COZAD ASSET MANAGEMENT INC Diversified Active

CIK: 0000709428 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 10, 2025

Total Value ($000): $1,072,394 (100.0% shares, 0.0% debt)

Holdings (392)

AAPL Apple Inc. 4.0%
Value ($000) $42,410 Shares 169,355 Est. Cost $111.66 Unrealized +110.0%
VTI Vanguard Total Stock Market ETF 3.1%
Value ($000) $32,954 Shares 113,708 Est. Cost $192.85 Unrealized
Broadcom Inc. 2.4%
Value ($000) $26,152 Shares 112,800 Est. Cost $189.89 Unrealized
Nvidia Corp. 2.4%
Value ($000) $25,533 Shares 190,130 Est. Cost $136.87 Unrealized
MSFT Microsoft Corporation 2.2%
Value ($000) $23,686 Shares 56,194 Est. Cost $220.64 Unrealized +91.4%
AMZN Amazon.com, Inc. 2.0%
Value ($000) $21,801 Shares 99,371 Est. Cost $120.73 Unrealized +69.5%
Alphabet Inc., Cl. A 1.9%
Value ($000) $19,927 Shares 105,267 Est. Cost $163.85 Unrealized
Blackstone Group Inc. Cl. A 1.6%
Value ($000) $16,717 Shares 96,957 Est. Cost $69.70 Unrealized
COST Costco Wholesale Corp. 1.5%
Value ($000) $16,477 Shares 17,983 Est. Cost $309.31 Unrealized +198.3%
Invesco S&P 500 Quality ETF A 1.5%
Value ($000) $15,806 Shares 235,802 Est. Cost $43.43 Unrealized
SCHD Schwab US Div Equity ETF 1.4%
Value ($000) $15,307 Shares 560,298 Est. Cost $39.73 Unrealized
MGC Vanguard Mega Cap ETF 1.4%
Value ($000) $15,091 Shares 70,961 Est. Cost $120.94 Unrealized
LLY Lilly (Eli) 1.4%
Value ($000) $14,747 Shares 19,103 Est. Cost $675.01 Unrealized +21.6%
URI United Rentals, Inc. 1.4%
Value ($000) $14,599 Shares 20,724 Est. Cost $165.58 Unrealized +386.1%
Meta Platforms, Inc. 1.3%
Value ($000) $14,436 Shares 24,655 Est. Cost $409.81 Unrealized
VIG Vanguard Dividend Appreciation ETF 1.3%
Value ($000) $14,360 Shares 73,328 Est. Cost $123.67 Unrealized
CMG Chipotle Mexican Grill, A 1.3%
Value ($000) $14,242 Shares 236,190 Est. Cost $61.31 Unrealized -1.7%
MasterCard, Inc. 1.3%
Value ($000) $13,885 Shares 26,370 Est. Cost $320.72 Unrealized
FLEX Flextronics Internat'l. Ltd. 1.2%
Value ($000) $13,147 Shares 342,462 Est. Cost $20.56 Unrealized +80.0%
AppLovin Corporation 1.1%
Value ($000) $12,013 Shares 37,096 Est. Cost $280.12 Unrealized
Pacer U.S. Cash Cows 100 - ETF 1.1%
Value ($000) $11,852 Shares 209,842 Est. Cost $49.46 Unrealized
UnitedHealth Group 1.1%
Value ($000) $11,488 Shares 22,709 Est. Cost $374.81 Unrealized
FISV Fiserv, Inc. 1.1%
Value ($000) $11,379 Shares 55,394 Est. Cost $86.23 Unrealized +136.8%
LRCX LAM Research Corp. 1.0%
Value ($000) $11,124 Shares 154,010 Est. Cost $76.03 Unrealized -1.4%
VOO Vanguard S&P 500 ETF 1.0%
Value ($000) $10,954 Shares 20,330 Est. Cost $430.93 Unrealized
GSLC Goldman Sachs ActiveBeta US LargeCp Eq ETF 1.0%
Value ($000) $10,756 Shares 93,381 Est. Cost $79.34 Unrealized
OC Owens Corning 1.0%
Value ($000) $10,308 Shares 60,520 Est. Cost $109.00 Unrealized +71.4%
VO Vanguard Mid Cap ETF 0.9%
Value ($000) $9,859 Shares 37,328 Est. Cost $197.82 Unrealized
GS Goldman Sachs Group 0.9%
Value ($000) $9,611 Shares 16,784 Est. Cost $511.14 Unrealized +6.6%
Vanguard Russell 1000 ETF 0.9%
Value ($000) $9,558 Shares 35,837 Est. Cost $154.83 Unrealized
HD Home Depot, Inc. 0.8%
Value ($000) $9,066 Shares 23,305 Est. Cost $169.67 Unrealized +134.1%
HCA Healthcare Co. 0.8%
Value ($000) $9,018 Shares 30,044 Est. Cost $140.22 Unrealized
JPEF JPMorgan Equity Focus - ETF 0.8%
Value ($000) $9,006 Shares 134,203 Est. Cost $57.87 Unrealized
Interactive Brokers Group, Inc. 0.8%
Value ($000) $8,708 Shares 49,287 Est. Cost $103.02 Unrealized
BUSE First Busey Corp. 0.8%
Value ($000) $8,470 Shares 359,376 Est. Cost $19.87 Unrealized +21.8%
SPY SPDR S&P 500 ETF 0.7%
Value ($000) $7,957 Shares 13,577 Est. Cost $394.90 Unrealized
Cheniere Energy, Inc 0.7%
Value ($000) $7,519 Shares 34,992 Est. Cost $146.04 Unrealized
VOOG Vanguard S&P 500 Growth ETF 0.7%
Value ($000) $7,432 Shares 20,302 Est. Cost $199.52 Unrealized
Invesco QQQ Tr Unit Ser. 1 ETF 0.7%
Value ($000) $7,208 Shares 14,100 Est. Cost $327.91 Unrealized
GEN Gen Digital Inc. 0.7%
Value ($000) $7,185 Shares 262,400 Est. Cost $24.21 Unrealized +16.4%
IJR IShares S&P SmallCap 600 Index ETF 0.7%
Value ($000) $6,973 Shares 60,521 Est. Cost $94.67 Unrealized
VB Vanguard Index Small Cap ETF 0.6%
Value ($000) $6,901 Shares 28,720 Est. Cost $165.20 Unrealized
Intercontinental Exchange Group 0.6%
Value ($000) $6,873 Shares 46,125 Est. Cost $96.13 Unrealized
ADM Archer Daniels Midland 0.6%
Value ($000) $6,427 Shares 127,224 Est. Cost $38.11 Unrealized +35.9%
FDL First Trust Morningstar Div Leaders ETF 0.6%
Value ($000) $6,187 Shares 153,664 Est. Cost $29.86 Unrealized
SPGP Invesco S&P 500 GARP - ETF 0.6%
Value ($000) $6,072 Shares 57,894 Est. Cost $85.75 Unrealized
BRK/B Berkshire Hathaway, Cl. B 0.6%
Value ($000) $5,995 Shares 13,225 Est. Cost $233.40 Unrealized +97.8%
Expedia Group Inc. 0.5%
Value ($000) $5,801 Shares 31,131 Est. Cost $139.54 Unrealized
TMO Thermo Fisher Scientific, Inc. 0.5%
Value ($000) $5,413 Shares 10,405 Est. Cost $263.74 Unrealized +107.6%
SPDR S&P Value ETF 0.5%
Value ($000) $5,373 Shares 105,072 Est. Cost $36.04 Unrealized
First Trust Rising Dividend Achievers ETF 0.5%
Value ($000) $5,100 Shares 86,229 Est. Cost $50.61 Unrealized
IShares MSCI USA Momentum Factor ETF 0.5%
Value ($000) $4,952 Shares 23,934 Est. Cost $136.54 Unrealized
Quanta Services, Inc. 0.5%
Value ($000) $4,922 Shares 15,575 Est. Cost $39.23 Unrealized
TMUS T-Mobile US Inc. 0.5%
Value ($000) $4,912 Shares 22,254 Est. Cost $142.39 Unrealized +56.9%
Vanguard Russell 1000 Growth ETF 0.5%
Value ($000) $4,903 Shares 47,460 Est. Cost $91.90 Unrealized
IWV IShares Russell 3000 Index ETF 0.5%
Value ($000) $4,866 Shares 14,559 Est. Cost $180.52 Unrealized
Salesforce.com 0.4%
Value ($000) $4,820 Shares 14,417 Est. Cost $195.88 Unrealized
ASML Hldg N V 0.4%
Value ($000) $4,816 Shares 6,948 Est. Cost $791.86 Unrealized
ProShares S&P 500 Dividend Aristocrats ETF 0.4%
Value ($000) $4,786 Shares 48,078 Est. Cost $86.30 Unrealized
TSM Taiwan Semiconductor Mfg. Co. Ltd. 0.4%
Value ($000) $4,718 Shares 23,890 Est. Cost $136.08 Unrealized
IWY iShares Russell Top 200 Growth ETF 0.4%
Value ($000) $4,694 Shares 19,950 Est. Cost $162.65 Unrealized
Capital Group Growth - ETF 0.4%
Value ($000) $4,685 Shares 126,055 Est. Cost $30.37 Unrealized
UHS Universal Health Svcs., Cl. B 0.4%
Value ($000) $4,602 Shares 25,652 Est. Cost $179.42 Unrealized +13.0%
PSX Phillips 66 0.4%
Value ($000) $4,366 Shares 38,320 Est. Cost $115.26 Unrealized +5.9%
CALF Pacer U.S. Small Cap Cash Cows 100 - ETF 0.4%
Value ($000) $4,323 Shares 98,233 Est. Cost $44.75 Unrealized
WMT Wal-Mart Stores 0.4%
Value ($000) $4,290 Shares 47,477 Est. Cost $52.82 Unrealized +62.4%
Invesco S&P 500 Low Volatility ETF 0.4%
Value ($000) $4,224 Shares 60,337 Est. Cost $58.16 Unrealized
IJH IShares S&P Midcap 400 Index ETF 0.4%
Value ($000) $4,213 Shares 67,611 Est. Cost $83.36 Unrealized
SCHB Schwab US Broad Market ETF 0.4%
Value ($000) $4,192 Shares 184,671 Est. Cost $35.71 Unrealized
Garmin Ltd. 0.4%
Value ($000) $4,136 Shares 20,050 Est. Cost $98.56 Unrealized
IShares MSCI USA Minimum Volatility ETF 0.4%
Value ($000) $4,129 Shares 46,503 Est. Cost $62.54 Unrealized
Merck & Co Inc. 0.4%
Value ($000) $4,084 Shares 41,055 Est. Cost $80.92 Unrealized
JBL Jabil Circuit, Inc. 0.4%
Value ($000) $3,970 Shares 27,590 Est. Cost $75.69 Unrealized +73.0%
SHW Sherwin Williams Company 0.4%
Value ($000) $3,968 Shares 11,674 Est. Cost $253.47 Unrealized +45.8%
iShares MSCI Multifactor USA Small-Cap ETF 0.4%
Value ($000) $3,947 Shares 58,480 Est. Cost $55.55 Unrealized
VUG Vanguard Growth ETF 0.4%
Value ($000) $3,789 Shares 9,232 Est. Cost $241.78 Unrealized
MCHP Microchip Technology, Inc. 0.3%
Value ($000) $3,530 Shares 61,544 Est. Cost $59.23 Unrealized +12.0%
DLR Digital Realty Trust Inc. 0.3%
Value ($000) $3,520 Shares 19,851 Est. Cost $94.70 Unrealized +80.8%
Hilton Worldwide Holdings, Inc. 0.3%
Value ($000) $3,482 Shares 14,090 Est. Cost $159.42 Unrealized
Invesco Russell 1000 Dynamic Multi ETF 0.3%
Value ($000) $3,463 Shares 63,862 Est. Cost $43.22 Unrealized
First Trust Value Line Dividend ETF 0.3%
Value ($000) $3,414 Shares 78,234 Est. Cost $30.78 Unrealized
Alphabet Inc., Cl. C 0.3%
Value ($000) $3,386 Shares 17,779 Est. Cost $167.89 Unrealized
IWM IShares Russell 2000 Index ETF 0.3%
Value ($000) $3,328 Shares 15,061 Est. Cost $185.43 Unrealized
RPM RPM Inc. Ohio 0.3%
Value ($000) $3,248 Shares 26,396 Est. Cost $57.58 Unrealized +129.1%
KO Coca Cola 0.3%
Value ($000) $3,230 Shares 51,877 Est. Cost $44.50 Unrealized +41.8%
Vanguard Information Technology ETF 0.3%
Value ($000) $3,222 Shares 5,182 Est. Cost $341.75 Unrealized
AbbVie, Inc. 0.3%
Value ($000) $3,220 Shares 18,120 Est. Cost $112.37 Unrealized
QQEW First Trust NASDAQ-100 Equal Wtd ETF 0.3%
Value ($000) $3,220 Shares 25,765 Est. Cost $85.38 Unrealized
FBND Fidelity Merrimack Str Total Bond Fund ETF 0.3%
Value ($000) $3,086 Shares 68,783 Est. Cost $45.37 Unrealized
First Trust SMID Cap Rising Div Achv ETF 0.3%
Value ($000) $3,072 Shares 85,696 Est. Cost $29.71 Unrealized
PAYX PayChex Inc. 0.3%
Value ($000) $3,068 Shares 21,881 Est. Cost $61.69 Unrealized +122.6%
Cardinal Health 0.3%
Value ($000) $3,057 Shares 25,850 Est. Cost $66.12 Unrealized
CALM Cal-Maine Foods, Inc. 0.3%
Value ($000) $3,031 Shares 29,447 Est. Cost $45.91 Unrealized +86.1%
JPM J.P. Morgan Chase & Co. 0.3%
Value ($000) $2,981 Shares 12,434 Est. Cost $132.08 Unrealized +72.7%
AVUV Avantis U.S. Small Cap Value - ETF 0.3%
Value ($000) $2,899 Shares 30,037 Est. Cost $90.06 Unrealized
CAT Caterpillar Inc. 0.3%
Value ($000) $2,780 Shares 7,664 Est. Cost $199.20 Unrealized +91.6%
PEP PepsiCo Inc 0.3%
Value ($000) $2,776 Shares 18,258 Est. Cost $104.17 Unrealized +50.3%
VYM Vanguard High Dividend Yield ETF 0.3%
Value ($000) $2,769 Shares 21,702 Est. Cost $88.91 Unrealized
Hewlett Packard Enterprise Co. 0.2%
Value ($000) $2,671 Shares 125,125 Est. Cost $15.88 Unrealized
W. P. Carey Inc. 0.2%
Value ($000) $2,670 Shares 49,013 Est. Cost $68.85 Unrealized
GSIE Goldman Sachs ActiveBeta Int'l Eq ETF 0.2%
Value ($000) $2,650 Shares 79,491 Est. Cost $30.18 Unrealized
SNA Snap-on Incorporated 0.2%
Value ($000) $2,643 Shares 7,784 Est. Cost $208.59 Unrealized +57.0%
IWR IShares Russell Midcap Index ETF 0.2%
Value ($000) $2,641 Shares 29,881 Est. Cost $55.83 Unrealized
FTCS First Trust Capital Strength ETF 0.2%
Value ($000) $2,637 Shares 30,028 Est. Cost $66.78 Unrealized
MCD McDonalds Corp. 0.2%
Value ($000) $2,625 Shares 9,056 Est. Cost $186.05 Unrealized +56.0%
DKS Dicks Sporting Goods 0.2%
Value ($000) $2,610 Shares 11,407 Est. Cost $130.38 Unrealized +56.5%
PG Procter and Gamble 0.2%
Value ($000) $2,593 Shares 15,468 Est. Cost $99.46 Unrealized +66.6%
GLW Corning Inc. 0.2%
Value ($000) $2,489 Shares 52,379 Est. Cost $31.01 Unrealized +49.5%
AVT Avnet Inc. 0.2%
Value ($000) $2,411 Shares 46,084 Est. Cost $39.99 Unrealized +31.4%
WMB Williams Companies 0.2%
Value ($000) $2,405 Shares 44,440 Est. Cost $17.19 Unrealized +201.0%
JNJ Johnson & Johnson 0.2%
Value ($000) $2,389 Shares 16,520 Est. Cost $124.09 Unrealized +20.6%
Vanguard World Health Care ETF 0.2%
Value ($000) $2,339 Shares 9,218 Est. Cost $206.04 Unrealized
Regeneron Pharmaceuticals 0.2%
Value ($000) $2,331 Shares 3,273 Est. Cost $695.28 Unrealized
IBM I.B.M. 0.2%
Value ($000) $2,331 Shares 10,604 Est. Cost $134.47 Unrealized +60.9%
GIS General Mills 0.2%
Value ($000) $2,287 Shares 35,856 Est. Cost $49.26 Unrealized +30.1%
BBY Best Buy Company, Inc. 0.2%
Value ($000) $2,271 Shares 26,474 Est. Cost $65.96 Unrealized +30.1%
AZN AstraZeneca PLC ADR 0.2%
Value ($000) $2,254 Shares 34,404 Est. Cost $64.28 Unrealized
IJJ IShares S&P MidCap 400/Barra Value ETF 0.2%
Value ($000) $2,219 Shares 17,760 Est. Cost $115.33 Unrealized
Enbridge Inc. 0.2%
Value ($000) $2,174 Shares 51,234 Est. Cost $36.06 Unrealized
Allete, Inc. 0.2%
Value ($000) $2,174 Shares 33,544 Est. Cost $55.80 Unrealized
SPDR S&P Dividend ETF 0.2%
Value ($000) $2,156 Shares 16,322 Est. Cost $95.26 Unrealized
KEY KeyCorp 0.2%
Value ($000) $2,113 Shares 123,271 Est. Cost $10.69 Unrealized +59.0%
PANW Palo Alto Networks, Inc. 0.2%
Value ($000) $2,110 Shares 11,595 Est. Cost $154.55 Unrealized +22.2%
TKR Timken Co. 0.2%
Value ($000) $2,096 Shares 29,370 Est. Cost $57.58 Unrealized +36.5%
NUE Nucor Corp. 0.2%
Value ($000) $2,081 Shares 17,834 Est. Cost $67.00 Unrealized +110.3%
AWR American States Water Co. 0.2%
Value ($000) $2,021 Shares 26,010 Est. Cost $57.79 Unrealized +40.0%
DVY IShares Select Dividend ETF 0.2%
Value ($000) $1,989 Shares 15,153 Est. Cost $94.75 Unrealized
Capital Group Dividend Value - ETF 0.2%
Value ($000) $1,960 Shares 55,597 Est. Cost $31.42 Unrealized
GPK Graphic Packaging Holding Company 0.2%
Value ($000) $1,949 Shares 71,750 Est. Cost $22.41 Unrealized +29.1%
S&P Global, Inc. 0.2%
Value ($000) $1,947 Shares 3,910 Est. Cost $399.12 Unrealized
IP International Paper 0.2%
Value ($000) $1,946 Shares 36,157 Est. Cost $32.49 Unrealized +58.0%
JPMorgan Ultra-Short Income ETF 0.2%
Value ($000) $1,944 Shares 38,596 Est. Cost $50.36 Unrealized
ITW Illinois Tool Works 0.2%
Value ($000) $1,919 Shares 7,568 Est. Cost $208.28 Unrealized +23.5%
OMC Omnicom Group 0.2%
Value ($000) $1,900 Shares 22,078 Est. Cost $66.94 Unrealized +41.7%
Tesla Motors Inc. 0.2%
Value ($000) $1,862 Shares 4,611 Est. Cost $396.08 Unrealized
ESS Essex Property Trust 0.2%
Value ($000) $1,847 Shares 6,470 Est. Cost $222.74 Unrealized +26.7%
ABT Abbott Laboratories 0.2%
Value ($000) $1,840 Shares 16,271 Est. Cost $66.19 Unrealized +71.2%
ORI Old Republic Nat'l. Corp. 0.2%
Value ($000) $1,819 Shares 50,260 Est. Cost $14.18 Unrealized +121.9%
Eaton Corp., PLC 0.2%
Value ($000) $1,818 Shares 5,477 Est. Cost $130.20 Unrealized
H&E Equipment Services, Inc. 0.2%
Value ($000) $1,810 Shares 36,960 Est. Cost $39.28 Unrealized
MTG MGIC Investment Corp. 0.2%
Value ($000) $1,807 Shares 76,212 Est. Cost $14.83 Unrealized +68.4%
Visa Inc. 0.2%
Value ($000) $1,774 Shares 5,612 Est. Cost $212.96 Unrealized
NFG National Fuel Gas Co. 0.2%
Value ($000) $1,723 Shares 28,390 Est. Cost $61.73 Unrealized -0.7%
First Trust Mid Cap Core AlphaDEX ETF 0.2%
Value ($000) $1,682 Shares 14,534 Est. Cost $68.77 Unrealized
M & T Bank Corp. 0.2%
Value ($000) $1,667 Shares 8,866 Est. Cost $137.64 Unrealized
First Trust Water ETF 0.2%
Value ($000) $1,658 Shares 16,250 Est. Cost $88.63 Unrealized
Pacer FDS TR Developed Mrkts Int'l CC ETF 0.2%
Value ($000) $1,630 Shares 55,827 Est. Cost $30.07 Unrealized
NVO Novo Nordisk A.S. ADR 0.2%
Value ($000) $1,626 Shares 18,898 Est. Cost $99.69 Unrealized
ORCL Oracle Corp 0.2%
Value ($000) $1,625 Shares 9,755 Est. Cost $50.40 Unrealized +248.9%
ADP Automatic Data Processing 0.1%
Value ($000) $1,586 Shares 5,418 Est. Cost $134.94 Unrealized +113.4%
PM Philip Morris Internat'l. 0.1%
Value ($000) $1,583 Shares 13,152 Est. Cost $62.96 Unrealized +91.5%
XOM Exxon Mobil Corp. 0.1%
Value ($000) $1,562 Shares 14,525 Est. Cost $68.45 Unrealized +64.1%
LNT Alliant Energy Corp. 0.1%
Value ($000) $1,561 Shares 26,395 Est. Cost $47.97 Unrealized +21.7%
IShares Core MSCI Total Int'l Stk ETF 0.1%
Value ($000) $1,494 Shares 22,591 Est. Cost $62.77 Unrealized
IWN IShares Russell 2000 Value Index ETF 0.1%
Value ($000) $1,467 Shares 8,937 Est. Cost $138.12 Unrealized
AVUS American Centy ETF TR Avantis US Equity 0.1%
Value ($000) $1,455 Shares 15,014 Est. Cost $83.29 Unrealized
APLE Apple Hospitality REIT, Inc. 0.1%
Value ($000) $1,432 Shares 93,302 Est. Cost $14.85 Unrealized
VanEck Morningstar Wide Moat - ETF 0.1%
Value ($000) $1,429 Shares 15,408 Est. Cost $83.12 Unrealized
IShares Edge MSCI USA Quality Factor ETF 0.1%
Value ($000) $1,423 Shares 7,988 Est. Cost $119.41 Unrealized
Janus Henderson AAA CLO - ETF 0.1%
Value ($000) $1,413 Shares 27,859 Est. Cost $50.82 Unrealized
NXP Semiconductors NV Com 0.1%
Value ($000) $1,387 Shares 6,675 Est. Cost $261.10 Unrealized
Essent Group Ltd. 0.1%
Value ($000) $1,369 Shares 25,143 Est. Cost $46.89 Unrealized
SPDR S&P MidCap 400 ETF 0.1%
Value ($000) $1,369 Shares 2,403 Est. Cost $339.37 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.1%
Value ($000) $1,354 Shares 5,337 Est. Cost $172.39 Unrealized
Cisco Systems 0.1%
Value ($000) $1,342 Shares 22,674 Est. Cost $47.66 Unrealized
GPC Genuine Parts Co. 0.1%
Value ($000) $1,320 Shares 11,301 Est. Cost $87.43 Unrealized +37.4%
AFL AFLAC, Inc. 0.1%
Value ($000) $1,314 Shares 12,707 Est. Cost $39.48 Unrealized +169.6%
TGT Target Corp. 0.1%
Value ($000) $1,297 Shares 9,592 Est. Cost $116.91 Unrealized +16.9%
BP BP Amoco PLC ADR 0.1%
Value ($000) $1,295 Shares 43,818 Est. Cost $30.30 Unrealized
TEX Terex Corp. 0.1%
Value ($000) $1,247 Shares 26,977 Est. Cost $50.25 Unrealized +3.7%
VEU Vanguard FTSE All-World (ex. US) ETF 0.1%
Value ($000) $1,221 Shares 21,264 Est. Cost $49.73 Unrealized
Vanguard Russell 1000 Value ETF 0.1%
Value ($000) $1,219 Shares 15,003 Est. Cost $85.40 Unrealized
CMI Cummins Engine Inc. 0.1%
Value ($000) $1,218 Shares 3,493 Est. Cost $181.28 Unrealized +89.5%
FT CBOE Vest Fund of Buffer - ETF 0.1%
Value ($000) $1,195 Shares 39,231 Est. Cost $28.17 Unrealized
IVV IShares S&P 500 Index ETF 0.1%
Value ($000) $1,187 Shares 2,016 Est. Cost $406.98 Unrealized
VTV Vanguard Value ETF 0.1%
Value ($000) $1,142 Shares 6,744 Est. Cost $123.32 Unrealized
VOE Vanguard Mid-Cap Value ETF 0.1%
Value ($000) $1,138 Shares 7,032 Est. Cost $142.71 Unrealized
SPDR Dow Jones Industrial Average ETF 0.1%
Value ($000) $1,133 Shares 2,663 Est. Cost $305.22 Unrealized
IWS IShares Russell Midcap Value Index ETF 0.1%
Value ($000) $1,115 Shares 8,623 Est. Cost $107.69 Unrealized
AXP American Express 0.1%
Value ($000) $1,115 Shares 3,756 Est. Cost $200.22 Unrealized +41.6%
NEE NextEra Energy 0.1%
Value ($000) $1,110 Shares 15,490 Est. Cost $64.37 Unrealized +16.6%
SCHX Schwab US Large-Cap ETF 0.1%
Value ($000) $1,099 Shares 47,394 Est. Cost $36.98 Unrealized
WisdomTree International Hdgd Div Gr ETF 0.1%
Value ($000) $1,096 Shares 25,210 Est. Cost $35.76 Unrealized
IWF IShares Russell 1000 Growth Index ETF 0.1%
Value ($000) $1,088 Shares 2,710 Est. Cost $206.08 Unrealized
BKH Black Hills Corp. 0.1%
Value ($000) $1,065 Shares 18,199 Est. Cost $43.31 Unrealized +32.4%
SPDR Gold Shares ETF 0.1%
Value ($000) $1,058 Shares 4,371 Est. Cost $183.94 Unrealized
IWB IShares Russell 1000 Index Fund ETF 0.1%
Value ($000) $1,048 Shares 3,253 Est. Cost $184.06 Unrealized
Palantir Technologies, Inc. 0.1%
Value ($000) $1,044 Shares 13,799 Est. Cost $75.63 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.1%
Value ($000) $1,025 Shares 36,785 Est. Cost $44.20 Unrealized
DE Deere & Co. 0.1%
Value ($000) $1,009 Shares 2,382 Est. Cost $295.39 Unrealized +40.1%
ProShares S&P MidCap 400 Dividend Aristo. 0.1%
Value ($000) $1,006 Shares 12,470 Est. Cost $69.60 Unrealized
JPMorgan Equity Premium Income ETF 0.1%
Value ($000) $991 Shares 17,228 Est. Cost $55.50 Unrealized
SCHA Schwab Strategic US Small-Cap ETF 0.1%
Value ($000) $983 Shares 38,007 Est. Cost $40.40 Unrealized
IWL IShares - Russell 200 Index ETF 0.1%
Value ($000) $966 Shares 6,676 Est. Cost $99.13 Unrealized
T. Rowe Price Dividend Growth ETF 0.1%
Value ($000) $944 Shares 23,847 Est. Cost $33.21 Unrealized
Nuveen TR ESG Large Cap Growth ETF 0.1%
Value ($000) $927 Shares 10,795 Est. Cost $54.29 Unrealized
MU Micron Technology, Inc. 0.1%
Value ($000) $924 Shares 10,975 Est. Cost $74.81 Unrealized +35.4%
NFLX Netflix Inc. 0.1%
Value ($000) $914 Shares 1,025 Est. Cost $52.75 Unrealized +56.0%
PFE Pfizer, Inc. 0.1%
Value ($000) $913 Shares 34,424 Est. Cost $27.77 Unrealized -9.5%
CSWC Capital Southwest Corp. 0.1%
Value ($000) $913 Shares 41,834 Est. Cost $19.35 Unrealized +3.8%
DAL Delta Airlines Inc. 0.1%
Value ($000) $911 Shares 15,055 Est. Cost $39.75 Unrealized +46.7%
JPMorgan Ultra-Short Municipal Inc - ETF 0.1%
Value ($000) $903 Shares 17,813 Est. Cost $50.71 Unrealized
AB Ultra Short Income ETF 0.1%
Value ($000) $895 Shares 17,776 Est. Cost $50.63 Unrealized
AGNC Investment Corp 0.1%
Value ($000) $886 Shares 96,164 Est. Cost $10.07 Unrealized
COR Cencora, Inc. 0.1%
Value ($000) $857 Shares 3,815 Est. Cost $219.95 Unrealized +6.0%
LDOS Leidos Holdings, Inc. 0.1%
Value ($000) $846 Shares 5,873 Est. Cost $63.46 Unrealized +159.0%
First Tr TCW Opportunistic Fixed Inc ETF 0.1%
Value ($000) $831 Shares 19,347 Est. Cost $55.00 Unrealized
First Tr Large Cap Core AlphaDex Fd ETF 0.1%
Value ($000) $816 Shares 7,824 Est. Cost $64.86 Unrealized
ESGV Vanguard ESG US Stock - ETF 0.1%
Value ($000) $811 Shares 7,729 Est. Cost $64.79 Unrealized
CVX Chevron Corp. 0.1%
Value ($000) $793 Shares 5,474 Est. Cost $119.10 Unrealized +22.2%
VV Vanguard Large Cap ETF 0.1%
Value ($000) $792 Shares 2,936 Est. Cost $146.39 Unrealized
LOW Lowe's Cos 0.1%
Value ($000) $787 Shares 3,190 Est. Cost $189.61 Unrealized +37.9%
Energy Select Sector SPDR ETF 0.1%
Value ($000) $784 Shares 9,158 Est. Cost $80.33 Unrealized
JPMorgan Market Expansion Enh Eq - ETF 0.1%
Value ($000) $775 Shares 12,812 Est. Cost $60.83 Unrealized
JPMorgan Active Growth ETF 0.1%
Value ($000) $735 Shares 9,067 Est. Cost $79.09 Unrealized
First TR. Ex. Tr. FD N. American Energy 0.1%
Value ($000) $731 Shares 20,504 Est. Cost $28.15 Unrealized
MO Altria Group, Inc. 0.1%
Value ($000) $728 Shares 13,916 Est. Cost $33.43 Unrealized +46.0%
AMD Advanced Micro Devices 0.1%
Value ($000) $724 Shares 5,993 Est. Cost $72.51 Unrealized +98.4%
VBK Vanguard Small Cap Growth ETF 0.1%
Value ($000) $711 Shares 2,539 Est. Cost $223.68 Unrealized
PIMCO MultiSector Bond Active - ETF 0.1%
Value ($000) $711 Shares 27,430 Est. Cost $26.35 Unrealized
HON Honeywell Internat'l. 0.1%
Value ($000) $707 Shares 3,129 Est. Cost $164.13 Unrealized +24.0%
DIS Walt Disney Co 0.1%
Value ($000) $706 Shares 6,342 Est. Cost $100.35 Unrealized +3.2%
Capital Group Core Equity - ETF 0.1%
Value ($000) $706 Shares 20,185 Est. Cost $33.45 Unrealized
FNDB Schwab Fundamental US Broad Market ETF 0.1%
Value ($000) $696 Shares 29,936 Est. Cost $30.07 Unrealized
GILD Gilead Sciences Inc. 0.1%
Value ($000) $696 Shares 7,531 Est. Cost $65.41 Unrealized +33.0%
MDLZ Mondelez International, Inc. 0.1%
Value ($000) $687 Shares 11,508 Est. Cost $47.85 Unrealized +32.9%
UNP Union Pacific Corp. 0.1%
Value ($000) $681 Shares 2,987 Est. Cost $169.13 Unrealized +36.1%
BRK/A Berkshire Hathaway, Cl. A 0.1%
Value ($000) $681 Shares 1 Est. Cost $448761.72 Unrealized +54.3%
Pacer Global Cash Cows Dividend ETF 0.1%
Value ($000) $666 Shares 19,752 Est. Cost $31.27 Unrealized
WM Waste Management, Inc. 0.1%
Value ($000) $656 Shares 3,253 Est. Cost $118.36 Unrealized +78.4%
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $653 Shares 3,294 Est. Cost $157.46 Unrealized
Global Payments Inc. 0.1%
Value ($000) $653 Shares 5,823 Est. Cost $111.13 Unrealized
Linde PLC 0.1%
Value ($000) $652 Shares 1,558 Est. Cost $413.04 Unrealized
WisdomTree U.S. LargeCap Dividend ETF 0.1%
Value ($000) $651 Shares 8,373 Est. Cost $79.00 Unrealized
VOOV Vanguard S&P 500 Value ETF 0.1%
Value ($000) $637 Shares 3,450 Est. Cost $125.57 Unrealized
Invesco ETF Trust II - S&P500 Momentum ETF 0.1%
Value ($000) $635 Shares 6,679 Est. Cost $95.01 Unrealized
Vanguard Russell 3000 ETF 0.1%
Value ($000) $631 Shares 2,429 Est. Cost $152.27 Unrealized
TRV Travelers Companies Inc. 0.1%
Value ($000) $628 Shares 2,606 Est. Cost $154.17 Unrealized +58.8%
Invesco S&P 500 Revenue ETF 0.1%
Value ($000) $623 Shares 6,359 Est. Cost $51.10 Unrealized
Axis Capital Holdings Ltd. 0.1%
Value ($000) $623 Shares 7,025 Est. Cost $88.62 Unrealized
AVEM Avantis Emerging Markets Equity - ETF 0.1%
Value ($000) $620 Shares 10,545 Est. Cost $61.27 Unrealized
PHYS Sprott Physical Gold Trust 0.1%
Value ($000) $617 Shares 30,644 Est. Cost $17.74 Unrealized
Civitas Resources, Inc. 0.1%
Value ($000) $616 Shares 13,421 Est. Cost $68.84 Unrealized
Unilever PLC ADR 0.1%
Value ($000) $604 Shares 10,651 Est. Cost $56.92 Unrealized
AMAT Applied Materials 0.1%
Value ($000) $596 Shares 3,667 Est. Cost $101.85 Unrealized +75.9%
JPMorgan Hedged Equity Laddered Overly ETF 0.1%
Value ($000) $595 Shares 9,592 Est. Cost $62.04 Unrealized
FITB Fifth Third Bancorp 0.1%
Value ($000) $594 Shares 14,040 Est. Cost $21.03 Unrealized +104.1%
IYH IShares US Healthcare ETF 0.1%
Value ($000) $589 Shares 10,115 Est. Cost $96.15 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $588 Shares 5,931 Est. Cost $89.41 Unrealized +14.4%
IJS IShares S&P SmallCap 600 Barra Value ETF 0.1%
Value ($000) $587 Shares 5,401 Est. Cost $95.75 Unrealized
Technology Select Sector SPDR ETF 0.1%
Value ($000) $585 Shares 2,518 Est. Cost $135.02 Unrealized
SPDR S&P Emerging Markets ETF 0.1%
Value ($000) $585 Shares 15,255 Est. Cost $34.97 Unrealized
T AT&T Inc. 0.1%
Value ($000) $571 Shares 25,085 Est. Cost $15.02 Unrealized +43.2%
SHEL Shell PLC ADR 0.1%
Value ($000) $570 Shares 9,094 Est. Cost $57.14 Unrealized
SCHM Schwab US Mid-Cap ETF 0.1%
Value ($000) $565 Shares 20,382 Est. Cost $39.09 Unrealized
BDX Becton Dickinson & Co. 0.1%
Value ($000) $563 Shares 2,481 Est. Cost $207.66 Unrealized +8.4%
RIO Rio Tinto PLC ADR F 0.1%
Value ($000) $560 Shares 9,517 Est. Cost $64.06 Unrealized
Booking Holdings, Inc. 0.1%
Value ($000) $551 Shares 111 Est. Cost $3854.51 Unrealized
VWO Vanguard Emerging Mkts. ETF 0.1%
Value ($000) $545 Shares 12,377 Est. Cost $43.35 Unrealized
First Trust Senior Loan Fund ETF 0.1%
Value ($000) $543 Shares 11,734 Est. Cost $47.67 Unrealized
SCHW Charles Schwab Corp. 0.1%
Value ($000) $538 Shares 7,273 Est. Cost $48.53 Unrealized +52.1%
JHMM John Hancock Multifactor Mid Cap ETF 0.0%
Value ($000) $529 Shares 8,860 Est. Cost $51.42 Unrealized
CL Colgate Palmolive Co. 0.0%
Value ($000) $522 Shares 5,741 Est. Cost $58.59 Unrealized +58.9%
VNQ Vanguard REIT ETF 0.0%
Value ($000) $520 Shares 5,833 Est. Cost $92.02 Unrealized
MGK Vanguard Mega Cap Growth ETF 0.0%
Value ($000) $514 Shares 1,498 Est. Cost $183.10 Unrealized
First Trust Managed Municipal ETF 0.0%
Value ($000) $508 Shares 9,964 Est. Cost $53.85 Unrealized
MCO Moody's Corp. 0.0%
Value ($000) $507 Shares 1,070 Est. Cost $248.00 Unrealized +90.8%
RTX Corp. 0.0%
Value ($000) $493 Shares 4,262 Est. Cost $96.80 Unrealized
Ishares Bitcoin Trust 0.0%
Value ($000) $485 Shares 9,139 Est. Cost $38.75 Unrealized
ANET Arista Networks, Inc. 0.0%
Value ($000) $481 Shares 4,352 Est. Cost $102.84 Unrealized 0.0%
MAS Masco Corp. 0.0%
Value ($000) $477 Shares 6,580 Est. Cost $55.17 Unrealized +42.1%
DHR Danaher Corp. 0.0%
Value ($000) $476 Shares 2,074 Est. Cost $116.78 Unrealized +108.9%
BAC Bank of America 0.0%
Value ($000) $472 Shares 10,734 Est. Cost $26.59 Unrealized +61.0%
AMGN Amgen, Inc. 0.0%
Value ($000) $468 Shares 1,795 Est. Cost $187.93 Unrealized +52.2%
MSI Motorola Solutions, Inc. 0.0%
Value ($000) $466 Shares 1,008 Est. Cost $318.13 Unrealized +47.3%
Industrial Select Sector SPDR ETF 0.0%
Value ($000) $460 Shares 3,493 Est. Cost $88.88 Unrealized
3M Company 0.0%
Value ($000) $459 Shares 3,559 Est. Cost $139.27 Unrealized
JPMorgan Nasdaq Equity Premium Inc ETF 0.0%
Value ($000) $459 Shares 8,149 Est. Cost $52.26 Unrealized
AJG Gallagher, Arthur J & Co. 0.0%
Value ($000) $459 Shares 1,617 Est. Cost $111.99 Unrealized +157.2%
Crowdstrike Holdings, Inc. 0.0%
Value ($000) $452 Shares 1,320 Est. Cost $346.50 Unrealized
VEA Vanguard Tax-Mgd Int'l Dev. Markets ETF 0.0%
Value ($000) $449 Shares 9,396 Est. Cost $48.92 Unrealized
SAIA Saia, Inc. 0.0%
Value ($000) $447 Shares 980 Est. Cost $261.17 Unrealized +89.4%
SO Southern Company 0.0%
Value ($000) $440 Shares 5,350 Est. Cost $46.05 Unrealized +83.5%
EMR Emerson Electric Co. 0.0%
Value ($000) $439 Shares 3,543 Est. Cost $81.61 Unrealized +45.8%
AEE Ameren Corp. 0.0%
Value ($000) $438 Shares 4,917 Est. Cost $72.61 Unrealized +19.1%
Dimensional US Marketwide Value - ETF 0.0%
Value ($000) $431 Shares 10,536 Est. Cost $33.31 Unrealized
APD Air Products & Chem 0.0%
Value ($000) $430 Shares 1,484 Est. Cost $217.49 Unrealized +39.8%
Coca Cola European Partners PLC 0.0%
Value ($000) $416 Shares 5,422 Est. Cost $54.92 Unrealized
MUB iShares National Muni Bond ETF 0.0%
Value ($000) $414 Shares 3,888 Est. Cost $103.64 Unrealized
MercadoLibre Inc. 0.0%
Value ($000) $406 Shares 239 Est. Cost $1387.95 Unrealized
IWD IShares Russell 1000 Value Index ETF 0.0%
Value ($000) $403 Shares 2,178 Est. Cost $129.48 Unrealized
Microport Scientific Corp. 0.0%
Value ($000) $400 Shares 504,670 Est. Cost $2.53 Unrealized
LMT Lockheed Martin Corp. 0.0%
Value ($000) $399 Shares 822 Est. Cost $362.55 Unrealized +45.4%
REZ IShares Residential Real Estate Capped ETF 0.0%
Value ($000) $390 Shares 4,808 Est. Cost $74.47 Unrealized
T. Rowe Price Capital Apprec Equity ETF 0.0%
Value ($000) $373 Shares 11,225 Est. Cost $33.27 Unrealized
Farmland Partners, Inc. 0.0%
Value ($000) $372 Shares 31,600 Est. Cost $10.70 Unrealized
FNDA Schwab Fundamental US Small Company ETF 0.0%
Value ($000) $369 Shares 12,421 Est. Cost $41.77 Unrealized
Marathon Petroleum Corp. 0.0%
Value ($000) $366 Shares 2,623 Est. Cost $55.33 Unrealized
QGRO American Century U.S. Quality Growth - ETF 0.0%
Value ($000) $365 Shares 3,657 Est. Cost $87.97 Unrealized
Constellation Brands, Inc. 0.0%
Value ($000) $364 Shares 1,648 Est. Cost $175.99 Unrealized
VRTX Vertex Pharmaceutical 0.0%
Value ($000) $362 Shares 900 Est. Cost $304.77 Unrealized +52.1%
BMY Bristol-Myers Squibb 0.0%
Value ($000) $362 Shares 6,407 Est. Cost $49.48 Unrealized +6.3%
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $361 Shares 1,900 Est. Cost $118.42 Unrealized
IVW IShares S&P 500 Barra Growth Index ETF 0.0%
Value ($000) $356 Shares 3,507 Est. Cost $84.44 Unrealized
Discover Financial Services, Inc. 0.0%
Value ($000) $353 Shares 2,036 Est. Cost $99.00 Unrealized
Targa Resources Corp. 0.0%
Value ($000) $341 Shares 1,910 Est. Cost $178.50 Unrealized
FSLR First Solar, Inc. 0.0%
Value ($000) $340 Shares 1,930 Est. Cost $90.73 Unrealized +119.4%
WDFC W D 40 Co. 0.0%
Value ($000) $337 Shares 1,389 Est. Cost $139.06 Unrealized +87.2%
ICF IShares Cohen & Steers REIT ETF 0.0%
Value ($000) $336 Shares 5,573 Est. Cost $60.51 Unrealized
Uber Technologies Inc. 0.0%
Value ($000) $336 Shares 5,566 Est. Cost $45.72 Unrealized
VZ Verizon Communications 0.0%
Value ($000) $332 Shares 8,291 Est. Cost $35.71 Unrealized +10.3%
IUSV IShares Core US Value ETF 0.0%
Value ($000) $329 Shares 3,555 Est. Cost $62.46 Unrealized
NSC Norfolk Southern Corp. 0.0%
Value ($000) $323 Shares 1,377 Est. Cost $178.69 Unrealized +39.0%
ServiceNow, Inc. 0.0%
Value ($000) $320 Shares 302 Est. Cost $568.15 Unrealized
SYK Stryker Corporation 0.0%
Value ($000) $320 Shares 888 Est. Cost $227.35 Unrealized +61.1%
LOGI Logitech Internat'l. SA 0.0%
Value ($000) $319 Shares 3,868 Est. Cost $35.54 Unrealized +129.9%
ADBE Adobe Systems, Inc. 0.0%
Value ($000) $316 Shares 710 Est. Cost $434.65 Unrealized +13.9%
First Trust NYSE Arca Biotech ETF 0.0%
Value ($000) $313 Shares 1,885 Est. Cost $167.02 Unrealized
QCOM Qualcomm Inc. 0.0%
Value ($000) $311 Shares 2,028 Est. Cost $135.01 Unrealized +18.2%
T. Rowe Price US Equity Research ETF 0.0%
Value ($000) $309 Shares 8,363 Est. Cost $36.26 Unrealized
CASY Caseys General Stores, Inc. 0.0%
Value ($000) $309 Shares 780 Est. Cost $344.78 Unrealized +16.2%
ADI Analog Devices Inc. 0.0%
Value ($000) $306 Shares 1,442 Est. Cost $151.66 Unrealized +42.9%
YUM Yum Brands, Inc. 0.0%
Value ($000) $306 Shares 2,283 Est. Cost $112.07 Unrealized +18.0%
Pacer FDS TR Cash Cows - ETF 0.0%
Value ($000) $306 Shares 8,070 Est. Cost $38.54 Unrealized
IYR IShares US Real Estate ETF 0.0%
Value ($000) $303 Shares 3,260 Est. Cost $82.79 Unrealized
WisdomTree US Quality Dividend Gr ETF 0.0%
Value ($000) $301 Shares 3,725 Est. Cost $53.42 Unrealized
INFY Infosys Technologies, Ltd. 0.0%
Value ($000) $301 Shares 13,735 Est. Cost $10.71 Unrealized
ELV Elevance Health 0.0%
Value ($000) $300 Shares 814 Est. Cost $372.72 Unrealized +9.8%
EFA IShares MSCI EAFE ETF 0.0%
Value ($000) $297 Shares 3,921 Est. Cost $60.87 Unrealized
Materials Select Sector SPDR ETF 0.0%
Value ($000) $296 Shares 3,513 Est. Cost $70.74 Unrealized
GE General Electric 0.0%
Value ($000) $294 Shares 1,763 Est. Cost $132.75 Unrealized +33.4%
SPDR Portfolio S&P 500 Growth ETF 0.0%
Value ($000) $294 Shares 3,344 Est. Cost $81.02 Unrealized
Corteva Inc. 0.0%
Value ($000) $293 Shares 5,149 Est. Cost $57.31 Unrealized
CVS CVS Health Corp. 0.0%
Value ($000) $293 Shares 6,532 Est. Cost $60.91 Unrealized -11.9%
ADSK Autodesk 0.0%
Value ($000) $287 Shares 970 Est. Cost $210.13 Unrealized +40.6%
RLI RLI Corp. 0.0%
Value ($000) $281 Shares 1,704 Est. Cost $61.75 Unrealized +27.1%
NOC Northrop Grumman 0.0%
Value ($000) $274 Shares 583 Est. Cost $349.01 Unrealized +41.2%
WFC Wells Fargo & Co. 0.0%
Value ($000) $273 Shares 3,883 Est. Cost $50.54 Unrealized +31.9%
BMO Bank of Montreal 0.0%
Value ($000) $271 Shares 2,797 Est. Cost $43.21 Unrealized +110.7%
IWP IShares Russell Midcap Growth Index ETF 0.0%
Value ($000) $265 Shares 2,088 Est. Cost $114.14 Unrealized
AVDE Avantis International Equity - ETF 0.0%
Value ($000) $263 Shares 4,278 Est. Cost $61.37 Unrealized
Seagate Technology Holdings PLC 0.0%
Value ($000) $262 Shares 3,035 Est. Cost $70.98 Unrealized
American Tower Corp. 0.0%
Value ($000) $261 Shares 1,424 Est. Cost $226.32 Unrealized
SLF Sun Life Financial, Inc. 0.0%
Value ($000) $260 Shares 4,383 Est. Cost $43.00 Unrealized +37.2%
ITOT IShares Tr. S&P 1500 Index ETF 0.0%
Value ($000) $260 Shares 2,022 Est. Cost $115.60 Unrealized
PVAL Putnam Focased Large Cap Value ETF 0.0%
Value ($000) $258 Shares 6,949 Est. Cost $37.77 Unrealized
First Trust Dow Jones Internet ETF 0.0%
Value ($000) $257 Shares 1,056 Est. Cost $205.09 Unrealized
EIX Edison International 0.0%
Value ($000) $256 Shares 3,205 Est. Cost $76.61 Unrealized +3.0%
PIMCO Intermediate Muni Bd Actv - ETF 0.0%
Value ($000) $256 Shares 4,945 Est. Cost $52.51 Unrealized
Pacer Large Cap Cash Cows Growth - ETF 0.0%
Value ($000) $255 Shares 7,968 Est. Cost $32.04 Unrealized
Health Care Select Sector SPDR ETF 0.0%
Value ($000) $254 Shares 1,845 Est. Cost $125.97 Unrealized
IVOO Vanguard S&P Mid-Cap 400 Index Fund - ETF 0.0%
Value ($000) $252 Shares 2,386 Est. Cost $88.55 Unrealized
DOW Dow Inc. 0.0%
Value ($000) $246 Shares 6,130 Est. Cost $41.72 Unrealized +2.9%
CSX CSX Corp. 0.0%
Value ($000) $244 Shares 7,551 Est. Cost $28.73 Unrealized +17.2%
O Realty Income Corp. 0.0%
Value ($000) $244 Shares 4,562 Est. Cost $40.65 Unrealized +34.1%
GD General Dynamics 0.0%
Value ($000) $243 Shares 921 Est. Cost $237.14 Unrealized +18.9%
AZO AutoZone, Inc. 0.0%
Value ($000) $240 Shares 75 Est. Cost $845.03 Unrealized +274.7%
INTC Intel Corp. 0.0%
Value ($000) $238 Shares 11,875 Est. Cost $39.03 Unrealized -42.2%
Duke Energy Corp 0.0%
Value ($000) $236 Shares 2,190 Est. Cost $107.65 Unrealized
Accenture, Ltd. 0.0%
Value ($000) $236 Shares 670 Est. Cost $353.40 Unrealized
Veolia Environment ADR 0.0%
Value ($000) $231 Shares 16,455 Est. Cost $20.04 Unrealized
Everest Reinsur. Group, Ltd. 0.0%
Value ($000) $230 Shares 635 Est. Cost $349.64 Unrealized
DaVita HealthCare Partners, Inc. 0.0%
Value ($000) $230 Shares 1,538 Est. Cost $138.05 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $229 Shares 1,825 Est. Cost $119.51 Unrealized 0.0%
PKIN Pekin Life Insurance Co. 0.0%
Value ($000) $229 Shares 19,470 Est. Cost $11.62 Unrealized 0.0%
SIEGY Siemens AG ADR 0.0%
Value ($000) $227 Shares 2,345 Est. Cost $68.79 Unrealized
Centene Corp. 0.0%
Value ($000) $227 Shares 3,741 Est. Cost $75.91 Unrealized
Regions Financial Corp. 0.0%
Value ($000) $223 Shares 9,494 Est. Cost $20.27 Unrealized
Ferrari N V New Com. 0.0%
Value ($000) $222 Shares 520 Est. Cost $436.28 Unrealized
Eversource Energy Com. 0.0%
Value ($000) $222 Shares 3,864 Est. Cost $60.92 Unrealized
IYW IShares US Technology ETF 0.0%
Value ($000) $222 Shares 1,390 Est. Cost $150.50 Unrealized
ABBNY ABB Ltd. Sponsored ADR 0.0%
Value ($000) $221 Shares 4,122 Est. Cost $30.46 Unrealized
Blackrock, Inc. 0.0%
Value ($000) $216 Shares 211 Est. Cost $949.51 Unrealized
IJT IShares S&P SmallCap 600 Barra Growth ETF 0.0%
Value ($000) $216 Shares 1,595 Est. Cost $135.37 Unrealized
FAST Fastenal Company 0.0%
Value ($000) $215 Shares 2,985 Est. Cost $33.19 Unrealized +14.9%
SBUX Starbucks Corp. 0.0%
Value ($000) $214 Shares 2,349 Est. Cost $82.83 Unrealized +13.4%
PNC PNC Financial Svcs. 0.0%
Value ($000) $213 Shares 1,102 Est. Cost $167.50 Unrealized +13.0%
PAC Grupo Aeroportuario del Pacifico ADR 0.0%
Value ($000) $211 Shares 1,208 Est. Cost $174.02 Unrealized
CIBR First Trust NASDAQ Cybersecurity - ETF 0.0%
Value ($000) $211 Shares 3,323 Est. Cost $63.45 Unrealized
MUFG Mitsubishi UFJ Fin'l. Grp. ADR 0.0%
Value ($000) $210 Shares 17,947 Est. Cost $6.36 Unrealized
Novartis AG ADR 0.0%
Value ($000) $210 Shares 2,158 Est. Cost $86.40 Unrealized
First Trust Preferred Secs & Inc ETF 0.0%
Value ($000) $208 Shares 11,755 Est. Cost $16.18 Unrealized
PRU Prudential Financial, Inc. 0.0%
Value ($000) $207 Shares 1,750 Est. Cost $84.73 Unrealized +37.7%
Wisconsin Energy 0.0%
Value ($000) $206 Shares 2,194 Est. Cost $94.04 Unrealized
Morgan Stanley Total Return Bond ETF 0.0%
Value ($000) $206 Shares 4,130 Est. Cost $49.86 Unrealized
SSREY Swiss Re Ltd. 0.0%
Value ($000) $203 Shares 5,629 Est. Cost $23.50 Unrealized
FlexShares Quality Dividend ETF 0.0%
Value ($000) $203 Shares 2,875 Est. Cost $71.71 Unrealized
CMCSA Comcast Corp., Cl. A 0.0%
Value ($000) $202 Shares 5,379 Est. Cost $36.76 Unrealized +8.8%
Barings BDC, Inc. 0.0%
Value ($000) $152 Shares 15,874 Est. Cost $8.33 Unrealized
Walgreen Boots Alliance Inc. 0.0%
Value ($000) $119 Shares 12,749 Est. Cost $8.96 Unrealized
UMC United Microelectronics ADR 0.0%
Value ($000) $83 Shares 12,829 Est. Cost $7.06 Unrealized
Kitwave Group PLC 0.0%
Value ($000) $43 Shares 11,029 Est. Cost $4.69 Unrealized