COZAD ASSET MANAGEMENT INC Diversified Active

CIK: 0000709428 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 2, 2024

Total Value ($000): $1,002,071 (100.0% shares, 0.0% debt)

Holdings (397)

AAPL Apple Inc. 3.6%
Value ($000) $36,523 Shares 173,409 Est. Cost $106.47 Unrealized +73.9%
Nvidia Corp. 2.9%
Value ($000) $29,395 Shares 237,939 Est. Cost $136.87 Unrealized
VTI Vanguard Total Stock Market ETF 2.7%
Value ($000) $27,322 Shares 102,135 Est. Cost $182.02 Unrealized
MSFT Microsoft Corporation 2.5%
Value ($000) $25,065 Shares 56,080 Est. Cost $220.64 Unrealized +89.1%
Broadcom Inc. 2.1%
Value ($000) $20,639 Shares 12,855 Est. Cost $332.74 Unrealized
AMZN Amazon.com, Inc. 2.0%
Value ($000) $19,636 Shares 101,609 Est. Cost $120.73 Unrealized +52.2%
Alphabet Inc., Cl. A 1.9%
Value ($000) $19,514 Shares 107,132 Est. Cost $163.85 Unrealized
LAM Research Corp. 1.7%
Value ($000) $16,579 Shares 15,569 Est. Cost $423.57 Unrealized
COST Costco Wholesale Corp. 1.6%
Value ($000) $15,636 Shares 18,396 Est. Cost $309.31 Unrealized +150.2%
VIG Vanguard Dividend Appreciation ETF 1.5%
Value ($000) $15,379 Shares 84,247 Est. Cost $123.67 Unrealized
MGC Vanguard Mega Cap ETF 1.5%
Value ($000) $14,960 Shares 75,829 Est. Cost $120.94 Unrealized
CMG Chipotle Mexican Grill, A 1.5%
Value ($000) $14,886 Shares 237,600 Est. Cost $61.31 Unrealized +1.3%
SCHD Schwab US Div Equity ETF 1.4%
Value ($000) $14,396 Shares 185,131 Est. Cost $64.80 Unrealized
LLY Lilly (Eli) 1.4%
Value ($000) $14,371 Shares 15,873 Est. Cost $635.72 Unrealized +24.4%
URI United Rentals, Inc. 1.4%
Value ($000) $13,853 Shares 21,420 Est. Cost $165.58 Unrealized +295.8%
Invesco S&P 500 Quality ETF A 1.3%
Value ($000) $13,275 Shares 208,916 Est. Cost $40.37 Unrealized
MasterCard, Inc. 1.2%
Value ($000) $12,327 Shares 27,942 Est. Cost $320.72 Unrealized
Blackstone Group Inc. Cl. A 1.2%
Value ($000) $12,266 Shares 99,079 Est. Cost $68.49 Unrealized
ASML Hldg N V 1.2%
Value ($000) $11,874 Shares 11,610 Est. Cost $791.86 Unrealized
Meta Platforms, Inc. 1.2%
Value ($000) $11,703 Shares 23,210 Est. Cost $398.78 Unrealized
UnitedHealth Group 1.1%
Value ($000) $11,062 Shares 21,721 Est. Cost $366.04 Unrealized
MCHP Microchip Technology, Inc. 1.1%
Value ($000) $10,749 Shares 117,479 Est. Cost $59.23 Unrealized +47.5%
HCA Healthcare Co. 1.0%
Value ($000) $10,041 Shares 31,254 Est. Cost $140.22 Unrealized
OC Owens Corning 1.0%
Value ($000) $9,890 Shares 56,930 Est. Cost $102.59 Unrealized +68.8%
Pacer U.S. Cash Cows 100 - ETF 1.0%
Value ($000) $9,616 Shares 176,482 Est. Cost $47.98 Unrealized
GSLC Goldman Sachs ActiveBeta US LargeCp Eq ETF 1.0%
Value ($000) $9,557 Shares 89,359 Est. Cost $77.75 Unrealized
BUSE First Busey Corp. 0.9%
Value ($000) $9,083 Shares 375,161 Est. Cost $19.87 Unrealized +6.8%
FLEX Flextronics Internat'l. Ltd. 0.9%
Value ($000) $8,967 Shares 304,079 Est. Cost $19.12 Unrealized +56.6%
HD Home Depot, Inc. 0.9%
Value ($000) $8,609 Shares 25,009 Est. Cost $169.67 Unrealized +93.1%
FISV Fiserv, Inc. 0.8%
Value ($000) $8,490 Shares 56,962 Est. Cost $86.23 Unrealized +75.6%
Vanguard Russell 1000 ETF 0.8%
Value ($000) $8,419 Shares 34,214 Est. Cost $144.98 Unrealized
ADM Archer Daniels Midland 0.8%
Value ($000) $7,975 Shares 131,930 Est. Cost $38.11 Unrealized +51.4%
VO Vanguard Mid Cap ETF 0.8%
Value ($000) $7,875 Shares 32,529 Est. Cost $188.06 Unrealized
SPGP Invesco S&P 500 GARP - ETF 0.7%
Value ($000) $7,125 Shares 69,322 Est. Cost $85.75 Unrealized
Invesco QQQ Tr Unit Ser. 1 ETF 0.7%
Value ($000) $6,721 Shares 14,028 Est. Cost $325.52 Unrealized
Intercontinental Exchange Group 0.7%
Value ($000) $6,684 Shares 48,830 Est. Cost $96.13 Unrealized
VOOG Vanguard S&P 500 Growth ETF 0.7%
Value ($000) $6,610 Shares 19,823 Est. Cost $197.00 Unrealized
SPY SPDR S&P 500 ETF 0.7%
Value ($000) $6,575 Shares 12,081 Est. Cost $371.65 Unrealized
Interactive Brokers Group, Inc. 0.6%
Value ($000) $6,303 Shares 51,415 Est. Cost $101.70 Unrealized
Cheniere Energy, Inc 0.6%
Value ($000) $6,188 Shares 35,393 Est. Cost $146.04 Unrealized
NXP Semiconductors NV Com 0.6%
Value ($000) $6,113 Shares 22,717 Est. Cost $269.09 Unrealized
VOO Vanguard S&P 500 ETF 0.6%
Value ($000) $6,091 Shares 12,178 Est. Cost $361.00 Unrealized
TMO Thermo Fisher Scientific, Inc. 0.6%
Value ($000) $6,065 Shares 10,967 Est. Cost $263.74 Unrealized +116.0%
VB Vanguard Index Small Cap ETF 0.6%
Value ($000) $5,836 Shares 26,768 Est. Cost $159.15 Unrealized
PSX Phillips 66 0.6%
Value ($000) $5,701 Shares 40,382 Est. Cost $115.07 Unrealized +21.3%
FDL First Trust Morningstar Div Leaders ETF 0.6%
Value ($000) $5,658 Shares 149,179 Est. Cost $29.23 Unrealized
BRK/B Berkshire Hathaway, Cl. B 0.6%
Value ($000) $5,555 Shares 13,655 Est. Cost $209.57 Unrealized +95.0%
Merck & Co Inc. 0.5%
Value ($000) $5,311 Shares 42,897 Est. Cost $80.92 Unrealized
IJR IShares S&P SmallCap 600 Index ETF 0.5%
Value ($000) $5,299 Shares 49,685 Est. Cost $90.02 Unrealized
ProShares S&P 500 Dividend Aristocrats ETF 0.5%
Value ($000) $5,194 Shares 54,028 Est. Cost $86.30 Unrealized
JBL Jabil Circuit, Inc. 0.5%
Value ($000) $5,183 Shares 47,641 Est. Cost $75.69 Unrealized +59.6%
Invesco Russell 1000 Dynamic Multi ETF 0.5%
Value ($000) $5,177 Shares 98,632 Est. Cost $43.22 Unrealized
IShares MSCI USA Momentum Factor ETF 0.5%
Value ($000) $5,160 Shares 26,481 Est. Cost $135.42 Unrealized
JPEF JPMorgan Equity Focus - ETF 0.5%
Value ($000) $4,926 Shares 78,986 Est. Cost $51.69 Unrealized
SPDR S&P Value ETF 0.5%
Value ($000) $4,774 Shares 97,941 Est. Cost $34.90 Unrealized
IWV IShares Russell 3000 Index ETF 0.4%
Value ($000) $4,494 Shares 14,559 Est. Cost $180.52 Unrealized
TMUS T-Mobile US Inc. 0.4%
Value ($000) $4,458 Shares 25,302 Est. Cost $142.39 Unrealized +14.9%
SHW Sherwin Williams Company 0.4%
Value ($000) $4,285 Shares 14,360 Est. Cost $253.47 Unrealized +20.4%
UHS Universal Health Svcs., Cl. B 0.4%
Value ($000) $4,250 Shares 22,980 Est. Cost $175.78 Unrealized 0.0%
First Trust Rising Dividend Achievers ETF 0.4%
Value ($000) $4,225 Shares 77,160 Est. Cost $49.60 Unrealized
Vanguard Russell 1000 Growth ETF 0.4%
Value ($000) $4,207 Shares 44,849 Est. Cost $91.50 Unrealized
IShares MSCI USA Minimum Volatility ETF 0.4%
Value ($000) $4,122 Shares 49,098 Est. Cost $62.54 Unrealized
Quanta Services, Inc. 0.4%
Value ($000) $4,118 Shares 16,205 Est. Cost $39.23 Unrealized
Invesco S&P 500 Low Volatility ETF 0.4%
Value ($000) $4,112 Shares 63,304 Est. Cost $58.16 Unrealized
IWY iShares Russell Top 200 Growth ETF 0.4%
Value ($000) $4,098 Shares 19,102 Est. Cost $158.72 Unrealized
Garmin Ltd. 0.4%
Value ($000) $3,863 Shares 23,714 Est. Cost $98.56 Unrealized
SCHB Schwab US Broad Market ETF 0.4%
Value ($000) $3,857 Shares 61,353 Est. Cost $61.73 Unrealized
Global Payments Inc. 0.4%
Value ($000) $3,794 Shares 39,238 Est. Cost $111.01 Unrealized
WMT Wal-Mart Stores 0.4%
Value ($000) $3,711 Shares 54,811 Est. Cost $50.53 Unrealized +22.7%
Salesforce.com 0.4%
Value ($000) $3,688 Shares 14,346 Est. Cost $194.49 Unrealized
Regeneron Pharmaceuticals 0.4%
Value ($000) $3,627 Shares 3,451 Est. Cost $695.28 Unrealized
CALF Pacer U.S. Small Cap Cash Cows 100 - ETF 0.4%
Value ($000) $3,625 Shares 83,221 Est. Cost $44.71 Unrealized
IJH IShares S&P Midcap 400 Index ETF 0.4%
Value ($000) $3,550 Shares 60,670 Est. Cost $85.77 Unrealized
VUG Vanguard Growth ETF 0.3%
Value ($000) $3,498 Shares 9,354 Est. Cost $241.78 Unrealized
KO Coca Cola 0.3%
Value ($000) $3,413 Shares 53,627 Est. Cost $44.50 Unrealized +32.3%
First Trust Value Line Dividend ETF 0.3%
Value ($000) $3,332 Shares 81,770 Est. Cost $30.78 Unrealized
W. P. Carey Inc. 0.3%
Value ($000) $3,330 Shares 60,493 Est. Cost $68.85 Unrealized
GSIE Goldman Sachs ActiveBeta Int'l Eq ETF 0.3%
Value ($000) $3,330 Shares 98,947 Est. Cost $29.96 Unrealized
Expedia Group Inc. 0.3%
Value ($000) $3,323 Shares 26,374 Est. Cost $138.11 Unrealized
Alphabet Inc., Cl. C 0.3%
Value ($000) $3,262 Shares 17,784 Est. Cost $167.90 Unrealized
AbbVie, Inc. 0.3%
Value ($000) $3,260 Shares 19,006 Est. Cost $112.37 Unrealized
Cardinal Health 0.3%
Value ($000) $3,256 Shares 33,116 Est. Cost $66.12 Unrealized
RPM RPM Inc. Ohio 0.3%
Value ($000) $3,253 Shares 30,206 Est. Cost $57.58 Unrealized +92.3%
DLR Digital Realty Trust Inc. 0.3%
Value ($000) $3,248 Shares 21,363 Est. Cost $94.70 Unrealized +44.0%
Capital Group Growth - ETF 0.3%
Value ($000) $3,214 Shares 97,717 Est. Cost $28.86 Unrealized
AZN AstraZeneca PLC ADR 0.3%
Value ($000) $3,191 Shares 40,910 Est. Cost $64.28 Unrealized
Hilton Worldwide Holdings, Inc. 0.3%
Value ($000) $3,181 Shares 14,580 Est. Cost $159.42 Unrealized
QQEW First Trust NASDAQ-100 Equal Wtd ETF 0.3%
Value ($000) $3,175 Shares 25,755 Est. Cost $85.38 Unrealized
FBND Fidelity Merrimack Str Total Bond Fund ETF 0.3%
Value ($000) $3,060 Shares 68,108 Est. Cost $45.37 Unrealized
Hewlett Packard Enterprise Co. 0.3%
Value ($000) $3,033 Shares 143,274 Est. Cost $15.73 Unrealized
Vanguard Information Technology ETF 0.3%
Value ($000) $2,992 Shares 5,189 Est. Cost $341.75 Unrealized
NVO Novo Nordisk A.S. ADR 0.3%
Value ($000) $2,981 Shares 20,881 Est. Cost $96.88 Unrealized
PAYX PayChex Inc. 0.3%
Value ($000) $2,942 Shares 24,814 Est. Cost $61.69 Unrealized +88.6%
PEP PepsiCo Inc 0.3%
Value ($000) $2,922 Shares 17,718 Est. Cost $98.77 Unrealized +64.3%
FTCS First Trust Capital Strength ETF 0.3%
Value ($000) $2,841 Shares 33,802 Est. Cost $66.78 Unrealized
iShares MSCI Multifactor USA Small-Cap ETF 0.3%
Value ($000) $2,826 Shares 46,164 Est. Cost $52.50 Unrealized
DKS Dicks Sporting Goods 0.3%
Value ($000) $2,797 Shares 13,019 Est. Cost $130.38 Unrealized +53.9%
NUE Nucor Corp. 0.3%
Value ($000) $2,790 Shares 17,648 Est. Cost $61.78 Unrealized +173.5%
AVT Avnet Inc. 0.3%
Value ($000) $2,779 Shares 53,962 Est. Cost $39.99 Unrealized +22.6%
TKR Timken Co. 0.3%
Value ($000) $2,670 Shares 33,320 Est. Cost $57.58 Unrealized +49.8%
WMB Williams Companies 0.3%
Value ($000) $2,644 Shares 62,208 Est. Cost $17.19 Unrealized +119.4%
ORI Old Republic Nat'l. Corp. 0.3%
Value ($000) $2,631 Shares 85,144 Est. Cost $14.18 Unrealized +83.4%
IWM IShares Russell 2000 Index ETF 0.3%
Value ($000) $2,607 Shares 12,848 Est. Cost $179.31 Unrealized
JPM J.P. Morgan Chase & Co. 0.2%
Value ($000) $2,492 Shares 12,320 Est. Cost $129.05 Unrealized +46.6%
SNA Snap-on Incorporated 0.2%
Value ($000) $2,447 Shares 9,360 Est. Cost $208.59 Unrealized +26.1%
IWR IShares Russell Midcap Index ETF 0.2%
Value ($000) $2,445 Shares 30,150 Est. Cost $55.83 Unrealized
Vanguard World Health Care ETF 0.2%
Value ($000) $2,442 Shares 9,181 Est. Cost $206.04 Unrealized
BBY Best Buy Company, Inc. 0.2%
Value ($000) $2,431 Shares 28,837 Est. Cost $65.96 Unrealized +11.0%
CAT Caterpillar Inc. 0.2%
Value ($000) $2,372 Shares 7,121 Est. Cost $187.12 Unrealized +81.0%
VYM Vanguard High Dividend Yield ETF 0.2%
Value ($000) $2,301 Shares 19,401 Est. Cost $84.29 Unrealized
First Trust SMID Cap Rising Div Achv ETF 0.2%
Value ($000) $2,269 Shares 67,983 Est. Cost $28.04 Unrealized
MCD McDonalds Corp. 0.2%
Value ($000) $2,259 Shares 8,863 Est. Cost $183.66 Unrealized +38.9%
PG Procter and Gamble 0.2%
Value ($000) $2,228 Shares 13,509 Est. Cost $88.94 Unrealized +76.7%
OMC Omnicom Group 0.2%
Value ($000) $2,189 Shares 24,409 Est. Cost $66.94 Unrealized +30.9%
ESS Essex Property Trust 0.2%
Value ($000) $2,127 Shares 7,813 Est. Cost $222.74 Unrealized +8.2%
SPDR S&P Dividend ETF 0.2%
Value ($000) $2,125 Shares 16,705 Est. Cost $95.26 Unrealized
JNJ Johnson & Johnson 0.2%
Value ($000) $2,090 Shares 14,302 Est. Cost $117.50 Unrealized +20.4%
SAIA Saia, Inc. 0.2%
Value ($000) $2,068 Shares 4,360 Est. Cost $261.17 Unrealized +78.3%
JPMorgan Ultra-Short Income ETF 0.2%
Value ($000) $2,043 Shares 40,485 Est. Cost $50.36 Unrealized
GEN Gen Digital Inc. 0.2%
Value ($000) $2,010 Shares 80,450 Est. Cost $21.25 Unrealized +4.6%
GPK Graphic Packaging Holding Company 0.2%
Value ($000) $2,009 Shares 76,650 Est. Cost $22.41 Unrealized +23.3%
PANW Palo Alto Networks, Inc. 0.2%
Value ($000) $2,001 Shares 5,902 Est. Cost $114.79 Unrealized +30.3%
GIS General Mills 0.2%
Value ($000) $1,993 Shares 31,504 Est. Cost $46.51 Unrealized +38.5%
GLW Corning Inc. 0.2%
Value ($000) $1,989 Shares 51,198 Est. Cost $30.66 Unrealized +9.8%
AVUV Avantis U.S. Small Cap Value - ETF 0.2%
Value ($000) $1,964 Shares 21,888 Est. Cost $87.69 Unrealized
AWR American States Water Co. 0.2%
Value ($000) $1,957 Shares 26,973 Est. Cost $57.79 Unrealized +20.0%
KEY KeyCorp 0.2%
Value ($000) $1,945 Shares 136,866 Est. Cost $10.69 Unrealized +25.4%
MTG MGIC Investment Corp. 0.2%
Value ($000) $1,944 Shares 90,195 Est. Cost $14.83 Unrealized +39.8%
ITW Illinois Tool Works 0.2%
Value ($000) $1,919 Shares 8,100 Est. Cost $208.28 Unrealized +13.7%
Enbridge Inc. 0.2%
Value ($000) $1,912 Shares 53,761 Est. Cost $36.06 Unrealized
TSM Taiwan Semiconductor Mfg. Co. Ltd. 0.2%
Value ($000) $1,858 Shares 10,690 Est. Cost $49.07 Unrealized
S&P Global, Inc. 0.2%
Value ($000) $1,854 Shares 4,156 Est. Cost $399.12 Unrealized
TGT Target Corp. 0.2%
Value ($000) $1,818 Shares 12,278 Est. Cost $116.91 Unrealized +26.5%
H&E Equipment Services, Inc. 0.2%
Value ($000) $1,812 Shares 41,031 Est. Cost $39.28 Unrealized
GPC Genuine Parts Co. 0.2%
Value ($000) $1,774 Shares 12,826 Est. Cost $87.43 Unrealized +61.9%
TEX Terex Corp. 0.2%
Value ($000) $1,757 Shares 32,044 Est. Cost $50.25 Unrealized +18.0%
Eaton Corp., PLC 0.2%
Value ($000) $1,735 Shares 5,533 Est. Cost $130.20 Unrealized
DVY IShares Select Dividend ETF 0.2%
Value ($000) $1,733 Shares 14,322 Est. Cost $92.59 Unrealized
ABT Abbott Laboratories 0.2%
Value ($000) $1,729 Shares 16,637 Est. Cost $66.19 Unrealized +55.5%
CALM Cal-Maine Foods, Inc. 0.2%
Value ($000) $1,727 Shares 28,261 Est. Cost $44.97 Unrealized +16.5%
IP International Paper 0.2%
Value ($000) $1,696 Shares 39,307 Est. Cost $32.49 Unrealized +17.2%
CSWC Capital Southwest Corp. 0.2%
Value ($000) $1,690 Shares 64,778 Est. Cost $19.35 Unrealized +7.6%
Pacer FDS TR Developed Mrkts Int'l CC ETF 0.2%
Value ($000) $1,679 Shares 55,307 Est. Cost $30.10 Unrealized
XOM Exxon Mobil Corp. 0.2%
Value ($000) $1,660 Shares 14,424 Est. Cost $67.81 Unrealized +62.4%
IBM I.B.M. 0.2%
Value ($000) $1,629 Shares 9,419 Est. Cost $123.18 Unrealized +34.6%
M & T Bank Corp. 0.2%
Value ($000) $1,626 Shares 10,743 Est. Cost $137.64 Unrealized
First Trust Mid Cap Core AlphaDEX ETF 0.2%
Value ($000) $1,600 Shares 14,747 Est. Cost $68.77 Unrealized
DE Deere & Co. 0.2%
Value ($000) $1,600 Shares 4,282 Est. Cost $295.39 Unrealized +28.8%
Allete, Inc. 0.2%
Value ($000) $1,586 Shares 25,439 Est. Cost $52.98 Unrealized
Civitas Resources, Inc. 0.2%
Value ($000) $1,566 Shares 22,702 Est. Cost $68.84 Unrealized
LNT Alliant Energy Corp. 0.2%
Value ($000) $1,557 Shares 30,595 Est. Cost $47.97 Unrealized -0.5%
Essent Group Ltd. 0.2%
Value ($000) $1,549 Shares 27,569 Est. Cost $46.80 Unrealized
VEU Vanguard FTSE All-World (ex. US) ETF 0.1%
Value ($000) $1,494 Shares 25,469 Est. Cost $49.73 Unrealized
First Trust Water ETF 0.1%
Value ($000) $1,483 Shares 14,836 Est. Cost $87.14 Unrealized
MU Micron Technology, Inc. 0.1%
Value ($000) $1,464 Shares 11,130 Est. Cost $74.81 Unrealized +67.4%
NFG National Fuel Gas Co. 0.1%
Value ($000) $1,446 Shares 26,689 Est. Cost $62.28 Unrealized -12.0%
SPDR Dow Jones Industrial Average ETF 0.1%
Value ($000) $1,439 Shares 3,680 Est. Cost $305.22 Unrealized
ORCL Oracle Corp 0.1%
Value ($000) $1,415 Shares 10,020 Est. Cost $50.40 Unrealized +142.7%
Mosaic Co. 0.1%
Value ($000) $1,407 Shares 48,676 Est. Cost $23.17 Unrealized
IShares Edge MSCI USA Quality Factor ETF 0.1%
Value ($000) $1,389 Shares 8,136 Est. Cost $119.41 Unrealized
PM Philip Morris Internat'l. 0.1%
Value ($000) $1,388 Shares 13,699 Est. Cost $62.96 Unrealized +45.0%
Visa Inc. 0.1%
Value ($000) $1,384 Shares 5,272 Est. Cost $207.56 Unrealized
Capital Group Dividend Value - ETF 0.1%
Value ($000) $1,382 Shares 41,887 Est. Cost $29.94 Unrealized
AGNC Investment Corp 0.1%
Value ($000) $1,332 Shares 139,574 Est. Cost $10.07 Unrealized
ADP Automatic Data Processing 0.1%
Value ($000) $1,326 Shares 5,555 Est. Cost $134.94 Unrealized +75.3%
VanEck Morningstar Wide Moat - ETF 0.1%
Value ($000) $1,326 Shares 15,308 Est. Cost $83.12 Unrealized
SPDR S&P MidCap 400 ETF 0.1%
Value ($000) $1,286 Shares 2,403 Est. Cost $339.37 Unrealized
VOE Vanguard Mid-Cap Value ETF 0.1%
Value ($000) $1,276 Shares 8,485 Est. Cost $142.71 Unrealized
PFE Pfizer, Inc. 0.1%
Value ($000) $1,243 Shares 44,417 Est. Cost $27.77 Unrealized -10.8%
VOT Vanguard Mid-Cap Growth ETF 0.1%
Value ($000) $1,226 Shares 5,340 Est. Cost $172.39 Unrealized
AFL AFLAC, Inc. 0.1%
Value ($000) $1,201 Shares 13,453 Est. Cost $39.48 Unrealized +110.4%
IWN IShares Russell 2000 Value Index ETF 0.1%
Value ($000) $1,201 Shares 7,885 Est. Cost $134.52 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.1%
Value ($000) $1,191 Shares 11,810 Est. Cost $88.97 Unrealized
AVUS American Centy ETF TR Avantis US Equity 0.1%
Value ($000) $1,165 Shares 12,912 Est. Cost $81.28 Unrealized
DAL Delta Airlines Inc. 0.1%
Value ($000) $1,145 Shares 24,145 Est. Cost $39.75 Unrealized +22.8%
WisdomTree International Hdgd Div Gr ETF 0.1%
Value ($000) $1,142 Shares 25,046 Est. Cost $35.65 Unrealized
NEE NextEra Energy 0.1%
Value ($000) $1,129 Shares 15,939 Est. Cost $64.37 Unrealized +5.0%
IVV IShares S&P 500 Index ETF 0.1%
Value ($000) $1,100 Shares 2,011 Est. Cost $406.98 Unrealized
Cisco Systems 0.1%
Value ($000) $1,100 Shares 23,148 Est. Cost $47.66 Unrealized
VTV Vanguard Value ETF 0.1%
Value ($000) $1,099 Shares 6,849 Est. Cost $122.34 Unrealized
Apollo Global Mgmt Inc. Cl. A 0.1%
Value ($000) $1,075 Shares 9,105 Est. Cost $118.07 Unrealized
SCHX Schwab US Large-Cap ETF 0.1%
Value ($000) $1,062 Shares 16,522 Est. Cost $64.57 Unrealized
IJJ IShares S&P MidCap 400/Barra Value ETF 0.1%
Value ($000) $1,045 Shares 9,209 Est. Cost $105.10 Unrealized
T. Rowe Price Dividend Growth ETF 0.1%
Value ($000) $1,037 Shares 26,937 Est. Cost $33.21 Unrealized
Vanguard Russell 1000 Value ETF 0.1%
Value ($000) $1,015 Shares 13,257 Est. Cost $85.91 Unrealized
IWF IShares Russell 1000 Growth Index ETF 0.1%
Value ($000) $1,010 Shares 2,770 Est. Cost $206.08 Unrealized
CVX Chevron Corp. 0.1%
Value ($000) $1,005 Shares 6,427 Est. Cost $119.10 Unrealized +24.6%
BKH Black Hills Corp. 0.1%
Value ($000) $990 Shares 18,199 Est. Cost $43.31 Unrealized +16.0%
AMD Advanced Micro Devices 0.1%
Value ($000) $983 Shares 6,058 Est. Cost $72.51 Unrealized +121.9%
IUSV IShares Core US Value ETF 0.1%
Value ($000) $975 Shares 11,065 Est. Cost $62.46 Unrealized
IWB IShares Russell 1000 Index Fund ETF 0.1%
Value ($000) $968 Shares 3,253 Est. Cost $184.06 Unrealized
CMI Cummins Engine Inc. 0.1%
Value ($000) $940 Shares 3,393 Est. Cost $176.50 Unrealized +56.4%
SPDR S&P Emerging Markets ETF 0.1%
Value ($000) $934 Shares 24,787 Est. Cost $34.97 Unrealized
BP BP Amoco PLC ADR 0.1%
Value ($000) $911 Shares 25,243 Est. Cost $30.98 Unrealized
SCHA Schwab Strategic US Small-Cap ETF 0.1%
Value ($000) $902 Shares 19,004 Est. Cost $54.95 Unrealized
Tesla Motors Inc. 0.1%
Value ($000) $883 Shares 4,462 Est. Cost $402.31 Unrealized
Nuveen TR ESG Large Cap Growth ETF 0.1%
Value ($000) $876 Shares 10,795 Est. Cost $54.29 Unrealized
First Tr TCW Opportunistic Fixed Inc ETF 0.1%
Value ($000) $869 Shares 20,175 Est. Cost $55.00 Unrealized
JPMorgan Equity Premium Income ETF 0.1%
Value ($000) $865 Shares 15,255 Est. Cost $55.04 Unrealized
LDOS Leidos Holdings, Inc. 0.1%
Value ($000) $857 Shares 5,873 Est. Cost $63.46 Unrealized +116.5%
COR Amerisource Bergen 0.1%
Value ($000) $843 Shares 3,741 Est. Cost $211.52 Unrealized +8.1%
VV Vanguard Large Cap ETF 0.1%
Value ($000) $830 Shares 3,325 Est. Cost $146.39 Unrealized
FT CBOE Vest Fund of Buffer - ETF 0.1%
Value ($000) $828 Shares 28,641 Est. Cost $27.39 Unrealized
ProShares S&P MidCap 400 Dividend Aristo. 0.1%
Value ($000) $827 Shares 11,240 Est. Cost $68.39 Unrealized
SCHM Schwab US Mid-Cap ETF 0.1%
Value ($000) $825 Shares 10,598 Est. Cost $54.32 Unrealized
HON Honeywell Internat'l. 0.1%
Value ($000) $813 Shares 3,806 Est. Cost $164.13 Unrealized +12.0%
AMAT Applied Materials 0.1%
Value ($000) $798 Shares 3,382 Est. Cost $95.33 Unrealized +121.8%
SPDR Gold Shares ETF 0.1%
Value ($000) $797 Shares 3,709 Est. Cost $173.41 Unrealized
First Tr Large Cap Core AlphaDex Fd ETF 0.1%
Value ($000) $795 Shares 8,196 Est. Cost $64.86 Unrealized
IWS IShares Russell Midcap Value Index ETF 0.1%
Value ($000) $781 Shares 6,473 Est. Cost $100.18 Unrealized
Linde PLC 0.1%
Value ($000) $768 Shares 1,750 Est. Cost $413.04 Unrealized
ESGV Vanguard ESG US Stock - ETF 0.1%
Value ($000) $765 Shares 7,922 Est. Cost $64.79 Unrealized
MDLZ Mondelez International, Inc. 0.1%
Value ($000) $749 Shares 11,450 Est. Cost $47.68 Unrealized +36.7%
FNDB Schwab Fundamental US Broad Market ETF 0.1%
Value ($000) $746 Shares 11,382 Est. Cost $41.17 Unrealized
IWL IShares - Russell 200 Index ETF 0.1%
Value ($000) $736 Shares 5,494 Est. Cost $89.61 Unrealized
IYH IShares US Healthcare ETF 0.1%
Value ($000) $729 Shares 11,890 Est. Cost $96.15 Unrealized
LOW Lowe's Cos 0.1%
Value ($000) $725 Shares 3,290 Est. Cost $189.61 Unrealized +16.7%
UNP Union Pacific Corp. 0.1%
Value ($000) $721 Shares 3,187 Est. Cost $169.13 Unrealized +33.3%
AXP American Express 0.1%
Value ($000) $713 Shares 3,079 Est. Cost $170.84 Unrealized +33.1%
IShares Core MSCI Total Int'l Stk ETF 0.1%
Value ($000) $711 Shares 10,521 Est. Cost $58.76 Unrealized
Energy Select Sector SPDR ETF 0.1%
Value ($000) $711 Shares 7,798 Est. Cost $79.19 Unrealized
Marathon Petroleum Corp. 0.1%
Value ($000) $705 Shares 4,063 Est. Cost $55.33 Unrealized
WM Waste Management, Inc. 0.1%
Value ($000) $694 Shares 3,253 Est. Cost $118.36 Unrealized +71.4%
VWO Vanguard Emerging Mkts. ETF 0.1%
Value ($000) $675 Shares 15,415 Est. Cost $43.35 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $663 Shares 5,800 Est. Cost $89.12 Unrealized +29.5%
MO Altria Group, Inc. 0.1%
Value ($000) $648 Shares 14,216 Est. Cost $33.43 Unrealized +17.0%
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $647 Shares 3,542 Est. Cost $157.46 Unrealized
VBK Vanguard Small Cap Growth ETF 0.1%
Value ($000) $634 Shares 2,536 Est. Cost $223.68 Unrealized
Pacer Global Cash Cows Dividend ETF 0.1%
Value ($000) $631 Shares 18,724 Est. Cost $30.90 Unrealized
RIO Rio Tinto PLC ADR F 0.1%
Value ($000) $626 Shares 9,488 Est. Cost $63.95 Unrealized
Invesco S&P 500 Revenue ETF 0.1%
Value ($000) $625 Shares 6,750 Est. Cost $51.10 Unrealized
VOOV Vanguard S&P 500 Value ETF 0.1%
Value ($000) $616 Shares 3,504 Est. Cost $125.57 Unrealized
BRK/A Berkshire Hathaway, Cl. A 0.1%
Value ($000) $612 Shares 1 Est. Cost $448761.72 Unrealized +37.4%
WisdomTree U.S. LargeCap Dividend ETF 0.1%
Value ($000) $609 Shares 8,374 Est. Cost $79.00 Unrealized
BDX Becton Dickinson & Co. 0.1%
Value ($000) $598 Shares 2,560 Est. Cost $207.66 Unrealized +9.7%
GILD Gilead Sciences Inc. 0.1%
Value ($000) $596 Shares 8,690 Est. Cost $65.41 Unrealized -3.5%
Vanguard Russell 3000 ETF 0.1%
Value ($000) $595 Shares 2,485 Est. Cost $152.27 Unrealized
CVS CVS Health Corp. 0.1%
Value ($000) $593 Shares 10,049 Est. Cost $61.18 Unrealized -4.4%
NFLX Netflix Inc. 0.1%
Value ($000) $593 Shares 879 Est. Cost $48.51 Unrealized +28.7%
IJS IShares S&P SmallCap 600 Barra Value ETF 0.1%
Value ($000) $588 Shares 6,042 Est. Cost $95.75 Unrealized
DIS Walt Disney Co 0.1%
Value ($000) $587 Shares 5,907 Est. Cost $100.35 Unrealized +5.1%
SHEL Shell PLC ADR 0.1%
Value ($000) $585 Shares 8,111 Est. Cost $56.17 Unrealized
Corteva Inc. 0.1%
Value ($000) $575 Shares 10,653 Est. Cost $57.32 Unrealized
Technology Select Sector SPDR ETF 0.1%
Value ($000) $574 Shares 2,536 Est. Cost $135.02 Unrealized
Unilever PLC ADR 0.1%
Value ($000) $561 Shares 10,210 Est. Cost $56.94 Unrealized
CL Colgate Palmolive Co. 0.1%
Value ($000) $559 Shares 5,761 Est. Cost $58.59 Unrealized +52.0%
VEA Vanguard Tax-Mgd Int'l Dev. Markets ETF 0.1%
Value ($000) $556 Shares 11,242 Est. Cost $48.85 Unrealized
Janus Henderson AAA CLO - ETF 0.1%
Value ($000) $548 Shares 10,768 Est. Cost $50.88 Unrealized
VNQ Vanguard REIT ETF 0.1%
Value ($000) $546 Shares 6,521 Est. Cost $92.09 Unrealized
First Trust Senior Loan Fund ETF 0.1%
Value ($000) $540 Shares 11,816 Est. Cost $47.67 Unrealized
SCHW Charles Schwab Corp. 0.1%
Value ($000) $538 Shares 7,306 Est. Cost $48.53 Unrealized +49.1%
INTC Intel Corp. 0.1%
Value ($000) $531 Shares 17,145 Est. Cost $39.03 Unrealized -16.7%
TRV Travelers Companies Inc. 0.1%
Value ($000) $530 Shares 2,606 Est. Cost $154.17 Unrealized +35.5%
Constellation Brands, Inc. 0.1%
Value ($000) $529 Shares 2,055 Est. Cost $175.99 Unrealized
JHMM John Hancock Multifactor Mid Cap ETF 0.1%
Value ($000) $522 Shares 9,490 Est. Cost $51.22 Unrealized
DHR Danaher Corp. 0.1%
Value ($000) $518 Shares 2,074 Est. Cost $116.78 Unrealized +114.3%
FITB Fifth Third Bancorp 0.1%
Value ($000) $512 Shares 14,040 Est. Cost $21.03 Unrealized +63.2%
AMGN Amgen, Inc. 0.1%
Value ($000) $511 Shares 1,635 Est. Cost $177.33 Unrealized +57.5%
T AT&T Inc. 0.0%
Value ($000) $499 Shares 26,108 Est. Cost $15.02 Unrealized +7.6%
MercadoLibre Inc. 0.0%
Value ($000) $493 Shares 300 Est. Cost $1387.95 Unrealized
First TR. Ex. Tr. FD N. American Energy 0.0%
Value ($000) $484 Shares 15,893 Est. Cost $26.11 Unrealized
Uber Technologies Inc. 0.0%
Value ($000) $481 Shares 6,617 Est. Cost $45.72 Unrealized
First TR Global Tactical Commodity ETF 0.0%
Value ($000) $479 Shares 20,013 Est. Cost $24.34 Unrealized
RTX Corp. 0.0%
Value ($000) $478 Shares 4,762 Est. Cost $93.70 Unrealized
ELV Elevance Health 0.0%
Value ($000) $471 Shares 870 Est. Cost $372.72 Unrealized +37.8%
LOGI Logitech Internat'l. SA 0.0%
Value ($000) $471 Shares 4,859 Est. Cost $35.54 Unrealized +145.8%
MGK Vanguard Mega Cap Growth ETF 0.0%
Value ($000) $471 Shares 1,498 Est. Cost $183.10 Unrealized
Seagate Technology Holdings PLC 0.0%
Value ($000) $466 Shares 4,517 Est. Cost $70.98 Unrealized
ADBE Adobe Systems, Inc. 0.0%
Value ($000) $461 Shares 829 Est. Cost $434.65 Unrealized +11.4%
Everest Reinsur. Group, Ltd. 0.0%
Value ($000) $459 Shares 1,205 Est. Cost $349.64 Unrealized
MCO Moody's Corp. 0.0%
Value ($000) $455 Shares 1,080 Est. Cost $248.00 Unrealized +58.5%
AVEM Avantis Emerging Markets Equity - ETF 0.0%
Value ($000) $451 Shares 7,390 Est. Cost $59.61 Unrealized
EMR Emerson Electric Co. 0.0%
Value ($000) $451 Shares 4,098 Est. Cost $78.15 Unrealized +37.5%
BAC Bank of America 0.0%
Value ($000) $444 Shares 11,164 Est. Cost $26.59 Unrealized +38.5%
MAS Masco Corp. 0.0%
Value ($000) $436 Shares 6,538 Est. Cost $55.17 Unrealized +24.2%
Industrial Select Sector SPDR ETF 0.0%
Value ($000) $426 Shares 3,493 Est. Cost $88.88 Unrealized
VRTX Vertex Pharmaceutical 0.0%
Value ($000) $422 Shares 900 Est. Cost $304.77 Unrealized +42.4%
VZ Verizon Communications 0.0%
Value ($000) $418 Shares 10,136 Est. Cost $35.64 Unrealized +2.3%
ICF IShares Cohen & Steers REIT ETF 0.0%
Value ($000) $417 Shares 7,278 Est. Cost $60.51 Unrealized
QCOM Qualcomm Inc. 0.0%
Value ($000) $416 Shares 2,090 Est. Cost $135.01 Unrealized +35.1%
Coca Cola European Partners PLC 0.0%
Value ($000) $416 Shares 5,707 Est. Cost $54.92 Unrealized
AJG Gallagher, Arthur J & Co. 0.0%
Value ($000) $410 Shares 1,580 Est. Cost $107.86 Unrealized +126.7%
LMT Lockheed Martin Corp. 0.0%
Value ($000) $406 Shares 870 Est. Cost $362.55 Unrealized +21.8%
FSLR First Solar, Inc. 0.0%
Value ($000) $401 Shares 1,780 Est. Cost $81.60 Unrealized +167.2%
SO Southern Company 0.0%
Value ($000) $396 Shares 5,111 Est. Cost $44.25 Unrealized +62.2%
Ishares Bitcoin Trust 0.0%
Value ($000) $392 Shares 11,470 Est. Cost $38.75 Unrealized
PHYS Sprott Physical Gold Trust 0.0%
Value ($000) $388 Shares 21,484 Est. Cost $16.68 Unrealized
APD Air Products & Chem 0.0%
Value ($000) $380 Shares 1,472 Est. Cost $217.49 Unrealized +11.5%
Invesco BulletShares 2024 Corp Bond ETF 0.0%
Value ($000) $375 Shares 17,823 Est. Cost $21.53 Unrealized
MSI Motorola Solutions, Inc. 0.0%
Value ($000) $372 Shares 963 Est. Cost $312.19 Unrealized +13.6%
Dimensional US Marketwide Value - ETF 0.0%
Value ($000) $369 Shares 9,409 Est. Cost $32.36 Unrealized
Farmland Partners, Inc. 0.0%
Value ($000) $364 Shares 31,600 Est. Cost $10.70 Unrealized
REZ IShares Residential Real Estate Capped ETF 0.0%
Value ($000) $364 Shares 4,722 Est. Cost $74.38 Unrealized
Microport Scientific Corp. 0.0%
Value ($000) $360 Shares 504,670 Est. Cost $3.90 Unrealized
WEX, Inc. 0.0%
Value ($000) $358 Shares 2,021 Est. Cost $184.71 Unrealized
INFY Infosys Technologies, Ltd. 0.0%
Value ($000) $358 Shares 19,220 Est. Cost $10.71 Unrealized
MUB iShares National Muni Bond ETF 0.0%
Value ($000) $357 Shares 3,355 Est. Cost $103.17 Unrealized
GEM Goldman Sachs ActiveBeta Emerging Mkts ETF 0.0%
Value ($000) $357 Shares 10,930 Est. Cost $34.84 Unrealized
AEE Ameren Corp. 0.0%
Value ($000) $350 Shares 4,917 Est. Cost $72.61 Unrealized -4.9%
Health Care Select Sector SPDR ETF 0.0%
Value ($000) $348 Shares 2,388 Est. Cost $125.97 Unrealized
Booking Holdings, Inc. 0.0%
Value ($000) $345 Shares 87 Est. Cost $3547.22 Unrealized
Materials Select Sector SPDR ETF 0.0%
Value ($000) $342 Shares 3,873 Est. Cost $70.74 Unrealized
ABBNY ABB Ltd. Sponsored ADR 0.0%
Value ($000) $339 Shares 6,093 Est. Cost $30.46 Unrealized
FRO Frontline, LTD. 0.0%
Value ($000) $334 Shares 12,976 Est. Cost $13.02 Unrealized +78.0%
IWD IShares Russell 1000 Value Index ETF 0.0%
Value ($000) $333 Shares 1,910 Est. Cost $121.67 Unrealized
First Trust NYSE Arca Biotech ETF 0.0%
Value ($000) $333 Shares 2,160 Est. Cost $167.02 Unrealized
IVW IShares S&P 500 Barra Growth Index ETF 0.0%
Value ($000) $329 Shares 3,553 Est. Cost $84.44 Unrealized
JPMorgan Nasdaq Equity Premium Inc ETF 0.0%
Value ($000) $329 Shares 5,919 Est. Cost $51.08 Unrealized
ADI Analog Devices Inc. 0.0%
Value ($000) $326 Shares 1,427 Est. Cost $150.98 Unrealized +37.5%
Crowdstrike Holdings, Inc. 0.0%
Value ($000) $323 Shares 844 Est. Cost $383.19 Unrealized
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $321 Shares 1,900 Est. Cost $118.42 Unrealized
Equinor ASA 0.0%
Value ($000) $320 Shares 11,209 Est. Cost $18.37 Unrealized
First Trust Managed Municipal ETF 0.0%
Value ($000) $319 Shares 6,246 Est. Cost $55.53 Unrealized
EFA IShares MSCI EAFE ETF 0.0%
Value ($000) $307 Shares 3,920 Est. Cost $60.87 Unrealized
NOC Northrop Grumman 0.0%
Value ($000) $306 Shares 703 Est. Cost $349.01 Unrealized +27.2%
WDFC W D 40 Co. 0.0%
Value ($000) $305 Shares 1,389 Est. Cost $139.06 Unrealized +61.3%
FNDA Schwab Fundamental US Small Company ETF 0.0%
Value ($000) $302 Shares 5,501 Est. Cost $57.03 Unrealized
DOW Dow Inc. 0.0%
Value ($000) $301 Shares 5,672 Est. Cost $41.57 Unrealized +23.2%
YUM Yum Brands, Inc. 0.0%
Value ($000) $301 Shares 2,269 Est. Cost $112.07 Unrealized +18.9%
Pacer FDS TR Cash Cows - ETF 0.0%
Value ($000) $299 Shares 8,057 Est. Cost $38.54 Unrealized
NSC Norfolk Southern Corp. 0.0%
Value ($000) $296 Shares 1,377 Est. Cost $178.69 Unrealized +25.5%
SYK Stryker Corporation 0.0%
Value ($000) $295 Shares 867 Est. Cost $219.76 Unrealized +51.7%
WisdomTree US Quality Dividend Gr ETF 0.0%
Value ($000) $291 Shares 3,725 Est. Cost $53.42 Unrealized
UMC United Microelectronics ADR 0.0%
Value ($000) $288 Shares 32,834 Est. Cost $7.06 Unrealized
IYR IShares US Real Estate ETF 0.0%
Value ($000) $286 Shares 3,260 Est. Cost $82.79 Unrealized
Arista Networks, Inc. 0.0%
Value ($000) $285 Shares 813 Est. Cost $350.48 Unrealized
ServiceNow, Inc. 0.0%
Value ($000) $281 Shares 357 Est. Cost $560.84 Unrealized
MUFG Mitsubishi UFJ Fin'l. Grp. ADR 0.0%
Value ($000) $280 Shares 25,906 Est. Cost $6.36 Unrealized
American Tower Corp. 0.0%
Value ($000) $277 Shares 1,424 Est. Cost $226.32 Unrealized
UPS United Parcel Service, Inc. 0.0%
Value ($000) $275 Shares 2,007 Est. Cost $167.61 Unrealized -22.4%
BND Vanguard Bd Index - Total Bd Market ETF 0.0%
Value ($000) $273 Shares 3,795 Est. Cost $73.77 Unrealized
Capital Group Core Equity - ETF 0.0%
Value ($000) $272 Shares 8,436 Est. Cost $32.25 Unrealized
BMO Bank of Montreal 0.0%
Value ($000) $269 Shares 3,209 Est. Cost $43.21 Unrealized +97.5%
Invesco BulletShares 2025 Corp Bond ETF 0.0%
Value ($000) $266 Shares 13,028 Est. Cost $21.77 Unrealized
Discover Financial Services, Inc. 0.0%
Value ($000) $266 Shares 2,036 Est. Cost $99.00 Unrealized
SLF Sun Life Financial, Inc. 0.0%
Value ($000) $265 Shares 5,412 Est. Cost $43.00 Unrealized +18.0%
GD General Dynamics 0.0%
Value ($000) $264 Shares 909 Est. Cost $236.54 Unrealized +20.1%
Duke Energy Corp 0.0%
Value ($000) $262 Shares 2,617 Est. Cost $107.65 Unrealized
O Realty Income Corp. 0.0%
Value ($000) $255 Shares 4,832 Est. Cost $40.65 Unrealized +19.6%
GlaxoSmithKline PLC 0.0%
Value ($000) $254 Shares 6,607 Est. Cost $41.94 Unrealized
NGG National Grid PLC ADR 0.0%
Value ($000) $254 Shares 4,468 Est. Cost $60.39 Unrealized
BMY Bristol-Myers Squibb 0.0%
Value ($000) $253 Shares 6,088 Est. Cost $49.25 Unrealized -16.7%
SSREY Swiss Re Ltd. 0.0%
Value ($000) $253 Shares 8,133 Est. Cost $23.50 Unrealized
CSX CSX Corp. 0.0%
Value ($000) $253 Shares 7,551 Est. Cost $28.73 Unrealized +15.3%
SIEGY Siemens AG ADR 0.0%
Value ($000) $251 Shares 2,687 Est. Cost $68.79 Unrealized
VLVLY AB Volvo ADR 0.0%
Value ($000) $250 Shares 9,827 Est. Cost $14.05 Unrealized
BHP BHP Billiton, Ltd. ADR 0.0%
Value ($000) $249 Shares 4,370 Est. Cost $56.01 Unrealized
Novartis AG ADR 0.0%
Value ($000) $246 Shares 2,314 Est. Cost $86.40 Unrealized
UBS Group AG 0.0%
Value ($000) $245 Shares 8,286 Est. Cost $24.65 Unrealized
Centene Corp. 0.0%
Value ($000) $242 Shares 3,651 Est. Cost $76.04 Unrealized
EW Edwards Lifesciences Corp. 0.0%
Value ($000) $242 Shares 2,616 Est. Cost $84.00 Unrealized +5.4%
QGRO American Century U.S. Quality Growth - ETF 0.0%
Value ($000) $241 Shares 2,806 Est. Cost $85.98 Unrealized
ADSK Autodesk 0.0%
Value ($000) $240 Shares 970 Est. Cost $210.13 Unrealized +6.9%
RLI RLI Corp. 0.0%
Value ($000) $240 Shares 1,704 Est. Cost $61.75 Unrealized +8.3%
3M Company 0.0%
Value ($000) $239 Shares 2,334 Est. Cost $144.62 Unrealized
ITOT IShares Tr. S&P 1500 Index ETF 0.0%
Value ($000) $238 Shares 2,004 Est. Cost $115.60 Unrealized
IVOO Vanguard S&P Mid-Cap 400 Index Fund - ETF 0.0%
Value ($000) $236 Shares 2,386 Est. Cost $88.55 Unrealized
FDX Fedex Corp. 0.0%
Value ($000) $232 Shares 774 Est. Cost $251.77 Unrealized 0.0%
Eversource Energy Com. 0.0%
Value ($000) $231 Shares 4,081 Est. Cost $60.92 Unrealized
WFC Wells Fargo & Co. 0.0%
Value ($000) $231 Shares 3,883 Est. Cost $50.54 Unrealized +12.5%
IWP IShares Russell Midcap Growth Index ETF 0.0%
Value ($000) $230 Shares 2,088 Est. Cost $114.14 Unrealized
BALL Ball Corp. 0.0%
Value ($000) $230 Shares 3,834 Est. Cost $50.04 Unrealized +30.7%
GE General Electric 0.0%
Value ($000) $223 Shares 1,405 Est. Cost $123.62 Unrealized +27.8%
AB Ultra Short Income ETF 0.0%
Value ($000) $223 Shares 4,415 Est. Cost $50.52 Unrealized
AZO AutoZone, Inc. 0.0%
Value ($000) $222 Shares 75 Est. Cost $845.03 Unrealized +246.4%
DaVita HealthCare Partners, Inc. 0.0%
Value ($000) $222 Shares 1,603 Est. Cost $138.05 Unrealized
Petroleo Brasileiro Petrobras ADR 0.0%
Value ($000) $220 Shares 15,165 Est. Cost $14.99 Unrealized
ONTO Onto Innovations, Inc. 0.0%
Value ($000) $220 Shares 1,000 Est. Cost $206.70 Unrealized 0.0%
Invesco S&P 500 High Div/Low Volat. ETF 0.0%
Value ($000) $218 Shares 4,910 Est. Cost $42.41 Unrealized
VLO Valero Energy 0.0%
Value ($000) $218 Shares 1,391 Est. Cost $153.50 Unrealized 0.0%
Total Energies SE 0.0%
Value ($000) $218 Shares 3,268 Est. Cost $62.08 Unrealized
CMCSA Comcast Corp., Cl. A 0.0%
Value ($000) $217 Shares 5,547 Est. Cost $36.76 Unrealized +1.0%
ACWX IShares - MSCI ACWI ex US ETF 0.0%
Value ($000) $217 Shares 4,088 Est. Cost $47.31 Unrealized
First Trust Dow Jones Internet ETF 0.0%
Value ($000) $216 Shares 1,056 Est. Cost $205.09 Unrealized
Global X S&P 500 Catholic Values ETF 0.0%
Value ($000) $215 Shares 3,295 Est. Cost $57.99 Unrealized
YARIY Yara International ADR 0.0%
Value ($000) $214 Shares 14,769 Est. Cost $18.92 Unrealized
PRU Prudential Financial, Inc. 0.0%
Value ($000) $212 Shares 1,811 Est. Cost $84.73 Unrealized +26.0%
Ferrari N V New Com. 0.0%
Value ($000) $212 Shares 520 Est. Cost $436.28 Unrealized
Regions Financial Corp. 0.0%
Value ($000) $210 Shares 10,494 Est. Cost $20.27 Unrealized
Veolia Environment ADR 0.0%
Value ($000) $210 Shares 14,028 Est. Cost $20.84 Unrealized
KMB Kimberly Clark Corp 0.0%
Value ($000) $209 Shares 1,515 Est. Cost $125.29 Unrealized 0.0%
IYW IShares US Technology ETF 0.0%
Value ($000) $209 Shares 1,390 Est. Cost $150.50 Unrealized
MHGVY Mowi ASA ADR 0.0%
Value ($000) $208 Shares 12,550 Est. Cost $19.57 Unrealized
CASY Caseys General Stores, Inc. 0.0%
Value ($000) $206 Shares 541 Est. Cost $330.95 Unrealized 0.0%
SPDR Portfolio S&P 500 Growth ETF 0.0%
Value ($000) $203 Shares 2,534 Est. Cost $80.13 Unrealized
BA Boeing Company 0.0%
Value ($000) $202 Shares 1,111 Est. Cost $178.24 Unrealized 0.0%
PIMCO Intermediate Muni Bd Actv - ETF 0.0%
Value ($000) $200 Shares 3,845 Est. Cost $52.26 Unrealized
First Trust Preferred Secs & Inc ETF 0.0%
Value ($000) $178 Shares 10,238 Est. Cost $15.97 Unrealized
Eaton Vance Municipal Income TR 0.0%
Value ($000) $172 Shares 16,584 Est. Cost $11.82 Unrealized
BB Seguridade Participacoes ADR 0.0%
Value ($000) $163 Shares 27,284 Est. Cost $6.14 Unrealized
Vodafone Group PLC ADR 0.0%
Value ($000) $162 Shares 18,296 Est. Cost $12.97 Unrealized
ISUZY Isuzu Motors Ltd. 0.0%
Value ($000) $153 Shares 11,473 Est. Cost $12.50 Unrealized
Barings BDC, Inc. 0.0%
Value ($000) $135 Shares 13,874 Est. Cost $8.15 Unrealized
TAK Takeda Pharmaceutical Co. 0.0%
Value ($000) $132 Shares 10,180 Est. Cost $12.97 Unrealized
GGB Gerdau SA ADR 0.0%
Value ($000) $106 Shares 32,133 Est. Cost $4.92 Unrealized
Ping An Insurance Company of China ADR 0.0%
Value ($000) $101 Shares 11,118 Est. Cost $10.04 Unrealized
Amyris, Inc. 0.0%
Value ($000) $0 Shares 10,450 Est. Cost $0.00 Unrealized