COZAD ASSET MANAGEMENT INC Diversified Active

CIK: 0000709428 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 31, 2024

Total Value ($000): $1,046,756 (100.0% shares, 0.0% debt)

Holdings (406)

AAPL Apple Inc. 3.6%
Value ($000) $37,861 Shares 162,494 Est. Cost $106.47 Unrealized +108.5%
VTI Vanguard Total Stock Market ETF 2.8%
Value ($000) $29,631 Shares 104,645 Est. Cost $184.45 Unrealized
Nvidia Corp. 2.4%
Value ($000) $24,737 Shares 203,699 Est. Cost $136.87 Unrealized
MSFT Microsoft Corporation 2.3%
Value ($000) $24,024 Shares 55,831 Est. Cost $220.64 Unrealized +91.8%
Broadcom Inc. 2.0%
Value ($000) $20,430 Shares 118,433 Est. Cost $189.89 Unrealized
AMZN Amazon.com, Inc. 1.8%
Value ($000) $18,732 Shares 100,533 Est. Cost $120.73 Unrealized +51.1%
Alphabet Inc., Cl. A 1.7%
Value ($000) $17,479 Shares 105,393 Est. Cost $163.85 Unrealized
URI United Rentals, Inc. 1.6%
Value ($000) $17,165 Shares 21,198 Est. Cost $165.58 Unrealized +329.3%
COST Costco Wholesale Corp. 1.5%
Value ($000) $16,056 Shares 18,111 Est. Cost $309.31 Unrealized +178.7%
LLY Lilly (Eli) 1.5%
Value ($000) $16,005 Shares 18,066 Est. Cost $666.63 Unrealized +33.6%
SCHD Schwab US Div Equity ETF 1.5%
Value ($000) $15,680 Shares 185,492 Est. Cost $64.80 Unrealized
Blackstone Group Inc. Cl. A 1.5%
Value ($000) $15,391 Shares 100,513 Est. Cost $69.70 Unrealized
Invesco S&P 500 Quality ETF A 1.5%
Value ($000) $15,265 Shares 226,925 Est. Cost $42.51 Unrealized
MGC Vanguard Mega Cap ETF 1.4%
Value ($000) $14,888 Shares 72,047 Est. Cost $120.94 Unrealized
VIG Vanguard Dividend Appreciation ETF 1.4%
Value ($000) $14,544 Shares 73,431 Est. Cost $123.67 Unrealized
Meta Platforms, Inc. 1.4%
Value ($000) $14,188 Shares 24,785 Est. Cost $409.81 Unrealized
CMG Chipotle Mexican Grill, A 1.3%
Value ($000) $13,593 Shares 235,902 Est. Cost $61.31 Unrealized -9.7%
MasterCard, Inc. 1.3%
Value ($000) $13,286 Shares 26,906 Est. Cost $320.72 Unrealized
UnitedHealth Group 1.3%
Value ($000) $13,230 Shares 22,628 Est. Cost $374.81 Unrealized
LRCX LAM Research Corp. 1.2%
Value ($000) $12,412 Shares 15,209 Est. Cost $85.67 Unrealized 0.0%
HCA Healthcare Co. 1.2%
Value ($000) $12,160 Shares 29,918 Est. Cost $140.22 Unrealized
FLEX Flextronics Internat'l. Ltd. 1.1%
Value ($000) $11,606 Shares 347,178 Est. Cost $20.56 Unrealized +49.5%
Pacer U.S. Cash Cows 100 - ETF 1.1%
Value ($000) $11,331 Shares 195,936 Est. Cost $48.96 Unrealized
OC Owens Corning 1.1%
Value ($000) $11,134 Shares 63,077 Est. Cost $109.00 Unrealized +54.5%
FISV Fiserv, Inc. 1.0%
Value ($000) $10,206 Shares 56,812 Est. Cost $86.23 Unrealized +91.3%
GSLC Goldman Sachs ActiveBeta US LargeCp Eq ETF 1.0%
Value ($000) $10,203 Shares 90,340 Est. Cost $78.14 Unrealized
ASML Hldg N V 0.9%
Value ($000) $9,769 Shares 11,724 Est. Cost $791.86 Unrealized
HD Home Depot, Inc. 0.9%
Value ($000) $9,488 Shares 23,414 Est. Cost $169.67 Unrealized +107.8%
BUSE First Busey Corp. 0.9%
Value ($000) $9,354 Shares 359,497 Est. Cost $19.87 Unrealized +22.9%
VO Vanguard Mid Cap ETF 0.9%
Value ($000) $8,990 Shares 34,076 Est. Cost $191.50 Unrealized
Vanguard Russell 1000 ETF 0.8%
Value ($000) $8,566 Shares 32,936 Est. Cost $144.98 Unrealized
ADM Archer Daniels Midland 0.8%
Value ($000) $7,882 Shares 131,940 Est. Cost $38.11 Unrealized +51.8%
VOO Vanguard S&P 500 ETF 0.7%
Value ($000) $7,748 Shares 14,684 Est. Cost $389.45 Unrealized
Intercontinental Exchange Group 0.7%
Value ($000) $7,548 Shares 46,990 Est. Cost $96.13 Unrealized
NXP Semiconductors NV Com 0.7%
Value ($000) $7,519 Shares 31,327 Est. Cost $261.10 Unrealized
MCHP Microchip Technology, Inc. 0.7%
Value ($000) $7,466 Shares 92,994 Est. Cost $59.23 Unrealized +33.7%
SPY SPDR S&P 500 ETF 0.7%
Value ($000) $7,166 Shares 12,489 Est. Cost $378.25 Unrealized
Invesco QQQ Tr Unit Ser. 1 ETF 0.7%
Value ($000) $6,949 Shares 14,237 Est. Cost $327.91 Unrealized
VOOG Vanguard S&P 500 Growth ETF 0.7%
Value ($000) $6,905 Shares 19,999 Est. Cost $197.00 Unrealized
TMO Thermo Fisher Scientific, Inc. 0.6%
Value ($000) $6,788 Shares 10,973 Est. Cost $263.74 Unrealized +123.4%
Interactive Brokers Group, Inc. 0.6%
Value ($000) $6,748 Shares 48,419 Est. Cost $101.70 Unrealized
GEN Gen Digital Inc. 0.6%
Value ($000) $6,450 Shares 235,150 Est. Cost $23.75 Unrealized +5.5%
IJR IShares S&P SmallCap 600 Index ETF 0.6%
Value ($000) $6,383 Shares 54,571 Est. Cost $92.43 Unrealized
Cheniere Energy, Inc 0.6%
Value ($000) $6,339 Shares 35,249 Est. Cost $146.04 Unrealized
VB Vanguard Index Small Cap ETF 0.6%
Value ($000) $6,304 Shares 26,577 Est. Cost $159.15 Unrealized
SPGP Invesco S&P 500 GARP - ETF 0.6%
Value ($000) $6,211 Shares 59,341 Est. Cost $85.75 Unrealized
JPEF JPMorgan Equity Focus - ETF 0.6%
Value ($000) $6,091 Shares 92,950 Est. Cost $53.77 Unrealized
FDL First Trust Morningstar Div Leaders ETF 0.6%
Value ($000) $6,080 Shares 144,946 Est. Cost $29.23 Unrealized
UHS Universal Health Svcs., Cl. B 0.5%
Value ($000) $5,688 Shares 24,837 Est. Cost $178.66 Unrealized +19.9%
BRK/B Berkshire Hathaway, Cl. B 0.5%
Value ($000) $5,512 Shares 11,975 Est. Cost $209.57 Unrealized +111.0%
ProShares S&P 500 Dividend Aristocrats ETF 0.5%
Value ($000) $5,477 Shares 51,302 Est. Cost $86.30 Unrealized
IShares MSCI USA Momentum Factor ETF 0.5%
Value ($000) $5,461 Shares 26,931 Est. Cost $136.54 Unrealized
SPDR S&P Value ETF 0.5%
Value ($000) $5,273 Shares 99,757 Est. Cost $35.23 Unrealized
PSX Phillips 66 0.5%
Value ($000) $4,901 Shares 37,283 Est. Cost $115.07 Unrealized +11.6%
Invesco Russell 1000 Dynamic Multi ETF 0.5%
Value ($000) $4,789 Shares 90,376 Est. Cost $43.22 Unrealized
IWV IShares Russell 3000 Index ETF 0.5%
Value ($000) $4,757 Shares 14,559 Est. Cost $180.52 Unrealized
TMUS T-Mobile US Inc. 0.5%
Value ($000) $4,750 Shares 23,020 Est. Cost $142.39 Unrealized +31.6%
Merck & Co Inc. 0.5%
Value ($000) $4,716 Shares 41,531 Est. Cost $80.92 Unrealized
First Trust Rising Dividend Achievers ETF 0.4%
Value ($000) $4,707 Shares 79,498 Est. Cost $49.88 Unrealized
Quanta Services, Inc. 0.4%
Value ($000) $4,682 Shares 15,705 Est. Cost $39.23 Unrealized
Expedia Group Inc. 0.4%
Value ($000) $4,562 Shares 30,823 Est. Cost $139.54 Unrealized
SHW Sherwin Williams Company 0.4%
Value ($000) $4,494 Shares 11,775 Est. Cost $253.47 Unrealized +36.1%
Vanguard Russell 1000 Growth ETF 0.4%
Value ($000) $4,492 Shares 46,543 Est. Cost $91.68 Unrealized
Invesco S&P 500 Low Volatility ETF 0.4%
Value ($000) $4,452 Shares 62,060 Est. Cost $58.16 Unrealized
IShares MSCI USA Minimum Volatility ETF 0.4%
Value ($000) $4,315 Shares 47,257 Est. Cost $62.54 Unrealized
IWY iShares Russell Top 200 Growth ETF 0.4%
Value ($000) $4,164 Shares 18,924 Est. Cost $158.72 Unrealized
CALF Pacer U.S. Small Cap Cash Cows 100 - ETF 0.4%
Value ($000) $4,136 Shares 88,915 Est. Cost $44.83 Unrealized
SCHB Schwab US Broad Market ETF 0.4%
Value ($000) $4,095 Shares 61,557 Est. Cost $61.73 Unrealized
Capital Group Growth - ETF 0.4%
Value ($000) $4,062 Shares 116,756 Est. Cost $29.83 Unrealized
IJH IShares S&P Midcap 400 Index ETF 0.4%
Value ($000) $4,039 Shares 64,815 Est. Cost $84.27 Unrealized
GS Goldman Sachs Group 0.4%
Value ($000) $4,015 Shares 8,110 Est. Cost $475.08 Unrealized 0.0%
Salesforce.com 0.4%
Value ($000) $3,907 Shares 14,274 Est. Cost $194.49 Unrealized
GSIE Goldman Sachs ActiveBeta Int'l Eq ETF 0.4%
Value ($000) $3,714 Shares 102,688 Est. Cost $30.18 Unrealized
KO Coca Cola 0.4%
Value ($000) $3,714 Shares 51,677 Est. Cost $44.50 Unrealized +47.5%
AbbVie, Inc. 0.4%
Value ($000) $3,684 Shares 18,656 Est. Cost $112.37 Unrealized
Garmin Ltd. 0.3%
Value ($000) $3,644 Shares 20,703 Est. Cost $98.56 Unrealized
W. P. Carey Inc. 0.3%
Value ($000) $3,609 Shares 57,927 Est. Cost $68.85 Unrealized
VUG Vanguard Growth ETF 0.3%
Value ($000) $3,594 Shares 9,361 Est. Cost $241.78 Unrealized
Regeneron Pharmaceuticals 0.3%
Value ($000) $3,592 Shares 3,417 Est. Cost $695.28 Unrealized
WMT Wal-Mart Stores 0.3%
Value ($000) $3,584 Shares 44,386 Est. Cost $50.53 Unrealized +43.5%
First Trust Value Line Dividend ETF 0.3%
Value ($000) $3,566 Shares 78,388 Est. Cost $30.78 Unrealized
JBL Jabil Circuit, Inc. 0.3%
Value ($000) $3,479 Shares 29,030 Est. Cost $75.69 Unrealized +43.1%
iShares MSCI Multifactor USA Small-Cap ETF 0.3%
Value ($000) $3,418 Shares 51,514 Est. Cost $53.94 Unrealized
RPM RPM Inc. Ohio 0.3%
Value ($000) $3,351 Shares 27,695 Est. Cost $57.58 Unrealized +101.0%
Hilton Worldwide Holdings, Inc. 0.3%
Value ($000) $3,319 Shares 14,400 Est. Cost $159.42 Unrealized
DLR Digital Realty Trust Inc. 0.3%
Value ($000) $3,252 Shares 20,094 Est. Cost $94.70 Unrealized +55.1%
QQEW First Trust NASDAQ-100 Equal Wtd ETF 0.3%
Value ($000) $3,247 Shares 25,879 Est. Cost $85.38 Unrealized
FBND Fidelity Merrimack Str Total Bond Fund ETF 0.3%
Value ($000) $3,181 Shares 68,068 Est. Cost $45.37 Unrealized
Alphabet Inc., Cl. C 0.3%
Value ($000) $3,051 Shares 18,248 Est. Cost $167.89 Unrealized
Vanguard Information Technology ETF 0.3%
Value ($000) $3,044 Shares 5,189 Est. Cost $341.75 Unrealized
PAYX PayChex Inc. 0.3%
Value ($000) $3,037 Shares 22,631 Est. Cost $61.69 Unrealized +97.6%
IWM IShares Russell 2000 Index ETF 0.3%
Value ($000) $2,998 Shares 13,571 Est. Cost $181.52 Unrealized
Cardinal Health 0.3%
Value ($000) $2,971 Shares 26,878 Est. Cost $66.12 Unrealized
FTCS First Trust Capital Strength ETF 0.3%
Value ($000) $2,906 Shares 32,009 Est. Cost $66.78 Unrealized
CAT Caterpillar Inc. 0.3%
Value ($000) $2,904 Shares 7,425 Est. Cost $193.33 Unrealized +75.2%
NVO Novo Nordisk A.S. ADR 0.3%
Value ($000) $2,846 Shares 23,901 Est. Cost $99.69 Unrealized
First Trust SMID Cap Rising Div Achv ETF 0.3%
Value ($000) $2,829 Shares 77,767 Est. Cost $29.09 Unrealized
NUE Nucor Corp. 0.3%
Value ($000) $2,827 Shares 18,801 Est. Cost $67.00 Unrealized +119.1%
PEP PepsiCo Inc 0.3%
Value ($000) $2,815 Shares 16,553 Est. Cost $98.77 Unrealized +64.9%
AZN AstraZeneca PLC ADR 0.3%
Value ($000) $2,798 Shares 35,910 Est. Cost $64.28 Unrealized
BBY Best Buy Company, Inc. 0.3%
Value ($000) $2,758 Shares 26,699 Est. Cost $65.96 Unrealized +27.2%
GIS General Mills 0.3%
Value ($000) $2,717 Shares 36,784 Est. Cost $49.26 Unrealized +33.3%
MCD McDonalds Corp. 0.3%
Value ($000) $2,696 Shares 8,853 Est. Cost $183.66 Unrealized +45.2%
TKR Timken Co. 0.3%
Value ($000) $2,661 Shares 31,571 Est. Cost $57.58 Unrealized +42.8%
IWR IShares Russell Midcap Index ETF 0.3%
Value ($000) $2,631 Shares 29,851 Est. Cost $55.83 Unrealized
VYM Vanguard High Dividend Yield ETF 0.2%
Value ($000) $2,588 Shares 20,188 Est. Cost $86.00 Unrealized
Vanguard World Health Care ETF 0.2%
Value ($000) $2,584 Shares 9,157 Est. Cost $206.04 Unrealized
JPM J.P. Morgan Chase & Co. 0.2%
Value ($000) $2,542 Shares 12,054 Est. Cost $129.05 Unrealized +58.8%
AVT Avnet Inc. 0.2%
Value ($000) $2,522 Shares 46,428 Est. Cost $39.99 Unrealized +26.6%
Hewlett Packard Enterprise Co. 0.2%
Value ($000) $2,490 Shares 121,708 Est. Cost $15.73 Unrealized
GLW Corning Inc. 0.2%
Value ($000) $2,392 Shares 52,983 Est. Cost $31.01 Unrealized +31.8%
DKS Dicks Sporting Goods 0.2%
Value ($000) $2,384 Shares 11,423 Est. Cost $130.38 Unrealized +58.6%
OMC Omnicom Group 0.2%
Value ($000) $2,381 Shares 23,028 Est. Cost $66.94 Unrealized +36.5%
SNA Snap-on Incorporated 0.2%
Value ($000) $2,325 Shares 8,026 Est. Cost $208.59 Unrealized +27.4%
PG Procter and Gamble 0.2%
Value ($000) $2,312 Shares 13,348 Est. Cost $88.94 Unrealized +84.7%
SPDR S&P Dividend ETF 0.2%
Value ($000) $2,298 Shares 16,176 Est. Cost $95.26 Unrealized
CALM Cal-Maine Foods, Inc. 0.2%
Value ($000) $2,239 Shares 29,913 Est. Cost $45.91 Unrealized +34.8%
AWR American States Water Co. 0.2%
Value ($000) $2,220 Shares 26,652 Est. Cost $57.79 Unrealized +34.9%
AVUV Avantis U.S. Small Cap Value - ETF 0.2%
Value ($000) $2,217 Shares 23,104 Est. Cost $88.12 Unrealized
Allete, Inc. 0.2%
Value ($000) $2,181 Shares 33,982 Est. Cost $55.80 Unrealized
GPK Graphic Packaging Holding Company 0.2%
Value ($000) $2,156 Shares 72,850 Est. Cost $22.41 Unrealized +27.0%
Enbridge Inc. 0.2%
Value ($000) $2,129 Shares 52,355 Est. Cost $36.06 Unrealized
JNJ Johnson & Johnson 0.2%
Value ($000) $2,128 Shares 13,129 Est. Cost $117.50 Unrealized +29.9%
KEY KeyCorp 0.2%
Value ($000) $2,097 Shares 125,203 Est. Cost $10.69 Unrealized +39.1%
IBM I.B.M. 0.2%
Value ($000) $2,060 Shares 9,319 Est. Cost $123.18 Unrealized +53.4%
ITW Illinois Tool Works 0.2%
Value ($000) $2,048 Shares 7,814 Est. Cost $208.28 Unrealized +13.9%
WMB Williams Companies 0.2%
Value ($000) $2,044 Shares 44,775 Est. Cost $17.19 Unrealized +143.0%
S&P Global, Inc. 0.2%
Value ($000) $2,017 Shares 3,905 Est. Cost $399.12 Unrealized
JPMorgan Ultra-Short Income ETF 0.2%
Value ($000) $1,986 Shares 39,146 Est. Cost $50.36 Unrealized
MTG MGIC Investment Corp. 0.2%
Value ($000) $1,962 Shares 76,642 Est. Cost $14.83 Unrealized +62.4%
DVY IShares Select Dividend ETF 0.2%
Value ($000) $1,955 Shares 14,474 Est. Cost $93.04 Unrealized
ESS Essex Property Trust 0.2%
Value ($000) $1,929 Shares 6,529 Est. Cost $222.74 Unrealized +23.4%
ABT Abbott Laboratories 0.2%
Value ($000) $1,897 Shares 16,637 Est. Cost $66.19 Unrealized +61.8%
NFG National Fuel Gas Co. 0.2%
Value ($000) $1,893 Shares 31,233 Est. Cost $61.73 Unrealized -5.3%
PANW Palo Alto Networks, Inc. 0.2%
Value ($000) $1,838 Shares 5,376 Est. Cost $114.79 Unrealized +46.6%
Eaton Corp., PLC 0.2%
Value ($000) $1,827 Shares 5,513 Est. Cost $130.20 Unrealized
H&E Equipment Services, Inc. 0.2%
Value ($000) $1,817 Shares 37,331 Est. Cost $39.28 Unrealized
Capital Group Dividend Value - ETF 0.2%
Value ($000) $1,817 Shares 49,850 Est. Cost $30.98 Unrealized
ORI Old Republic Nat'l. Corp. 0.2%
Value ($000) $1,785 Shares 50,406 Est. Cost $14.18 Unrealized +104.3%
IP International Paper 0.2%
Value ($000) $1,759 Shares 36,007 Est. Cost $32.49 Unrealized +36.0%
TGT Target Corp. 0.2%
Value ($000) $1,724 Shares 11,064 Est. Cost $116.91 Unrealized +20.6%
TSM Taiwan Semiconductor Mfg. Co. Ltd. 0.2%
Value ($000) $1,717 Shares 9,885 Est. Cost $49.07 Unrealized
First Trust Mid Cap Core AlphaDEX ETF 0.2%
Value ($000) $1,712 Shares 14,612 Est. Cost $68.77 Unrealized
ORCL Oracle Corp 0.2%
Value ($000) $1,707 Shares 10,020 Est. Cost $50.40 Unrealized +183.9%
Pacer FDS TR Developed Mrkts Int'l CC ETF 0.2%
Value ($000) $1,703 Shares 53,857 Est. Cost $30.10 Unrealized
XOM Exxon Mobil Corp. 0.2%
Value ($000) $1,678 Shares 14,314 Est. Cost $67.81 Unrealized +62.3%
GPC Genuine Parts Co. 0.2%
Value ($000) $1,676 Shares 12,001 Est. Cost $87.43 Unrealized +51.8%
M & T Bank Corp. 0.2%
Value ($000) $1,647 Shares 9,245 Est. Cost $137.64 Unrealized
LNT Alliant Energy Corp. 0.2%
Value ($000) $1,631 Shares 26,882 Est. Cost $47.97 Unrealized +13.4%
TEX Terex Corp. 0.2%
Value ($000) $1,607 Shares 30,370 Est. Cost $50.25 Unrealized +10.0%
First Trust Water ETF 0.2%
Value ($000) $1,599 Shares 14,622 Est. Cost $87.14 Unrealized
PM Philip Morris Internat'l. 0.2%
Value ($000) $1,597 Shares 13,152 Est. Cost $62.96 Unrealized +74.4%
Essent Group Ltd. 0.2%
Value ($000) $1,596 Shares 24,832 Est. Cost $46.80 Unrealized
SPDR Dow Jones Industrial Average ETF 0.1%
Value ($000) $1,546 Shares 3,653 Est. Cost $305.22 Unrealized
CSWC Capital Southwest Corp. 0.1%
Value ($000) $1,539 Shares 60,872 Est. Cost $19.35 Unrealized +8.9%
AFL AFLAC, Inc. 0.1%
Value ($000) $1,504 Shares 13,455 Est. Cost $39.48 Unrealized +150.1%
ADP Automatic Data Processing 0.1%
Value ($000) $1,496 Shares 5,405 Est. Cost $134.94 Unrealized +87.8%
Visa Inc. 0.1%
Value ($000) $1,494 Shares 5,432 Est. Cost $209.55 Unrealized
VanEck Morningstar Wide Moat - ETF 0.1%
Value ($000) $1,484 Shares 15,308 Est. Cost $83.12 Unrealized
IShares Edge MSCI USA Quality Factor ETF 0.1%
Value ($000) $1,459 Shares 8,136 Est. Cost $119.41 Unrealized
AGNC Investment Corp 0.1%
Value ($000) $1,442 Shares 137,903 Est. Cost $10.07 Unrealized
APLE Apple Hospitality REIT, Inc. 0.1%
Value ($000) $1,380 Shares 92,952 Est. Cost $14.85 Unrealized
IWN IShares Russell 2000 Value Index ETF 0.1%
Value ($000) $1,379 Shares 8,267 Est. Cost $136.01 Unrealized
AVUS American Centy ETF TR Avantis US Equity 0.1%
Value ($000) $1,373 Shares 14,430 Est. Cost $82.74 Unrealized
SPDR S&P MidCap 400 ETF 0.1%
Value ($000) $1,369 Shares 2,403 Est. Cost $339.37 Unrealized
VEU Vanguard FTSE All-World (ex. US) ETF 0.1%
Value ($000) $1,353 Shares 21,479 Est. Cost $49.73 Unrealized
NEE NextEra Energy 0.1%
Value ($000) $1,334 Shares 15,784 Est. Cost $64.37 Unrealized +16.3%
VOT Vanguard Mid-Cap Growth ETF 0.1%
Value ($000) $1,301 Shares 5,342 Est. Cost $172.39 Unrealized
PFE Pfizer, Inc. 0.1%
Value ($000) $1,276 Shares 44,084 Est. Cost $27.77 Unrealized -3.9%
VOE Vanguard Mid-Cap Value ETF 0.1%
Value ($000) $1,256 Shares 7,493 Est. Cost $142.71 Unrealized
Cisco Systems 0.1%
Value ($000) $1,223 Shares 22,973 Est. Cost $47.66 Unrealized
Tesla Motors Inc. 0.1%
Value ($000) $1,222 Shares 4,669 Est. Cost $396.08 Unrealized
VTV Vanguard Value ETF 0.1%
Value ($000) $1,219 Shares 6,980 Est. Cost $123.32 Unrealized
IVV IShares S&P 500 Index ETF 0.1%
Value ($000) $1,162 Shares 2,015 Est. Cost $406.98 Unrealized
WisdomTree International Hdgd Div Gr ETF 0.1%
Value ($000) $1,136 Shares 24,852 Est. Cost $35.65 Unrealized
MU Micron Technology, Inc. 0.1%
Value ($000) $1,134 Shares 10,930 Est. Cost $74.81 Unrealized +39.0%
Vanguard Russell 1000 Value ETF 0.1%
Value ($000) $1,122 Shares 13,469 Est. Cost $85.87 Unrealized
Civitas Resources, Inc. 0.1%
Value ($000) $1,121 Shares 22,119 Est. Cost $68.84 Unrealized
BKH Black Hills Corp. 0.1%
Value ($000) $1,112 Shares 18,199 Est. Cost $43.31 Unrealized +25.6%
CMI Cummins Engine Inc. 0.1%
Value ($000) $1,099 Shares 3,393 Est. Cost $176.50 Unrealized +63.2%
AppLovin Corporation 0.1%
Value ($000) $1,095 Shares 8,390 Est. Cost $130.55 Unrealized
SCHX Schwab US Large-Cap ETF 0.1%
Value ($000) $1,072 Shares 15,798 Est. Cost $64.57 Unrealized
IJJ IShares S&P MidCap 400/Barra Value ETF 0.1%
Value ($000) $1,065 Shares 8,614 Est. Cost $105.10 Unrealized
IUSV IShares Core US Value ETF 0.1%
Value ($000) $1,057 Shares 11,065 Est. Cost $62.46 Unrealized
SPDR Gold Shares ETF 0.1%
Value ($000) $1,045 Shares 4,299 Est. Cost $182.97 Unrealized
IWF IShares Russell 1000 Growth Index ETF 0.1%
Value ($000) $1,040 Shares 2,770 Est. Cost $206.08 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.1%
Value ($000) $1,025 Shares 9,835 Est. Cost $88.97 Unrealized
IWB IShares Russell 1000 Index Fund ETF 0.1%
Value ($000) $1,023 Shares 3,253 Est. Cost $184.06 Unrealized
JPMorgan Equity Premium Income ETF 0.1%
Value ($000) $1,001 Shares 16,821 Est. Cost $55.45 Unrealized
DE Deere & Co. 0.1%
Value ($000) $998 Shares 2,392 Est. Cost $295.39 Unrealized +25.0%
AMD Advanced Micro Devices 0.1%
Value ($000) $994 Shares 6,059 Est. Cost $72.51 Unrealized +109.5%
SPDR S&P Emerging Markets ETF 0.1%
Value ($000) $983 Shares 23,802 Est. Cost $34.97 Unrealized
SCHA Schwab Strategic US Small-Cap ETF 0.1%
Value ($000) $979 Shares 19,004 Est. Cost $54.95 Unrealized
T. Rowe Price Dividend Growth ETF 0.1%
Value ($000) $977 Shares 23,847 Est. Cost $33.21 Unrealized
FT CBOE Vest Fund of Buffer - ETF 0.1%
Value ($000) $974 Shares 32,599 Est. Cost $27.70 Unrealized
LDOS Leidos Holdings, Inc. 0.1%
Value ($000) $957 Shares 5,873 Est. Cost $63.46 Unrealized +134.9%
ProShares S&P MidCap 400 Dividend Aristo. 0.1%
Value ($000) $919 Shares 11,240 Est. Cost $68.39 Unrealized
Janus Henderson AAA CLO - ETF 0.1%
Value ($000) $900 Shares 17,680 Est. Cost $50.88 Unrealized
First Tr TCW Opportunistic Fixed Inc ETF 0.1%
Value ($000) $895 Shares 19,790 Est. Cost $55.00 Unrealized
Nuveen TR ESG Large Cap Growth ETF 0.1%
Value ($000) $892 Shares 10,795 Est. Cost $54.29 Unrealized
VV Vanguard Large Cap ETF 0.1%
Value ($000) $875 Shares 3,325 Est. Cost $146.39 Unrealized
LOW Lowe's Cos 0.1%
Value ($000) $864 Shares 3,190 Est. Cost $189.61 Unrealized +24.5%
IWS IShares Russell Midcap Value Index ETF 0.1%
Value ($000) $847 Shares 6,403 Est. Cost $100.18 Unrealized
MDLZ Mondelez International, Inc. 0.1%
Value ($000) $838 Shares 11,380 Est. Cost $47.68 Unrealized +40.9%
First Tr Large Cap Core AlphaDex Fd ETF 0.1%
Value ($000) $833 Shares 8,000 Est. Cost $64.86 Unrealized
IWL IShares - Russell 200 Index ETF 0.1%
Value ($000) $824 Shares 5,865 Est. Cost $92.83 Unrealized
CVX Chevron Corp. 0.1%
Value ($000) $819 Shares 5,563 Est. Cost $119.10 Unrealized +17.5%
ESGV Vanguard ESG US Stock - ETF 0.1%
Value ($000) $805 Shares 7,922 Est. Cost $64.79 Unrealized
FNDB Schwab Fundamental US Broad Market ETF 0.1%
Value ($000) $801 Shares 11,385 Est. Cost $41.17 Unrealized
DAL Delta Airlines Inc. 0.1%
Value ($000) $782 Shares 15,405 Est. Cost $39.75 Unrealized +7.9%
IShares Core MSCI Total Int'l Stk ETF 0.1%
Value ($000) $781 Shares 10,756 Est. Cost $59.06 Unrealized
AXP American Express 0.1%
Value ($000) $753 Shares 2,777 Est. Cost $170.84 Unrealized +43.5%
Energy Select Sector SPDR ETF 0.1%
Value ($000) $752 Shares 8,568 Est. Cost $79.96 Unrealized
Linde PLC 0.1%
Value ($000) $739 Shares 1,550 Est. Cost $413.04 Unrealized
UNP Union Pacific Corp. 0.1%
Value ($000) $736 Shares 2,987 Est. Cost $169.13 Unrealized +38.7%
SCHM Schwab US Mid-Cap ETF 0.1%
Value ($000) $724 Shares 8,718 Est. Cost $54.32 Unrealized
AVEM Avantis Emerging Markets Equity - ETF 0.1%
Value ($000) $715 Shares 11,070 Est. Cost $61.27 Unrealized
BP BP Amoco PLC ADR 0.1%
Value ($000) $714 Shares 22,754 Est. Cost $30.98 Unrealized
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $711 Shares 3,543 Est. Cost $157.46 Unrealized
MO Altria Group, Inc. 0.1%
Value ($000) $710 Shares 13,916 Est. Cost $33.43 Unrealized +36.2%
HON Honeywell Internat'l. 0.1%
Value ($000) $696 Shares 3,366 Est. Cost $164.13 Unrealized +14.8%
BRK/A Berkshire Hathaway, Cl. A 0.1%
Value ($000) $691 Shares 1 Est. Cost $448761.72 Unrealized +47.9%
RIO Rio Tinto PLC ADR F 0.1%
Value ($000) $685 Shares 9,628 Est. Cost $64.06 Unrealized
AMAT Applied Materials 0.1%
Value ($000) $683 Shares 3,382 Est. Cost $95.33 Unrealized +112.3%
VBK Vanguard Small Cap Growth ETF 0.1%
Value ($000) $679 Shares 2,538 Est. Cost $223.68 Unrealized
Capital Group Core Equity - ETF 0.1%
Value ($000) $678 Shares 19,773 Est. Cost $33.41 Unrealized
WM Waste Management, Inc. 0.1%
Value ($000) $675 Shares 3,253 Est. Cost $118.36 Unrealized +72.6%
GILD Gilead Sciences Inc. 0.1%
Value ($000) $674 Shares 8,035 Est. Cost $65.41 Unrealized +11.7%
AB Ultra Short Income ETF 0.1%
Value ($000) $669 Shares 13,165 Est. Cost $50.73 Unrealized
VOOV Vanguard S&P 500 Value ETF 0.1%
Value ($000) $668 Shares 3,504 Est. Cost $125.57 Unrealized
Marathon Petroleum Corp. 0.1%
Value ($000) $666 Shares 4,091 Est. Cost $55.33 Unrealized
Invesco S&P 500 Revenue ETF 0.1%
Value ($000) $662 Shares 6,754 Est. Cost $51.10 Unrealized
WisdomTree U.S. LargeCap Dividend ETF 0.1%
Value ($000) $658 Shares 8,374 Est. Cost $79.00 Unrealized
IYH IShares US Healthcare ETF 0.1%
Value ($000) $657 Shares 10,115 Est. Cost $96.15 Unrealized
VWO Vanguard Emerging Mkts. ETF 0.1%
Value ($000) $656 Shares 13,708 Est. Cost $43.35 Unrealized
NFLX Netflix Inc. 0.1%
Value ($000) $650 Shares 917 Est. Cost $49.27 Unrealized +35.7%
Unilever PLC ADR 0.1%
Value ($000) $643 Shares 9,905 Est. Cost $56.94 Unrealized
Vanguard Russell 3000 ETF 0.1%
Value ($000) $630 Shares 2,485 Est. Cost $152.27 Unrealized
Pacer Global Cash Cows Dividend ETF 0.1%
Value ($000) $625 Shares 17,132 Est. Cost $30.90 Unrealized
Apollo Global Mgmt Inc. Cl. A 0.1%
Value ($000) $617 Shares 4,942 Est. Cost $118.07 Unrealized
BDX Becton Dickinson & Co. 0.1%
Value ($000) $617 Shares 2,560 Est. Cost $207.66 Unrealized +9.6%
COP ConocoPhillips 0.1%
Value ($000) $611 Shares 5,800 Est. Cost $89.12 Unrealized +17.9%
TRV Travelers Companies Inc. 0.1%
Value ($000) $610 Shares 2,606 Est. Cost $154.17 Unrealized +39.7%
VEA Vanguard Tax-Mgd Int'l Dev. Markets ETF 0.1%
Value ($000) $604 Shares 11,435 Est. Cost $48.92 Unrealized
FITB Fifth Third Bancorp 0.1%
Value ($000) $601 Shares 14,040 Est. Cost $21.03 Unrealized +83.5%
MercadoLibre Inc. 0.1%
Value ($000) $593 Shares 289 Est. Cost $1387.95 Unrealized
CL Colgate Palmolive Co. 0.1%
Value ($000) $593 Shares 5,709 Est. Cost $58.59 Unrealized +68.9%
JHMM John Hancock Multifactor Mid Cap ETF 0.1%
Value ($000) $585 Shares 9,710 Est. Cost $51.42 Unrealized
IJS IShares S&P SmallCap 600 Barra Value ETF 0.1%
Value ($000) $581 Shares 5,397 Est. Cost $95.75 Unrealized
DIS Walt Disney Co 0.1%
Value ($000) $579 Shares 6,017 Est. Cost $100.17 Unrealized -9.6%
DHR Danaher Corp. 0.1%
Value ($000) $577 Shares 2,074 Est. Cost $116.78 Unrealized +124.7%
T AT&T Inc. 0.1%
Value ($000) $571 Shares 25,944 Est. Cost $15.02 Unrealized +25.1%
JPMorgan Market Expansion Enh Eq - ETF 0.1%
Value ($000) $570 Shares 9,355 Est. Cost $60.96 Unrealized
First TR. Ex. Tr. FD N. American Energy 0.1%
Value ($000) $570 Shares 16,967 Est. Cost $26.59 Unrealized
Technology Select Sector SPDR ETF 0.1%
Value ($000) $568 Shares 2,518 Est. Cost $135.02 Unrealized
VNQ Vanguard REIT ETF 0.1%
Value ($000) $556 Shares 5,708 Est. Cost $92.09 Unrealized
MAS Masco Corp. 0.1%
Value ($000) $549 Shares 6,538 Est. Cost $55.17 Unrealized +34.2%
AMGN Amgen, Inc. 0.1%
Value ($000) $546 Shares 1,695 Est. Cost $182.14 Unrealized +71.9%
First Trust Senior Loan Fund ETF 0.1%
Value ($000) $535 Shares 11,665 Est. Cost $47.67 Unrealized
Global Payments Inc. 0.1%
Value ($000) $528 Shares 5,154 Est. Cost $111.01 Unrealized
COR Amerisource Bergen 0.0%
Value ($000) $523 Shares 2,325 Est. Cost $211.52 Unrealized +8.6%
SHEL Shell PLC ADR 0.0%
Value ($000) $509 Shares 7,721 Est. Cost $56.17 Unrealized
LMT Lockheed Martin Corp. 0.0%
Value ($000) $509 Shares 870 Est. Cost $362.55 Unrealized +42.4%
MCO Moody's Corp. 0.0%
Value ($000) $508 Shares 1,070 Est. Cost $248.00 Unrealized +85.0%
PHYS Sprott Physical Gold Trust 0.0%
Value ($000) $493 Shares 24,195 Est. Cost $17.10 Unrealized
MGK Vanguard Mega Cap Growth ETF 0.0%
Value ($000) $482 Shares 1,498 Est. Cost $183.10 Unrealized
Constellation Brands, Inc. 0.0%
Value ($000) $482 Shares 1,869 Est. Cost $175.99 Unrealized
SCHW Charles Schwab Corp. 0.0%
Value ($000) $474 Shares 7,307 Est. Cost $48.53 Unrealized +33.0%
Industrial Select Sector SPDR ETF 0.0%
Value ($000) $473 Shares 3,493 Est. Cost $88.88 Unrealized
SO Southern Company 0.0%
Value ($000) $461 Shares 5,111 Est. Cost $44.25 Unrealized +84.5%
ELV Elevance Health 0.0%
Value ($000) $447 Shares 860 Est. Cost $372.72 Unrealized +39.7%
AJG Gallagher, Arthur J & Co. 0.0%
Value ($000) $445 Shares 1,580 Est. Cost $107.86 Unrealized +158.3%
FSLR First Solar, Inc. 0.0%
Value ($000) $444 Shares 1,780 Est. Cost $81.60 Unrealized +175.9%
RTX Corp. 0.0%
Value ($000) $444 Shares 3,662 Est. Cost $93.70 Unrealized
Coca Cola European Partners PLC 0.0%
Value ($000) $442 Shares 5,612 Est. Cost $54.92 Unrealized
MSI Motorola Solutions, Inc. 0.0%
Value ($000) $441 Shares 981 Est. Cost $314.00 Unrealized +30.8%
APD Air Products & Chem 0.0%
Value ($000) $438 Shares 1,472 Est. Cost $217.49 Unrealized +21.0%
LOGI Logitech Internat'l. SA 0.0%
Value ($000) $434 Shares 4,832 Est. Cost $35.54 Unrealized +143.3%
Uber Technologies Inc. 0.0%
Value ($000) $433 Shares 5,762 Est. Cost $45.72 Unrealized
AEE Ameren Corp. 0.0%
Value ($000) $430 Shares 4,917 Est. Cost $72.61 Unrealized +5.8%
SAIA Saia, Inc. 0.0%
Value ($000) $429 Shares 980 Est. Cost $261.17 Unrealized +62.2%
BAC Bank of America 0.0%
Value ($000) $426 Shares 10,734 Est. Cost $26.59 Unrealized +45.8%
PIMCO MultiSector Bond Active - ETF 0.0%
Value ($000) $426 Shares 15,978 Est. Cost $26.65 Unrealized
ADBE Adobe Systems, Inc. 0.0%
Value ($000) $425 Shares 821 Est. Cost $434.65 Unrealized +26.2%
REZ IShares Residential Real Estate Capped ETF 0.0%
Value ($000) $421 Shares 4,737 Est. Cost $74.38 Unrealized
VRTX Vertex Pharmaceutical 0.0%
Value ($000) $419 Shares 900 Est. Cost $304.77 Unrealized +57.6%
Arista Networks, Inc. 0.0%
Value ($000) $415 Shares 1,080 Est. Cost $358.72 Unrealized
JPMorgan Nasdaq Equity Premium Inc ETF 0.0%
Value ($000) $407 Shares 7,414 Est. Cost $51.85 Unrealized
Seagate Technology Holdings PLC 0.0%
Value ($000) $406 Shares 3,709 Est. Cost $70.98 Unrealized
CVS CVS Health Corp. 0.0%
Value ($000) $396 Shares 6,299 Est. Cost $61.18 Unrealized -9.8%
Dimensional US Marketwide Value - ETF 0.0%
Value ($000) $391 Shares 9,375 Est. Cost $32.36 Unrealized
Materials Select Sector SPDR ETF 0.0%
Value ($000) $373 Shares 3,873 Est. Cost $70.74 Unrealized
First Trust NYSE Arca Biotech ETF 0.0%
Value ($000) $371 Shares 2,160 Est. Cost $167.02 Unrealized
First TR Global Tactical Commodity ETF 0.0%
Value ($000) $371 Shares 15,668 Est. Cost $24.34 Unrealized
Crowdstrike Holdings, Inc. 0.0%
Value ($000) $368 Shares 1,313 Est. Cost $346.50 Unrealized
ICF IShares Cohen & Steers REIT ETF 0.0%
Value ($000) $367 Shares 5,573 Est. Cost $60.51 Unrealized
Booking Holdings, Inc. 0.0%
Value ($000) $366 Shares 87 Est. Cost $3547.22 Unrealized
VZ Verizon Communications 0.0%
Value ($000) $365 Shares 8,133 Est. Cost $35.64 Unrealized +7.7%
MUB iShares National Muni Bond ETF 0.0%
Value ($000) $364 Shares 3,355 Est. Cost $103.17 Unrealized
Health Care Select Sector SPDR ETF 0.0%
Value ($000) $364 Shares 2,365 Est. Cost $125.97 Unrealized
IWD IShares Russell 1000 Value Index ETF 0.0%
Value ($000) $363 Shares 1,910 Est. Cost $121.67 Unrealized
QCOM Qualcomm Inc. 0.0%
Value ($000) $359 Shares 2,110 Est. Cost $135.01 Unrealized +26.8%
WDFC W D 40 Co. 0.0%
Value ($000) $358 Shares 1,389 Est. Cost $139.06 Unrealized +75.7%
Ishares Bitcoin Trust 0.0%
Value ($000) $355 Shares 9,824 Est. Cost $38.75 Unrealized
EMR Emerson Electric Co. 0.0%
Value ($000) $355 Shares 3,243 Est. Cost $78.15 Unrealized +34.4%
Everest Reinsur. Group, Ltd. 0.0%
Value ($000) $347 Shares 885 Est. Cost $349.64 Unrealized
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $346 Shares 1,900 Est. Cost $118.42 Unrealized
NSC Norfolk Southern Corp. 0.0%
Value ($000) $342 Shares 1,377 Est. Cost $178.69 Unrealized +30.4%
IVW IShares S&P 500 Barra Growth Index ETF 0.0%
Value ($000) $336 Shares 3,507 Est. Cost $84.44 Unrealized
IYR IShares US Real Estate ETF 0.0%
Value ($000) $332 Shares 3,260 Est. Cost $82.79 Unrealized
American Tower Corp. 0.0%
Value ($000) $331 Shares 1,424 Est. Cost $226.32 Unrealized
Farmland Partners, Inc. 0.0%
Value ($000) $330 Shares 31,600 Est. Cost $10.70 Unrealized
Centene Corp. 0.0%
Value ($000) $330 Shares 4,381 Est. Cost $75.91 Unrealized
NOC Northrop Grumman 0.0%
Value ($000) $329 Shares 623 Est. Cost $349.01 Unrealized +37.0%
ADI Analog Devices Inc. 0.0%
Value ($000) $328 Shares 1,427 Est. Cost $150.98 Unrealized +45.8%
EFA IShares MSCI EAFE ETF 0.0%
Value ($000) $328 Shares 3,920 Est. Cost $60.87 Unrealized
GE General Electric 0.0%
Value ($000) $328 Shares 1,738 Est. Cost $132.11 Unrealized +27.1%
FNDA Schwab Fundamental US Small Company ETF 0.0%
Value ($000) $327 Shares 5,485 Est. Cost $57.03 Unrealized
ServiceNow, Inc. 0.0%
Value ($000) $326 Shares 365 Est. Cost $568.15 Unrealized
JPMorgan Active Growth ETF 0.0%
Value ($000) $326 Shares 4,235 Est. Cost $76.88 Unrealized
First Trust Managed Municipal ETF 0.0%
Value ($000) $325 Shares 6,257 Est. Cost $55.53 Unrealized
Pacer FDS TR Cash Cows - ETF 0.0%
Value ($000) $323 Shares 8,070 Est. Cost $38.54 Unrealized
INTC Intel Corp. 0.0%
Value ($000) $319 Shares 13,604 Est. Cost $39.03 Unrealized -36.2%
3M Company 0.0%
Value ($000) $319 Shares 2,334 Est. Cost $144.62 Unrealized
YUM Yum Brands, Inc. 0.0%
Value ($000) $318 Shares 2,276 Est. Cost $112.07 Unrealized +15.4%
INFY Infosys Technologies, Ltd. 0.0%
Value ($000) $317 Shares 14,234 Est. Cost $10.71 Unrealized
WisdomTree US Quality Dividend Gr ETF 0.0%
Value ($000) $310 Shares 3,725 Est. Cost $53.42 Unrealized
PIMCO Intermediate Muni Bd Actv - ETF 0.0%
Value ($000) $310 Shares 5,845 Est. Cost $52.51 Unrealized
BMY Bristol-Myers Squibb 0.0%
Value ($000) $309 Shares 5,972 Est. Cost $49.25 Unrealized -11.4%
SYK Stryker Corporation 0.0%
Value ($000) $304 Shares 842 Est. Cost $219.76 Unrealized +54.9%
QGRO American Century U.S. Quality Growth - ETF 0.0%
Value ($000) $302 Shares 3,312 Est. Cost $86.75 Unrealized
Corteva Inc. 0.0%
Value ($000) $298 Shares 5,074 Est. Cost $57.32 Unrealized
DOW Dow Inc. 0.0%
Value ($000) $298 Shares 5,446 Est. Cost $41.57 Unrealized +15.3%
FRO Frontline, LTD. 0.0%
Value ($000) $296 Shares 12,940 Est. Cost $13.02 Unrealized +68.8%
O Realty Income Corp. 0.0%
Value ($000) $294 Shares 4,638 Est. Cost $40.65 Unrealized +35.3%
Discover Financial Services, Inc. 0.0%
Value ($000) $286 Shares 2,036 Est. Cost $99.00 Unrealized
BND Vanguard Bd Index - Total Bd Market ETF 0.0%
Value ($000) $285 Shares 3,797 Est. Cost $73.77 Unrealized
Veolia Environment ADR 0.0%
Value ($000) $282 Shares 17,150 Est. Cost $20.04 Unrealized
SLF Sun Life Financial, Inc. 0.0%
Value ($000) $279 Shares 4,815 Est. Cost $43.00 Unrealized +21.5%
CASY Caseys General Stores, Inc. 0.0%
Value ($000) $278 Shares 741 Est. Cost $341.84 Unrealized +8.6%
GD General Dynamics 0.0%
Value ($000) $275 Shares 909 Est. Cost $236.54 Unrealized +21.1%
Invesco BulletShares 2024 Corp Bond ETF 0.0%
Value ($000) $271 Shares 12,808 Est. Cost $21.53 Unrealized
GlaxoSmithKline PLC 0.0%
Value ($000) $269 Shares 6,589 Est. Cost $41.94 Unrealized
NGG National Grid PLC ADR 0.0%
Value ($000) $268 Shares 3,843 Est. Cost $60.39 Unrealized
Microport Scientific Corp. 0.0%
Value ($000) $267 Shares 283,000 Est. Cost $3.90 Unrealized
ADSK Autodesk 0.0%
Value ($000) $267 Shares 970 Est. Cost $210.13 Unrealized +19.8%
SPDR Portfolio S&P 500 Growth ETF 0.0%
Value ($000) $266 Shares 3,207 Est. Cost $80.72 Unrealized
RLI RLI Corp. 0.0%
Value ($000) $264 Shares 1,704 Est. Cost $61.75 Unrealized +12.1%
Eversource Energy Com. 0.0%
Value ($000) $263 Shares 3,864 Est. Cost $60.92 Unrealized
DaVita HealthCare Partners, Inc. 0.0%
Value ($000) $263 Shares 1,603 Est. Cost $138.05 Unrealized
BMO Bank of Montreal 0.0%
Value ($000) $262 Shares 2,904 Est. Cost $43.21 Unrealized +87.9%
CSX CSX Corp. 0.0%
Value ($000) $261 Shares 7,551 Est. Cost $28.73 Unrealized +15.6%
Novartis AG ADR 0.0%
Value ($000) $260 Shares 2,264 Est. Cost $86.40 Unrealized
BALL Ball Corp. 0.0%
Value ($000) $260 Shares 3,834 Est. Cost $50.04 Unrealized +24.3%
MHGVY Mowi ASA ADR 0.0%
Value ($000) $255 Shares 14,205 Est. Cost $19.38 Unrealized
GEM Goldman Sachs ActiveBeta Emerging Mkts ETF 0.0%
Value ($000) $254 Shares 7,235 Est. Cost $34.84 Unrealized
ITOT IShares Tr. S&P 1500 Index ETF 0.0%
Value ($000) $254 Shares 2,021 Est. Cost $115.60 Unrealized
Equinor ASA 0.0%
Value ($000) $253 Shares 10,001 Est. Cost $18.37 Unrealized
Duke Energy Corp 0.0%
Value ($000) $252 Shares 2,190 Est. Cost $107.65 Unrealized
IVOO Vanguard S&P Mid-Cap 400 Index Fund - ETF 0.0%
Value ($000) $252 Shares 2,386 Est. Cost $88.55 Unrealized
Invesco S&P 500 High Div/Low Volat. ETF 0.0%
Value ($000) $248 Shares 4,910 Est. Cost $42.41 Unrealized
T. Rowe Price US Equity Research ETF 0.0%
Value ($000) $248 Shares 6,863 Est. Cost $36.11 Unrealized
SIEGY Siemens AG ADR 0.0%
Value ($000) $247 Shares 2,445 Est. Cost $68.79 Unrealized
ABBNY ABB Ltd. Sponsored ADR 0.0%
Value ($000) $247 Shares 4,257 Est. Cost $30.46 Unrealized
SOXX IShares PHLX Semiconductor ETF 0.0%
Value ($000) $246 Shares 1,065 Est. Cost $230.59 Unrealized
IWP IShares Russell Midcap Growth Index ETF 0.0%
Value ($000) $245 Shares 2,088 Est. Cost $114.14 Unrealized
Ferrari N V New Com. 0.0%
Value ($000) $244 Shares 520 Est. Cost $436.28 Unrealized
Erie Indemnity Company Cl-A 0.0%
Value ($000) $242 Shares 448 Est. Cost $539.82 Unrealized
SBUX Starbucks Corp. 0.0%
Value ($000) $241 Shares 2,474 Est. Cost $82.83 Unrealized 0.0%
AZO AutoZone, Inc. 0.0%
Value ($000) $236 Shares 75 Est. Cost $845.03 Unrealized +263.3%
BHP BHP Billiton, Ltd. ADR 0.0%
Value ($000) $234 Shares 3,761 Est. Cost $56.01 Unrealized
Blackrock, Inc. 0.0%
Value ($000) $226 Shares 238 Est. Cost $949.51 Unrealized
Accenture, Ltd. 0.0%
Value ($000) $225 Shares 637 Est. Cost $353.48 Unrealized
CMCSA Comcast Corp., Cl. A 0.0%
Value ($000) $224 Shares 5,365 Est. Cost $36.76 Unrealized +2.7%
First Trust Dow Jones Internet ETF 0.0%
Value ($000) $224 Shares 1,056 Est. Cost $205.09 Unrealized
Regions Financial Corp. 0.0%
Value ($000) $221 Shares 9,494 Est. Cost $20.27 Unrealized
EIX Edison International 0.0%
Value ($000) $220 Shares 2,525 Est. Cost $75.98 Unrealized 0.0%
UPS United Parcel Service, Inc. 0.0%
Value ($000) $220 Shares 1,612 Est. Cost $167.61 Unrealized -28.1%
WFC Wells Fargo & Co. 0.0%
Value ($000) $219 Shares 3,883 Est. Cost $50.54 Unrealized +8.5%
PRU Prudential Financial, Inc. 0.0%
Value ($000) $219 Shares 1,811 Est. Cost $84.73 Unrealized +30.5%
UMC United Microelectronics ADR 0.0%
Value ($000) $219 Shares 26,010 Est. Cost $7.06 Unrealized
PAC Grupo Aeroportuario del Pacifico ADR 0.0%
Value ($000) $218 Shares 1,253 Est. Cost $174.02 Unrealized
KMB Kimberly Clark Corp 0.0%
Value ($000) $216 Shares 1,515 Est. Cost $125.29 Unrealized +7.1%
AEP American Electric Power 0.0%
Value ($000) $214 Shares 2,086 Est. Cost $93.04 Unrealized 0.0%
HMC Honda Motor ADR 0.0%
Value ($000) $212 Shares 6,684 Est. Cost $31.73 Unrealized
FDX Fedex Corp. 0.0%
Value ($000) $212 Shares 774 Est. Cost $251.77 Unrealized +11.7%
IYW IShares US Technology ETF 0.0%
Value ($000) $211 Shares 1,390 Est. Cost $150.50 Unrealized
PVAL Putnam Focased Large Cap Value ETF 0.0%
Value ($000) $208 Shares 5,483 Est. Cost $37.94 Unrealized
ONTO Onto Innovations, Inc. 0.0%
Value ($000) $208 Shares 1,000 Est. Cost $206.70 Unrealized -2.4%
FlexShares Quality Dividend ETF 0.0%
Value ($000) $206 Shares 2,875 Est. Cost $71.71 Unrealized
PNC PNC Financial Svcs. 0.0%
Value ($000) $204 Shares 1,102 Est. Cost $167.50 Unrealized 0.0%
SSREY Swiss Re Ltd. 0.0%
Value ($000) $202 Shares 5,865 Est. Cost $23.50 Unrealized
FAST Fastenal Company 0.0%
Value ($000) $202 Shares 2,830 Est. Cost $32.92 Unrealized 0.0%
Global X S&P 500 Catholic Values ETF 0.0%
Value ($000) $201 Shares 2,900 Est. Cost $57.99 Unrealized
ITA IShares U.S. Aerospace & Defense ETF 0.0%
Value ($000) $201 Shares 1,344 Est. Cost $149.64 Unrealized
ISUZY Isuzu Motors Ltd. 0.0%
Value ($000) $192 Shares 14,269 Est. Cost $12.69 Unrealized
MUFG Mitsubishi UFJ Fin'l. Grp. ADR 0.0%
Value ($000) $190 Shares 18,678 Est. Cost $6.36 Unrealized
First Trust Preferred Secs & Inc ETF 0.0%
Value ($000) $186 Shares 10,302 Est. Cost $15.97 Unrealized
Petroleo Brasileiro Petrobras ADR 0.0%
Value ($000) $184 Shares 12,737 Est. Cost $14.99 Unrealized
Eaton Vance Municipal Income TR 0.0%
Value ($000) $182 Shares 16,584 Est. Cost $11.82 Unrealized
Vodafone Group PLC ADR 0.0%
Value ($000) $173 Shares 17,237 Est. Cost $12.97 Unrealized
TAK Takeda Pharmaceutical Co. 0.0%
Value ($000) $150 Shares 10,521 Est. Cost $13.02 Unrealized
Barings BDC, Inc. 0.0%
Value ($000) $136 Shares 13,874 Est. Cost $8.15 Unrealized
Walgreen Boots Alliance Inc. 0.0%
Value ($000) $116 Shares 12,940 Est. Cost $8.96 Unrealized
Kitwave Group PLC 0.0%
Value ($000) $55 Shares 11,689 Est. Cost $4.69 Unrealized
Amyris, Inc. 0.0%
Value ($000) $0 Shares 10,450 Est. Cost $0.00 Unrealized