FIRST MERCHANTS CORP Diversified Active

CIK: 0000712534 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 26, 2022

Total Value ($000): $1,221,752 (100.0% shares, 0.0% debt)

Holdings (232)

AGG BARCLAYS AGGREGATE BOND ETF ISHARES 5.6%
Value ($000) $68,350 Shares 638,194 Est. Cost $113.33 Unrealized
AAPL APPLE COMPUTER INC COM 3.5%
Value ($000) $42,865 Shares 245,492 Est. Cost $89.29 Unrealized +84.6%
IYW US TECHNOLOGY ISHARES ETF 2.6%
Value ($000) $31,466 Shares 305,375 Est. Cost $111.80 Unrealized
MSFT MICROSOFT CORPORATION COM 2.5%
Value ($000) $30,862 Shares 100,103 Est. Cost $72.59 Unrealized +301.4%
IJR S&P SMALL CAP 600 CORE ETF ISHARES 2.5%
Value ($000) $30,623 Shares 283,857 Est. Cost $80.64 Unrealized
IVW S&P 500 GROWTH ETF I SHARES 2.4%
Value ($000) $29,192 Shares 382,194 Est. Cost $96.33 Unrealized
VGT VANGUARD INFO TECH ETF 1.8%
Value ($000) $22,251 Shares 53,429 Est. Cost $162.06 Unrealized
GOOGL ALPHABET CL A COM 1.7%
Value ($000) $21,269 Shares 7,647 Est. Cost $64.64 Unrealized +108.6%
IJJ S&P MID-CAP 400 VALUE ETF ISHARES 1.5%
Value ($000) $18,893 Shares 172,321 Est. Cost $97.85 Unrealized
V VISA COM 1.5%
Value ($000) $18,082 Shares 81,536 Est. Cost $130.98 Unrealized +60.4%
LLY LILLY ELI & CO COM 1.5%
Value ($000) $18,078 Shares 63,129 Est. Cost $103.07 Unrealized +141.1%
IJK S&P MID-CAP 400 GROWTH ETF ISHARES 1.4%
Value ($000) $16,793 Shares 217,330 Est. Cost $89.12 Unrealized
IVE S&P 500 VALUE ETF ISHARES 1.3%
Value ($000) $16,026 Shares 102,916 Est. Cost $114.07 Unrealized
BIV VANGUARD INTERMEDIATE-TERM 1.3%
Value ($000) $15,884 Shares 193,949 Est. Cost $140.20 Unrealized
SYK STRYKER CORP COM 1.3%
Value ($000) $15,711 Shares 58,767 Est. Cost $116.38 Unrealized +113.3%
VOO VANGUARD I S&P 500 COM 1.2%
Value ($000) $14,652 Shares 35,293 Est. Cost $278.85 Unrealized
COST COSTCO COMPANIES INC COM 1.2%
Value ($000) $14,414 Shares 25,032 Est. Cost $160.73 Unrealized +211.6%
ADP AUTOMATIC DATA PROCESSING COM 1.2%
Value ($000) $14,392 Shares 63,253 Est. Cost $84.66 Unrealized +132.6%
LOW LOWE'S COMPANIES INC COM 1.1%
Value ($000) $14,022 Shares 69,352 Est. Cost $69.56 Unrealized +206.8%
GSY INVESCO ULTRA SHORT DURATIONEFT 1.1%
Value ($000) $13,920 Shares 279,362 Est. Cost $50.41 Unrealized
AVGO BROADCOM INC NPV COM 1.1%
Value ($000) $13,109 Shares 20,820 Est. Cost $26.53 Unrealized +107.6%
VNQ VANGUARD REIT INDEX ETF 1.1%
Value ($000) $13,068 Shares 120,583 Est. Cost $76.68 Unrealized
ACN ACCENTURE PLC ADR 1.1%
Value ($000) $12,914 Shares 38,298 Est. Cost $95.55 Unrealized +233.4%
JNJ JOHNSON & JOHNSON COM 1.1%
Value ($000) $12,847 Shares 72,488 Est. Cost $99.33 Unrealized +52.8%
PEP PEPSICO INC COM 1.0%
Value ($000) $12,602 Shares 75,286 Est. Cost $85.73 Unrealized +73.1%
UNH UNITEDHEALTH GROUP INC COM 1.0%
Value ($000) $12,373 Shares 24,264 Est. Cost $200.65 Unrealized +124.8%
XLV HEALTHCARE SECTOR ETF SPDR 1.0%
Value ($000) $12,302 Shares 89,800 Est. Cost $89.33 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 1.0%
Value ($000) $12,044 Shares 48,472 Est. Cost $176.41 Unrealized +21.7%
ABT ABBOTT LABS COM 0.9%
Value ($000) $11,171 Shares 94,388 Est. Cost $41.99 Unrealized +174.8%
CMCSA COMCAST CORP CLASS A COM 0.9%
Value ($000) $10,671 Shares 227,971 Est. Cost $35.57 Unrealized +20.5%
AMZN AMAZON INC COM 0.9%
Value ($000) $10,663 Shares 3,271 Est. Cost $130.57 Unrealized +18.3%
XLP CONSUMER STAPLES SECTOR ETF SPDR 0.8%
Value ($000) $10,266 Shares 135,290 Est. Cost $56.72 Unrealized
PFE PFIZER INC COM 0.8%
Value ($000) $10,259 Shares 198,172 Est. Cost $24.22 Unrealized +75.3%
MDY S&P 400 MID-CAP ETF SPDR 0.8%
Value ($000) $9,880 Shares 20,145 Est. Cost $210.09 Unrealized
HD HOME DEPOT INC COM 0.8%
Value ($000) $9,849 Shares 32,905 Est. Cost $172.94 Unrealized +81.6%
CB CHUBB LIMITED ADR 0.8%
Value ($000) $9,819 Shares 45,906 Est. Cost $116.98 Unrealized +64.9%
CSCO CISCO SYSTEMS COM 0.8%
Value ($000) $9,410 Shares 168,794 Est. Cost $24.71 Unrealized +103.5%
CVX CHEVRON CORP COM 0.8%
Value ($000) $9,197 Shares 56,488 Est. Cost $82.39 Unrealized +49.0%
PG PROCTER & GAMBLE CO COM 0.7%
Value ($000) $8,829 Shares 57,779 Est. Cost $69.25 Unrealized +105.2%
XLY CONSUMER DISCRETION SECTOR ETF 0.7%
Value ($000) $8,824 Shares 47,697 Est. Cost $137.37 Unrealized
SPY S&P 500 ETF SPDR 0.7%
Value ($000) $8,752 Shares 19,379 Est. Cost $274.70 Unrealized
DHR DANAHER CORP COM 0.7%
Value ($000) $8,662 Shares 29,531 Est. Cost $132.52 Unrealized +85.4%
TROW T. ROWE PRICE GROUP INC COM 0.7%
Value ($000) $8,536 Shares 56,455 Est. Cost $67.32 Unrealized +91.7%
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.7%
Value ($000) $8,344 Shares 105,790 Est. Cost $60.00 Unrealized
IWR RUSSELL MID CAP INDEX ISHARES ETF 0.7%
Value ($000) $8,314 Shares 106,538 Est. Cost $71.80 Unrealized
SCHW CHARLES SCHWAB CORP COM 0.7%
Value ($000) $8,221 Shares 97,509 Est. Cost $38.26 Unrealized +117.9%
WMT WAL MART STORES INC COM 0.7%
Value ($000) $7,980 Shares 53,586 Est. Cost $25.78 Unrealized +73.0%
CTSH COGNIZANT TECHNOLOGY COM 0.7%
Value ($000) $7,975 Shares 88,929 Est. Cost $61.83 Unrealized +33.4%
IWM RUSSELL 2000 INDEX ETF ISHARES 0.6%
Value ($000) $7,883 Shares 38,401 Est. Cost $161.60 Unrealized
JPM J P MORGAN CHASE & CO COM 0.6%
Value ($000) $7,687 Shares 56,386 Est. Cost $69.67 Unrealized +91.9%
HON HONEYWELL INTL INC COM 0.6%
Value ($000) $7,551 Shares 38,804 Est. Cost $94.31 Unrealized +80.6%
RTX RAYTHEON TECHNOLOGIES COM 0.6%
Value ($000) $7,337 Shares 74,055 Est. Cost $54.58 Unrealized +59.0%
APH AMPHENOL CORPORATION COM 0.6%
Value ($000) $7,271 Shares 96,488 Est. Cost $25.84 Unrealized +44.4%
TFC TRUIST FINANCIAL COM 0.6%
Value ($000) $7,243 Shares 127,742 Est. Cost $41.38 Unrealized +22.4%
AMP AMERIPRISE FINANCIAL COM 0.6%
Value ($000) $7,061 Shares 23,510 Est. Cost $91.87 Unrealized +210.9%
BNDX VANGUARD TOTAL INTL BD IDX ETF 0.6%
Value ($000) $7,039 Shares 134,257 Est. Cost $53.35 Unrealized
IWP RUSSELL MID CAP GROWTH INDEXISHARES ETF 0.6%
Value ($000) $6,930 Shares 68,958 Est. Cost $122.24 Unrealized
TXN TEXAS INSTRS INC COM 0.6%
Value ($000) $6,872 Shares 37,457 Est. Cost $146.21 Unrealized +7.6%
DIS DISNEY WALT COMPANY COM 0.6%
Value ($000) $6,728 Shares 49,050 Est. Cost $114.69 Unrealized +23.1%
NEE NEXTERA ENERGY INC COM 0.5%
Value ($000) $6,681 Shares 78,867 Est. Cost $58.25 Unrealized +23.7%
BLACKROCK INC COM 0.5%
Value ($000) $6,490 Shares 8,493 Est. Cost $480.32 Unrealized
LAM RESEARCH CORP COM 0.5%
Value ($000) $6,482 Shares 12,057 Est. Cost $213.76 Unrealized
JNK B/B HIGH YIELD BOND SPDR ETF 0.5%
Value ($000) $6,449 Shares 62,919 Est. Cost $107.96 Unrealized
XLB MATERIALS SECTOR ETF SPDR 0.5%
Value ($000) $6,294 Shares 71,398 Est. Cost $59.70 Unrealized
OMC OMNICOM GROUP INC COM 0.5%
Value ($000) $6,212 Shares 73,192 Est. Cost $52.84 Unrealized +32.8%
IJT S&P SMALL CAP 600 GROWTH ETF ISHARES 0.5%
Value ($000) $6,187 Shares 49,456 Est. Cost $115.43 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.5%
Value ($000) $6,153 Shares 52,268 Est. Cost $68.83 Unrealized +63.0%
BRK/B BERKSHIRE HATHAWAY CL B COM 0.5%
Value ($000) $5,783 Shares 16,386 Est. Cost $197.88 Unrealized +63.5%
IJS S&P SMALL CAP 600 VALUE ETF ISHARES 0.5%
Value ($000) $5,654 Shares 55,217 Est. Cost $95.04 Unrealized
VB VANGUARD SMALL-CAP ETF 0.5%
Value ($000) $5,612 Shares 26,408 Est. Cost $144.97 Unrealized
VO VANGUARD MID-CAP INDEX ETF 0.5%
Value ($000) $5,600 Shares 23,546 Est. Cost $153.98 Unrealized
AMGN AMGEN INC COM 0.4%
Value ($000) $5,437 Shares 22,482 Est. Cost $160.23 Unrealized +26.9%
UNP UNION PAC CORP COM 0.4%
Value ($000) $5,317 Shares 19,463 Est. Cost $104.00 Unrealized +121.7%
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value ($000) $5,042 Shares 99,009 Est. Cost $31.64 Unrealized +31.2%
TJX TJX COS INC NEW COM 0.4%
Value ($000) $5,030 Shares 83,037 Est. Cost $46.56 Unrealized +35.8%
ORLY O'REILLY AUTOMOTIVE INC COM 0.4%
Value ($000) $4,942 Shares 7,215 Est. Cost $21.54 Unrealized +107.3%
ROP ROPER INDS INC NEW COM 0.4%
Value ($000) $4,758 Shares 10,076 Est. Cost $369.27 Unrealized +18.9%
XLRE REAL ESTATE SELECT SEC ETF 0.4%
Value ($000) $4,733 Shares 97,963 Est. Cost $39.76 Unrealized
LINDE PLC COM 0.4%
Value ($000) $4,683 Shares 14,662 Est. Cost $197.33 Unrealized
MCHP MICROCHIP TECHNOLOGY COM 0.4%
Value ($000) $4,651 Shares 61,904 Est. Cost $51.06 Unrealized +35.1%
HRL HORMEL FOODS CORP COM 0.4%
Value ($000) $4,581 Shares 88,893 Est. Cost $29.61 Unrealized +46.5%
VYM VANGUARD W HIGH DIV YIELD ETF 0.4%
Value ($000) $4,573 Shares 40,740 Est. Cost $88.39 Unrealized
ADBE ADOBE SYSTEMS INC COM 0.4%
Value ($000) $4,560 Shares 10,010 Est. Cost $503.65 Unrealized -4.5%
SPGI S&P GLOBAL INC COM 0.4%
Value ($000) $4,529 Shares 11,043 Est. Cost $377.83 Unrealized +4.3%
EMB JPM EMERGING MARKETS ISHARES 0.4%
Value ($000) $4,504 Shares 46,070 Est. Cost $112.59 Unrealized
CMI CUMMINS INC COM 0.4%
Value ($000) $4,502 Shares 21,947 Est. Cost $133.11 Unrealized +47.7%
XLF FINANCIAL SECTOR ETF SPDR 0.4%
Value ($000) $4,464 Shares 116,521 Est. Cost $29.22 Unrealized
XLI INDUSTRIAL SECTOR ETF SPDR 0.4%
Value ($000) $4,303 Shares 41,785 Est. Cost $91.57 Unrealized
CNI CANADIAN NATIONAL RAILWAY ADR 0.4%
Value ($000) $4,285 Shares 31,945 Est. Cost $69.64 Unrealized +66.2%
CTVA CORTEVA INC COM 0.3%
Value ($000) $4,241 Shares 73,795 Est. Cost $25.51 Unrealized +92.1%
BDX BECTON DICKINSON & CO COM 0.3%
Value ($000) $4,218 Shares 15,857 Est. Cost $120.05 Unrealized +100.8%
VLO VALERO ENERGY NEW COM 0.3%
Value ($000) $4,213 Shares 41,496 Est. Cost $63.19 Unrealized +21.8%
GGG GRACO INC COM 0.3%
Value ($000) $4,183 Shares 59,990 Est. Cost $41.87 Unrealized +63.4%
VFC VF CORP COM 0.3%
Value ($000) $4,105 Shares 72,201 Est. Cost $63.65 Unrealized -2.6%
NTRS NORTHERN TR CORP COM 0.3%
Value ($000) $4,080 Shares 35,039 Est. Cost $54.72 Unrealized +91.1%
NVDA NVIDIA CORP COM 0.3%
Value ($000) $4,072 Shares 14,925 Est. Cost $15.99 Unrealized +56.5%
XLC COMM SERVICES SPDR 0.3%
Value ($000) $4,035 Shares 58,662 Est. Cost $63.03 Unrealized
EOG EOG RESOURCES INC COM 0.3%
Value ($000) $4,031 Shares 33,810 Est. Cost $65.58 Unrealized +42.5%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $3,984 Shares 43,804 Est. Cost $59.11 Unrealized +45.4%
MDT MEDTRONIC INCORPORATED ADR 0.3%
Value ($000) $3,968 Shares 35,768 Est. Cost $63.48 Unrealized +47.6%
CAT CATERPILLAR INC. COM 0.3%
Value ($000) $3,963 Shares 17,787 Est. Cost $96.17 Unrealized +103.2%
CVS CVS CORPORATION DELAWARE COM 0.3%
Value ($000) $3,822 Shares 37,765 Est. Cost $59.60 Unrealized +54.4%
EEM MSCI EMERGING MARKET INDEX ETF ISHARES 0.3%
Value ($000) $3,787 Shares 83,875 Est. Cost $40.92 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $3,726 Shares 8,443 Est. Cost $322.99 Unrealized +13.0%
INTC INTEL CORP COM 0.3%
Value ($000) $3,713 Shares 74,903 Est. Cost $30.99 Unrealized +49.0%
XLU UTILITIES SECTOR ETF 0.3%
Value ($000) $3,637 Shares 48,856 Est. Cost $64.29 Unrealized
BALL BALL CORP COM 0.3%
Value ($000) $3,552 Shares 39,464 Est. Cost $62.77 Unrealized +37.3%
GPC GENUINE PARTS CO COM 0.3%
Value ($000) $3,529 Shares 28,009 Est. Cost $69.34 Unrealized +67.5%
ABBV ABBVIE INC COM 0.3%
Value ($000) $3,466 Shares 21,386 Est. Cost $45.12 Unrealized +180.1%
ALC ALCON INC COM 0.3%
Value ($000) $3,463 Shares 43,655 Est. Cost $66.85 Unrealized +14.1%
LNT ALLIANT CORP COM 0.3%
Value ($000) $3,458 Shares 55,361 Est. Cost $27.22 Unrealized +92.4%
XLE ENERGY SECTOR ETF SPDR 0.3%
Value ($000) $3,358 Shares 43,929 Est. Cost $56.89 Unrealized
KMB KIMBERLY CLARK CORP COM 0.3%
Value ($000) $3,296 Shares 26,760 Est. Cost $85.13 Unrealized +33.9%
GOOG ALPHABET INC CL C COM 0.3%
Value ($000) $3,215 Shares 1,151 Est. Cost $63.37 Unrealized +112.9%
RSP INVESCO S&P 5OO EQ WEIGHT ETF 0.3%
Value ($000) $3,205 Shares 20,321 Est. Cost $101.89 Unrealized
FOXA FOX COM 0.3%
Value ($000) $3,181 Shares 80,624 Est. Cost $29.43 Unrealized +31.0%
IWD RUSSELL 1000 VALUE ETF ISHARES 0.2%
Value ($000) $2,892 Shares 17,423 Est. Cost $104.58 Unrealized
SJM THE J.M. SMUCKER COMPANY COM 0.2%
Value ($000) $2,890 Shares 21,341 Est. Cost $78.98 Unrealized +51.3%
JKHY JACK HENRY & ASSOCIATES COM 0.2%
Value ($000) $2,873 Shares 14,577 Est. Cost $52.96 Unrealized +214.4%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $2,872 Shares 34,778 Est. Cost $55.71 Unrealized +21.9%
NOW SERVICE NOW INC COM 0.2%
Value ($000) $2,838 Shares 5,096 Est. Cost $116.61 Unrealized -3.9%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $2,771 Shares 28,258 Est. Cost $50.37 Unrealized +73.6%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $2,654 Shares 10,734 Est. Cost $166.79 Unrealized +36.6%
BRO BROWN & BROWN INC COM 0.2%
Value ($000) $2,646 Shares 36,613 Est. Cost $20.15 Unrealized +224.5%
AMT AMERICAN TOWER CORP REIT 0.2%
Value ($000) $2,587 Shares 10,299 Est. Cost $191.78 Unrealized +12.0%
FRME FIRST MERCHANTS CORP COM 0.2%
Value ($000) $2,578 Shares 61,985 Est. Cost $29.78 Unrealized +26.0%
NUE NUCOR CORP COM 0.2%
Value ($000) $2,477 Shares 16,659 Est. Cost $45.02 Unrealized +156.6%
SCHY SCHWAB INTERNATIONAL DVD ETF 0.2%
Value ($000) $2,395 Shares 93,251 Est. Cost $25.68 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $2,357 Shares 10,600 Est. Cost $266.27 Unrealized -6.8%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $2,334 Shares 23,343 Est. Cost $45.10 Unrealized +76.6%
USB US BANCORP DEL COM 0.2%
Value ($000) $2,304 Shares 43,355 Est. Cost $30.92 Unrealized +54.7%
O REALTY INCOME CORP REIT 0.2%
Value ($000) $2,295 Shares 33,125 Est. Cost $48.44 Unrealized +14.2%
YETI YETI HOLDINGS INC 0.2%
Value ($000) $2,228 Shares 37,152 Est. Cost $64.57 Unrealized 0.0%
PYPL PAYPAL HOLDINGS COM 0.2%
Value ($000) $2,200 Shares 19,028 Est. Cost $247.06 Unrealized -46.3%
BAX BAXTER INTERNATIONAL INC COM 0.2%
Value ($000) $2,076 Shares 26,771 Est. Cost $44.19 Unrealized +72.9%
OMCL OMNICELL INC COM 0.2%
Value ($000) $2,051 Shares 15,837 Est. Cost $73.39 Unrealized +96.4%
ORCL ORACLE CORP COM 0.2%
Value ($000) $2,044 Shares 24,711 Est. Cost $33.65 Unrealized +128.7%
SITE SITEONE LANDSCAPE SUPPLY INCCOM 0.2%
Value ($000) $2,038 Shares 12,604 Est. Cost $78.66 Unrealized +130.9%
IVV S&P 500 INDEX I SHARES 0.2%
Value ($000) $2,003 Shares 4,414 Est. Cost $325.58 Unrealized
POOL POOL CORPORATION COM 0.2%
Value ($000) $1,958 Shares 4,631 Est. Cost $185.58 Unrealized +139.1%
CRL CHARLES RIV LABS INTL INC COM 0.2%
Value ($000) $1,875 Shares 6,604 Est. Cost $152.58 Unrealized +102.1%
CASY CASEY'S GENERAL STORE COM 0.1%
Value ($000) $1,778 Shares 8,974 Est. Cost $141.66 Unrealized +29.8%
XLK TECHNOLOGY SELECT SECTOR ETF SPDR 0.1%
Value ($000) $1,761 Shares 11,083 Est. Cost $44.17 Unrealized
GLW CORNING INC COM 0.1%
Value ($000) $1,757 Shares 47,609 Est. Cost $18.90 Unrealized +84.8%
ARE ALEXANDRIA RE EQUITIES INC COM 0.1%
Value ($000) $1,720 Shares 8,545 Est. Cost $143.36 Unrealized +13.4%
VV VANGUARD I LARGE CAP ETF 0.1%
Value ($000) $1,645 Shares 7,892 Est. Cost $124.43 Unrealized
MKTX MARKETTAXESS HOLDINGS INC COM 0.1%
Value ($000) $1,547 Shares 4,548 Est. Cost $344.20 Unrealized -0.1%
ECL ECOLAB INC COM 0.1%
Value ($000) $1,541 Shares 8,730 Est. Cost $131.78 Unrealized +36.2%
AWK AMERICAN WATER CO INC COM 0.1%
Value ($000) $1,528 Shares 9,230 Est. Cost $114.00 Unrealized +28.1%
KO COCA COLA CO COM 0.1%
Value ($000) $1,518 Shares 24,483 Est. Cost $36.00 Unrealized +50.2%
MDU MDU RES GROUP INC COM 0.1%
Value ($000) $1,518 Shares 56,992 Est. Cost $7.55 Unrealized +25.2%
SCHR CHARLES SCHWAB INTERMEDIATE 0.1%
Value ($000) $1,517 Shares 28,483 Est. Cost $55.56 Unrealized
VEU VANGUARD FTSE ALL WRLD EX US ETF 0.1%
Value ($000) $1,457 Shares 25,292 Est. Cost $47.90 Unrealized
NKE NIKE INC CL B COM 0.1%
Value ($000) $1,450 Shares 10,776 Est. Cost $80.37 Unrealized +64.2%
CERNER CORP COM 0.1%
Value ($000) $1,402 Shares 14,979 Est. Cost $63.98 Unrealized
IBB NASDAQ BIOTECH INDEX ETF 0.1%
Value ($000) $1,393 Shares 10,690 Est. Cost $136.42 Unrealized
IJH S&P MID CAP 400 ETF ISHARES 0.1%
Value ($000) $1,385 Shares 5,160 Est. Cost $198.21 Unrealized
T AT&T INC COM 0.1%
Value ($000) $1,356 Shares 57,422 Est. Cost $14.49 Unrealized +2.9%
SYY SYSCO CORP COM 0.1%
Value ($000) $1,252 Shares 15,338 Est. Cost $27.22 Unrealized +166.9%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $1,229 Shares 14,225 Est. Cost $64.82 Unrealized +12.4%
PFF ISHARES PREFERRED & INC ETF 0.1%
Value ($000) $1,163 Shares 31,944 Est. Cost $38.11 Unrealized
IEMG MSCI EMERGING MKTS CORE ISHARES 0.1%
Value ($000) $1,157 Shares 20,831 Est. Cost $63.01 Unrealized
MASI MASIMO CORP COM 0.1%
Value ($000) $1,148 Shares 7,891 Est. Cost $156.47 Unrealized +22.7%
MMM 3M COMPANY COM 0.1%
Value ($000) $1,104 Shares 7,412 Est. Cost $95.84 Unrealized +19.6%
BRK/A BERKSHIRE HATHAWAY CL A COM 0.1%
Value ($000) $1,058 Shares 2 Est. Cost $422631.30 Unrealized +14.9%
TTC TORO CO COM 0.1%
Value ($000) $1,047 Shares 12,247 Est. Cost $71.45 Unrealized +30.3%
UPS UNITED PARCEL SERVICE COM 0.1%
Value ($000) $981 Shares 4,574 Est. Cost $79.76 Unrealized +122.1%
SCHO SCHWAB STRATEGIC S/T US TREASURY ETF 0.1%
Value ($000) $971 Shares 19,594 Est. Cost $51.70 Unrealized
DUKE REALTY CORP COM 0.1%
Value ($000) $955 Shares 16,443 Est. Cost $41.93 Unrealized
D DOMINION RESOURCES INC NEW COM 0.1%
Value ($000) $941 Shares 11,075 Est. Cost $56.09 Unrealized +19.3%
TRV TRAVELERS INC COM 0.1%
Value ($000) $935 Shares 5,116 Est. Cost $99.55 Unrealized +59.5%
ELV ANTHEM INC COM 0.1%
Value ($000) $853 Shares 1,736 Est. Cost $241.68 Unrealized +79.0%
PSA PUBLIC STORAGE INC. CLASS A REIT 0.1%
Value ($000) $846 Shares 2,167 Est. Cost $191.38 Unrealized +57.4%
SNBR SLEEP NUMBER CORP COM 0.1%
Value ($000) $836 Shares 16,492 Est. Cost $42.82 Unrealized +58.5%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $829 Shares 10,935 Est. Cost $53.29 Unrealized +35.7%
EYE NATIONAL VISION HLDGS INC COM 0.1%
Value ($000) $824 Shares 18,918 Est. Cost $29.47 Unrealized +37.6%
CWB BARCLAYS CONVERITIBLE SEC ETF SPDR 0.1%
Value ($000) $820 Shares 10,650 Est. Cost $69.75 Unrealized
TSLA TESLA MOTORS INC COM 0.1%
Value ($000) $792 Shares 735 Est. Cost $91.25 Unrealized +241.3%
EQIX EQUINIX INC REIT 0.1%
Value ($000) $755 Shares 1,018 Est. Cost $677.01 Unrealized -1.8%
VXF VANGUARD I EXTENDED MARKET ETF 0.1%
Value ($000) $740 Shares 4,467 Est. Cost $111.72 Unrealized
ANSYS, INC. COM 0.1%
Value ($000) $739 Shares 2,326 Est. Cost $342.61 Unrealized
DLR DIGITAL REALTY TRUST REIT 0.1%
Value ($000) $726 Shares 5,119 Est. Cost $123.43 Unrealized +1.7%
PLD PROLOGIS INC REIT 0.1%
Value ($000) $720 Shares 4,457 Est. Cost $105.10 Unrealized +28.9%
COR AMERISOURCE-BERGEN CORP COM 0.1%
Value ($000) $694 Shares 4,490 Est. Cost $60.92 Unrealized +123.6%
CFR CULLEN FROST BANKERS COM 0.1%
Value ($000) $694 Shares 5,014 Est. Cost $74.24 Unrealized +66.4%
LZB LA-Z BOY INC COM 0.1%
Value ($000) $682 Shares 25,862 Est. Cost $32.14 Unrealized -0.4%
AFL AFLAC INC COM 0.1%
Value ($000) $677 Shares 10,510 Est. Cost $35.32 Unrealized +62.2%
IDV ISHARES TR INTL SEL DIV ETF 0.1%
Value ($000) $673 Shares 21,201 Est. Cost $30.43 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $619 Shares 1,490 Est. Cost $237.93 Unrealized +52.6%
IYH ISHARES TR US HLTHCARE ETF 0.0%
Value ($000) $579 Shares 2,005 Est. Cost $190.20 Unrealized
DVY DOW JONES SELECT DIVIDEND ETF I SHARES 0.0%
Value ($000) $559 Shares 4,365 Est. Cost $89.28 Unrealized
IYZ US TELECOMM ISHARES ETF 0.0%
Value ($000) $555 Shares 18,576 Est. Cost $29.26 Unrealized
WFC WELLS FARGO & CO COM 0.0%
Value ($000) $533 Shares 11,000 Est. Cost $35.18 Unrealized +37.8%
FTV FORTIVE CORP COM 0.0%
Value ($000) $485 Shares 7,961 Est. Cost $33.58 Unrealized +44.8%
MRK MERCK & CO INC COM 0.0%
Value ($000) $458 Shares 5,582 Est. Cost $57.40 Unrealized +21.7%
TMO THERMO FISHER SCIENTIFIC INCCOM 0.0%
Value ($000) $413 Shares 700 Est. Cost $214.76 Unrealized +164.6%
NFLX NETFLIX INC COM 0.0%
Value ($000) $412 Shares 1,100 Est. Cost $14.97 Unrealized +178.1%
VCIT VANGUARD INTER-TERM CORP 0.0%
Value ($000) $393 Shares 4,564 Est. Cost $94.57 Unrealized
WM WASTE MANAGEMENT INC COM 0.0%
Value ($000) $388 Shares 2,450 Est. Cost $104.86 Unrealized +35.9%
IWO RUSSELL 200 GROWTH ETF 0.0%
Value ($000) $384 Shares 1,500 Est. Cost $192.62 Unrealized
GDX VANECK ETF TRUST GOLD MINERS ETF 0.0%
Value ($000) $368 Shares 9,600 Est. Cost $39.17 Unrealized
EFA MSCI EAFE ETF ISHARES 0.0%
Value ($000) $355 Shares 4,819 Est. Cost $66.76 Unrealized
IYF ISHARES TR U.S. FINLS ETF 0.0%
Value ($000) $346 Shares 4,092 Est. Cost $97.38 Unrealized
VTEB VANGUARD TAX- EXEMPT BOND 0.0%
Value ($000) $335 Shares 6,500 Est. Cost $54.53 Unrealized
RSG REPUBLIC SERVICES INC COM 0.0%
Value ($000) $333 Shares 2,510 Est. Cost $63.45 Unrealized +90.6%
BMY BRISTOL-MYERS SQUIBB COM 0.0%
Value ($000) $332 Shares 4,540 Est. Cost $51.60 Unrealized +10.1%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $321 Shares 515 Est. Cost $70.26 Unrealized +27.4%
IYK ISHARES TR U.S. CNSM GD ETF 0.0%
Value ($000) $317 Shares 1,582 Est. Cost $127.61 Unrealized
CRM SALESFORCE.COM COM 0.0%
Value ($000) $314 Shares 1,477 Est. Cost $218.50 Unrealized -2.7%
IYJ ISHARES TR US INDUSTRIALS 0.0%
Value ($000) $314 Shares 2,976 Est. Cost $129.28 Unrealized
DGRO LC CORE DVD GROWTH 0.0%
Value ($000) $303 Shares 5,669 Est. Cost $39.78 Unrealized
CME CME GROUP COM 0.0%
Value ($000) $300 Shares 1,262 Est. Cost $101.88 Unrealized +97.0%
IWF RUSSELL 1000 GROWTH ETF ISHARES 0.0%
Value ($000) $297 Shares 1,070 Est. Cost $254.92 Unrealized
IWC ISHARES TR MICRO-CAP ETF 0.0%
Value ($000) $281 Shares 2,178 Est. Cost $88.15 Unrealized
GDXJ VANECK ETF TRUST JUNIOR GOLD MINE 0.0%
Value ($000) $267 Shares 5,700 Est. Cost $55.44 Unrealized
SCHP SCHWAB STRATEGIC TR US TIPS ETF 0.0%
Value ($000) $261 Shares 4,300 Est. Cost $55.58 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $252 Shares 2,302 Est. Cost $119.38 Unrealized 0.0%
IYC ISHARES TR U.S. CNSM SV ETF 0.0%
Value ($000) $239 Shares 3,179 Est. Cost $115.24 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $239 Shares 1,126 Est. Cost $196.94 Unrealized -2.9%
KEY KEYCORP COM 0.0%
Value ($000) $235 Shares 10,489 Est. Cost $17.22 Unrealized +17.9%
ITOT S&P TOTAL CORE I SHARES 0.0%
Value ($000) $224 Shares 2,220 Est. Cost $100.90 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $221 Shares 2,515 Est. Cost $87.48 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $219 Shares 1,730 Est. Cost $119.74 Unrealized +6.4%
GLD SPDR GOLD ETF 0.0%
Value ($000) $218 Shares 1,209 Est. Cost $165.41 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $214 Shares 2,278 Est. Cost $82.79 Unrealized 0.0%
IWS RUSSELL MID CAP VALUE INDEX ISHARES ETF 0.0%
Value ($000) $212 Shares 1,770 Est. Cost $115.25 Unrealized
GIS GENERAL MILLS COM 0.0%
Value ($000) $209 Shares 3,083 Est. Cost $55.25 Unrealized +6.4%
BAC BANK OF AMERICA CORP COM 0.0%
Value ($000) $204 Shares 4,958 Est. Cost $40.82 Unrealized 0.0%
DEO DIAGEO PLC SPONSORED ADR 0.0%
Value ($000) $203 Shares 1,000 Est. Cost $220.00 Unrealized
OUTLOOK THERAPEUTICS INC 0.0%
Value ($000) $182 Shares 102,770 Est. Cost $1.63 Unrealized
CTOS CUSTOM TRUCK ONE SOURCE INC 0.0%
Value ($000) $168 Shares 20,000 Est. Cost $8.08 Unrealized 0.0%
NUVEEN MUNI VALUE INCOME 0.0%
Value ($000) $121 Shares 12,623 Est. Cost $9.59 Unrealized