FIRST MERCHANTS CORP Diversified Active

CIK: 0000712534 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 26, 2022

Total Value ($000): $1,011,948 (100.0% shares, 0.0% debt)

Holdings (217)

AGG BARCLAYS AGGREGATE BOND ETF ISHARES 4.7%
Value ($000) $47,730 Shares 469,411 Est. Cost $113.33 Unrealized
AAPL APPLE COMPUTER INC COM 3.2%
Value ($000) $32,478 Shares 237,553 Est. Cost $89.29 Unrealized +66.5%
MSFT MICROSOFT CORPORATION COM 2.6%
Value ($000) $25,885 Shares 100,793 Est. Cost $72.59 Unrealized +262.9%
IJR S&P SMALL CAP 600 CORE ETF ISHARES 2.2%
Value ($000) $22,736 Shares 246,057 Est. Cost $80.64 Unrealized
LLY LILLY ELI & CO COM 2.0%
Value ($000) $20,231 Shares 62,398 Est. Cost $103.07 Unrealized +182.3%
IVW S&P 500 GROWTH ETF I SHARES 1.9%
Value ($000) $18,727 Shares 310,313 Est. Cost $96.33 Unrealized
IYW US TECHNOLOGY ISHARES ETF 1.8%
Value ($000) $17,963 Shares 224,682 Est. Cost $111.80 Unrealized
VGT VANGUARD INFO TECH ETF 1.7%
Value ($000) $17,354 Shares 53,145 Est. Cost $162.06 Unrealized
GOOGL ALPHABET CL A COM 1.6%
Value ($000) $16,575 Shares 7,606 Est. Cost $64.64 Unrealized +80.8%
IJJ S&P MID-CAP 400 VALUE ETF ISHARES 1.6%
Value ($000) $15,891 Shares 168,340 Est. Cost $97.85 Unrealized
V VISA COM 1.6%
Value ($000) $15,824 Shares 80,371 Est. Cost $130.98 Unrealized +53.5%
FELE FRANKLIN ELECTRIC CO INC COM 1.5%
Value ($000) $14,799 Shares 202,000 Est. Cost $71.34 Unrealized 0.0%
GSY INVESCO ULTRA SHORT DURATIONEFT 1.4%
Value ($000) $14,234 Shares 287,319 Est. Cost $50.38 Unrealized
IJK S&P MID-CAP 400 GROWTH ETF ISHARES 1.3%
Value ($000) $13,443 Shares 210,982 Est. Cost $89.12 Unrealized
IVE S&P 500 VALUE ETF ISHARES 1.3%
Value ($000) $12,959 Shares 94,277 Est. Cost $114.07 Unrealized
ADP AUTOMATIC DATA PROCESSING COM 1.3%
Value ($000) $12,948 Shares 61,642 Est. Cost $84.66 Unrealized +139.2%
BIV VANGUARD INTERMEDIATE-TERM 1.3%
Value ($000) $12,688 Shares 163,411 Est. Cost $140.20 Unrealized
JNJ JOHNSON & JOHNSON COM 1.2%
Value ($000) $12,640 Shares 71,210 Est. Cost $99.33 Unrealized +61.0%
UNH UNITEDHEALTH GROUP INC COM 1.2%
Value ($000) $12,424 Shares 24,189 Est. Cost $200.65 Unrealized +134.8%
LOW LOWE'S COMPANIES INC COM 1.2%
Value ($000) $12,366 Shares 70,799 Est. Cost $71.80 Unrealized +150.1%
PEP PEPSICO INC COM 1.2%
Value ($000) $12,348 Shares 74,092 Est. Cost $85.73 Unrealized +74.7%
COST COSTCO COMPANIES INC COM 1.2%
Value ($000) $12,013 Shares 25,066 Est. Cost $160.73 Unrealized +201.7%
VOO VANGUARD I S&P 500 COM 1.2%
Value ($000) $11,906 Shares 34,324 Est. Cost $278.85 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 1.1%
Value ($000) $11,424 Shares 47,267 Est. Cost $176.41 Unrealized +26.7%
SYK STRYKER CORP COM 1.1%
Value ($000) $11,409 Shares 57,351 Est. Cost $116.38 Unrealized +94.1%
VNQ VANGUARD REIT INDEX ETF 1.1%
Value ($000) $10,635 Shares 116,730 Est. Cost $76.68 Unrealized
ACN ACCENTURE PLC ADR 1.0%
Value ($000) $10,579 Shares 38,103 Est. Cost $95.55 Unrealized +197.9%
ABT ABBOTT LABS COM 1.0%
Value ($000) $10,502 Shares 96,652 Est. Cost $43.49 Unrealized +144.0%
AVGO BROADCOM INC NPV COM 1.0%
Value ($000) $10,050 Shares 20,688 Est. Cost $26.53 Unrealized +97.5%
PFE PFIZER INC COM 1.0%
Value ($000) $9,994 Shares 190,622 Est. Cost $24.22 Unrealized +73.4%
XLV HEALTHCARE SECTOR ETF SPDR 0.9%
Value ($000) $9,056 Shares 70,620 Est. Cost $89.33 Unrealized
HD HOME DEPOT INC COM 0.9%
Value ($000) $9,000 Shares 32,817 Est. Cost $172.94 Unrealized +55.6%
CMCSA COMCAST CORP CLASS A COM 0.9%
Value ($000) $8,960 Shares 228,398 Est. Cost $35.57 Unrealized +7.8%
CB CHUBB LIMITED ADR 0.9%
Value ($000) $8,957 Shares 45,561 Est. Cost $116.98 Unrealized +67.8%
MDY S&P 400 MID-CAP ETF SPDR 0.8%
Value ($000) $8,152 Shares 19,714 Est. Cost $210.09 Unrealized
PG PROCTER & GAMBLE CO COM 0.8%
Value ($000) $8,109 Shares 56,394 Est. Cost $69.25 Unrealized +98.2%
CVX CHEVRON CORP COM 0.8%
Value ($000) $8,074 Shares 55,770 Est. Cost $82.39 Unrealized +73.2%
XLP CONSUMER STAPLES SECTOR ETF SPDR 0.8%
Value ($000) $8,038 Shares 111,370 Est. Cost $56.72 Unrealized
DHR DANAHER CORP COM 0.8%
Value ($000) $7,711 Shares 30,415 Est. Cost $135.25 Unrealized +67.3%
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.7%
Value ($000) $7,484 Shares 104,472 Est. Cost $60.00 Unrealized
CSCO CISCO SYSTEMS COM 0.7%
Value ($000) $7,178 Shares 168,373 Est. Cost $24.71 Unrealized +73.3%
HON HONEYWELL INTL INC COM 0.7%
Value ($000) $7,015 Shares 40,360 Est. Cost $97.08 Unrealized +71.3%
AMZN AMAZON INC COM 0.7%
Value ($000) $6,830 Shares 64,310 Est. Cost $125.41 Unrealized -0.2%
WMT WAL MART STORES INC COM 0.7%
Value ($000) $6,765 Shares 55,644 Est. Cost $26.45 Unrealized +66.4%
RTX RAYTHEON TECHNOLOGIES COM 0.7%
Value ($000) $6,750 Shares 70,230 Est. Cost $54.58 Unrealized +62.2%
SPY S&P 500 ETF SPDR 0.6%
Value ($000) $6,556 Shares 17,379 Est. Cost $274.70 Unrealized
IWM RUSSELL 2000 INDEX ETF ISHARES 0.6%
Value ($000) $6,536 Shares 38,595 Est. Cost $161.60 Unrealized
JPM J P MORGAN CHASE & CO COM 0.6%
Value ($000) $6,484 Shares 57,580 Est. Cost $70.57 Unrealized +60.2%
IWR RUSSELL MID CAP INDEX ISHARES ETF 0.6%
Value ($000) $6,434 Shares 99,522 Est. Cost $71.80 Unrealized
SCHW CHARLES SCHWAB CORP COM 0.6%
Value ($000) $6,404 Shares 101,356 Est. Cost $39.29 Unrealized +66.8%
BNDX VANGUARD TOTAL INTL BD IDX ETF 0.6%
Value ($000) $6,402 Shares 129,238 Est. Cost $53.35 Unrealized
TROW T. ROWE PRICE GROUP INC COM 0.6%
Value ($000) $6,313 Shares 55,567 Est. Cost $67.32 Unrealized +59.2%
APH AMPHENOL CORPORATION COM 0.6%
Value ($000) $6,308 Shares 97,985 Est. Cost $25.95 Unrealized +29.4%
NEE NEXTERA ENERGY INC COM 0.6%
Value ($000) $6,137 Shares 79,236 Est. Cost $58.25 Unrealized +18.2%
CTSH COGNIZANT TECHNOLOGY COM 0.6%
Value ($000) $6,125 Shares 90,753 Est. Cost $62.03 Unrealized +16.2%
TFC TRUIST FINANCIAL COM 0.6%
Value ($000) $6,117 Shares 128,973 Est. Cost $41.38 Unrealized -1.4%
TXN TEXAS INSTRS INC COM 0.6%
Value ($000) $5,939 Shares 38,653 Est. Cost $146.35 Unrealized +3.2%
AMP AMERIPRISE FINANCIAL COM 0.5%
Value ($000) $5,509 Shares 23,179 Est. Cost $91.87 Unrealized +176.5%
LAM RESEARCH CORP COM 0.5%
Value ($000) $5,498 Shares 12,903 Est. Cost $227.68 Unrealized
TJX TJX COS INC NEW COM 0.5%
Value ($000) $5,459 Shares 97,758 Est. Cost $48.20 Unrealized +19.1%
AMGN AMGEN INC COM 0.5%
Value ($000) $5,453 Shares 22,414 Est. Cost $160.23 Unrealized +36.4%
BLACKROCK INC COM 0.5%
Value ($000) $5,347 Shares 8,780 Est. Cost $484.52 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.5%
Value ($000) $5,298 Shares 104,383 Est. Cost $32.07 Unrealized +25.1%
EW EDWARDS LIFESCIENCES CORP COM 0.5%
Value ($000) $5,131 Shares 53,965 Est. Cost $69.92 Unrealized +48.1%
XLB MATERIALS SECTOR ETF SPDR 0.5%
Value ($000) $4,974 Shares 67,578 Est. Cost $59.70 Unrealized
IJT S&P SMALL CAP 600 GROWTH ETF ISHARES 0.5%
Value ($000) $4,965 Shares 47,137 Est. Cost $115.43 Unrealized
IJS S&P SMALL CAP 600 VALUE ETF ISHARES 0.5%
Value ($000) $4,889 Shares 54,912 Est. Cost $95.04 Unrealized
VO VANGUARD MID-CAP INDEX ETF 0.5%
Value ($000) $4,658 Shares 23,646 Est. Cost $153.98 Unrealized
VB VANGUARD SMALL-CAP ETF 0.5%
Value ($000) $4,656 Shares 26,438 Est. Cost $144.97 Unrealized
ORLY O'REILLY AUTOMOTIVE INC COM 0.5%
Value ($000) $4,599 Shares 7,279 Est. Cost $21.54 Unrealized +99.7%
IWP RUSSELL MID CAP GROWTH INDEXISHARES ETF 0.5%
Value ($000) $4,566 Shares 57,630 Est. Cost $122.24 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B COM 0.4%
Value ($000) $4,503 Shares 16,496 Est. Cost $197.88 Unrealized +58.5%
ADBE ADOBE SYSTEMS INC COM 0.4%
Value ($000) $4,490 Shares 12,266 Est. Cost $485.87 Unrealized -16.2%
OMC OMNICOM GROUP INC COM 0.4%
Value ($000) $4,462 Shares 70,152 Est. Cost $52.84 Unrealized +23.4%
EOG EOG RESOURCES INC COM 0.4%
Value ($000) $4,385 Shares 39,708 Est. Cost $71.55 Unrealized +47.8%
JNK B/B HIGH YIELD BOND SPDR ETF 0.4%
Value ($000) $4,349 Shares 47,944 Est. Cost $107.96 Unrealized
UNP UNION PAC CORP COM 0.4%
Value ($000) $4,324 Shares 20,273 Est. Cost $108.19 Unrealized +93.0%
DIS DISNEY WALT COMPANY COM 0.4%
Value ($000) $4,318 Shares 45,738 Est. Cost $114.69 Unrealized -5.5%
VLO VALERO ENERGY NEW COM 0.4%
Value ($000) $4,249 Shares 39,981 Est. Cost $63.19 Unrealized +67.6%
CMI CUMMINS INC COM 0.4%
Value ($000) $4,238 Shares 21,901 Est. Cost $133.11 Unrealized +37.5%
HRL HORMEL FOODS CORP COM 0.4%
Value ($000) $4,163 Shares 87,913 Est. Cost $29.61 Unrealized +50.0%
LINDE PLC COM 0.4%
Value ($000) $4,144 Shares 14,412 Est. Cost $197.33 Unrealized
SCHY SCHWAB INTERNATIONAL DVD ETF 0.4%
Value ($000) $4,126 Shares 183,537 Est. Cost $24.11 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.4%
Value ($000) $4,042 Shares 9,399 Est. Cost $330.61 Unrealized +20.3%
INTC INTEL CORP COM 0.4%
Value ($000) $3,985 Shares 106,559 Est. Cost $33.85 Unrealized +20.0%
BDX BECTON DICKINSON & CO COM 0.4%
Value ($000) $3,846 Shares 15,600 Est. Cost $120.05 Unrealized +98.6%
CTVA CORTEVA INC COM 0.4%
Value ($000) $3,756 Shares 69,382 Est. Cost $25.51 Unrealized +118.8%
XLRE REAL ESTATE SELECT SEC ETF 0.4%
Value ($000) $3,721 Shares 91,082 Est. Cost $39.76 Unrealized
XLY CONSUMER DISCRETION SECTOR ETF 0.4%
Value ($000) $3,641 Shares 26,488 Est. Cost $137.37 Unrealized
MCHP MICROCHIP TECHNOLOGY COM 0.4%
Value ($000) $3,583 Shares 61,694 Est. Cost $51.06 Unrealized +19.2%
CNI CANADIAN NATIONAL RAILWAY ADR 0.4%
Value ($000) $3,558 Shares 31,635 Est. Cost $69.64 Unrealized +56.1%
KMB KIMBERLY CLARK CORP COM 0.3%
Value ($000) $3,529 Shares 26,113 Est. Cost $85.13 Unrealized +34.8%
GPC GENUINE PARTS CO COM 0.3%
Value ($000) $3,522 Shares 26,484 Est. Cost $69.34 Unrealized +73.5%
GGG GRACO INC COM 0.3%
Value ($000) $3,515 Shares 59,180 Est. Cost $41.87 Unrealized +43.0%
ABBV ABBVIE INC COM 0.3%
Value ($000) $3,407 Shares 22,244 Est. Cost $48.56 Unrealized +176.2%
CVS CVS CORPORATION DELAWARE COM 0.3%
Value ($000) $3,385 Shares 36,531 Est. Cost $59.60 Unrealized +44.1%
NTRS NORTHERN TR CORP COM 0.3%
Value ($000) $3,273 Shares 33,919 Est. Cost $54.72 Unrealized +71.4%
MDT MEDTRONIC INCORPORATED ADR 0.3%
Value ($000) $3,209 Shares 35,754 Est. Cost $63.48 Unrealized +42.4%
CAT CATERPILLAR INC. COM 0.3%
Value ($000) $3,195 Shares 17,875 Est. Cost $96.17 Unrealized +105.2%
VFC VF CORP COM 0.3%
Value ($000) $3,193 Shares 72,305 Est. Cost $63.65 Unrealized -21.2%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $3,192 Shares 41,799 Est. Cost $59.11 Unrealized +19.1%
LNT ALLIANT CORP COM 0.3%
Value ($000) $3,180 Shares 54,260 Est. Cost $27.22 Unrealized +96.6%
EMB JPM EMERGING MARKETS ISHARES 0.3%
Value ($000) $3,086 Shares 36,175 Est. Cost $112.59 Unrealized
XLF FINANCIAL SECTOR ETF SPDR 0.3%
Value ($000) $3,072 Shares 97,658 Est. Cost $29.22 Unrealized
ALC ALCON INC COM 0.3%
Value ($000) $3,067 Shares 43,897 Est. Cost $66.85 Unrealized +7.9%
VYM VANGUARD W HIGH DIV YIELD ETF 0.3%
Value ($000) $3,062 Shares 30,110 Est. Cost $88.39 Unrealized
BSV VANGUARD S/T BOND INDEX ETF 0.3%
Value ($000) $3,049 Shares 39,711 Est. Cost $76.78 Unrealized
BALL BALL CORP COM 0.3%
Value ($000) $2,922 Shares 42,492 Est. Cost $63.43 Unrealized +13.6%
NOW SERVICE NOW INC COM 0.3%
Value ($000) $2,921 Shares 6,142 Est. Cost $112.98 Unrealized -15.6%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $2,920 Shares 34,101 Est. Cost $55.71 Unrealized +42.9%
FRME FIRST MERCHANTS CORP COM 0.3%
Value ($000) $2,835 Shares 79,618 Est. Cost $30.77 Unrealized +11.3%
XLC COMM SERVICES SPDR 0.3%
Value ($000) $2,804 Shares 51,675 Est. Cost $63.03 Unrealized
XLU UTILITIES SECTOR ETF 0.3%
Value ($000) $2,772 Shares 39,526 Est. Cost $64.29 Unrealized
XLE ENERGY SECTOR ETF SPDR 0.3%
Value ($000) $2,685 Shares 37,544 Est. Cost $56.89 Unrealized
AMT AMERICAN TOWER CORP REIT 0.3%
Value ($000) $2,660 Shares 10,406 Est. Cost $192.09 Unrealized +15.7%
RSP INVESCO S&P 5OO EQ WEIGHT ETF 0.3%
Value ($000) $2,645 Shares 19,705 Est. Cost $101.89 Unrealized
SJM THE J.M. SMUCKER COMPANY COM 0.3%
Value ($000) $2,640 Shares 20,626 Est. Cost $78.98 Unrealized +49.1%
JKHY JACK HENRY & ASSOCIATES COM 0.3%
Value ($000) $2,587 Shares 14,371 Est. Cost $52.96 Unrealized +237.6%
FOXA FOX COM 0.3%
Value ($000) $2,586 Shares 80,444 Est. Cost $29.43 Unrealized +14.0%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $2,574 Shares 10,428 Est. Cost $166.79 Unrealized +35.7%
GOOG ALPHABET INC CL C COM 0.3%
Value ($000) $2,551 Shares 1,166 Est. Cost $64.07 Unrealized +83.1%
IWD RUSSELL 1000 VALUE ETF ISHARES 0.2%
Value ($000) $2,526 Shares 17,423 Est. Cost $104.58 Unrealized
CFR CULLEN FROST BANKERS COM 0.2%
Value ($000) $2,479 Shares 21,294 Est. Cost $104.66 Unrealized +9.0%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $2,417 Shares 30,400 Est. Cost $52.59 Unrealized +55.7%
ROP ROPER INDS INC NEW COM 0.2%
Value ($000) $2,387 Shares 6,050 Est. Cost $369.27 Unrealized +15.1%
NVDA NVIDIA CORP COM 0.2%
Value ($000) $2,301 Shares 15,182 Est. Cost $16.04 Unrealized +17.5%
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $2,275 Shares 6,750 Est. Cost $377.83 Unrealized -8.5%
O REALTY INCOME CORP REIT 0.2%
Value ($000) $2,238 Shares 32,788 Est. Cost $48.44 Unrealized +16.6%
SITE SITEONE LANDSCAPE SUPPLY INCCOM 0.2%
Value ($000) $2,133 Shares 17,950 Est. Cost $95.20 Unrealized +40.9%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $2,102 Shares 23,407 Est. Cost $45.10 Unrealized +99.4%
BRO BROWN & BROWN INC COM 0.2%
Value ($000) $2,081 Shares 35,683 Est. Cost $20.15 Unrealized +197.4%
EEM MSCI EMERGING MARKET INDEX ETF ISHARES 0.2%
Value ($000) $1,992 Shares 49,702 Est. Cost $40.92 Unrealized
USB US BANCORP DEL COM 0.2%
Value ($000) $1,978 Shares 42,970 Est. Cost $30.92 Unrealized +35.5%
META META PLATFORMS INC 0.2%
Value ($000) $1,864 Shares 11,561 Est. Cost $260.06 Unrealized -26.3%
CASY CASEY'S GENERAL STORE COM 0.2%
Value ($000) $1,807 Shares 9,769 Est. Cost $146.16 Unrealized +34.7%
YETI YETI HOLDINGS INC 0.2%
Value ($000) $1,776 Shares 41,067 Est. Cost $63.04 Unrealized -23.0%
XLI INDUSTRIAL SECTOR ETF SPDR 0.2%
Value ($000) $1,705 Shares 19,524 Est. Cost $91.57 Unrealized
NUE NUCOR CORP COM 0.2%
Value ($000) $1,663 Shares 15,924 Est. Cost $45.02 Unrealized +184.0%
IVV S&P 500 INDEX I SHARES 0.2%
Value ($000) $1,633 Shares 4,307 Est. Cost $325.58 Unrealized
IEMG MSCI EMERGING MKTS CORE ISHARES 0.2%
Value ($000) $1,604 Shares 32,687 Est. Cost $57.95 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $1,572 Shares 25,002 Est. Cost $36.43 Unrealized +55.8%
ECL ECOLAB INC COM 0.2%
Value ($000) $1,523 Shares 9,903 Est. Cost $135.01 Unrealized +17.8%
PYPL PAYPAL HOLDINGS COM 0.1%
Value ($000) $1,516 Shares 21,707 Est. Cost $227.25 Unrealized -61.9%
ORCL ORACLE CORP COM 0.1%
Value ($000) $1,473 Shares 21,098 Est. Cost $33.65 Unrealized +107.5%
AWK AMERICAN WATER CO INC COM 0.1%
Value ($000) $1,420 Shares 9,547 Est. Cost $114.89 Unrealized +22.7%
ARE ALEXANDRIA RE EQUITIES INC COM 0.1%
Value ($000) $1,400 Shares 9,649 Est. Cost $143.23 Unrealized -0.7%
BAX BAXTER INTERNATIONAL INC COM 0.1%
Value ($000) $1,377 Shares 21,431 Est. Cost $44.19 Unrealized +50.3%
VV VANGUARD I LARGE CAP ETF 0.1%
Value ($000) $1,360 Shares 7,893 Est. Cost $124.43 Unrealized
POOL POOL CORPORATION COM 0.1%
Value ($000) $1,335 Shares 3,800 Est. Cost $185.58 Unrealized +103.5%
SCHO SCHWAB STRATEGIC S/T US TREASURY ETF 0.1%
Value ($000) $1,333 Shares 27,091 Est. Cost $51.01 Unrealized
OMCL OMNICELL INC COM 0.1%
Value ($000) $1,293 Shares 11,365 Est. Cost $73.39 Unrealized +56.4%
GLW CORNING INC COM 0.1%
Value ($000) $1,267 Shares 40,207 Est. Cost $18.90 Unrealized +64.3%
VEU VANGUARD FTSE ALL WRLD EX US ETF 0.1%
Value ($000) $1,263 Shares 25,292 Est. Cost $47.90 Unrealized
IBB NASDAQ BIOTECH INDEX ETF 0.1%
Value ($000) $1,258 Shares 10,690 Est. Cost $136.42 Unrealized
CRL CHARLES RIV LABS INTL INC COM 0.1%
Value ($000) $1,258 Shares 5,877 Est. Cost $152.58 Unrealized +60.1%
MDU MDU RES GROUP INC COM 0.1%
Value ($000) $1,248 Shares 46,235 Est. Cost $7.55 Unrealized +21.2%
SYY SYSCO CORP COM 0.1%
Value ($000) $1,234 Shares 14,568 Est. Cost $27.22 Unrealized +178.2%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $1,190 Shares 14,508 Est. Cost $65.13 Unrealized +24.3%
IJH S&P MID CAP 400 ETF ISHARES 0.1%
Value ($000) $1,173 Shares 5,185 Est. Cost $198.21 Unrealized
XLK TECHNOLOGY SELECT SECTOR ETF SPDR 0.1%
Value ($000) $1,075 Shares 8,460 Est. Cost $44.17 Unrealized
NKE NIKE INC CL B COM 0.1%
Value ($000) $1,035 Shares 10,126 Est. Cost $80.37 Unrealized +38.5%
SCHR CHARLES SCHWAB INTERMEDIATE 0.1%
Value ($000) $1,006 Shares 19,513 Est. Cost $55.56 Unrealized
PSA PUBLIC STORAGE INC. CLASS A REIT 0.1%
Value ($000) $955 Shares 3,055 Est. Cost $219.73 Unrealized +31.5%
UPS UNITED PARCEL SERVICE COM 0.1%
Value ($000) $941 Shares 5,152 Est. Cost $88.01 Unrealized +74.2%
T AT&T INC COM 0.1%
Value ($000) $919 Shares 43,875 Est. Cost $14.49 Unrealized +12.5%
D DOMINION RESOURCES INC NEW COM 0.1%
Value ($000) $875 Shares 10,959 Est. Cost $56.09 Unrealized +23.6%
ELV ANTHEM INC COM 0.1%
Value ($000) $869 Shares 1,800 Est. Cost $249.78 Unrealized +88.0%
MKTX MARKETTAXESS HOLDINGS INC COM 0.1%
Value ($000) $868 Shares 3,390 Est. Cost $344.20 Unrealized -24.4%
TRV TRAVELERS INC COM 0.1%
Value ($000) $857 Shares 5,070 Est. Cost $99.55 Unrealized +62.5%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $856 Shares 10,685 Est. Cost $53.29 Unrealized +34.8%
MMM 3M COMPANY COM 0.1%
Value ($000) $835 Shares 6,452 Est. Cost $95.84 Unrealized +9.8%
BRK/A BERKSHIRE HATHAWAY CL A COM 0.1%
Value ($000) $818 Shares 2 Est. Cost $422631.30 Unrealized +11.5%
EQIX EQUINIX INC REIT 0.1%
Value ($000) $771 Shares 1,173 Est. Cost $672.52 Unrealized -4.4%
PFF ISHARES PREFERRED & INC ETF 0.1%
Value ($000) $751 Shares 22,849 Est. Cost $38.11 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $700 Shares 7,682 Est. Cost $63.36 Unrealized +25.0%
MASI MASIMO CORP COM 0.1%
Value ($000) $689 Shares 5,272 Est. Cost $156.47 Unrealized -14.5%
CWB BARCLAYS CONVERITIBLE SEC ETF SPDR 0.1%
Value ($000) $688 Shares 10,650 Est. Cost $69.75 Unrealized
COR AMERISOURCE-BERGEN CORP COM 0.1%
Value ($000) $635 Shares 4,488 Est. Cost $60.92 Unrealized +142.4%
PLD PROLOGIS INC REIT 0.1%
Value ($000) $609 Shares 5,174 Est. Cost $107.63 Unrealized +14.6%
VXF VANGUARD I EXTENDED MARKET ETF 0.1%
Value ($000) $587 Shares 4,477 Est. Cost $111.72 Unrealized
TTC TORO CO COM 0.1%
Value ($000) $562 Shares 7,414 Est. Cost $71.45 Unrealized +13.6%
ANSYS, INC. COM 0.1%
Value ($000) $555 Shares 2,319 Est. Cost $342.61 Unrealized
DLR DIGITAL REALTY TRUST REIT 0.1%
Value ($000) $541 Shares 4,168 Est. Cost $123.43 Unrealized -1.9%
AFL AFLAC INC COM 0.0%
Value ($000) $470 Shares 8,494 Est. Cost $35.32 Unrealized +53.9%
IYH ISHARES TR US HLTHCARE ETF 0.0%
Value ($000) $435 Shares 1,620 Est. Cost $190.20 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $428 Shares 1,428 Est. Cost $237.93 Unrealized +47.0%
DVY DOW JONES SELECT DIVIDEND ETF I SHARES 0.0%
Value ($000) $425 Shares 3,615 Est. Cost $89.28 Unrealized
EYE NATIONAL VISION HLDGS INC COM 0.0%
Value ($000) $425 Shares 15,450 Est. Cost $29.47 Unrealized +11.8%
IDV ISHARES TR INTL SEL DIV ETF 0.0%
Value ($000) $418 Shares 15,407 Est. Cost $30.43 Unrealized
SNBR SLEEP NUMBER CORP COM 0.0%
Value ($000) $416 Shares 13,435 Est. Cost $42.82 Unrealized -0.8%
LZB LA-Z BOY INC COM 0.0%
Value ($000) $403 Shares 17,012 Est. Cost $32.14 Unrealized -20.0%
FTV FORTIVE CORP COM 0.0%
Value ($000) $398 Shares 7,316 Est. Cost $33.58 Unrealized +29.7%
TMO THERMO FISHER SCIENTIFIC INCCOM 0.0%
Value ($000) $380 Shares 700 Est. Cost $214.76 Unrealized +153.6%
VCIT VANGUARD INTER-TERM CORP 0.0%
Value ($000) $374 Shares 4,673 Est. Cost $94.23 Unrealized
IYZ US TELECOMM ISHARES ETF 0.0%
Value ($000) $356 Shares 14,172 Est. Cost $29.26 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $353 Shares 2,902 Est. Cost $121.86 Unrealized +2.6%
DD DUPONT DE NUMOURS INC COM 0.0%
Value ($000) $335 Shares 6,032 Est. Cost $25.33 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB COM 0.0%
Value ($000) $328 Shares 4,265 Est. Cost $51.60 Unrealized +25.9%
RSG REPUBLIC SERVICES INC COM 0.0%
Value ($000) $328 Shares 2,510 Est. Cost $63.45 Unrealized +97.5%
TSLA TESLA MOTORS INC COM 0.0%
Value ($000) $327 Shares 485 Est. Cost $91.25 Unrealized +199.1%
VTEB VANGUARD TAX- EXEMPT BOND 0.0%
Value ($000) $324 Shares 6,500 Est. Cost $54.53 Unrealized
CME CME GROUP COM 0.0%
Value ($000) $322 Shares 1,572 Est. Cost $117.67 Unrealized +54.6%
TGT TARGET CORP COM 0.0%
Value ($000) $314 Shares 2,226 Est. Cost $183.71 Unrealized -7.4%
EFA MSCI EAFE ETF ISHARES 0.0%
Value ($000) $301 Shares 4,819 Est. Cost $66.76 Unrealized
SCHP SCHWAB STRATEGIC TR US TIPS ETF 0.0%
Value ($000) $292 Shares 5,236 Est. Cost $55.61 Unrealized
WM WASTE MANAGEMENT INC COM 0.0%
Value ($000) $271 Shares 1,769 Est. Cost $104.86 Unrealized +41.1%
ITW ILLINOIS TOOL WORKS INC COM 0.0%
Value ($000) $271 Shares 1,488 Est. Cost $182.99 Unrealized 0.0%
DGRO LC CORE DVD GROWTH 0.0%
Value ($000) $270 Shares 5,669 Est. Cost $39.78 Unrealized
GDX VANECK ETF TRUST GOLD MINERS ETF 0.0%
Value ($000) $263 Shares 9,600 Est. Cost $39.17 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $255 Shares 1,838 Est. Cost $157.56 Unrealized 0.0%
GIS GENERAL MILLS COM 0.0%
Value ($000) $254 Shares 3,370 Est. Cost $55.81 Unrealized +10.8%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $254 Shares 515 Est. Cost $70.26 Unrealized +26.2%
IWF RUSSELL 1000 GROWTH ETF ISHARES 0.0%
Value ($000) $234 Shares 1,070 Est. Cost $254.92 Unrealized
IYF ISHARES TR U.S. FINLS ETF 0.0%
Value ($000) $223 Shares 3,191 Est. Cost $97.38 Unrealized
IWO RUSSELL 200 GROWTH ETF 0.0%
Value ($000) $206 Shares 1,000 Est. Cost $192.62 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $181 Shares 10,489 Est. Cost $17.22 Unrealized -7.6%
OUTLOOK THERAPEUTICS INC 0.0%
Value ($000) $151 Shares 149,170 Est. Cost $1.44 Unrealized