FIRST MERCHANTS CORP Diversified Active

Location: Muncie, IN

CIK: 0000712534 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 27, 2022

Total Value: $1.295B (100.0% shares, 0.0% debt)

Holdings (235)

AGG BARCLAYS AGGREGATE BOND ETF ISHARES 5.8%
Value $75.51M Shares 661,879 Est. Cost $113.33 Unrealized
AAPL APPLE COMPUTER INC COM 3.5%
Value $45.15M Shares 254,273 Est. Cost $89.29 Unrealized +73.3%
IYW US TECHNOLOGY ISHARES ETF 2.8%
Value $36.37M Shares 316,786 Est. Cost $111.80 Unrealized
MSFT MICROSOFT CORPORATION COM 2.6%
Value $33.84M Shares 100,621 Est. Cost $72.59 Unrealized +331.7%
IVW S&P 500 GROWTH ETF I SHARES 2.6%
Value $33.41M Shares 399,310 Est. Cost $96.33 Unrealized
IJR S&P SMALL CAP 600 CORE ETF ISHARES 2.4%
Value $31.41M Shares 274,346 Est. Cost $79.70 Unrealized
VGT VANGUARD INFO TECH ETF 1.9%
Value $24.95M Shares 54,462 Est. Cost $162.06 Unrealized
GOOGL ALPHABET CL A COM 1.7%
Value $21.68M Shares 7,482 Est. Cost $63.09 Unrealized +126.6%
IJJ S&P MID-CAP 400 VALUE ETF ISHARES 1.5%
Value $19.5M Shares 176,170 Est. Cost $97.85 Unrealized
IJK S&P MID-CAP 400 GROWTH ETF ISHARES 1.5%
Value $19.25M Shares 225,805 Est. Cost $89.12 Unrealized
LOW LOWE'S COMPANIES INC COM 1.4%
Value $18.24M Shares 70,582 Est. Cost $69.56 Unrealized +216.0%
V VISA COM 1.4%
Value $17.6M Shares 81,194 Est. Cost $130.98 Unrealized +58.9%
LLY LILLY ELI & CO COM 1.3%
Value $17.47M Shares 63,264 Est. Cost $103.07 Unrealized +136.6%
BIV VANGUARD INTERMEDIATE-TERM 1.3%
Value $17.02M Shares 194,296 Est. Cost $140.20 Unrealized
IVE S&P 500 VALUE ETF ISHARES 1.3%
Value $16.68M Shares 106,518 Est. Cost $114.07 Unrealized
ACN ACCENTURE PLC ADR 1.2%
Value $15.84M Shares 38,202 Est. Cost $95.55 Unrealized +259.3%
SYK STRYKER CORP COM 1.2%
Value $15.79M Shares 59,049 Est. Cost $116.38 Unrealized +115.8%
ADP AUTOMATIC DATA PROCESSING COM 1.2%
Value $15.52M Shares 62,924 Est. Cost $84.66 Unrealized +144.8%
VOO VANGUARD I S&P 500 COM 1.2%
Value $15.26M Shares 34,950 Est. Cost $278.85 Unrealized
GSY INVESCO ULTRA SHORT DURATIONEFT 1.1%
Value $14.45M Shares 287,421 Est. Cost $50.41 Unrealized
COST COSTCO COMPANIES INC COM 1.1%
Value $14.35M Shares 25,285 Est. Cost $160.73 Unrealized +203.7%
AVGO BROADCOM INC NPV COM 1.1%
Value $14.2M Shares 21,346 Est. Cost $26.53 Unrealized +95.2%
VNQ VANGUARD REIT INDEX ETF 1.1%
Value $14.04M Shares 121,040 Est. Cost $76.68 Unrealized
HD HOME DEPOT INC COM 1.0%
Value $13.59M Shares 32,737 Est. Cost $172.94 Unrealized +98.4%
ABT ABBOTT LABS COM 1.0%
Value $13.28M Shares 94,338 Est. Cost $41.99 Unrealized +182.7%
PEP PEPSICO INC COM 1.0%
Value $13.17M Shares 75,806 Est. Cost $85.73 Unrealized +67.3%
XLV HEALTHCARE SECTOR ETF SPDR 1.0%
Value $13.14M Shares 93,247 Est. Cost $89.33 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.9%
Value $12.25M Shares 24,391 Est. Cost $200.65 Unrealized +110.4%
PFE PFIZER INC COM 0.9%
Value $11.92M Shares 201,837 Est. Cost $24.22 Unrealized +66.1%
CMCSA COMCAST CORP CLASS A COM 0.8%
Value $10.84M Shares 215,288 Est. Cost $35.14 Unrealized +31.3%
XLP CONSUMER STAPLES SECTOR ETF SPDR 0.8%
Value $10.82M Shares 140,290 Est. Cost $56.72 Unrealized
CSCO CISCO SYSTEMS COM 0.8%
Value $10.76M Shares 169,799 Est. Cost $24.71 Unrealized +104.3%
LHX L3HARRIS TECHNOLOGIES INC COM 0.8%
Value $10.65M Shares 49,940 Est. Cost $176.41 Unrealized +15.4%
MDY S&P 400 MID-CAP ETF SPDR 0.8%
Value $10.54M Shares 20,357 Est. Cost $210.09 Unrealized
TROW T. ROWE PRICE GROUP INC COM 0.8%
Value $10.3M Shares 52,387 Est. Cost $62.53 Unrealized +169.7%
AMZN AMAZON INC COM 0.8%
Value $10.24M Shares 3,070 Est. Cost $129.00 Unrealized +32.7%
JNJ JOHNSON & JOHNSON COM 0.8%
Value $10.15M Shares 59,341 Est. Cost $87.71 Unrealized +65.4%
XLY CONSUMER DISCRETION SECTOR ETF 0.8%
Value $9.849M Shares 48,175 Est. Cost $137.37 Unrealized
SPY S&P 500 ETF SPDR 0.8%
Value $9.777M Shares 20,587 Est. Cost $274.70 Unrealized
PG PROCTER & GAMBLE CO COM 0.7%
Value $9.495M Shares 58,045 Est. Cost $69.25 Unrealized +93.7%
DHR DANAHER CORP COM 0.7%
Value $9.117M Shares 27,711 Est. Cost $125.09 Unrealized +115.9%
CB CHUBB LIMITED ADR 0.7%
Value $9.089M Shares 47,022 Est. Cost $116.98 Unrealized +51.8%
JPM J P MORGAN CHASE & CO COM 0.7%
Value $8.91M Shares 56,265 Est. Cost $69.67 Unrealized +112.2%
IWR RUSSELL MID CAP INDEX ISHARES ETF 0.7%
Value $8.687M Shares 104,649 Est. Cost $71.68 Unrealized
CTSH COGNIZANT TECHNOLOGY COM 0.7%
Value $8.424M Shares 94,950 Est. Cost $61.83 Unrealized +21.7%
SCHW CHARLES SCHWAB CORP COM 0.6%
Value $8.366M Shares 99,478 Est. Cost $38.26 Unrealized +100.0%
APH AMPHENOL CORPORATION COM 0.6%
Value $8.364M Shares 95,634 Est. Cost $25.84 Unrealized +50.6%
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.6%
Value $8.317M Shares 102,898 Est. Cost $59.47 Unrealized
LAM RESEARCH CORP COM 0.6%
Value $8.283M Shares 11,517 Est. Cost $198.57 Unrealized
IWP RUSSELL MID CAP GROWTH INDEXISHARES ETF 0.6%
Value $8.135M Shares 70,604 Est. Cost $122.24 Unrealized
HON HONEYWELL INTL INC COM 0.6%
Value $8.027M Shares 38,501 Est. Cost $94.31 Unrealized +96.2%
WMT WAL MART STORES INC COM 0.6%
Value $7.71M Shares 53,291 Est. Cost $25.78 Unrealized +75.2%
TFC TRUIST FINANCIAL COM 0.6%
Value $7.582M Shares 129,516 Est. Cost $41.38 Unrealized +20.1%
IWM RUSSELL 2000 INDEX ETF ISHARES 0.6%
Value $7.469M Shares 33,576 Est. Cost $155.32 Unrealized
BLACKROCK INC COM 0.6%
Value $7.431M Shares 8,117 Est. Cost $467.17 Unrealized
AMP AMERIPRISE FINANCIAL COM 0.6%
Value $7.416M Shares 24,584 Est. Cost $91.87 Unrealized +202.9%
DIS DISNEY WALT COMPANY COM 0.6%
Value $7.341M Shares 47,397 Est. Cost $113.76 Unrealized +38.7%
IJT S&P SMALL CAP 600 GROWTH ETF ISHARES 0.6%
Value $7.291M Shares 52,530 Est. Cost $115.43 Unrealized
NEE NEXTERA ENERGY INC COM 0.6%
Value $7.208M Shares 77,206 Est. Cost $57.95 Unrealized +33.5%
XLC COMM SERVICES SPDR 0.5%
Value $7.08M Shares 91,148 Est. Cost $63.03 Unrealized
TXN TEXAS INSTRS INC COM 0.5%
Value $6.672M Shares 35,401 Est. Cost $145.56 Unrealized +16.9%
JNK B/B HIGH YIELD BOND SPDR ETF 0.5%
Value $6.618M Shares 60,957 Est. Cost $108.14 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.5%
Value $6.57M Shares 50,717 Est. Cost $67.51 Unrealized +72.8%
VFC VF CORP COM 0.5%
Value $6.432M Shares 87,844 Est. Cost $63.65 Unrealized +14.8%
RTX RAYTHEON TECHNOLOGIES COM 0.5%
Value $6.363M Shares 73,940 Est. Cost $54.58 Unrealized +45.3%
BWX INTERNATIONAL TREASURY BOND ETF SPDR 0.5%
Value $6.196M Shares 219,184 Est. Cost $28.73 Unrealized
XLB MATERIALS SECTOR ETF SPDR 0.5%
Value $6.196M Shares 68,379 Est. Cost $58.44 Unrealized
TJX TJX COS INC NEW COM 0.5%
Value $6.073M Shares 80,000 Est. Cost $45.93 Unrealized +42.1%
VB VANGUARD SMALL-CAP ETF 0.5%
Value $5.975M Shares 26,436 Est. Cost $144.97 Unrealized
CVX CHEVRON CORP COM 0.5%
Value $5.945M Shares 50,669 Est. Cost $77.75 Unrealized +23.6%
IJS S&P SMALL CAP 600 VALUE ETF ISHARES 0.5%
Value $5.88M Shares 56,278 Est. Cost $95.04 Unrealized
VO VANGUARD MID-CAP INDEX ETF 0.5%
Value $5.872M Shares 23,049 Est. Cost $152.18 Unrealized
OMC OMNICOM GROUP INC COM 0.4%
Value $5.737M Shares 78,299 Est. Cost $52.84 Unrealized +16.3%
ORLY O'REILLY AUTOMOTIVE INC COM 0.4%
Value $5.475M Shares 7,753 Est. Cost $21.54 Unrealized +100.9%
MCHP MICROCHIP TECHNOLOGY COM 0.4%
Value $5.401M Shares 62,048 Est. Cost $51.06 Unrealized +44.7%
UNP UNION PAC CORP COM 0.4%
Value $5.293M Shares 21,013 Est. Cost $104.00 Unrealized +106.7%
SBUX STARBUCKS CORP COM 0.4%
Value $5.272M Shares 45,071 Est. Cost $59.11 Unrealized +72.9%
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value $5.21M Shares 100,291 Est. Cost $31.64 Unrealized +27.7%
EMB JPM EMERGING MARKETS ISHARES 0.4%
Value $5.158M Shares 47,298 Est. Cost $112.59 Unrealized
LINDE PLC COM 0.4%
Value $5.135M Shares 14,824 Est. Cost $197.33 Unrealized
AMGN AMGEN INC COM 0.4%
Value $5.03M Shares 22,360 Est. Cost $160.23 Unrealized +15.6%
BRK/B BERKSHIRE HATHAWAY CL B COM 0.4%
Value $4.89M Shares 16,354 Est. Cost $197.88 Unrealized +44.7%
ROP ROPER INDS INC NEW COM 0.4%
Value $4.856M Shares 9,874 Est. Cost $367.84 Unrealized +26.1%
GGG GRACO INC COM 0.4%
Value $4.782M Shares 59,325 Est. Cost $41.57 Unrealized +73.0%
XLF FINANCIAL SECTOR ETF SPDR 0.4%
Value $4.732M Shares 121,201 Est. Cost $29.22 Unrealized
CMI CUMMINS INC COM 0.4%
Value $4.709M Shares 21,584 Est. Cost $132.04 Unrealized +55.9%
VYM VANGUARD W HIGH DIV YIELD ETF 0.4%
Value $4.678M Shares 41,726 Est. Cost $88.39 Unrealized
XLI INDUSTRIAL SECTOR ETF SPDR 0.4%
Value $4.609M Shares 43,564 Est. Cost $91.57 Unrealized
HRL HORMEL FOODS CORP COM 0.4%
Value $4.6M Shares 94,238 Est. Cost $29.61 Unrealized +30.4%
SPGI S&P GLOBAL INC COM 0.3%
Value $4.527M Shares 9,592 Est. Cost $375.36 Unrealized +17.7%
NVDA NVIDIA CORP COM 0.3%
Value $4.469M Shares 15,196 Est. Cost $15.99 Unrealized +71.7%
CERNER CORP COM 0.3%
Value $4.332M Shares 46,638 Est. Cost $63.98 Unrealized
NTRS NORTHERN TR CORP COM 0.3%
Value $4.326M Shares 36,176 Est. Cost $54.72 Unrealized +91.9%
EEM MSCI EMERGING MARKET INDEX ETF ISHARES 0.3%
Value $4.191M Shares 85,815 Est. Cost $40.92 Unrealized
CNI CANADIAN NATIONAL RAILWAY ADR 0.3%
Value $4.072M Shares 33,145 Est. Cost $69.64 Unrealized +67.7%
ADBE ADOBE SYSTEMS INC COM 0.3%
Value $4.059M Shares 7,158 Est. Cost $512.63 Unrealized +21.9%
BDX BECTON DICKINSON & CO COM 0.3%
Value $4M Shares 15,906 Est. Cost $120.05 Unrealized +86.2%
CVS CVS CORPORATION DELAWARE COM 0.3%
Value $3.9M Shares 37,809 Est. Cost $59.60 Unrealized +35.0%
PYPL PAYPAL HOLDINGS COM 0.3%
Value $3.9M Shares 20,681 Est. Cost $247.06 Unrealized -12.6%
GPC GENUINE PARTS CO COM 0.3%
Value $3.896M Shares 27,783 Est. Cost $69.34 Unrealized +70.2%
BALL BALL CORP COM 0.3%
Value $3.893M Shares 40,440 Est. Cost $62.77 Unrealized +39.3%
INTC INTEL CORP COM 0.3%
Value $3.867M Shares 75,080 Est. Cost $30.99 Unrealized +52.6%
KMB KIMBERLY CLARK CORP COM 0.3%
Value $3.819M Shares 26,723 Est. Cost $85.13 Unrealized +35.4%
MDT MEDTRONIC INCORPORATED ADR 0.3%
Value $3.717M Shares 35,927 Est. Cost $63.48 Unrealized +60.7%
CAT CATERPILLAR INC. COM 0.3%
Value $3.688M Shares 17,837 Est. Cost $96.17 Unrealized +94.1%
ALC ALCON INC COM 0.3%
Value $3.681M Shares 42,258 Est. Cost $66.54 Unrealized +22.2%
CTVA CORTEVA INC COM 0.3%
Value $3.662M Shares 77,459 Est. Cost $25.51 Unrealized +70.7%
XLRE REAL ESTATE SELECT SEC ETF 0.3%
Value $3.63M Shares 70,053 Est. Cost $36.36 Unrealized
XLU UTILITIES SECTOR ETF 0.3%
Value $3.496M Shares 48,843 Est. Cost $64.29 Unrealized
RSP INVESCO S&P 5OO EQ WEIGHT ETF 0.3%
Value $3.413M Shares 20,973 Est. Cost $101.89 Unrealized
LNT ALLIANT CORP COM 0.3%
Value $3.392M Shares 55,177 Est. Cost $27.22 Unrealized +83.9%
FOXA FOX COM 0.3%
Value $3.333M Shares 90,362 Est. Cost $29.43 Unrealized +26.9%
GOOG ALPHABET INC CL C COM 0.3%
Value $3.281M Shares 1,134 Est. Cost $62.30 Unrealized +130.3%
META META PLATFORMS INC 0.3%
Value $3.252M Shares 9,669 Est. Cost $268.01 Unrealized +23.0%
MCD MCDONALDS CORP COM 0.2%
Value $2.918M Shares 10,885 Est. Cost $166.79 Unrealized +37.7%
SITE SITEONE LANDSCAPE SUPPLY INCCOM 0.2%
Value $2.918M Shares 12,045 Est. Cost $73.88 Unrealized +213.0%
IWD RUSSELL 1000 VALUE ETF ISHARES 0.2%
Value $2.913M Shares 17,346 Est. Cost $104.58 Unrealized
ABBV ABBVIE INC COM 0.2%
Value $2.894M Shares 21,370 Est. Cost $45.12 Unrealized +125.4%
SJM THE J.M. SMUCKER COMPANY COM 0.2%
Value $2.892M Shares 21,293 Est. Cost $78.98 Unrealized +40.6%
OMCL OMNICELL INC COM 0.2%
Value $2.875M Shares 15,932 Est. Cost $73.39 Unrealized +136.3%
AMT AMERICAN TOWER CORP REIT 0.2%
Value $2.751M Shares 9,406 Est. Cost $189.58 Unrealized +26.3%
BRO BROWN & BROWN INC COM 0.2%
Value $2.725M Shares 38,778 Est. Cost $20.15 Unrealized +211.6%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value $2.697M Shares 7,590 Est. Cost $318.26 Unrealized -2.9%
EMR EMERSON ELEC CO COM 0.2%
Value $2.604M Shares 28,008 Est. Cost $50.37 Unrealized +71.7%
POOL POOL CORPORATION COM 0.2%
Value $2.583M Shares 4,563 Est. Cost $181.73 Unrealized +173.8%
FRME FIRST MERCHANTS CORP COM 0.2%
Value $2.564M Shares 61,234 Est. Cost $29.68 Unrealized +21.1%
IVV S&P 500 INDEX I SHARES 0.2%
Value $2.53M Shares 5,304 Est. Cost $325.58 Unrealized
JKHY JACK HENRY & ASSOCIATES COM 0.2%
Value $2.494M Shares 14,937 Est. Cost $52.96 Unrealized +190.1%
CRL CHARLES RIV LABS INTL INC COM 0.2%
Value $2.451M Shares 6,506 Est. Cost $150.24 Unrealized +158.6%
USB US BANCORP DEL COM 0.2%
Value $2.44M Shares 43,434 Est. Cost $30.92 Unrealized +58.0%
MASI MASIMO CORP COM 0.2%
Value $2.421M Shares 8,270 Est. Cost $156.47 Unrealized +82.0%
ORCL ORACLE CORP COM 0.2%
Value $2.307M Shares 26,456 Est. Cost $33.65 Unrealized +164.2%
BAX BAXTER INTERNATIONAL INC COM 0.2%
Value $2.299M Shares 26,787 Est. Cost $44.19 Unrealized +65.6%
XLE ENERGY SECTOR ETF SPDR 0.2%
Value $2.277M Shares 41,024 Est. Cost $55.51 Unrealized
XLK TECHNOLOGY SELECT SECTOR ETF SPDR 0.2%
Value $2.141M Shares 12,311 Est. Cost $44.17 Unrealized
O REALTY INCOME CORP REIT 0.2%
Value $2.023M Shares 28,272 Est. Cost $47.25 Unrealized +17.2%
VLO VALERO ENERGY NEW COM 0.1%
Value $1.934M Shares 25,748 Est. Cost $54.76 Unrealized +18.9%
GLW CORNING INC COM 0.1%
Value $1.933M Shares 51,951 Est. Cost $18.90 Unrealized +76.4%
ECL ECOLAB INC COM 0.1%
Value $1.916M Shares 8,166 Est. Cost $128.48 Unrealized +67.7%
MMM 3M COMPANY COM 0.1%
Value $1.903M Shares 10,712 Est. Cost $95.84 Unrealized +32.8%
NUE NUCOR CORP COM 0.1%
Value $1.903M Shares 16,674 Est. Cost $45.02 Unrealized +127.7%
EOG EOG RESOURCES INC COM 0.1%
Value $1.888M Shares 21,250 Est. Cost $49.09 Unrealized +49.3%
XOM EXXON MOBIL CORP COM 0.1%
Value $1.872M Shares 30,604 Est. Cost $54.05 Unrealized -0.3%
AWK AMERICAN WATER CO INC COM 0.1%
Value $1.855M Shares 9,823 Est. Cost $114.00 Unrealized +40.7%
MKTX MARKETTAXESS HOLDINGS INC COM 0.1%
Value $1.84M Shares 4,475 Est. Cost $344.20 Unrealized +8.6%
MDU MDU RES GROUP INC COM 0.1%
Value $1.783M Shares 57,791 Est. Cost $7.55 Unrealized +32.3%
NKE NIKE INC CL B COM 0.1%
Value $1.778M Shares 10,670 Est. Cost $80.37 Unrealized +92.3%
VV VANGUARD I LARGE CAP ETF 0.1%
Value $1.743M Shares 7,887 Est. Cost $124.43 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value $1.67M Shares 23,136 Est. Cost $45.10 Unrealized +38.9%
CASY CASEY'S GENERAL STORE COM 0.1%
Value $1.662M Shares 8,421 Est. Cost $138.89 Unrealized +35.7%
TRV TRAVELERS INC COM 0.1%
Value $1.662M Shares 10,626 Est. Cost $99.55 Unrealized +44.6%
SCHR CHARLES SCHWAB INTERMEDIATE 0.1%
Value $1.639M Shares 29,203 Est. Cost $55.56 Unrealized
IBB NASDAQ BIOTECH INDEX ETF 0.1%
Value $1.626M Shares 10,650 Est. Cost $136.42 Unrealized
VEU VANGUARD FTSE ALL WRLD EX US ETF 0.1%
Value $1.55M Shares 25,292 Est. Cost $47.90 Unrealized
BNDX VANGUARD TOTAL INTL BD IDX ETF 0.1%
Value $1.549M Shares 27,192 Est. Cost $56.96 Unrealized
DLR DIGITAL REALTY TRUST REIT 0.1%
Value $1.537M Shares 8,688 Est. Cost $123.43 Unrealized +11.9%
T AT&T INC COM 0.1%
Value $1.504M Shares 61,155 Est. Cost $14.49 Unrealized +1.2%
KO COCA COLA CO COM 0.1%
Value $1.436M Shares 24,264 Est. Cost $36.00 Unrealized +36.6%
ARE ALEXANDRIA RE EQUITIES INC COM 0.1%
Value $1.409M Shares 6,321 Est. Cost $136.58 Unrealized +25.6%
IJH S&P MID CAP 400 ETF ISHARES 0.1%
Value $1.39M Shares 4,910 Est. Cost $194.64 Unrealized
TTC TORO CO COM 0.1%
Value $1.327M Shares 13,279 Est. Cost $71.45 Unrealized +39.4%
PFF ISHARES PREFERRED & INC ETF 0.1%
Value $1.272M Shares 32,265 Est. Cost $38.11 Unrealized
SNBR SLEEP NUMBER CORP COM 0.1%
Value $1.269M Shares 16,572 Est. Cost $42.82 Unrealized +95.6%
CL COLGATE PALMOLIVE CO COM 0.1%
Value $1.254M Shares 14,700 Est. Cost $53.29 Unrealized +33.1%
BANF BANKFIRST CORP OKLA COM 0.1%
Value $1.246M Shares 17,664 Est. Cost $47.83 Unrealized +28.1%
SYY SYSCO CORP COM 0.1%
Value $1.227M Shares 15,613 Est. Cost $27.22 Unrealized +152.7%
IEMG MSCI EMERGING MKTS CORE ISHARES 0.1%
Value $1.114M Shares 18,615 Est. Cost $63.89 Unrealized
UPS UNITED PARCEL SERVICE COM 0.1%
Value $1.078M Shares 5,028 Est. Cost $79.76 Unrealized +111.4%
SCHO SCHWAB STRATEGIC S/T US TREASURY ETF 0.1%
Value $1.027M Shares 20,199 Est. Cost $51.70 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value $998K Shares 13,775 Est. Cost $64.56 Unrealized +0.3%
LZB LA-Z BOY INC COM 0.1%
Value $939K Shares 25,862 Est. Cost $32.14 Unrealized +8.6%
ANSYS, INC. COM 0.1%
Value $917K Shares 2,287 Est. Cost $343.03 Unrealized
VCSH VANGUARD S/T CORP 0.1%
Value $913K Shares 11,241 Est. Cost $81.22 Unrealized
EYE NATIONAL VISION HLDGS INC COM 0.1%
Value $910K Shares 18,963 Est. Cost $29.47 Unrealized +81.7%
NOW SERVICE NOW INC COM 0.1%
Value $904K Shares 1,392 Est. Cost $128.73 Unrealized +2.0%
BRK/A BERKSHIRE HATHAWAY CL A COM 0.1%
Value $901K Shares 2 Est. Cost $422631.30 Unrealized +2.2%
CWB BARCLAYS CONVERITIBLE SEC ETF SPDR 0.1%
Value $884K Shares 10,650 Est. Cost $69.75 Unrealized
ELV ANTHEM INC COM 0.1%
Value $844K Shares 1,821 Est. Cost $241.68 Unrealized +64.3%
DUKE REALTY CORP COM 0.1%
Value $840K Shares 12,806 Est. Cost $37.34 Unrealized
D DOMINION RESOURCES INC NEW COM 0.1%
Value $827K Shares 10,525 Est. Cost $55.53 Unrealized +11.9%
EQIX EQUINIX INC REIT 0.1%
Value $815K Shares 964 Est. Cost $677.70 Unrealized +8.9%
PSA PUBLIC STORAGE INC. CLASS A REIT 0.1%
Value $809K Shares 2,161 Est. Cost $191.38 Unrealized +44.0%
VXF VANGUARD I EXTENDED MARKET ETF 0.1%
Value $808K Shares 4,417 Est. Cost $111.11 Unrealized
TSLA TESLA MOTORS INC COM 0.1%
Value $777K Shares 735 Est. Cost $91.25 Unrealized +267.5%
NFLX NETFLIX INC COM 0.1%
Value $723K Shares 1,200 Est. Cost $14.97 Unrealized +326.8%
PLD PROLOGIS INC REIT 0.1%
Value $679K Shares 4,032 Est. Cost $101.91 Unrealized +29.5%
IDV ISHARES TR INTL SEL DIV ETF 0.1%
Value $679K Shares 21,783 Est. Cost $30.43 Unrealized
COR AMERISOURCE-BERGEN CORP COM 0.1%
Value $666K Shares 5,008 Est. Cost $60.92 Unrealized +92.2%
CFR CULLEN FROST BANKERS COM 0.0%
Value $636K Shares 5,044 Est. Cost $74.24 Unrealized +52.9%
TMO THERMO FISHER SCIENTIFIC INCCOM 0.0%
Value $634K Shares 950 Est. Cost $214.76 Unrealized +187.4%
AFL AFLAC INC COM 0.0%
Value $634K Shares 10,860 Est. Cost $35.32 Unrealized +44.3%
IYH ISHARES TR US HLTHCARE ETF 0.0%
Value $634K Shares 2,110 Est. Cost $190.20 Unrealized
IYZ US TELECOMM ISHARES ETF 0.0%
Value $616K Shares 18,713 Est. Cost $29.26 Unrealized
FTV FORTIVE CORP COM 0.0%
Value $580K Shares 7,598 Est. Cost $32.86 Unrealized +69.0%
DVY DOW JONES SELECT DIVIDEND ETF I SHARES 0.0%
Value $535K Shares 4,365 Est. Cost $89.28 Unrealized
WFC WELLS FARGO & CO COM 0.0%
Value $528K Shares 11,000 Est. Cost $35.18 Unrealized +26.2%
EFA MSCI EAFE ETF ISHARES 0.0%
Value $458K Shares 5,819 Est. Cost $66.76 Unrealized
IWO RUSSELL 200 GROWTH ETF 0.0%
Value $440K Shares 1,500 Est. Cost $192.62 Unrealized
BX BLACKSTONE GROUP INC NPV COM 0.0%
Value $439K Shares 3,390 Est. Cost $46.31 Unrealized +150.7%
MRK MERCK & CO INC COM 0.0%
Value $428K Shares 5,582 Est. Cost $57.40 Unrealized +21.8%
WM WASTE MANAGEMENT INC COM 0.0%
Value $415K Shares 2,488 Est. Cost $104.86 Unrealized +43.7%
CME CME GROUP COM 0.0%
Value $403K Shares 1,762 Est. Cost $101.88 Unrealized +81.4%
VCIT VANGUARD INTER-TERM CORP 0.0%
Value $402K Shares 4,339 Est. Cost $95.01 Unrealized
DE DEERE & CO COM 0.0%
Value $387K Shares 1,129 Est. Cost $197.94 Unrealized +66.0%
RSG REPUBLIC SERVICES INC COM 0.0%
Value $385K Shares 2,760 Est. Cost $63.45 Unrealized +98.6%
IYF ISHARES TR U.S. FINLS ETF 0.0%
Value $355K Shares 4,092 Est. Cost $97.38 Unrealized
IYJ ISHARES TR US INDUSTRIALS 0.0%
Value $338K Shares 2,994 Est. Cost $129.28 Unrealized
ITW ILLINOIS TOOL WORKS INC COM 0.0%
Value $331K Shares 1,340 Est. Cost $137.31 Unrealized +53.2%
IWF RUSSELL 1000 GROWTH ETF ISHARES 0.0%
Value $327K Shares 1,070 Est. Cost $254.92 Unrealized
IYK ISHARES TR U.S. CNSM GD ETF 0.0%
Value $317K Shares 1,582 Est. Cost $127.61 Unrealized
IWC ISHARES TR MICRO-CAP ETF 0.0%
Value $316K Shares 2,258 Est. Cost $88.15 Unrealized
DGRO LC CORE DVD GROWTH 0.0%
Value $315K Shares 5,669 Est. Cost $39.78 Unrealized
GDX VANECK ETF TRUST GOLD MINERS ETF 0.0%
Value $307K Shares 9,600 Est. Cost $39.17 Unrealized
CRM SALESFORCE.COM COM 0.0%
Value $301K Shares 1,184 Est. Cost $219.95 Unrealized +26.2%
BMY BRISTOL-MYERS SQUIBB COM 0.0%
Value $292K Shares 4,677 Est. Cost $51.60 Unrealized -4.6%
VTEB VANGUARD TAX- EXEMPT BOND 0.0%
Value $288K Shares 5,250 Est. Cost $55.24 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value $287K Shares 515 Est. Cost $70.26 Unrealized +23.1%
XILINX INC COM 0.0%
Value $284K Shares 1,338 Est. Cost $71.35 Unrealized
SCHP SCHWAB STRATEGIC TR US TIPS ETF 0.0%
Value $270K Shares 4,300 Est. Cost $55.58 Unrealized
IYC ISHARES TR U.S. CNSM SV ETF 0.0%
Value $267K Shares 3,179 Est. Cost $115.24 Unrealized
TGT TARGET CORP COM 0.0%
Value $255K Shares 1,102 Est. Cost $197.06 Unrealized +8.7%
KEY KEYCORP COM 0.0%
Value $243K Shares 10,489 Est. Cost $17.22 Unrealized +9.1%
GDXJ VANECK ETF TRUST JUNIOR GOLD MINE 0.0%
Value $239K Shares 5,700 Est. Cost $55.44 Unrealized
MS MORGAN STANLEY DEAN WITTER COM 0.0%
Value $224K Shares 2,277 Est. Cost $86.77 Unrealized 0.0%
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value $220K Shares 2,515 Est. Cost $87.48 Unrealized
DEO DIAGEO PLC SPONSORED ADR 0.0%
Value $220K Shares 1,000 Est. Cost $220.00 Unrealized
IWS RUSSELL MID CAP VALUE INDEX ISHARES ETF 0.0%
Value $217K Shares 1,770 Est. Cost $115.25 Unrealized
CLX CLOROX CO COM 0.0%
Value $213K Shares 1,225 Est. Cost $155.28 Unrealized -6.2%
IBM INTL BUSINESS MACHINES CORP COM 0.0%
Value $211K Shares 1,578 Est. Cost $93.86 Unrealized +13.5%
GIS GENERAL MILLS COM 0.0%
Value $208K Shares 3,083 Est. Cost $55.25 Unrealized 0.0%
GLD SPDR GOLD ETF 0.0%
Value $207K Shares 1,209 Est. Cost $165.41 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value $202K Shares 1,535 Est. Cost $118.77 Unrealized +10.7%
OEF S&P 100 INDEX ETF ISHARES 0.0%
Value $201K Shares 915 Est. Cost $219.67 Unrealized
VUG VANGUARD GROWTH COM 0.0%
Value $200K Shares 624 Est. Cost $320.51 Unrealized
OUTLOOK THERAPEUTICS INC 0.0%
Value $46,000 Shares 34,044 Est. Cost $1.35 Unrealized