.2%
Value ($000) $1,623 Shares 49,992 Est. Cost $23.17 Unrealized
XOM Exxon Mobil Corp. 0.2%
Value ($000) $1,591 Shares 13,687 Est. Cost $65.53 Unrealized +49.7%
GLW Corning Inc. 0.2%
Value ($000) $1,577 Shares 47,855 Est. Cost $30.45 Unrealized 0.0%
IBM I.B.M. 0.2%
Value ($000) $1,569 Shares 8,216 Est. Cost $116.94 Unrealized +47.6%
M & T Bank Corp. 0.2%
Value ($000) $1,557 Shares 10,706 Est. Cost $137.64 Unrealized
CSWC Capital Southwest Corp. 0.2%
Value ($000) $1,557 Shares 62,370 Est. Cost $19.29 Unrealized 0.0%
VEU Vanguard FTSE All-World (ex. US) ETF 0.2%
Value ($000) $1,548 Shares 26,389 Est. Cost $49.73 Unrealized
LNT Alliant Energy Corp. 0.2%
Value ($000) $1,547 Shares 30,688 Est. Cost $47.97 Unrealized -3.9%
PANW Palo Alto Networks, Inc. 0.2%
Value ($000) $1,530 Shares 5,385 Est. Cost $111.46 Unrealized +41.5%
SPDR Dow Jones Industrial Average ETF 0.2%
Value ($000) $1,514 Shares 3,806 Est. Cost $305.22 Unrealized
Allete, Inc. 0.2%
Value ($000) $1,512 Shares 25,353 Est. Cost $52.98 Unrealized
DAL Delta Airlines Inc. 0.2%
Value ($000) $1,474 Shares 30,795 Est. Cost $39.75 Unrealized +1.8%
IP International Paper 0.2%
Value ($000) $1,470 Shares 37,685 Est. Cost $32.25 Unrealized +4.2%
NFG National Fuel Gas Co. 0.2%
Value ($000) $1,455 Shares 27,081 Est. Cost $62.28 Unrealized -20.6%
First Trust Water ETF 0.2%
Value ($000) $1,451 Shares 14,215 Est. Cost $86.58 Unrealized
Nextracker Inc., Cl A 0.2%
Value ($000) $1,448 Shares 25,741 Est. Cost $56.27 Unrealized
VOE Vanguard Mid-Cap Value ETF 0.1%
Value ($000) $1,414 Shares 9,070 Est. Cost $142.71 Unrealized
AGNC Investment Corp 0.1%
Value ($000) $1,404 Shares 141,778 Est. Cost $10.07 Unrealized
TSM Taiwan Semiconductor Mfg. Co. Ltd. 0.1%
Value ($000) $1,383 Shares 10,167 Est. Cost $42.66 Unrealized
LOW Lowe's Cos 0.1%
Value ($000) $1,379 Shares 5,415 Est. Cost $189.61 Unrealized +17.1%
ADP Automatic Data Processing 0.1%
Value ($000) $1,374 Shares 5,501 Est. Cost $134.94 Unrealized +73.6%
IShares Edge MSCI USA Quality Factor ETF 0.1%
Value ($000) $1,337 Shares 8,136 Est. Cost $119.41 Unrealized
SPDR S&P MidCap 400 ETF 0.1%
Value ($000) $1,337 Shares 2,403 Est. Cost $339.37 Unrealized
ORCL Oracle Corp 0.1%
Value ($000) $1,323 Shares 10,535 Est. Cost $50.40 Unrealized +122.9%
GEN Gen Digital Inc. 0.1%
Value ($000) $1,320 Shares 58,950 Est. Cost $20.90 Unrealized +2.5%
VanEck Morningstar Wide Moat - ETF 0.1%
Value ($000) $1,318 Shares 14,663 Est. Cost $82.97 Unrealized
PM Philip Morris Internat'l. 0.1%
Value ($000) $1,300 Shares 14,191 Est. Cost $62.96 Unrealized +34.9%
MU Micron Technology, Inc. 0.1%
Value ($000) $1,292 Shares 10,960 Est. Cost $74.03 Unrealized +21.4%
Visa Inc. 0.1%
Value ($000) $1,261 Shares 4,519 Est. Cost $198.42 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.1%
Value ($000) $1,259 Shares 5,340 Est. Cost $172.39 Unrealized
IWN IShares Russell 2000 Value Index ETF 0.1%
Value ($000) $1,236 Shares 7,785 Est. Cost $134.29 Unrealized
PFE Pfizer, Inc. 0.1%
Value ($000) $1,216 Shares 43,837 Est. Cost $27.80 Unrealized -11.3%
WisdomTree International Hdgd Div Gr ETF 0.1%
Value ($000) $1,170 Shares 25,467 Est. Cost $35.65 Unrealized
AMD Advanced Micro Devices 0.1%
Value ($000) $1,153 Shares 6,388 Est. Cost $72.51 Unrealized +141.1%
WEX, Inc. 0.1%
Value ($000) $1,148 Shares 4,831 Est. Cost $184.71 Unrealized
Cisco Systems 0.1%
Value ($000) $1,142 Shares 22,886 Est. Cost $47.66 Unrealized
AFL AFLAC, Inc. 0.1%
Value ($000) $1,141 Shares 13,288 Est. Cost $38.94 Unrealized +102.3%
VTV Vanguard Value ETF 0.1%
Value ($000) $1,122 Shares 6,889 Est. Cost $122.34 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.1%
Value ($000) $1,095 Shares 11,810 Est. Cost $88.97 Unrealized
IJJ IShares S&P MidCap 400/Barra Value ETF 0.1%
Value ($000) $1,092 Shares 9,234 Est. Cost $105.10 Unrealized
UNP Union Pacific Corp. 0.1%
Value ($000) $1,091 Shares 4,437 Est. Cost $169.13 Unrealized +39.3%
Capital Group Dividend Value - ETF 0.1%
Value ($000) $1,067 Shares 32,834 Est. Cost $29.10 Unrealized
IVV IShares S&P 500 Index ETF 0.1%
Value ($000) $1,049 Shares 1,996 Est. Cost $406.98 Unrealized
NEE NextEra Energy 0.1%
Value ($000) $1,027 Shares 16,069 Est. Cost $64.37 Unrealized -13.9%
CMI Cummins Engine Inc. 0.1%
Value ($000) $1,026 Shares 3,483 Est. Cost $176.50 Unrealized +40.3%
SCHX Schwab US Large-Cap ETF 0.1%
Value ($000) $1,025 Shares 16,522 Est. Cost $64.57 Unrealized
CVS CVS Health Corp. 0.1%
Value ($000) $1,020 Shares 12,789 Est. Cost $61.18 Unrealized +15.8%
Vanguard Russell 1000 Value ETF 0.1%
Value ($000) $1,017 Shares 12,927 Est. Cost $86.15 Unrealized
IUSV IShares Core US Value ETF 0.1%
Value ($000) $1,001 Shares 11,065 Est. Cost $62.46 Unrealized
AVUS American Centy ETF TR Avantis US Equity 0.1%
Value ($000) $996 Shares 11,132 Est. Cost $79.86 Unrealized
BKH Black Hills Corp. 0.1%
Value ($000) $994 Shares 18,199 Est. Cost $43.31 Unrealized +10.2%
First Tr TCW Opportunistic Fixed Inc ETF 0.1%
Value ($000) $954 Shares 21,873 Est. Cost $55.00 Unrealized
BP BP Amoco PLC ADR 0.1%
Value ($000) $951 Shares 25,243 Est. Cost $30.98 Unrealized
T. Rowe Price Dividend Growth ETF 0.1%
Value ($000) $937 Shares 24,667 Est. Cost $32.72 Unrealized
IWB IShares Russell 1000 Index Fund ETF 0.1%
Value ($000) $937 Shares 3,253 Est. Cost $184.06 Unrealized
SCHA Schwab Strategic US Small-Cap ETF 0.1%
Value ($000) $936 Shares 19,004 Est. Cost $54.95 Unrealized
IWF IShares Russell 1000 Growth Index ETF 0.1%
Value ($000) $934 Shares 2,770 Est. Cost $206.08 Unrealized
ProShares S&P MidCap 400 Dividend Aristo. 0.1%
Value ($000) $883 Shares 11,240 Est. Cost $68.39 Unrealized
SCHM Schwab US Mid-Cap ETF 0.1%
Value ($000) $863 Shares 10,598 Est. Cost $54.32 Unrealized
CVX Chevron Corp. 0.1%
Value ($000) $854 Shares 5,417 Est. Cost $113.63 Unrealized +22.3%
SPDR S&P Emerging Markets ETF 0.1%
Value ($000) $840 Shares 23,207 Est. Cost $34.78 Unrealized
Energy Select Sector SPDR ETF 0.1%
Value ($000) $828 Shares 8,773 Est. Cost $79.19 Unrealized
IWS IShares Russell Midcap Value Index ETF 0.1%
Value ($000) $827 Shares 6,602 Est. Cost $100.18 Unrealized
Nuveen TR ESG Large Cap Growth ETF 0.1%
Value ($000) $820 Shares 10,750 Est. Cost $54.29 Unrealized
Marathon Petroleum Corp. 0.1%
Value ($000) $819 Shares 4,063 Est. Cost $55.33 Unrealized
First Tr Large Cap Core AlphaDex Fd ETF 0.1%
Value ($000) $813 Shares 8,196 Est. Cost $64.86 Unrealized
LDOS Leidos Holdings, Inc. 0.1%
Value ($000) $807 Shares 6,158 Est. Cost $63.46 Unrealized +84.1%
MDLZ Mondelez International, Inc. 0.1%
Value ($000) $802 Shares 11,450 Est. Cost $47.68 Unrealized +44.5%
VV Vanguard Large Cap ETF 0.1%
Value ($000) $797 Shares 3,325 Est. Cost $146.39 Unrealized
IJS IShares S&P SmallCap 600 Barra Value ETF 0.1%
Value ($000) $775 Shares 7,539 Est. Cost $95.75 Unrealized
IWL IShares - Russell 200 Index ETF 0.1%
Value ($000) $774 Shares 6,092 Est. Cost $89.61 Unrealized
SPDR Gold Shares ETF 0.1%
Value ($000) $771 Shares 3,749 Est. Cost $173.41 Unrealized
Tesla Motors Inc. 0.1%
Value ($000) $758 Shares 4,311 Est. Cost $409.47 Unrealized
INTC Intel Corp. 0.1%
Value ($000) $742 Shares 16,798 Est. Cost $39.16 Unrealized +12.5%
JPMorgan Equity Premium Income ETF 0.1%
Value ($000) $740 Shares 12,784 Est. Cost $54.72 Unrealized
ESGV Vanguard ESG US Stock - ETF 0.1%
Value ($000) $738 Shares 7,922 Est. Cost $64.79 Unrealized
IYH IShares US Healthcare ETF 0.1%
Value ($000) $736 Shares 11,890 Est. Cost $96.15 Unrealized
IShares Core MSCI Total Int'l Stk ETF 0.1%
Value ($000) $712 Shares 10,496 Est. Cost $58.76 Unrealized
FNDB Schwab Fundamental US Broad Market ETF 0.1%
Value ($000) $702 Shares 10,595 Est. Cost $39.36 Unrealized
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $701 Shares 3,652 Est. Cost $157.46 Unrealized
AMAT Applied Materials 0.1%
Value ($000) $697 Shares 3,382 Est. Cost $95.33 Unrealized +89.2%
WM Waste Management, Inc. 0.1%
Value ($000) $693 Shares 3,253 Est. Cost $118.36 Unrealized +61.4%
VWO Vanguard Emerging Mkts. ETF 0.1%
Value ($000) $693 Shares 16,581 Est. Cost $43.35 Unrealized
DIS Walt Disney Co 0.1%
Value ($000) $688 Shares 5,623 Est. Cost $100.09 Unrealized +2.3%
COP ConocoPhillips 0.1%
Value ($000) $687 Shares 5,394 Est. Cost $87.14 Unrealized +23.5%
Invesco S&P 500 Revenue ETF 0.1%
Value ($000) $684 Shares 7,300 Est. Cost $51.10 Unrealized
Jacobs Solutions, Inc. 0.1%
Value ($000) $677 Shares 4,407 Est. Cost $108.67 Unrealized
Pacer Global Cash Cows Dividend ETF 0.1%
Value ($000) $649 Shares 18,717 Est. Cost $30.90 Unrealized
BRK/A Berkshire Hathaway, Cl. A 0.1%
Value ($000) $634 Shares 1 Est. Cost $448761.72 Unrealized +32.3%
BDX Becton Dickinson & Co. 0.1%
Value ($000) $631 Shares 2,552 Est. Cost $207.66 Unrealized +11.1%
MO Altria Group, Inc. 0.1%
Value ($000) $620 Shares 14,216 Est. Cost $33.43 Unrealized +6.8%
JHMM John Hancock Multifactor Mid Cap ETF 0.1%
Value ($000) $618 Shares 10,770 Est. Cost $51.22 Unrealized
AZO AutoZone, Inc. 0.1%
Value ($000) $615 Shares 195 Est. Cost $845.03 Unrealized +238.2%
FT CBOE Vest Fund of Buffer - ETF 0.1%
Value ($000) $609 Shares 21,771 Est. Cost $26.91 Unrealized
RIO Rio Tinto PLC ADR F 0.1%
Value ($000) $605 Shares 9,488 Est. Cost $63.95 Unrealized
VOOV Vanguard S&P 500 Value ETF 0.1%
Value ($000) $587 Shares 3,255 Est. Cost $121.73 Unrealized
AXP American Express 0.1%
Value ($000) $585 Shares 2,571 Est. Cost $159.68 Unrealized +27.1%
MCO Moody's Corp. 0.1%
Value ($000) $582 Shares 1,480 Est. Cost $248.00 Unrealized +53.2%
Vanguard Russell 3000 ETF 0.1%
Value ($000) $579 Shares 2,485 Est. Cost $152.27 Unrealized
Constellation Brands, Inc. 0.1%
Value ($000) $575 Shares 2,115 Est. Cost $175.99 Unrealized
VNQ Vanguard REIT ETF 0.1%
Value ($000) $566 Shares 6,540 Est. Cost $92.09 Unrealized
VEA Vanguard Tax-Mgd Int'l Dev. Markets ETF 0.1%
Value ($000) $564 Shares 11,234 Est. Cost $48.85 Unrealized
Corteva Inc. 0.1%
Value ($000) $556 Shares 9,649 Est. Cost $57.67 Unrealized
TRV Travelers Companies Inc. 0.1%
Value ($000) $550 Shares 2,390 Est. Cost $149.22 Unrealized +38.5%
First Trust Senior Loan Fund ETF 0.1%
Value ($000) $545 Shares 11,802 Est. Cost $47.67 Unrealized
WisdomTree U.S. LargeCap Dividend ETF 0.1%
Value ($000) $542 Shares 7,509 Est. Cost $79.73 Unrealized
Technology Select Sector SPDR ETF 0.1%
Value ($000) $528 Shares 2,536 Est. Cost $135.02 Unrealized
SCHW Charles Schwab Corp. 0.1%
Value ($000) $527 Shares 7,285 Est. Cost $48.53 Unrealized +32.4%
ADBE Adobe Systems, Inc. 0.1%
Value ($000) $526 Shares 1,043 Est. Cost $434.65 Unrealized +31.9%
FITB Fifth Third Bancorp 0.1%
Value ($000) $522 Shares 14,040 Est. Cost $21.03 Unrealized +53.9%
MercadoLibre Inc. 0.1%
Value ($000) $522 Shares 345 Est. Cost $1387.95 Unrealized
ALB Albemarle Corp. 0.1%
Value ($000) $520 Shares 3,950 Est. Cost $196.65 Unrealized -39.6%
MAS Masco Corp. 0.1%
Value ($000) $516 Shares 6,538 Est. Cost $55.17 Unrealized +26.4%
Unilever PLC ADR 0.1%
Value ($000) $512 Shares 10,210 Est. Cost $56.94 Unrealized
SHEL Shell PLC ADR 0.1%
Value ($000) $508 Shares 7,581 Est. Cost $55.05 Unrealized
VBK Vanguard Small Cap Growth ETF 0.1%
Value ($000) $500 Shares 1,918 Est. Cost $215.14 Unrealized
T AT&T Inc. 0.1%
Value ($000) $497 Shares 28,218 Est. Cost $15.02 Unrealized +4.0%
DHR Danaher Corp. 0.1%
Value ($000) $495 Shares 1,982 Est. Cost $110.59 Unrealized +118.4%
LEA Lear Corp. 0.1%
Value ($000) $493 Shares 3,405 Est. Cost $132.06 Unrealized -2.0%
CL Colgate Palmolive Co. 0.1%
Value ($000) $493 Shares 5,477 Est. Cost $57.01 Unrealized +42.7%
Everest Reinsur. Group, Ltd. 0.1%
Value ($000) $483 Shares 1,215 Est. Cost $349.64 Unrealized
SO Southern Company 0.1%
Value ($000) $481 Shares 6,699 Est. Cost $44.25 Unrealized +46.3%
First TR Global Tactical Commodity ETF 0.0%
Value ($000) $475 Shares 20,013 Est. Cost $24.34 Unrealized
Uber Technologies Inc. 0.0%
Value ($000) $470 Shares 6,107 Est. Cost $43.47 Unrealized
First TR. Ex. Tr. FD N. American Energy 0.0%
Value ($000) $469 Shares 15,884 Est. Cost $26.11 Unrealized
COR Amerisource Bergen 0.0%
Value ($000) $467 Shares 1,922 Est. Cost $195.37 Unrealized +15.9%
ICF IShares Cohen & Steers REIT ETF 0.0%
Value ($000) $465 Shares 8,062 Est. Cost $60.51 Unrealized
HSBC HSBC Holdings PLC ADR 0.0%
Value ($000) $457 Shares 11,600 Est. Cost $39.42 Unrealized
Industrial Select Sector SPDR ETF 0.0%
Value ($000) $440 Shares 3,493 Est. Cost $88.88 Unrealized
ELV Elevance Health 0.0%
Value ($000) $438 Shares 844 Est. Cost $368.38 Unrealized +30.8%
EMR Emerson Electric Co. 0.0%
Value ($000) $434 Shares 3,831 Est. Cost $76.11 Unrealized +30.6%
LOGI Logitech Internat'l. SA 0.0%
Value ($000) $434 Shares 4,859 Est. Cost $35.54 Unrealized +143.9%
MGK Vanguard Mega Cap Growth ETF 0.0%
Value ($000) $429 Shares 1,498 Est. Cost $183.10 Unrealized
Seagate Technology Holdings PLC 0.0%
Value ($000) $420 Shares 4,517 Est. Cost $70.98 Unrealized
RTX Corp. 0.0%
Value ($000) $416 Shares 4,270 Est. Cost $92.93 Unrealized
BAC Bank of America 0.0%
Value ($000) $416 Shares 10,965 Est. Cost $26.41 Unrealized +24.2%
AMGN Amgen, Inc. 0.0%
Value ($000) $416 Shares 1,462 Est. Cost $165.26 Unrealized +67.1%
NFLX Netflix Inc. 0.0%
Value ($000) $414 Shares 681 Est. Cost $44.46 Unrealized +26.8%
VZ Verizon Communications 0.0%
Value ($000) $407 Shares 9,707 Est. Cost $35.60 Unrealized +0.9%
Microport Scientific Corp. 0.0%
Value ($000) $406 Shares 504,670 Est. Cost $3.90 Unrealized
Coca Cola European Partners PLC 0.0%
Value ($000) $399 Shares 5,707 Est. Cost $54.92 Unrealized
GEM Goldman Sachs ActiveBeta Emerging Mkts ETF 0.0%
Value ($000) $398 Shares 12,685 Est. Cost $34.84 Unrealized
Dimensional US Marketwide Value - ETF 0.0%
Value ($000) $389 Shares 9,499 Est. Cost $32.36 Unrealized
NSC Norfolk Southern Corp. 0.0%
Value ($000) $388 Shares 1,523 Est. Cost $178.69 Unrealized +33.1%
BMY Bristol-Myers Squibb 0.0%
Value ($000) $383 Shares 7,058 Est. Cost $49.25 Unrealized -6.3%
VRTX Vertex Pharmaceutical 0.0%
Value ($000) $376 Shares 900 Est. Cost $304.77 Unrealized +38.7%
Invesco BulletShares 2024 Corp Bond ETF 0.0%
Value ($000) $374 Shares 17,823 Est. Cost $21.53 Unrealized
Charter Communications, Inc. 0.0%
Value ($000) $362 Shares 1,245 Est. Cost $399.94 Unrealized
MUB iShares National Muni Bond ETF 0.0%
Value ($000) $361 Shares 3,355 Est. Cost $103.17 Unrealized
Materials Select Sector SPDR ETF 0.0%
Value ($000) $360 Shares 3,873 Est. Cost $70.74 Unrealized
LMT Lockheed Martin Corp. 0.0%
Value ($000) $359 Shares 789 Est. Cost $354.43 Unrealized +17.3%
QCOM Qualcomm Inc. 0.0%
Value ($000) $354 Shares 2,090 Est. Cost $135.01 Unrealized +10.0%
Health Care Select Sector SPDR ETF 0.0%
Value ($000) $353 Shares 2,388 Est. Cost $125.97 Unrealized
WDFC W D 40 Co. 0.0%
Value ($000) $352 Shares 1,389 Est. Cost $139.06 Unrealized +79.9%
Farmland Partners, Inc. 0.0%
Value ($000) $351 Shares 31,600 Est. Cost $10.70 Unrealized
INFY Infosys Technologies, Ltd. 0.0%
Value ($000) $345 Shares 19,220 Est. Cost $10.71 Unrealized
IWD IShares Russell 1000 Value Index ETF 0.0%
Value ($000) $342 Shares 1,910 Est. Cost $121.67 Unrealized
REZ IShares Residential Real Estate Capped ETF 0.0%
Value ($000) $340 Shares 4,722 Est. Cost $74.38 Unrealized
AJG Gallagher, Arthur J & Co. 0.0%
Value ($000) $340 Shares 1,360 Est. Cost $85.76 Unrealized +175.7%
IYR IShares US Real Estate ETF 0.0%
Value ($000) $339 Shares 3,766 Est. Cost $82.79 Unrealized
Ishares Bitcoin Trust 0.0%
Value ($000) $338 Shares 8,355 Est. Cost $40.47 Unrealized
HON Honeywell Internat'l. 0.0%
Value ($000) $337 Shares 1,642 Est. Cost $138.21 Unrealized +30.8%
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $333 Shares 1,900 Est. Cost $118.42 Unrealized
First Trust NYSE Arca Biotech ETF 0.0%
Value ($000) $332 Shares 2,160 Est. Cost $167.02 Unrealized
APD Air Products & Chem 0.0%
Value ($000) $330 Shares 1,364 Est. Cost $215.52 Unrealized +7.9%
SYK Stryker Corporation 0.0%
Value ($000) $328 Shares 917 Est. Cost $219.76 Unrealized +50.3%
PHYS Sprott Physical Gold Trust 0.0%
Value ($000) $326 Shares 18,821 Est. Cost $16.49 Unrealized
Walgreen Boots Alliance Inc. 0.0%
Value ($000) $325 Shares 15,003 Est. Cost $21.69 Unrealized
Booking Holdings, Inc. 0.0%
Value ($000) $323 Shares 89 Est. Cost $3547.22 Unrealized
First Trust Managed Municipal ETF 0.0%
Value ($000) $321 Shares 6,246 Est. Cost $55.53 Unrealized
Duke Energy Corp 0.0%
Value ($000) $320 Shares 3,310 Est. Cost $107.65 Unrealized
FNDA Schwab Fundamental US Small Company ETF 0.0%
Value ($000) $315 Shares 5,529 Est. Cost $57.03 Unrealized
EFA IShares MSCI EAFE ETF 0.0%
Value ($000) $314 Shares 3,933 Est. Cost $60.87 Unrealized
FSLR First Solar, Inc. 0.0%
Value ($000) $314 Shares 1,860 Est. Cost $81.60 Unrealized +88.4%
YUM Yum Brands, Inc. 0.0%
Value ($000) $314 Shares 2,262 Est. Cost $112.07 Unrealized +14.9%
BMO Bank of Montreal 0.0%
Value ($000) $313 Shares 3,209 Est. Cost $43.21 Unrealized +102.9%
SLF Sun Life Financial, Inc. 0.0%
Value ($000) $311 Shares 5,697 Est. Cost $43.00 Unrealized +23.0%
NGG National Grid PLC ADR 0.0%
Value ($000) $305 Shares 4,468 Est. Cost $60.39 Unrealized
Equinor ASA 0.0%
Value ($000) $303 Shares 11,209 Est. Cost $18.37 Unrealized
IVW IShares S&P 500 Barra Growth Index ETF 0.0%
Value ($000) $300 Shares 3,553 Est. Cost $84.44 Unrealized
GlaxoSmithKline PLC 0.0%
Value ($000) $299 Shares 6,979 Est. Cost $41.94 Unrealized
UPS United Parcel Service, Inc. 0.0%
Value ($000) $299 Shares 2,012 Est. Cost $167.61 Unrealized -18.6%
DOW Dow Inc. 0.0%
Value ($000) $296 Shares 5,113 Est. Cost $40.52 Unrealized +20.8%
American Tower Corp. 0.0%
Value ($000) $291 Shares 1,472 Est. Cost $226.32 Unrealized
VLVLY AB Volvo ADR 0.0%
Value ($000) $287 Shares 9,827 Est. Cost $14.05 Unrealized
FRO Frontline, LTD. 0.0%
Value ($000) $285 Shares 12,191 Est. Cost $12.37 Unrealized +63.3%
WisdomTree US Quality Dividend Gr ETF 0.0%
Value ($000) $284 Shares 3,725 Est. Cost $53.42 Unrealized
ABBNY ABB Ltd. Sponsored ADR 0.0%
Value ($000) $282 Shares 6,093 Est. Cost $30.46 Unrealized
ServiceNow, Inc. 0.0%
Value ($000) $281 Shares 368 Est. Cost $560.84 Unrealized
CSX CSX Corp. 0.0%
Value ($000) $278 Shares 7,509 Est. Cost $28.73 Unrealized +23.5%
3M Company 0.0%
Value ($000) $277 Shares 2,609 Est. Cost $144.62 Unrealized
BND Vanguard Bd Index - Total Bd Market ETF 0.0%
Value ($000) $275 Shares 3,793 Est. Cost $73.77 Unrealized
PRU Prudential Financial, Inc. 0.0%
Value ($000) $274 Shares 2,337 Est. Cost $84.73 Unrealized +16.4%
O Realty Income Corp. 0.0%
Value ($000) $272 Shares 5,022 Est. Cost $40.65 Unrealized +19.6%
ADI Analog Devices Inc. 0.0%
Value ($000) $267 Shares 1,350 Est. Cost $147.75 Unrealized +26.1%
Discover Financial Services, Inc. 0.0%
Value ($000) $267 Shares 2,036 Est. Cost $99.00 Unrealized
Invesco BulletShares 2025 Corp Bond ETF 0.0%
Value ($000) $266 Shares 13,028 Est. Cost $21.77 Unrealized
UMC United Microelectronics ADR 0.0%
Value ($000) $266 Shares 32,834 Est. Cost $7.06 Unrealized
MUFG Mitsubishi UFJ Fin'l. Grp. ADR 0.0%
Value ($000) $265 Shares 25,906 Est. Cost $6.36 Unrealized
SSREY Swiss Re Ltd. 0.0%
Value ($000) $262 Shares 8,133 Est. Cost $23.50 Unrealized
BALL Ball Corp. 0.0%
Value ($000) $258 Shares 3,834 Est. Cost $50.04 Unrealized +18.3%
SIEGY Siemens AG ADR 0.0%
Value ($000) $256 Shares 2,687 Est. Cost $68.79 Unrealized
JPMorgan Nasdaq Equity Premium Inc ETF 0.0%
Value ($000) $255 Shares 4,700 Est. Cost $49.93 Unrealized
UBS Group AG 0.0%
Value ($000) $255 Shares 8,286 Est. Cost $24.65 Unrealized
RLI RLI Corp. 0.0%
Value ($000) $253 Shares 1,704 Est. Cost $61.75 Unrealized +7.6%
ADSK Autodesk 0.0%
Value ($000) $253 Shares 970 Est. Cost $210.13 Unrealized +20.4%
BHP BHP Billiton, Ltd. ADR 0.0%
Value ($000) $252 Shares 4,370 Est. Cost $56.01 Unrealized
NOC Northrop Grumman 0.0%
Value ($000) $250 Shares 523 Est. Cost $316.32 Unrealized +41.0%
EW Edwards Lifesciences Corp. 0.0%
Value ($000) $250 Shares 2,616 Est. Cost $84.00 Unrealized 0.0%
MSI Motorola Solutions, Inc. 0.0%
Value ($000) $246 Shares 693 Est. Cost $295.69 Unrealized +9.1%
IVOO Vanguard S&P Mid-Cap 400 Index Fund - ETF 0.0%
Value ($000) $246 Shares 2,386 Est. Cost $88.55 Unrealized
GD General Dynamics 0.0%
Value ($000) $245 Shares 867 Est. Cost $234.24 Unrealized +10.1%
Linde PLC 0.0%
Value ($000) $241 Shares 520 Est. Cost $352.07 Unrealized
IWP IShares Russell Midcap Growth Index ETF 0.0%
Value ($000) $238 Shares 2,088 Est. Cost $114.14 Unrealized
YARIY Yara International ADR 0.0%
Value ($000) $233 Shares 14,769 Est. Cost $18.92 Unrealized
Petroleo Brasileiro Petrobras ADR 0.0%
Value ($000) $231 Shares 15,165 Est. Cost $14.99 Unrealized
Global X S&P 500 Catholic Values ETF 0.0%
Value ($000) $230 Shares 3,620 Est. Cost $57.99 Unrealized
MHGVY Mowi ASA ADR 0.0%
Value ($000) $230 Shares 12,550 Est. Cost $19.57 Unrealized
Centene Corp. 0.0%
Value ($000) $229 Shares 2,919 Est. Cost $78.48 Unrealized
Veolia Environment ADR 0.0%
Value ($000) $228 Shares 14,028 Est. Cost $20.84 Unrealized
Ferrari N V New Com. 0.0%
Value ($000) $227 Shares 520 Est. Cost $436.28 Unrealized
FAST Fastenal Company 0.0%
Value ($000) $226 Shares 2,930 Est. Cost $33.99 Unrealized 0.0%
Total Energies SE 0.0%
Value ($000) $225 Shares 3,268 Est. Cost $62.08 Unrealized
AEE Ameren Corp. 0.0%
Value ($000) $224 Shares 3,027 Est. Cost $74.83 Unrealized -10.6%
Novartis AG ADR 0.0%
Value ($000) $224 Shares 2,314 Est. Cost $86.40 Unrealized
DaVita HealthCare Partners, Inc. 0.0%
Value ($000) $221 Shares 1,603 Est. Cost $138.05 Unrealized
Regions Financial Corp. 0.0%
Value ($000) $221 Shares 10,494 Est. Cost $20.27 Unrealized
Accenture, Ltd. 0.0%
Value ($000) $221 Shares 637 Est. Cost $266.84 Unrealized
Monster Beverage Corp. 0.0%
Value ($000) $219 Shares 3,695 Est. Cost $56.49 Unrealized
NKE Nike, Inc. 0.0%
Value ($000) $218 Shares 2,324 Est. Cost $95.30 Unrealized +2.6%
Invesco S&P 500 High Div/Low Volat. ETF 0.0%
Value ($000) $218 Shares 4,910 Est. Cost $42.41 Unrealized
First Trust Dow Jones Internet ETF 0.0%
Value ($000) $217 Shares 1,056 Est. Cost $205.09 Unrealized
ITOT IShares Tr. S&P 1500 Index ETF 0.0%
Value ($000) $212 Shares 1,835 Est. Cost $115.30 Unrealized
WFC Wells Fargo & Co. 0.0%
Value ($000) $211 Shares 3,642 Est. Cost $50.13 Unrealized 0.0%
CMCSA Comcast Corp., Cl. A 0.0%
Value ($000) $211 Shares 4,863 Est. Cost $36.72 Unrealized +10.7%
ACWX IShares - MSCI ACWI ex US ETF 0.0%
Value ($000) $210 Shares 3,938 Est. Cost $47.08 Unrealized
Eversource Energy Com. 0.0%
Value ($000) $205 Shares 3,431 Est. Cost $61.72 Unrealized
Pacer FDS TR Cash Cows - ETF 0.0%
Value ($000) $205 Shares 5,219 Est. Cost $39.29 Unrealized
GE General Electric 0.0%
Value ($000) $204 Shares 1,161 Est. Cost $116.41 Unrealized 0.0%
AVEM Avantis Emerging Markets Equity - ETF 0.0%
Value ($000) $203 Shares 3,500 Est. Cost $57.96 Unrealized
PIMCO Intermediate Muni Bd Actv - ETF 0.0%
Value ($000) $202 Shares 3,845 Est. Cost $52.26 Unrealized
BB Seguridade Participacoes ADR 0.0%
Value ($000) $180 Shares 27,284 Est. Cost $6.14 Unrealized
First Trust Preferred Secs & Inc ETF 0.0%
Value ($000) $177 Shares 10,191 Est. Cost $15.97 Unrealized
Vodafone Group PLC ADR 0.0%
Value ($000) $175 Shares 19,676 Est. Cost $12.97 Unrealized
Eaton Vance Municipal Income TR 0.0%
Value ($000) $170 Shares 16,584 Est. Cost $11.82 Unrealized
Ares RE Income Trust Class E 0.0%
Value ($000) $166 Shares 21,185 Est. Cost $7.84 Unrealized
ISUZY Isuzu Motors Ltd. 0.0%
Value ($000) $155 Shares 11,473 Est. Cost $12.50 Unrealized
GGB Gerdau SA ADR 0.0%
Value ($000) $149 Shares 33,686 Est. Cost $4.92 Unrealized
TAK Takeda Pharmaceutical Co. 0.0%
Value ($000) $141 Shares 10,180 Est. Cost $12.97 Unrealized
Barings BDC, Inc. 0.0%
Value ($000) $129 Shares 13,874 Est. Cost $8.15 Unrealized
Ping An Insurance Company of China ADR 0.0%
Value ($000) $95 Shares 11,118 Est. Cost $10.04 Unrealized
Highlands REIT Inc. 0.0%
Value ($000) $16 Shares 50,435 Est. Cost $0.32 Unrealized
Amyris, Inc. 0.0%
Value ($000) $0 Shares 10,450 Est. Cost $4.31 Unrealized