ALTFEST L J & CO INC Diversified Active

CIK: 0000712050 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 15, 2019

Total Value ($000): $375,781 (100.0% shares, 0.0% debt)

Holdings (183)

STIP ISHARES TR 10.7%
Value ($000) $40,055 Shares 398,238 Est. Cost $99.93 Unrealized
TAIL CAMBRIA ETF TR 8.9%
Value ($000) $33,377 Shares 1,630,517 Est. Cost $20.46 Unrealized
EMLP FIRST TR EXCHANGE TRADED FD 6.9%
Value ($000) $26,094 Shares 1,037,526 Est. Cost $21.56 Unrealized
FQAL FIDELITY 4.5%
Value ($000) $17,045 Shares 491,475 Est. Cost $34.62 Unrealized
MINT PIMCO ETF TR 4.1%
Value ($000) $15,364 Shares 150,994 Est. Cost $101.53 Unrealized
FVAL FIDELITY 3.6%
Value ($000) $13,428 Shares 395,875 Est. Cost $29.71 Unrealized
SCHV SCHWAB STRATEGIC TR 3.4%
Value ($000) $12,599 Shares 224,417 Est. Cost $52.52 Unrealized
POCT INNOVATOR ETFS TR 2.8%
Value ($000) $10,670 Shares 426,308 Est. Cost $25.03 Unrealized
BOCT INNOVATOR ETFS TR 2.6%
Value ($000) $9,861 Shares 395,541 Est. Cost $24.93 Unrealized
SCHO SCHWAB STRATEGIC TR 2.3%
Value ($000) $8,644 Shares 170,863 Est. Cost $49.79 Unrealized
ACWI ISHARES TR 2.3%
Value ($000) $8,539 Shares 115,847 Est. Cost $64.16 Unrealized
XHB SPDR SERIES TRUST 2.0%
Value ($000) $7,344 Shares 176,207 Est. Cost $41.45 Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $6,970 Shares 52,031 Est. Cost $38.37 Unrealized +211.5%
SLYV SPDR SERIES TRUST 1.8%
Value ($000) $6,609 Shares 108,919 Est. Cost $53.82 Unrealized
IEI ISHARES TR 1.7%
Value ($000) $6,235 Shares 49,576 Est. Cost $120.71 Unrealized
OLP ONE LIBERTY PPTYS INC 1.5%
Value ($000) $5,788 Shares 199,853 Est. Cost $25.12 Unrealized
IEF ISHARES TR 1.5%
Value ($000) $5,590 Shares 50,812 Est. Cost $106.70 Unrealized
PEP PEPSICO INC 1.4%
Value ($000) $5,092 Shares 38,830 Est. Cost $67.17 Unrealized +55.9%
AMZN AMAZON COM INC 1.3%
Value ($000) $4,734 Shares 2,500 Est. Cost $83.22 Unrealized +11.9%
JPMORGAN CHASE & CO 1.2%
Value ($000) $4,391 Shares 39,272 Est. Cost $70.01 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $3,457 Shares 17,468 Est. Cost $40.69 Unrealized +14.6%
JP MORGAN EXCHANGE TRADED FD 0.8%
Value ($000) $3,024 Shares 103,951 Est. Cost $29.09 Unrealized
SCHB SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,789 Shares 39,549 Est. Cost $65.14 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value ($000) $2,773 Shares 36,182 Est. Cost $56.00 Unrealized +1.6%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $2,654 Shares 46,451 Est. Cost $29.54 Unrealized +35.5%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $2,598 Shares 18,655 Est. Cost $68.07 Unrealized +68.6%
SPGI S&P GLOBAL INC 0.6%
Value ($000) $2,426 Shares 10,651 Est. Cost $108.06 Unrealized +91.1%
SPYV SPDR SERIES TRUST 0.6%
Value ($000) $2,352 Shares 75,202 Est. Cost $30.28 Unrealized
AAXJ ISHARES TR 0.6%
Value ($000) $2,160 Shares 30,951 Est. Cost $63.66 Unrealized
PFE PFIZER INC 0.6%
Value ($000) $2,121 Shares 48,968 Est. Cost $21.01 Unrealized +39.1%
CAMBRIA ETF TR 0.6%
Value ($000) $2,075 Shares 76,002 Est. Cost $27.30 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $2,043 Shares 31,437 Est. Cost $64.99 Unrealized
SPTS SPDR SER TR 0.5%
Value ($000) $1,972 Shares 65,732 Est. Cost $29.75 Unrealized
DIS DISNEY WALT CO 0.5%
Value ($000) $1,952 Shares 13,978 Est. Cost $90.79 Unrealized +41.0%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $1,934 Shares 42,652 Est. Cost $35.94 Unrealized +0.5%
INTC INTEL CORP 0.5%
Value ($000) $1,881 Shares 39,299 Est. Cost $27.48 Unrealized +56.8%
CSCO CISCO SYS INC 0.5%
Value ($000) $1,855 Shares 33,891 Est. Cost $23.81 Unrealized +89.8%
EEMV ISHARES INC 0.5%
Value ($000) $1,854 Shares 31,500 Est. Cost $56.80 Unrealized
MRK MERCK & CO INC 0.5%
Value ($000) $1,840 Shares 21,940 Est. Cost $42.11 Unrealized +47.6%
RWO SPDR INDEX SHS FDS 0.5%
Value ($000) $1,737 Shares 34,803 Est. Cost $44.26 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $1,600 Shares 11,599 Est. Cost $101.81 Unrealized -3.1%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $1,504 Shares 4,138 Est. Cost $216.38 Unrealized +29.3%
T AT&T INC 0.4%
Value ($000) $1,431 Shares 42,711 Est. Cost $13.64 Unrealized +10.6%
BAC BANK AMER CORP 0.4%
Value ($000) $1,380 Shares 47,601 Est. Cost $23.89 Unrealized +2.5%
RAYTHEON CO 0.4%
Value ($000) $1,379 Shares 7,933 Est. Cost $189.47 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,319 Shares 6,186 Est. Cost $201.85 Unrealized +2.5%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,289 Shares 5,283 Est. Cost $151.97 Unrealized +41.8%
ABBV ABBVIE INC 0.3%
Value ($000) $1,238 Shares 17,026 Est. Cost $48.46 Unrealized +22.5%
BRT BRT APARTMENTS CORP 0.3%
Value ($000) $1,228 Shares 86,905 Est. Cost $13.88 Unrealized
VHT VANGUARD WORLD FDS 0.3%
Value ($000) $1,214 Shares 6,979 Est. Cost $160.07 Unrealized
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $1,207 Shares 5,903 Est. Cost $93.28 Unrealized +80.3%
NYT NEW YORK TIMES CO 0.3%
Value ($000) $1,203 Shares 36,875 Est. Cost $31.35 Unrealized 0.0%
ROBO EXCHANGE TRADED CONCEPTS TR 0.3%
Value ($000) $1,191 Shares 29,808 Est. Cost $41.56 Unrealized
MMM 3M CO 0.3%
Value ($000) $1,189 Shares 6,861 Est. Cost $103.30 Unrealized +16.8%
AMGN AMGEN INC 0.3%
Value ($000) $1,186 Shares 6,435 Est. Cost $152.55 Unrealized -4.2%
SCHM SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,140 Shares 19,970 Est. Cost $49.74 Unrealized
YUM YUM BRANDS INC 0.3%
Value ($000) $1,087 Shares 9,822 Est. Cost $42.92 Unrealized +114.2%
SPSB SPDR SERIES TRUST 0.3%
Value ($000) $1,071 Shares 34,781 Est. Cost $31.40 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $1,053 Shares 20,673 Est. Cost $33.94 Unrealized +17.6%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1,048 Shares 8,421 Est. Cost $79.60 Unrealized +13.4%
WMT WALMART INC 0.3%
Value ($000) $1,038 Shares 9,391 Est. Cost $20.17 Unrealized +55.2%
LLY LILLY ELI & CO 0.3%
Value ($000) $997 Shares 8,999 Est. Cost $64.71 Unrealized +66.9%
XLB SELECT SECTOR SPDR TR 0.3%
Value ($000) $960 Shares 16,413 Est. Cost $50.54 Unrealized
SCHF SCHWAB STRATEGIC TR 0.3%
Value ($000) $959 Shares 29,872 Est. Cost $33.14 Unrealized
SCHE SCHWAB STRATEGIC TR 0.3%
Value ($000) $955 Shares 36,404 Est. Cost $25.60 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $954 Shares 883 Est. Cost $55.02 Unrealized +4.1%
BABA ALIBABA GROUP HLDG LTD 0.3%
Value ($000) $949 Shares 5,600 Est. Cost $79.52 Unrealized
HUM HUMANA INC 0.2%
Value ($000) $939 Shares 3,538 Est. Cost $261.90 Unrealized -8.7%
VMWARE INC 0.2%
Value ($000) $927 Shares 5,544 Est. Cost $114.94 Unrealized
SAP SAP SE 0.2%
Value ($000) $916 Shares 6,697 Est. Cost $115.98 Unrealized
USB US BANCORP DEL 0.2%
Value ($000) $896 Shares 17,106 Est. Cost $27.10 Unrealized +43.7%
FNDF SCHWAB STRATEGIC TR 0.2%
Value ($000) $885 Shares 31,770 Est. Cost $25.22 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $865 Shares 2,953 Est. Cost $226.51 Unrealized
GII SPDR INDEX SHS FDS 0.2%
Value ($000) $848 Shares 15,960 Est. Cost $53.13 Unrealized
BF/B BROWN FORMAN CORP 0.2%
Value ($000) $826 Shares 14,905 Est. Cost $35.78 Unrealized +33.1%
MDT MEDTRONIC PLC 0.2%
Value ($000) $826 Shares 8,481 Est. Cost $67.32 Unrealized +13.2%
V VISA INC 0.2%
Value ($000) $825 Shares 4,756 Est. Cost $77.84 Unrealized +100.8%
MDYG SPDR SERIES TRUST 0.2%
Value ($000) $824 Shares 15,174 Est. Cost $45.86 Unrealized
CSX CSX CORP 0.2%
Value ($000) $807 Shares 10,427 Est. Cost $7.52 Unrealized +213.3%
META FACEBOOK INC 0.2%
Value ($000) $806 Shares 4,178 Est. Cost $132.71 Unrealized +36.7%
PCY INVESCO EXCHNG TRADED FD TR 0.2%
Value ($000) $795 Shares 27,372 Est. Cost $26.68 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $790 Shares 4,670 Est. Cost $89.77 Unrealized +64.6%
PDD PINDUODUO INC 0.2%
Value ($000) $758 Shares 27,426 Est. Cost $30.83 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $754 Shares 8,969 Est. Cost $66.10 Unrealized +6.2%
BOTZ GLOBAL X FDS 0.2%
Value ($000) $732 Shares 35,285 Est. Cost $17.05 Unrealized
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $664 Shares 8,580 Est. Cost $67.49 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $660 Shares 8,675 Est. Cost $50.62 Unrealized +23.9%
MORGAN STANLEY CHINA A SH FD 0.2%
Value ($000) $647 Shares 29,767 Est. Cost $21.74 Unrealized
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $645 Shares 9,808 Est. Cost $67.10 Unrealized
DXC DXC TECHNOLOGY CO 0.2%
Value ($000) $629 Shares 11,408 Est. Cost $60.60 Unrealized -7.8%
RZV INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $591 Shares 9,457 Est. Cost $62.49 Unrealized
EQIX EQUINIX INC 0.2%
Value ($000) $587 Shares 1,164 Est. Cost $378.61 Unrealized +12.0%
APTIV PLC 0.2%
Value ($000) $571 Shares 7,070 Est. Cost $84.83 Unrealized
C CITIGROUP INC 0.2%
Value ($000) $569 Shares 8,130 Est. Cost $37.74 Unrealized +40.2%
QUAL ISHARES TR 0.2%
Value ($000) $565 Shares 6,177 Est. Cost $83.62 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $561 Shares 3,605 Est. Cost $149.28 Unrealized
BA BOEING CO 0.1%
Value ($000) $557 Shares 1,529 Est. Cost $375.20 Unrealized -4.8%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $551 Shares 5,022 Est. Cost $67.36 Unrealized +34.3%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $551 Shares 6,624 Est. Cost $69.18 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $538 Shares 1,719 Est. Cost $331.08 Unrealized 0.0%
AGG ISHARES TR 0.1%
Value ($000) $530 Shares 4,762 Est. Cost $107.80 Unrealized
ELLSWORTH GRWTH AND INCOME L 0.1%
Value ($000) $527 Shares 51,411 Est. Cost $7.88 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $524 Shares 11,076 Est. Cost $31.38 Unrealized +24.5%
INVESTORS BANCORP INC NEW 0.1%
Value ($000) $486 Shares 43,544 Est. Cost $13.64 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $471 Shares 3,812 Est. Cost $95.83 Unrealized +12.2%
YUMC YUM CHINA HLDGS INC 0.1%
Value ($000) $454 Shares 9,822 Est. Cost $27.00 Unrealized +60.8%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $454 Shares 5,173 Est. Cost $55.48 Unrealized +22.3%
MCD MCDONALDS CORP 0.1%
Value ($000) $452 Shares 2,177 Est. Cost $73.31 Unrealized +131.6%
BP BP PLC 0.1%
Value ($000) $448 Shares 10,741 Est. Cost $43.58 Unrealized
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $445 Shares 10,015 Est. Cost $38.73 Unrealized
CENTRIC BRANDS INC 0.1%
Value ($000) $436 Shares 106,106 Est. Cost $3.63 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $433 Shares 5,028 Est. Cost $55.39 Unrealized 0.0%
CME CME GROUP INC 0.1%
Value ($000) $431 Shares 2,218 Est. Cost $73.18 Unrealized +97.4%
ORCL ORACLE CORP 0.1%
Value ($000) $429 Shares 7,523 Est. Cost $37.13 Unrealized +32.4%
STERICYCLE INC 0.1%
Value ($000) $414 Shares 8,679 Est. Cost $47.70 Unrealized
DHI D R HORTON INC 0.1%
Value ($000) $407 Shares 9,445 Est. Cost $41.66 Unrealized -0.9%
SCHC SCHWAB STRATEGIC TR 0.1%
Value ($000) $405 Shares 12,403 Est. Cost $32.68 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $380 Shares 1,829 Est. Cost $172.37 Unrealized
ITB ISHARES TR 0.1%
Value ($000) $378 Shares 9,902 Est. Cost $35.34 Unrealized
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $373 Shares 6,627 Est. Cost $55.22 Unrealized
VLUE ISHARES TR 0.1%
Value ($000) $371 Shares 4,569 Est. Cost $82.71 Unrealized
CERNER CORP 0.1%
Value ($000) $370 Shares 5,044 Est. Cost $59.61 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $364 Shares 34,620 Est. Cost $26.16 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $363 Shares 6,574 Est. Cost $34.85 Unrealized +18.7%
AEP AMERICAN ELEC PWR INC 0.1%
Value ($000) $363 Shares 4,129 Est. Cost $62.66 Unrealized +8.9%
UE URBAN EDGE PPTYS 0.1%
Value ($000) $357 Shares 20,598 Est. Cost $29.86 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $355 Shares 1,800 Est. Cost $108.98 Unrealized +58.9%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $334 Shares 4,254 Est. Cost $59.83 Unrealized -2.6%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $333 Shares 634 Est. Cost $171.34 Unrealized 0.0%
BF/A BROWN FORMAN CORP 0.1%
Value ($000) $330 Shares 6,000 Est. Cost $24.01 Unrealized +94.0%
HQY HEALTHEQUITY INC 0.1%
Value ($000) $324 Shares 4,951 Est. Cost $69.61 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $321 Shares 5,060 Est. Cost $59.41 Unrealized 0.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $320 Shares 3,822 Est. Cost $45.22 Unrealized +50.2%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $318 Shares 7,213 Est. Cost $42.33 Unrealized -8.3%
NVDA NVIDIA CORP 0.1%
Value ($000) $318 Shares 1,937 Est. Cost $3.48 Unrealized +18.3%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $312 Shares 7,845 Est. Cost $33.65 Unrealized 0.0%
ABIOMED INC 0.1%
Value ($000) $312 Shares 1,196 Est. Cost $260.87 Unrealized
AMG AFFILIATED MANAGERS GROUP 0.1%
Value ($000) $308 Shares 3,344 Est. Cost $96.65 Unrealized 0.0%
IJH ISHARES TR 0.1%
Value ($000) $304 Shares 1,565 Est. Cost $165.82 Unrealized
MAC MACERICH CO 0.1%
Value ($000) $300 Shares 8,962 Est. Cost $33.47 Unrealized
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $299 Shares 2,296 Est. Cost $95474.28 Unrealized
IPGP IPG PHOTONICS CORP 0.1%
Value ($000) $289 Shares 1,874 Est. Cost $151.24 Unrealized 0.0%
MTB M & T BK CORP 0.1%
Value ($000) $289 Shares 1,700 Est. Cost $104.02 Unrealized +28.7%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $287 Shares 4,022 Est. Cost $69.94 Unrealized
HPQ HP INC 0.1%
Value ($000) $284 Shares 13,660 Est. Cost $17.35 Unrealized -9.4%
CX CEMEX SAB DE CV 0.1%
Value ($000) $283 Shares 66,859 Est. Cost $4.63 Unrealized
UMBF UMB FINL CORP 0.1%
Value ($000) $283 Shares 4,301 Est. Cost $65.95 Unrealized 0.0%
TBF PROSHARES TR 0.1%
Value ($000) $282 Shares 13,825 Est. Cost $20.98 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $280 Shares 762 Est. Cost $27.22 Unrealized +32.5%
NUVEEN MTG OPPORTUNITY TERM 0.1%
Value ($000) $273 Shares 11,771 Est. Cost $23.21 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $273 Shares 6,960 Est. Cost $33.49 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $269 Shares 3,757 Est. Cost $53.51 Unrealized +13.7%
IVW ISHARES TR 0.1%
Value ($000) $269 Shares 1,500 Est. Cost $152.67 Unrealized
DSI ISHARES TR 0.1%
Value ($000) $265 Shares 2,421 Est. Cost $105.38 Unrealized
VNM VANECK VECTORS ETF TR 0.1%
Value ($000) $259 Shares 16,190 Est. Cost $16.00 Unrealized
SPLUNK INC 0.1%
Value ($000) $258 Shares 2,052 Est. Cost $125.73 Unrealized
ILMN ILLUMINA INC 0.1%
Value ($000) $255 Shares 692 Est. Cost $291.63 Unrealized +8.3%
GENERAL MTRS CO 0.1%
Value ($000) $254 Shares 6,584 Est. Cost $38.17 Unrealized
XILINX INC 0.1%
Value ($000) $249 Shares 2,110 Est. Cost $118.01 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $246 Shares 2,811 Est. Cost $67.97 Unrealized +13.0%
MET METLIFE INC 0.1%
Value ($000) $245 Shares 4,938 Est. Cost $35.50 Unrealized +5.9%
NKE NIKE INC 0.1%
Value ($000) $244 Shares 2,904 Est. Cost $63.84 Unrealized +20.8%
CVS CVS HEALTH CORP 0.1%
Value ($000) $244 Shares 4,470 Est. Cost $51.69 Unrealized -15.7%
MICHAEL KORS HLDGS LTD 0.1%
Value ($000) $244 Shares 7,046 Est. Cost $45.75 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $244 Shares 8,850 Est. Cost $24.67 Unrealized
XBI SPDR SERIES TRUST 0.1%
Value ($000) $240 Shares 2,740 Est. Cost $82.89 Unrealized
KRE SPDR SERIES TRUST 0.1%
Value ($000) $238 Shares 4,451 Est. Cost $58.58 Unrealized
TM TOYOTA MOTOR CORP 0.1%
Value ($000) $238 Shares 1,923 Est. Cost $100.02 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $236 Shares 3,950 Est. Cost $50.40 Unrealized
HSBC HLDGS PLC 0.1%
Value ($000) $236 Shares 9,000 Est. Cost $25.78 Unrealized
TWITTER INC 0.1%
Value ($000) $233 Shares 6,690 Est. Cost $32.85 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $232 Shares 3,558 Est. Cost $66.75 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORP 0.1%
Value ($000) $230 Shares 1,099 Est. Cost $201.62 Unrealized 0.0%
LDOS LEIDOS HLDGS INC 0.1%
Value ($000) $229 Shares 2,862 Est. Cost $54.86 Unrealized +21.6%
NTAP NETAPP INC 0.1%
Value ($000) $227 Shares 3,676 Est. Cost $53.37 Unrealized +5.1%
GOOS CANADA GOOSE HOLDINGS INC 0.1%
Value ($000) $224 Shares 5,779 Est. Cost $45.02 Unrealized 0.0%
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $224 Shares 4,235 Est. Cost $52.41 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $222 Shares 1,345 Est. Cost $125.45 Unrealized +12.4%
XEROX CORP 0.1%
Value ($000) $219 Shares 6,196 Est. Cost $35.35 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $216 Shares 2,089 Est. Cost $80.89 Unrealized -0.9%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $201 Shares 1,256 Est. Cost $105.20 Unrealized +13.2%
IUSG ISHARES TR 0.1%
Value ($000) $201 Shares 3,200 Est. Cost $62.81 Unrealized
SIRIUS XM HLDGS INC 0.0%
Value ($000) $114 Shares 20,392 Est. Cost $5.15 Unrealized