Norway Savings Bank Diversified Active

CIK: 0001692227 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 13, 2021

Total Value ($000): $174,190 (100.0% shares, 0.0% debt)

Holdings (461)

VCIT Vanguard Intermediate Term Corporate Bond ETF 5.7%
Value ($000) $9,863 Shares 101,540 Est. Cost $86.54 Unrealized
AAPL Apple Inc. 4.8%
Value ($000) $8,333 Shares 62,796 Est. Cost $87.39 Unrealized +33.9%
VTI Vanguard Total Stock Market ETF 3.5%
Value ($000) $6,097 Shares 31,321 Est. Cost $124.65 Unrealized
BOND PIMCO Total Return Active ETF 3.0%
Value ($000) $5,237 Shares 46,297 Est. Cost $107.77 Unrealized
VWO Vanguard FTSE Emerging Mkts ETF 2.2%
Value ($000) $3,884 Shares 77,508 Est. Cost $40.06 Unrealized
IJJ iShares Inc S&P Mid Cap 400 Value ETF 1.9%
Value ($000) $3,386 Shares 39,239 Est. Cost $119.28 Unrealized
EMB iShares JP Morgan USD Emerging Bond Fund ETF 1.8%
Value ($000) $3,210 Shares 27,692 Est. Cost $110.67 Unrealized
IJS iShares Inc S&P Small Cap 600 Value ETF 1.8%
Value ($000) $3,170 Shares 38,988 Est. Cost $114.29 Unrealized
LQD iShares Investment Grade Corp Bond ETF 1.7%
Value ($000) $3,032 Shares 21,945 Est. Cost $117.36 Unrealized
MSFT Microsoft Corp. 1.7%
Value ($000) $3,008 Shares 13,520 Est. Cost $63.95 Unrealized +222.2%
JPM J.P. Morgan Chase & Co 1.7%
Value ($000) $2,876 Shares 22,628 Est. Cost $65.18 Unrealized +50.6%
ABT Abbott Labs 1.6%
Value ($000) $2,798 Shares 25,549 Est. Cost $43.18 Unrealized +129.9%
HYG iShares High Yield Corp Bond ETF 1.6%
Value ($000) $2,704 Shares 30,971 Est. Cost $86.13 Unrealized
MBB IShares MBS ETF 1.5%
Value ($000) $2,689 Shares 24,410 Est. Cost $110.36 Unrealized
JNJ Johnson & Johnson 1.5%
Value ($000) $2,564 Shares 16,294 Est. Cost $94.11 Unrealized +35.5%
IGSB iShares Short Term Corporate Bond ETF 1.5%
Value ($000) $2,538 Shares 46,011 Est. Cost $55.58 Unrealized
PYPL Paypal Holdings Inc. 1.4%
Value ($000) $2,452 Shares 10,469 Est. Cost $65.14 Unrealized +217.3%
MCHP Microchip Technology 1.4%
Value ($000) $2,376 Shares 17,204 Est. Cost $29.27 Unrealized +92.0%
DIS Walt Disney Co 1.3%
Value ($000) $2,349 Shares 12,967 Est. Cost $97.45 Unrealized +43.9%
VZ Verizon Communications 1.3%
Value ($000) $2,308 Shares 39,292 Est. Cost $39.14 Unrealized +12.4%
PG Procter & Gamble 1.3%
Value ($000) $2,298 Shares 16,514 Est. Cost $73.17 Unrealized +68.3%
PANW Palo Alto Networks Inc 1.2%
Value ($000) $2,077 Shares 5,845 Est. Cost $30.04 Unrealized +55.5%
VNQ Vanguard Real Estate ETF 1.2%
Value ($000) $2,058 Shares 24,230 Est. Cost $82.11 Unrealized
PFF iShares US Preferred Stock ETF 1.1%
Value ($000) $1,985 Shares 51,546 Est. Cost $36.28 Unrealized
UPS United Parcel Service 1.1%
Value ($000) $1,979 Shares 11,751 Est. Cost $81.57 Unrealized +67.8%
AMZN Amazon.com Inc 1.1%
Value ($000) $1,977 Shares 607 Est. Cost $97.53 Unrealized +63.6%
EUSA iShares MSCI USA Equal Weighted ETF 1.1%
Value ($000) $1,902 Shares 26,348 Est. Cost $50.51 Unrealized
ORCL Oracle Corp. 1.1%
Value ($000) $1,860 Shares 28,746 Est. Cost $35.42 Unrealized +56.7%
SPDW SPDR Portfolio Developed World ex-US ETF 1.0%
Value ($000) $1,812 Shares 53,670 Est. Cost $29.55 Unrealized
INTC Intel Inc. 1.0%
Value ($000) $1,780 Shares 35,734 Est. Cost $30.92 Unrealized +42.4%
CVS CVS Health Corporation 1.0%
Value ($000) $1,750 Shares 25,610 Est. Cost $58.26 Unrealized -5.2%
DUK Duke Energy Corp 1.0%
Value ($000) $1,734 Shares 18,946 Est. Cost $65.05 Unrealized +16.3%
CVX Chevron Corp 1.0%
Value ($000) $1,723 Shares 20,401 Est. Cost $74.69 Unrealized -13.0%
VYM Vanguard High Dividend Yield ETF 1.0%
Value ($000) $1,711 Shares 18,700 Est. Cost $79.40 Unrealized
PEP Pepsico Inc 0.9%
Value ($000) $1,603 Shares 10,812 Est. Cost $79.36 Unrealized +52.8%
EL Estee Lauder Co 0.9%
Value ($000) $1,588 Shares 5,963 Est. Cost $118.60 Unrealized +88.6%
MCD McDonalds Corp 0.8%
Value ($000) $1,462 Shares 6,810 Est. Cost $105.49 Unrealized +83.2%
GOOGL Alphabet Inc-CL A 0.8%
Value ($000) $1,446 Shares 825 Est. Cost $61.52 Unrealized +35.7%
QUAL iShares Edge MSCI USA Quality Factor ETF 0.8%
Value ($000) $1,434 Shares 12,344 Est. Cost $103.51 Unrealized
KO Coca Cola Company 0.8%
Value ($000) $1,385 Shares 25,264 Est. Cost $42.31 Unrealized +4.6%
IJR iShares Core S&P Small-Cap ETF 0.8%
Value ($000) $1,383 Shares 15,044 Est. Cost $100.07 Unrealized
IVE iShares S&P 500 Value Index Fund ETF 0.8%
Value ($000) $1,380 Shares 10,781 Est. Cost $102.00 Unrealized
T AT&T Inc 0.8%
Value ($000) $1,378 Shares 47,909 Est. Cost $17.15 Unrealized -10.3%
XOM Exxon Mobil Corp 0.8%
Value ($000) $1,337 Shares 32,441 Est. Cost $55.39 Unrealized -45.2%
ZBH Zimmer Biomet Hldgs Inc 0.7%
Value ($000) $1,275 Shares 8,277 Est. Cost $106.19 Unrealized +27.5%
NKE Nike Inc Cl B 0.7%
Value ($000) $1,259 Shares 8,902 Est. Cost $68.48 Unrealized +79.9%
LLY Lilly Eli & Co 0.7%
Value ($000) $1,253 Shares 7,426 Est. Cost $79.59 Unrealized +77.6%
SBUX Starbucks Corp 0.7%
Value ($000) $1,216 Shares 11,370 Est. Cost $55.36 Unrealized +53.8%
MTB M&T Bank Corporation 0.7%
Value ($000) $1,200 Shares 9,427 Est. Cost $110.67 Unrealized -12.7%
NVS Novartis A G 0.7%
Value ($000) $1,169 Shares 12,373 Est. Cost $75.15 Unrealized
BND Vanguard Total Bond Market ETF 0.6%
Value ($000) $1,123 Shares 12,737 Est. Cost $80.89 Unrealized
C Citigroup Inc. 0.6%
Value ($000) $1,104 Shares 17,893 Est. Cost $44.36 Unrealized -4.5%
APH Amphenol Corp 0.6%
Value ($000) $1,102 Shares 8,430 Est. Cost $21.75 Unrealized +34.6%
TYL Tyler Technologies 0.6%
Value ($000) $1,075 Shares 2,462 Est. Cost $280.08 Unrealized +47.3%
PFE Pfizer Inc 0.6%
Value ($000) $1,072 Shares 29,136 Est. Cost $24.01 Unrealized +19.3%
DLR Digital Realty Trust 0.6%
Value ($000) $1,039 Shares 7,445 Est. Cost $72.44 Unrealized +64.9%
KLAC KLA-Tencor Corp. 0.6%
Value ($000) $1,021 Shares 3,945 Est. Cost $109.21 Unrealized +101.9%
IDXX Idexx Labs 0.6%
Value ($000) $1,017 Shares 2,035 Est. Cost $159.15 Unrealized +181.1%
ICE Intercontinental Exchange Inc 0.6%
Value ($000) $991 Shares 8,600 Est. Cost $71.32 Unrealized +36.2%
IVW iShares S&P 500 Growth Index Fund 0.6%
Value ($000) $984 Shares 15,417 Est. Cost $90.08 Unrealized
MDLZ Mondelez Intl Inc. 0.5%
Value ($000) $932 Shares 15,939 Est. Cost $39.15 Unrealized +28.1%
MINT PIMCO Enhanced Short Maturity Active ETF 0.5%
Value ($000) $902 Shares 8,835 Est. Cost $99.97 Unrealized
AMT American Tower Corp 0.5%
Value ($000) $829 Shares 3,694 Est. Cost $142.96 Unrealized +39.7%
HON Honeywell Intl Inc 0.5%
Value ($000) $815 Shares 3,831 Est. Cost $127.46 Unrealized +28.5%
IJH iShares Core S&P Mid-Cap ETF 0.5%
Value ($000) $808 Shares 3,515 Est. Cost $203.54 Unrealized
CI Cigna Corp 0.4%
Value ($000) $782 Shares 3,755 Est. Cost $167.48 Unrealized +7.1%
CRM Salesforce.com Inc. 0.4%
Value ($000) $780 Shares 3,505 Est. Cost $156.19 Unrealized +53.8%
MMM 3M Corp 0.4%
Value ($000) $776 Shares 4,439 Est. Cost $106.81 Unrealized +10.0%
HD Home Depot 0.4%
Value ($000) $768 Shares 2,891 Est. Cost $117.16 Unrealized +107.0%
FTV Fortive Corp 0.4%
Value ($000) $737 Shares 10,402 Est. Cost $48.69 Unrealized +3.4%
BRK/B Berkshire Hathaway Inc Cl B 0.4%
Value ($000) $726 Shares 3,133 Est. Cost $196.89 Unrealized +11.8%
ABBV Abbvie Inc. 0.4%
Value ($000) $724 Shares 6,759 Est. Cost $51.92 Unrealized +52.1%
EFA iShares Trust MSCI EAFE Index Fund ETF 0.4%
Value ($000) $701 Shares 9,607 Est. Cost $65.86 Unrealized
LOW Lowes Cos Inc. 0.4%
Value ($000) $666 Shares 4,147 Est. Cost $96.19 Unrealized +53.9%
CCI Crown Castle Int Corp 0.4%
Value ($000) $613 Shares 3,850 Est. Cost $118.13 Unrealized +8.2%
BAX Baxter Intl Corp 0.3%
Value ($000) $607 Shares 7,565 Est. Cost $39.74 Unrealized +78.7%
BA Boeing Co. 0.3%
Value ($000) $572 Shares 2,670 Est. Cost $157.35 Unrealized +22.2%
IBM International Business Machines 0.3%
Value ($000) $565 Shares 4,490 Est. Cost $98.26 Unrealized -4.9%
COST Costco Wholesale Corp 0.3%
Value ($000) $554 Shares 1,471 Est. Cost $283.94 Unrealized +22.3%
BMY Bristol Myers Squibb 0.3%
Value ($000) $551 Shares 8,887 Est. Cost $43.64 Unrealized +14.6%
GD General Dynamics Corp. 0.3%
Value ($000) $516 Shares 3,466 Est. Cost $146.86 Unrealized -11.0%
ADI Analog Devices Inc. 0.3%
Value ($000) $512 Shares 3,465 Est. Cost $101.89 Unrealized +18.9%
IJK iShares S&P Mid Cap Growth ETF 0.3%
Value ($000) $508 Shares 7,033 Est. Cost $92.28 Unrealized
TFC Truist Financial Corporation 0.3%
Value ($000) $506 Shares 10,564 Est. Cost $38.01 Unrealized -6.2%
MA Mastercard Inc. 0.3%
Value ($000) $505 Shares 1,417 Est. Cost $231.12 Unrealized +39.9%
iShares iBonds Dec 2023 Term Corporate ETF 0.3%
Value ($000) $465 Shares 17,725 Est. Cost $25.69 Unrealized
STT State Street Corp. 0.3%
Value ($000) $456 Shares 6,263 Est. Cost $59.65 Unrealized -3.6%
TJX T J X Companies 0.3%
Value ($000) $442 Shares 6,470 Est. Cost $39.96 Unrealized +41.3%
NEE Nextera Energy Inc 0.2%
Value ($000) $433 Shares 5,612 Est. Cost $59.62 Unrealized +10.1%
D Dominion Resources Inc 0.2%
Value ($000) $423 Shares 5,622 Est. Cost $59.39 Unrealized +6.8%
MRSH Marsh & McLennan Companies Inc 0.2%
Value ($000) $404 Shares 3,452 Est. Cost $98.81 Unrealized +6.5%
MRK Merck & Co. Inc. New 0.2%
Value ($000) $389 Shares 4,754 Est. Cost $54.54 Unrealized +18.9%
HCA HCA Healthcare Inc 0.2%
Value ($000) $386 Shares 2,346 Est. Cost $93.46 Unrealized +49.6%
USB US Bancorp Del 0.2%
Value ($000) $381 Shares 8,185 Est. Cost $34.98 Unrealized -3.2%
IJT iShares S&P Small Cap 600 Growth ETF 0.2%
Value ($000) $368 Shares 3,224 Est. Cost $135.14 Unrealized
IVV iShares Core S&P 500 ETF 0.2%
Value ($000) $361 Shares 962 Est. Cost $271.63 Unrealized
TMO Thermo Fisher Scientific Inc. 0.2%
Value ($000) $352 Shares 757 Est. Cost $448.94 Unrealized +3.0%
SCHW Charles Schwab Inc 0.2%
Value ($000) $349 Shares 6,580 Est. Cost $31.79 Unrealized +33.2%
FLRN SPDR Bloomberg Barclays IG Floating Rate ETF 0.2%
Value ($000) $348 Shares 11,372 Est. Cost $30.58 Unrealized
CSCO Cisco Systems 0.2%
Value ($000) $348 Shares 7,783 Est. Cost $29.70 Unrealized +18.8%
DHR Danaher Corp. 0.2%
Value ($000) $346 Shares 1,558 Est. Cost $66.37 Unrealized +195.3%
VCSH Vanguard Short-Term Corporate Bond ETF 0.2%
Value ($000) $346 Shares 4,155 Est. Cost $82.90 Unrealized
CWB SPDR Bloomberg Barclays Convertible Securities ETF 0.2%
Value ($000) $344 Shares 4,156 Est. Cost $48.81 Unrealized
Glaxosmithkline PLC-ADR 0.2%
Value ($000) $339 Shares 9,203 Est. Cost $39.46 Unrealized
CDW CDW Corp/DE 0.2%
Value ($000) $339 Shares 2,570 Est. Cost $109.30 Unrealized +12.6%
BDX Becton Dickinson & Co 0.2%
Value ($000) $327 Shares 1,308 Est. Cost $158.53 Unrealized +35.4%
LHX L3 Harris Technologies Inc 0.2%
Value ($000) $325 Shares 1,717 Est. Cost $180.55 Unrealized -8.7%
IEFA iShares Core MSCI EAFE ETF 0.2%
Value ($000) $311 Shares 4,495 Est. Cost $69.19 Unrealized
CSX CSX Corp. 0.2%
Value ($000) $311 Shares 3,430 Est. Cost $12.12 Unrealized +121.3%
JCI Johnson Controls International 0.2%
Value ($000) $311 Shares 6,666 Est. Cost $36.77 Unrealized +9.3%
iShares iBonds Dec 2022 Term Corporate ETF 0.2%
Value ($000) $295 Shares 11,555 Est. Cost $25.46 Unrealized
TXN Texas Instruments 0.2%
Value ($000) $289 Shares 1,762 Est. Cost $64.40 Unrealized +109.0%
MDY SPDR S&P Midcap 400 ETF 0.2%
Value ($000) $283 Shares 675 Est. Cost $301.67 Unrealized
VO Vanguard Mid-Cap ETF 0.2%
Value ($000) $274 Shares 1,324 Est. Cost $157.51 Unrealized
VEU Vanguard FTSE All-World ex- US ETF 0.2%
Value ($000) $269 Shares 4,612 Est. Cost $47.23 Unrealized
iShares iBonds Dec 2021 Term Corporate ETF 0.2%
Value ($000) $267 Shares 10,705 Est. Cost $24.81 Unrealized
ENB Enbridge Inc 0.2%
Value ($000) $266 Shares 8,315 Est. Cost $23.51 Unrealized -7.7%
CLX Clorox Co 0.2%
Value ($000) $265 Shares 1,311 Est. Cost $93.37 Unrealized +88.9%
Xilinx Inc 0.1%
Value ($000) $256 Shares 1,805 Est. Cost $104.08 Unrealized
VFC VF Corp 0.1%
Value ($000) $249 Shares 2,918 Est. Cost $51.75 Unrealized +54.4%
RTX Raytheon Technologies Corp 0.1%
Value ($000) $247 Shares 3,460 Est. Cost $54.00 Unrealized +8.2%
BAC Bank of America 0.1%
Value ($000) $245 Shares 8,084 Est. Cost $16.05 Unrealized +47.4%
EEM iShares Inc MSCI Emerging Markets ETF 0.1%
Value ($000) $222 Shares 4,300 Est. Cost $47.50 Unrealized
V Visa Inc 0.1%
Value ($000) $221 Shares 1,012 Est. Cost $180.51 Unrealized +9.3%
MS Morgan Stanley 0.1%
Value ($000) $219 Shares 3,192 Est. Cost $33.98 Unrealized +43.7%
CAT Caterpillar Inc 0.1%
Value ($000) $210 Shares 1,152 Est. Cost $75.76 Unrealized +103.3%
iShares iBonds Dec 2024 Term Corporate ETF 0.1%
Value ($000) $201 Shares 7,555 Est. Cost $26.21 Unrealized
CB Chubb Ltd 0.1%
Value ($000) $196 Shares 1,271 Est. Cost $110.08 Unrealized +18.2%
DEO Diageo PLC 0.1%
Value ($000) $195 Shares 1,226 Est. Cost $136.98 Unrealized
META Facebook Inc. 0.1%
Value ($000) $195 Shares 714 Est. Cost $199.36 Unrealized +36.6%
EPP iShares MSCI Pacific ex Japan ETF 0.1%
Value ($000) $194 Shares 4,055 Est. Cost $47.84 Unrealized
TGT Target Corp. 0.1%
Value ($000) $191 Shares 1,081 Est. Cost $57.68 Unrealized +151.2%
WMT Walmart Inc 0.1%
Value ($000) $189 Shares 1,310 Est. Cost $26.03 Unrealized +73.8%
WFC Wells Fargo & Co 0.1%
Value ($000) $180 Shares 5,954 Est. Cost $37.59 Unrealized -38.7%
BK Bank New York Mellon Corp 0.1%
Value ($000) $179 Shares 4,222 Est. Cost $35.64 Unrealized -6.9%
QDF FlexShares Quality Dividend Index Fund 0.1%
Value ($000) $173 Shares 3,490 Est. Cost $49.57 Unrealized
VB Vanguard Small-Cap ETF 0.1%
Value ($000) $172 Shares 881 Est. Cost $159.85 Unrealized
AFL Aflac Inc 0.1%
Value ($000) $172 Shares 3,874 Est. Cost $33.16 Unrealized +9.6%
WHR Whirlpool Corp 0.1%
Value ($000) $162 Shares 900 Est. Cost $165.57 Unrealized +15.7%
TFI SPDR Nuveen Bloomberg Barclays Municipal Bond ETF 0.1%
Value ($000) $149 Shares 2,834 Est. Cost $49.27 Unrealized
CMCSA Comcast Corp Com CL A 0.1%
Value ($000) $144 Shares 2,738 Est. Cost $37.44 Unrealized +11.3%
MDT Medtronic PLC Sedol 0.1%
Value ($000) $142 Shares 1,215 Est. Cost $70.33 Unrealized +35.2%
ADBE Adobe Systems Inc DE 0.1%
Value ($000) $135 Shares 270 Est. Cost $112.85 Unrealized +328.1%
VPU Vanguard Utility ETF 0.1%
Value ($000) $134 Shares 980 Est. Cost $108.57 Unrealized
GOOG Alphabet Inc-CL C 0.1%
Value ($000) $128 Shares 73 Est. Cost $56.75 Unrealized +47.6%
ACN Accenture PLC Ireland Shs Cl A 0.1%
Value ($000) $121 Shares 461 Est. Cost $192.61 Unrealized +15.8%
DVY iShares Dow Jones Dividend ETF 0.1%
Value ($000) $121 Shares 1,256 Est. Cost $89.71 Unrealized
Apache Corp. 0.1%
Value ($000) $120 Shares 8,470 Est. Cost $50.61 Unrealized
QCOM Qualcomm Inc. 0.1%
Value ($000) $117 Shares 765 Est. Cost $110.66 Unrealized +12.7%
IWB iShares Tr Russell 1000 Index Fd ETF 0.1%
Value ($000) $117 Shares 550 Est. Cost $124.00 Unrealized
MO Altria Group Inc. 0.1%
Value ($000) $108 Shares 2,639 Est. Cost $33.18 Unrealized -19.6%
IGIB iShares Barclays Inter Credit Bd ETF 0.1%
Value ($000) $105 Shares 1,700 Est. Cost $61.76 Unrealized
SO Southern Company 0.1%
Value ($000) $104 Shares 1,696 Est. Cost $34.31 Unrealized +44.3%
TD Toronto Dominion Bank Ont Sedol 2897222 0.1%
Value ($000) $103 Shares 1,829 Est. Cost $49.88 Unrealized +1.6%
Kansas City Southern 0.1%
Value ($000) $102 Shares 500 Est. Cost $110.18 Unrealized
IWF IShares Russell 1000 Growth Index Fd ETF 0.1%
Value ($000) $101 Shares 420 Est. Cost $171.87 Unrealized
VBK Vanguard Small-Cap Growth ETF 0.1%
Value ($000) $100 Shares 375 Est. Cost $133.42 Unrealized
PM Phillip Morris Intl, Inc 0.1%
Value ($000) $100 Shares 1,212 Est. Cost $57.58 Unrealized +4.8%
General Elec 0.1%
Value ($000) $98 Shares 9,066 Est. Cost $31.23 Unrealized
PRU Prudential Financial Inc. 0.1%
Value ($000) $96 Shares 1,228 Est. Cost $61.51 Unrealized -8.5%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $95 Shares 254 Est. Cost $223.06 Unrealized
MUB iShares S&P National AMT-Free Muni Bond Fund ETF 0.1%
Value ($000) $94 Shares 800 Est. Cost $108.75 Unrealized
Royal Dutch Shell Class A ADR 0.1%
Value ($000) $93 Shares 2,660 Est. Cost $60.47 Unrealized
FE First Energy Corp. 0.1%
Value ($000) $93 Shares 3,024 Est. Cost $24.24 Unrealized 0.0%
FDX Fedex Corporation 0.1%
Value ($000) $92 Shares 353 Est. Cost $251.15 Unrealized 0.0%
AXP American Express Co 0.0%
Value ($000) $86 Shares 714 Est. Cost $63.63 Unrealized +63.2%
YUM YUM Brands Inc. 0.0%
Value ($000) $85 Shares 780 Est. Cost $61.75 Unrealized +50.2%
EXC Exelon Corp. 0.0%
Value ($000) $85 Shares 2,025 Est. Cost $21.95 Unrealized +12.1%
CAC Camden National Corp. 0.0%
Value ($000) $84 Shares 2,343 Est. Cost $25.76 Unrealized +7.3%
TROW T. Rowe Price 0.0%
Value ($000) $84 Shares 553 Est. Cost $75.86 Unrealized +50.7%
FISV Fiserv Inc. 0.0%
Value ($000) $80 Shares 700 Est. Cost $71.66 Unrealized +50.4%
COF Capital One Finl Corp 0.0%
Value ($000) $80 Shares 820 Est. Cost $69.49 Unrealized +11.8%
UNH Unitedhealth Group 0.0%
Value ($000) $78 Shares 222 Est. Cost $254.66 Unrealized +21.0%
VEA Vanguard FTSE Developed Markets ETF 0.0%
Value ($000) $74 Shares 1,573 Est. Cost $46.77 Unrealized
MPC Marathon Pete Corp 0.0%
Value ($000) $74 Shares 1,800 Est. Cost $34.23 Unrealized -8.6%
MKTX MarketAxess Holdings Inc 0.0%
Value ($000) $71 Shares 125 Est. Cost $465.37 Unrealized +10.3%
BHB Bar Harbor Bankshares 0.0%
Value ($000) $70 Shares 3,083 Est. Cost $18.52 Unrealized 0.0%
Linde PLC 0.0%
Value ($000) $67 Shares 253 Est. Cost $154.86 Unrealized
NVDA NVIDIA Corp 0.0%
Value ($000) $65 Shares 125 Est. Cost $8.85 Unrealized +50.7%
ADP Automatic Data Processing Inc. 0.0%
Value ($000) $64 Shares 361 Est. Cost $83.26 Unrealized +77.1%
AME Ametek Inc 0.0%
Value ($000) $60 Shares 500 Est. Cost $93.31 Unrealized +16.7%
GPN Global Payments Inc 0.0%
Value ($000) $59 Shares 275 Est. Cost $165.35 Unrealized +7.9%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $58 Shares 550 Est. Cost $84.88 Unrealized
TIP iShares Barclays TIPS Bonds Fund ETF 0.0%
Value ($000) $57 Shares 445 Est. Cost $128.09 Unrealized
VOO Vanguard S&P 500 ETF New 0.0%
Value ($000) $57 Shares 165 Est. Cost $206.06 Unrealized
SHOP Shopify Inc - Class A 0.0%
Value ($000) $57 Shares 50 Est. Cost $26.03 Unrealized +303.2%
PH Parker Hannifin Corp 0.0%
Value ($000) $56 Shares 206 Est. Cost $184.22 Unrealized +25.6%
EMN Eastman Chemical Co 0.0%
Value ($000) $56 Shares 562 Est. Cost $61.58 Unrealized +25.8%
DD Dupont De Nemours Inc 0.0%
Value ($000) $55 Shares 779 Est. Cost $27.24 Unrealized -12.9%
SHW Sherwin Williams Co 0.0%
Value ($000) $55 Shares 75 Est. Cost $226.70 Unrealized 0.0%
CL Colgate Palmolive 0.0%
Value ($000) $54 Shares 626 Est. Cost $55.37 Unrealized +32.6%
LMT Lockheed Martin Corp. 0.0%
Value ($000) $51 Shares 143 Est. Cost $275.18 Unrealized +15.9%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $51 Shares 550 Est. Cost $74.25 Unrealized +16.2%
DOW Dow Inc 0.0%
Value ($000) $50 Shares 903 Est. Cost $36.37 Unrealized +7.3%
iShares iBonds Dec 2025 Term Corporate ETF 0.0%
Value ($000) $47 Shares 1,725 Est. Cost $27.25 Unrealized
AMAT Applied Materials 0.0%
Value ($000) $46 Shares 533 Est. Cost $59.61 Unrealized +18.6%
VTV Vanguard Value ETF 0.0%
Value ($000) $46 Shares 387 Est. Cost $100.46 Unrealized
NOC Northrop Grumman Corp 0.0%
Value ($000) $46 Shares 152 Est. Cost $312.82 Unrealized -10.2%
MPWR Monolithic Power Systems Inc 0.0%
Value ($000) $44 Shares 120 Est. Cost $250.15 Unrealized +23.4%
INTU Intuit Inc 0.0%
Value ($000) $44 Shares 116 Est. Cost $307.83 Unrealized +10.5%
MCO Moody's Corp 0.0%
Value ($000) $44 Shares 150 Est. Cost $272.91 Unrealized -1.8%
IWD IShares Russell 1000 Value Index Fund ETF 0.0%
Value ($000) $42 Shares 310 Est. Cost $112.90 Unrealized
WST West Pharmaceuticals Inc 0.0%
Value ($000) $42 Shares 149 Est. Cost $262.15 Unrealized +5.7%
TSCO Tractor Supply Company 0.0%
Value ($000) $42 Shares 300 Est. Cost $26.36 Unrealized -2.3%
IWS iShares Russell Midcap Value Index Fd ETF 0.0%
Value ($000) $41 Shares 418 Est. Cost $80.78 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $40 Shares 18 Est. Cost $1898.79 Unrealized 0.0%
VSS Vanguard FTSE All World ex-US Small-Cap ETF 0.0%
Value ($000) $40 Shares 330 Est. Cost $121.21 Unrealized
BP BP P.L.C. Sponsored ADR 0.0%
Value ($000) $40 Shares 1,940 Est. Cost $35.65 Unrealized
FAST Fastenal Co. 0.0%
Value ($000) $39 Shares 800 Est. Cost $20.06 Unrealized +3.3%
GILD Gilead Sciences Inc. 0.0%
Value ($000) $38 Shares 646 Est. Cost $52.06 Unrealized -5.2%
FICO Fair Isaac & Co 0.0%
Value ($000) $38 Shares 75 Est. Cost $424.74 Unrealized +9.5%
TTC Toro Co. 0.0%
Value ($000) $38 Shares 400 Est. Cost $74.83 Unrealized +18.1%
IEI iShares 3-7 Year Treasury Bond ETF 0.0%
Value ($000) $37 Shares 279 Est. Cost $132.62 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $37 Shares 155 Est. Cost $199.93 Unrealized +2.4%
IWO iShares Russell 2000 Growth ETF 0.0%
Value ($000) $36 Shares 126 Est. Cost $190.48 Unrealized
GLW Corning Inc. 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $30.87 Unrealized 0.0%
Discover Financial Services 0.0%
Value ($000) $36 Shares 400 Est. Cost $90.00 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.0%
Value ($000) $35 Shares 250 Est. Cost $100.12 Unrealized
AAON AAON Inc 0.0%
Value ($000) $35 Shares 525 Est. Cost $37.27 Unrealized +10.4%
AEE Ameren Corp. 0.0%
Value ($000) $35 Shares 450 Est. Cost $68.86 Unrealized 0.0%
COP Conocophillips Inc. 0.0%
Value ($000) $34 Shares 838 Est. Cost $35.17 Unrealized -12.6%
DG Dollar General Corp. 0.0%
Value ($000) $34 Shares 161 Est. Cost $183.15 Unrealized +8.1%
LYB Lyondellbasell Indu-Cl A 0.0%
Value ($000) $34 Shares 375 Est. Cost $57.51 Unrealized 0.0%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $34 Shares 145 Est. Cost $275.88 Unrealized -16.8%
PAYX Paychex 0.0%
Value ($000) $33 Shares 350 Est. Cost $64.54 Unrealized +19.2%
APD Air Prods & Chems Inc 0.0%
Value ($000) $33 Shares 122 Est. Cost $122.76 Unrealized +101.7%
BIV Vanguard Int Term Bd Index Fd ETF 0.0%
Value ($000) $33 Shares 360 Est. Cost $83.33 Unrealized
GIS General Mills Inc. 0.0%
Value ($000) $32 Shares 550 Est. Cost $42.12 Unrealized +20.8%
NUE Nucor Corp. 0.0%
Value ($000) $32 Shares 600 Est. Cost $47.28 Unrealized +0.3%
BIDU Baidu Inc 0.0%
Value ($000) $31 Shares 145 Est. Cost $163.64 Unrealized
UGI UGI Corp New 0.0%
Value ($000) $30 Shares 864 Est. Cost $44.77 Unrealized -21.8%
GM General Motors 0.0%
Value ($000) $30 Shares 717 Est. Cost $37.51 Unrealized 0.0%
QQQ Invesco QQQ Trust Series 1 0.0%
Value ($000) $30 Shares 97 Est. Cost $171.66 Unrealized
AMGN Amgen Inc 0.0%
Value ($000) $29 Shares 125 Est. Cost $196.32 Unrealized 0.0%
CHD Church & Dwight Co Inc 0.0%
Value ($000) $29 Shares 333 Est. Cost $85.03 Unrealized -2.0%
ALL Allstate Corp. 0.0%
Value ($000) $28 Shares 255 Est. Cost $63.75 Unrealized +35.9%
ROP Roper Industries 0.0%
Value ($000) $28 Shares 65 Est. Cost $402.72 Unrealized -1.1%
SYK Stryker Corp 0.0%
Value ($000) $28 Shares 115 Est. Cost $113.54 Unrealized +89.0%
RMD ResMed Inc 0.0%
Value ($000) $27 Shares 125 Est. Cost $176.42 Unrealized +8.2%
PSA Public Storage Inc. 0.0%
Value ($000) $27 Shares 115 Est. Cost $183.60 Unrealized 0.0%
IWR iShares Russell Midcap Index Fd ETF 0.0%
Value ($000) $27 Shares 399 Est. Cost $86.48 Unrealized
ACAD Acadia Pharmaceuticals Inc 0.0%
Value ($000) $27 Shares 500 Est. Cost $43.18 Unrealized +15.0%
EMR Emerson Elec Co 0.0%
Value ($000) $27 Shares 333 Est. Cost $48.16 Unrealized +38.7%
HPQ HP Inc. 0.0%
Value ($000) $27 Shares 1,078 Est. Cost $16.23 Unrealized +8.5%
F Ford Motor Co 0.0%
Value ($000) $27 Shares 3,070 Est. Cost $6.68 Unrealized -4.9%
EXR Extra Space Storage Inc. REIT 0.0%
Value ($000) $26 Shares 225 Est. Cost $84.13 Unrealized +11.1%
FTNT Fortinet Inc 0.0%
Value ($000) $26 Shares 173 Est. Cost $25.75 Unrealized -1.9%
UNP Union Pac Corp 0.0%
Value ($000) $25 Shares 118 Est. Cost $81.54 Unrealized +118.4%
BRO Brown & Brown Inc 0.0%
Value ($000) $24 Shares 500 Est. Cost $43.00 Unrealized +3.4%
W Wayfair Inc. 0.0%
Value ($000) $23 Shares 100 Est. Cost $76.53 Unrealized +246.9%
SAP SAP AG ADR 0.0%
Value ($000) $22 Shares 165 Est. Cost $87.41 Unrealized
UNM UNUM Group 0.0%
Value ($000) $22 Shares 979 Est. Cost $34.65 Unrealized -40.3%
PFSI PennyMac Financial Services Inc. 0.0%
Value ($000) $21 Shares 325 Est. Cost $29.98 Unrealized +85.8%
Blackrock Inc. 0.0%
Value ($000) $21 Shares 30 Est. Cost $432.77 Unrealized
KMB Kimberly Clark Corp 0.0%
Value ($000) $20 Shares 145 Est. Cost $88.95 Unrealized +30.4%
SPLV Invesco S&P 500 Low Volatility 0.0%
Value ($000) $20 Shares 363 Est. Cost $46.83 Unrealized
GLD SPDR Gold Trust ETF 0.0%
Value ($000) $18 Shares 100 Est. Cost $180.00 Unrealized
TSLA Tesla Motors Inc 0.0%
Value ($000) $18 Shares 25 Est. Cost $170.65 Unrealized 0.0%
VEEV Veeva Systems Inc 0.0%
Value ($000) $18 Shares 65 Est. Cost $263.54 Unrealized +6.3%
AVGO Broadcom Inc 0.0%
Value ($000) $18 Shares 41 Est. Cost $30.40 Unrealized +14.5%
MKC McCormick & Co. 0.0%
Value ($000) $17 Shares 182 Est. Cost $62.85 Unrealized +34.9%
IWP iShares Russell Midcap Growth ETF 0.0%
Value ($000) $17 Shares 170 Est. Cost $108.82 Unrealized
PENN Penn National 0.0%
Value ($000) $17 Shares 200 Est. Cost $25.13 Unrealized +184.0%
SPG Simon PPTY Group Inc 0.0%
Value ($000) $17 Shares 195 Est. Cost $111.63 Unrealized -48.4%
CARR Carrier Global Corporation 0.0%
Value ($000) $17 Shares 445 Est. Cost $17.13 Unrealized +97.4%
BABA Alibaba.com Ltd. 0.0%
Value ($000) $17 Shares 72 Est. Cost $202.22 Unrealized
Colony Credit Real Estate Inc 0.0%
Value ($000) $16 Shares 2,095 Est. Cost $7.16 Unrealized
PTON Peloton Interactive Inc 0.0%
Value ($000) $15 Shares 100 Est. Cost $73.57 Unrealized +65.6%
RACE Ferrari NV 0.0%
Value ($000) $15 Shares 65 Est. Cost $54.54 Unrealized +274.1%
FLOT iShares Floating Rate Note Fund ETF 0.0%
Value ($000) $15 Shares 300 Est. Cost $50.00 Unrealized
VUG Vanguard Growth ETF 0.0%
Value ($000) $13 Shares 50 Est. Cost $184.21 Unrealized
VOD Vodafone Group PLC ADR New 0.0%
Value ($000) $12 Shares 718 Est. Cost $18.65 Unrealized
MFC Manulife Financial Corp. 0.0%
Value ($000) $12 Shares 680 Est. Cost $15.96 Unrealized 0.0%
ETSY Etsy Inc 0.0%
Value ($000) $12 Shares 65 Est. Cost $124.75 Unrealized +20.5%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $11 Shares 120 Est. Cost $78.03 Unrealized +6.3%
AGIO Agios Pharmaceuticals Inc 0.0%
Value ($000) $11 Shares 265 Est. Cost $61.72 Unrealized -35.9%
Unilever Plc ADR 0.0%
Value ($000) $11 Shares 183 Est. Cost $60.11 Unrealized
CMI Cummins Inc. 0.0%
Value ($000) $11 Shares 50 Est. Cost $116.52 Unrealized +70.2%
ED Consolidated Edison Inc. 0.0%
Value ($000) $11 Shares 150 Est. Cost $52.05 Unrealized +24.1%
AIG American International Group Inc. 0.0%
Value ($000) $10 Shares 262 Est. Cost $45.41 Unrealized -31.2%
CINF Cincinnati Financial Corp 0.0%
Value ($000) $10 Shares 119 Est. Cost $70.11 Unrealized 0.0%
ES Eversource Energy 0.0%
Value ($000) $10 Shares 117 Est. Cost $38.94 Unrealized +87.7%
IWM iShares Russell 2000 Index Fund ETF 0.0%
Value ($000) $10 Shares 50 Est. Cost $143.92 Unrealized
OTIS Otis Worldwide Corporation 0.0%
Value ($000) $9 Shares 133 Est. Cost $47.48 Unrealized +26.5%
UBS UBS Group AG 0.0%
Value ($000) $9 Shares 609 Est. Cost $13.24 Unrealized 0.0%
MET MetLife Inc. 0.0%
Value ($000) $8 Shares 171 Est. Cost $32.31 Unrealized +14.6%
XIFR Nextera Energy Partners 0.0%
Value ($000) $7 Shares 100 Est. Cost $52.99 Unrealized +21.7%
PGR Progressive Corp Ohio Com 0.0%
Value ($000) $7 Shares 75 Est. Cost $80.60 Unrealized 0.0%
NXPI NXP Semiconductors N.V. 0.0%
Value ($000) $7 Shares 47 Est. Cost $134.81 Unrealized 0.0%
Total S.A. ADR 0.0%
Value ($000) $7 Shares 157 Est. Cost $44.59 Unrealized
Corelogic Inc 0.0%
Value ($000) $7 Shares 91 Est. Cost $76.92 Unrealized
BHP BHP Billiton 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.00 Unrealized
AMP Ameriprise Financial Inc. 0.0%
Value ($000) $7 Shares 37 Est. Cost $157.28 Unrealized +5.2%
HDB HDFC Bank Ltd ADR 0.0%
Value ($000) $7 Shares 99 Est. Cost $70.71 Unrealized
TM Toyota Motor Corp Spon ADR 0.0%
Value ($000) $6 Shares 37 Est. Cost $162.16 Unrealized
CFG Citizens Financial Group 0.0%
Value ($000) $6 Shares 165 Est. Cost $25.28 Unrealized 0.0%
CAH Cardinal Health Inc 0.0%
Value ($000) $5 Shares 100 Est. Cost $41.87 Unrealized +8.9%
BIIB Biogen IDEC Inc 0.0%
Value ($000) $5 Shares 20 Est. Cost $300.59 Unrealized -13.8%
BCE BCE Inc 0.0%
Value ($000) $5 Shares 107 Est. Cost $30.06 Unrealized 0.0%
TRV The Travelers Cos Inc 0.0%
Value ($000) $5 Shares 39 Est. Cost $115.62 Unrealized 0.0%
VALE VALE SA ADR 0.0%
Value ($000) $5 Shares 318 Est. Cost $15.72 Unrealized
DE Deere & Co 0.0%
Value ($000) $5 Shares 20 Est. Cost $143.98 Unrealized +61.2%
TSM Taiwan Semiconductor Mfg Co Ltd ADR 0.0%
Value ($000) $5 Shares 50 Est. Cost $30.00 Unrealized
Terminix Global Hldgs Inc 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
CNI Canadian Natl Railway Co 0.0%
Value ($000) $5 Shares 41 Est. Cost $97.95 Unrealized 0.0%
ON ON Semiconductor Corp 0.0%
Value ($000) $5 Shares 151 Est. Cost $27.90 Unrealized 0.0%
Aptiv PLC 0.0%
Value ($000) $5 Shares 36 Est. Cost $138.89 Unrealized
PAYC Paycom Software Inc 0.0%
Value ($000) $5 Shares 11 Est. Cost $390.57 Unrealized 0.0%
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $5 Shares 58 Est. Cost $66.96 Unrealized 0.0%
MGM Growth Properties LLC 0.0%
Value ($000) $4 Shares 141 Est. Cost $28.37 Unrealized
PHG Koninklijke Philips Electroncis Spon ADR 0.0%
Value ($000) $4 Shares 83 Est. Cost $48.19 Unrealized
AIN Albany Intl Corp-Cl A 0.0%
Value ($000) $4 Shares 50 Est. Cost $59.22 Unrealized 0.0%
TTWO Take-Two Interactive Software Inc 0.0%
Value ($000) $4 Shares 17 Est. Cost $174.85 Unrealized 0.0%
CCL Carnival Corp 0.0%
Value ($000) $4 Shares 200 Est. Cost $50.30 Unrealized -64.7%
CAKE Cheesecake Factory Inc. 0.0%
Value ($000) $4 Shares 116 Est. Cost $30.90 Unrealized 0.0%
NOW ServiceNow Inc 0.0%
Value ($000) $4 Shares 8 Est. Cost $103.99 Unrealized 0.0%
TE Connectivity Ltd. 0.0%
Value ($000) $4 Shares 30 Est. Cost $133.33 Unrealized
NVR NVR Inc 0.0%
Value ($000) $4 Shares 1 Est. Cost $4157.18 Unrealized 0.0%
ASML Asml Holding NV-NY Reg Shs 0.0%
Value ($000) $4 Shares 9 Est. Cost $444.44 Unrealized
RELX RELX PLC 0.0%
Value ($000) $4 Shares 144 Est. Cost $27.78 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $4 Shares 50 Est. Cost $50.42 Unrealized +19.0%
AAP Advance Auto Parts Inc. 0.0%
Value ($000) $4 Shares 25 Est. Cost $137.83 Unrealized -0.7%
YUMC YUM China Holdings Inc 0.0%
Value ($000) $4 Shares 67 Est. Cost $56.16 Unrealized 0.0%
RBC RBC Bearings Inc 0.0%
Value ($000) $4 Shares 24 Est. Cost $152.66 Unrealized 0.0%
SHY iShares Trust Barclays 1-3 Year Treasury Bond Fund ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
IQV IQVIA Holdings Inc 0.0%
Value ($000) $4 Shares 21 Est. Cost $168.50 Unrealized 0.0%
Skillz Inc 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
Walgreens Boots Alliance Inc. 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
HII Huntington Ingalls Inds Inc. 0.0%
Value ($000) $3 Shares 20 Est. Cost $141.39 Unrealized 0.0%
LUV SouthWest Airlines Co 0.0%
Value ($000) $3 Shares 55 Est. Cost $40.31 Unrealized 0.0%
ASX Ase Technology Holding ADR 0.0%
Value ($000) $3 Shares 571 Est. Cost $5.25 Unrealized
SUI Sun Communities Inc REIT 0.0%
Value ($000) $3 Shares 18 Est. Cost $166.67 Unrealized
PNC PNC Financial Services Group 0.0%
Value ($000) $3 Shares 19 Est. Cost $106.49 Unrealized 0.0%
MUFG Mitsubishi UFJ Financial Group 0.0%
Value ($000) $3 Shares 634 Est. Cost $4.73 Unrealized
RLI RLI Corp 0.0%
Value ($000) $3 Shares 33 Est. Cost $39.52 Unrealized 0.0%
FIZZ National Beverage Corp 0.0%
Value ($000) $3 Shares 38 Est. Cost $36.23 Unrealized 0.0%
HPE Hewlett Packard Enterprise Co. 0.0%
Value ($000) $3 Shares 233 Est. Cost $10.23 Unrealized -12.1%
Vapotherm, Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
BAH Booz Allen Hamilton Holdings 0.0%
Value ($000) $3 Shares 32 Est. Cost $77.07 Unrealized 0.0%
FCX Freeport-McMoran Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $11.60 Unrealized +67.6%
LITE Lumentum Holdings Inc 0.0%
Value ($000) $3 Shares 30 Est. Cost $86.24 Unrealized 0.0%
FITB Fifth Third Bancorp 0.0%
Value ($000) $3 Shares 123 Est. Cost $20.77 Unrealized 0.0%
MSCI MSCI Inc 0.0%
Value ($000) $3 Shares 6 Est. Cost $343.86 Unrealized +8.3%
EXAS Exact Sciences Group 0.0%
Value ($000) $3 Shares 21 Est. Cost $120.93 Unrealized 0.0%
JBTM John Bean Technologies Corp 0.0%
Value ($000) $3 Shares 24 Est. Cost $101.30 Unrealized 0.0%
LVS Las Vegas Sands Corp 0.0%
Value ($000) $3 Shares 49 Est. Cost $50.91 Unrealized 0.0%
Ansys Inc 0.0%
Value ($000) $3 Shares 7 Est. Cost $428.57 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $3 Shares 6 Est. Cost $449.62 Unrealized 0.0%
ARW Arrow Electronics Inc 0.0%
Value ($000) $3 Shares 35 Est. Cost $88.50 Unrealized 0.0%
UNF UniFirst Corp/MA 0.0%
Value ($000) $3 Shares 12 Est. Cost $183.86 Unrealized 0.0%
BOH Bank of Hawaii Corp 0.0%
Value ($000) $3 Shares 43 Est. Cost $55.00 Unrealized 0.0%
URI United Rentals Inc 0.0%
Value ($000) $3 Shares 15 Est. Cost $204.61 Unrealized 0.0%
CNP CenterPoint Energy Inc 0.0%
Value ($000) $2 Shares 111 Est. Cost $19.42 Unrealized 0.0%
CTAS Cintas Corp. 0.0%
Value ($000) $2 Shares 7 Est. Cost $82.61 Unrealized 0.0%
STZ Constellation Brands Inc CL A 0.0%
Value ($000) $2 Shares 7 Est. Cost $180.83 Unrealized 0.0%
ROAD Construction Partners Inc 0.0%
Value ($000) $2 Shares 75 Est. Cost $23.91 Unrealized 0.0%
CPRT Copart Inc 0.0%
Value ($000) $2 Shares 17 Est. Cost $29.14 Unrealized 0.0%
CTVA Corteva Inc 0.0%
Value ($000) $2 Shares 41 Est. Cost $33.76 Unrealized 0.0%
Centurylink Inc 0.0%
Value ($000) $2 Shares 185 Est. Cost $10.81 Unrealized
CLH Clean Harbors Inc 0.0%
Value ($000) $2 Shares 29 Est. Cost $67.02 Unrealized 0.0%
DTE DTE Energy Co. 0.0%
Value ($000) $2 Shares 16 Est. Cost $88.73 Unrealized 0.0%
DAR Darling Ingredients Inc 0.0%
Value ($000) $2 Shares 29 Est. Cost $47.78 Unrealized 0.0%
DVA DaVita Inc 0.0%
Value ($000) $2 Shares 20 Est. Cost $101.86 Unrealized 0.0%
TRP TC Energy Corp 0.0%
Value ($000) $2 Shares 59 Est. Cost $32.58 Unrealized 0.0%
TXT Textron Inc 0.0%
Value ($000) $2 Shares 42 Est. Cost $41.81 Unrealized 0.0%
BBY Best Buy Co Inc. 0.0%
Value ($000) $2 Shares 23 Est. Cost $89.94 Unrealized 0.0%
AZO AUTOZONE INC 0.0%
Value ($000) $2 Shares 2 Est. Cost $1158.08 Unrealized 0.0%
TSN Tyson Foods Inc. 0.0%
Value ($000) $2 Shares 27 Est. Cost $53.24 Unrealized 0.0%
ANIK Anika Therapeutics Inc 0.0%
Value ($000) $2 Shares 46 Est. Cost $37.95 Unrealized 0.0%
UBER Uber Technologies Inc 0.0%
Value ($000) $2 Shares 34 Est. Cost $44.81 Unrealized 0.0%
American Campus Communities Inc 0.0%
Value ($000) $2 Shares 36 Est. Cost $55.56 Unrealized
AKAM Akamai Technologies Inc 0.0%
Value ($000) $2 Shares 23 Est. Cost $104.66 Unrealized 0.0%
IBB iShares Biotechnology ETF 0.0%
Value ($000) $2 Shares 15 Est. Cost $261.90 Unrealized
MAA Mid-America Apartment Communities Inc REIT 0.0%
Value ($000) $2 Shares 12 Est. Cost $103.61 Unrealized 0.0%
VTRS Viatris Inc 0.0%
Value ($000) $2 Shares 111 Est. Cost $13.33 Unrealized 0.0%
NI Nisource Inc. 0.0%
Value ($000) $2 Shares 89 Est. Cost $19.68 Unrealized 0.0%
WSM Williams-Sonoma Inc 0.0%
Value ($000) $2 Shares 22 Est. Cost $46.50 Unrealized 0.0%
RGA Reinsurance Group of America Inc 0.0%
Value ($000) $2 Shares 21 Est. Cost $111.67 Unrealized 0.0%
ZION Zions Bancorp NA 0.0%
Value ($000) $2 Shares 44 Est. Cost $36.98 Unrealized 0.0%
ZTS Zoetis Inc 0.0%
Value ($000) $2 Shares 15 Est. Cost $155.43 Unrealized 0.0%
ACGL Arch Capital Group LTD 0.0%
Value ($000) $2 Shares 59 Est. Cost $31.21 Unrealized 0.0%
IP International Paper Co 0.0%
Value ($000) $2 Shares 38 Est. Cost $35.85 Unrealized 0.0%
Horizon Therapeutics Plc 0.0%
Value ($000) $2 Shares 34 Est. Cost $58.82 Unrealized
IHS Markit Ltd 0.0%
Value ($000) $2 Shares 24 Est. Cost $83.33 Unrealized
RJF Raymond James Financial Inc 0.0%
Value ($000) $2 Shares 26 Est. Cost $53.12 Unrealized 0.0%
ING ING Groep NV ADR 0.0%
Value ($000) $2 Shares 242 Est. Cost $8.26 Unrealized
TT Trane Technologies PLC 0.0%
Value ($000) $2 Shares 13 Est. Cost $129.28 Unrealized 0.0%
AER Aercap Holdings NV 0.0%
Value ($000) $2 Shares 34 Est. Cost $34.36 Unrealized 0.0%
PHM PulteGroup Inc 0.0%
Value ($000) $2 Shares 35 Est. Cost $42.08 Unrealized 0.0%
PRI Primerica Inc 0.0%
Value ($000) $2 Shares 13 Est. Cost $125.63 Unrealized 0.0%
RYAAY Ryanair Holdings PLC 0.0%
Value ($000) $2 Shares 15 Est. Cost $133.33 Unrealized
Pioneer Natural Resources Co 0.0%
Value ($000) $2 Shares 16 Est. Cost $125.00 Unrealized
Pinnacle Financial Partners Inc 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.92 Unrealized
OTEX Open Text Corp 0.0%
Value ($000) $2 Shares 46 Est. Cost $37.13 Unrealized 0.0%
PSX Phillips 66 0.0%
Value ($000) $2 Shares 27 Est. Cost $47.97 Unrealized 0.0%
SRPT Sarepta Therapeutics Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $148.17 Unrealized 0.0%
SLB Schlumberger LTD 0.0%
Value ($000) $2 Shares 76 Est. Cost $63.04 Unrealized -73.2%
SBNY Signature Bank/New York NY 0.0%
Value ($000) $2 Shares 15 Est. Cost $133.33 Unrealized
XYZ Square Inc 0.0%
Value ($000) $2 Shares 11 Est. Cost $195.07 Unrealized 0.0%
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $2 Shares 9 Est. Cost $150.00 Unrealized 0.0%
AGNC AGNC Investment Corp REIT 0.0%
Value ($000) $2 Shares 111 Est. Cost $18.02 Unrealized
FRCB First Republic Bank/CA 0.0%
Value ($000) $2 Shares 15 Est. Cost $128.36 Unrealized 0.0%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $2 Shares 6 Est. Cost $347.27 Unrealized 0.0%
LNC Lincoln National Corp 0.0%
Value ($000) $2 Shares 45 Est. Cost $32.91 Unrealized 0.0%
MTCH Match Group Inc 0.0%
Value ($000) $2 Shares 12 Est. Cost $129.23 Unrealized 0.0%
LII Lennox International Inc 0.0%
Value ($000) $2 Shares 8 Est. Cost $267.20 Unrealized 0.0%
CME CME Group Inc. 0.0%
Value ($000) $2 Shares 9 Est. Cost $124.75 Unrealized +11.0%
DLTR Dollar Tree Inc 0.0%
Value ($000) $2 Shares 17 Est. Cost $100.42 Unrealized 0.0%
DOV Dover Inc 0.0%
Value ($000) $2 Shares 19 Est. Cost $111.11 Unrealized 0.0%
E Eni SpA ADR 0.0%
Value ($000) $2 Shares 120 Est. Cost $16.67 Unrealized
HIG Hartford Financial Services Grp 0.0%
Value ($000) $2 Shares 39 Est. Cost $38.73 Unrealized 0.0%
ENTG Entegris Inc 0.0%
Value ($000) $2 Shares 26 Est. Cost $85.63 Unrealized 0.0%
ETR Entergy Corporation 0.0%
Value ($000) $2 Shares 21 Est. Cost $43.60 Unrealized 0.0%
NVST Envista Holdings Corp 0.0%
Value ($000) $2 Shares 59 Est. Cost $28.99 Unrealized 0.0%
EVRG Evergy Inc 0.0%
Value ($000) $2 Shares 34 Est. Cost $44.68 Unrealized 0.0%
EVTC Evertec Inc 0.0%
Value ($000) $2 Shares 59 Est. Cost $36.21 Unrealized 0.0%
FFIN First Financial Bankshares Inc 0.0%
Value ($000) $2 Shares 57 Est. Cost $29.71 Unrealized 0.0%
CF CF Industries Holdings Inc 0.0%
Value ($000) $2 Shares 39 Est. Cost $29.47 Unrealized 0.0%
BURL Burlington Stores Inc. 0.0%
Value ($000) $2 Shares 6 Est. Cost $222.79 Unrealized 0.0%
BSX Boston Scientific Corp 0.0%
Value ($000) $2 Shares 43 Est. Cost $36.04 Unrealized 0.0%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $1 Shares 9 Est. Cost $115.14 Unrealized 0.0%
BWA Borgwarner Inc. 0.0%
Value ($000) $1 Shares 23 Est. Cost $31.44 Unrealized 0.0%
Laboratory Corp of America Holdings 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
HAS Hasbro Inc 0.0%
Value ($000) $1 Shares 14 Est. Cost $72.61 Unrealized 0.0%
KR Kroger Corp. 0.0%
Value ($000) $1 Shares 30 Est. Cost $26.97 Unrealized +7.7%
EBAY EBAY Inc 0.0%
Value ($000) $1 Shares 17 Est. Cost $46.69 Unrealized 0.0%
DVN Devon Energy Corp. 0.0%
Value ($000) $1 Shares 78 Est. Cost $9.51 Unrealized 0.0%
XRAY Dentsply Sirona Inc. 0.0%
Value ($000) $1 Shares 22 Est. Cost $49.32 Unrealized 0.0%
AZTA Brooks Automation Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $62.04 Unrealized 0.0%
LSTR Landstar Systems Inc 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
Marathon Oil Corp 0.0%
Value ($000) $1 Shares 123 Est. Cost $8.13 Unrealized
TDY Teledyne Technologies Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $358.76 Unrealized 0.0%
CRI Carter's Inc 0.0%
Value ($000) $1 Shares 13 Est. Cost $72.85 Unrealized 0.0%
VVV Valvoline Inc 0.0%
Value ($000) $1 Shares 61 Est. Cost $21.65 Unrealized 0.0%
Cimarex Energy Co 0.0%
Value ($000) $1 Shares 19 Est. Cost $52.63 Unrealized
Escrow Altegrity Inc 0.0%
Value ($000) $1 Shares 50 Est. Cost $80.00 Unrealized
VST Vistra Corp 0.0%
Value ($000) $1 Shares 66 Est. Cost $16.64 Unrealized 0.0%
IEX IDEX Corp 0.0%
Value ($000) $1 Shares 6 Est. Cost $178.73 Unrealized 0.0%
ABBNY ABB Ltd Sponsored ADR 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
OSK Oshkosh Truck Corp. 0.0%
Value ($000) $1 Shares 6 Est. Cost $73.00 Unrealized 0.0%
SU Suncor Energy, Inc. 0.0%
Value ($000) $1 Shares 84 Est. Cost $14.68 Unrealized -18.1%
IHG Intercontinental Hotels ADR 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.45 Unrealized
ETN Eaton Corp PLC 0.0%
Value ($000) $1 Shares 8 Est. Cost $67.05 Unrealized +54.9%
SNA Snap-on Inc 0.0%
Value ($000) $1 Shares 8 Est. Cost $146.41 Unrealized 0.0%
Amcor PLC 0.0%
Value ($000) $1 Shares 85 Est. Cost $9.23 Unrealized 0.0%
ROKU Roku Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $262.32 Unrealized 0.0%
SR Spire Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
SNPS Synopsys Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $230.63 Unrealized 0.0%
VYX NCR Corp New 0.0%
Value ($000) $1 Shares 33 Est. Cost $11.88 Unrealized +39.5%
HST Host Hotels & Resorts 0.0%
Value ($000) $1 Shares 76 Est. Cost $10.70 Unrealized 0.0%
New York Community Bancorp 0.0%
Value ($000) $1 Shares 100 Est. Cost $16.26 Unrealized
HXL Hexcel Corp 0.0%
Value ($000) $1 Shares 29 Est. Cost $43.54 Unrealized 0.0%
PNW Pinnacle West Capital Corp 0.0%
Value ($000) $1 Shares 16 Est. Cost $65.83 Unrealized 0.0%
OLN Olin Corp 0.0%
Value ($000) $1 Shares 36 Est. Cost $18.35 Unrealized 0.0%
PacWest Bancorp 0.0%
Value ($000) $1 Shares 31 Est. Cost $32.26 Unrealized
Sterling Bancorp/DE 0.0%
Value ($000) $1 Shares 81 Est. Cost $12.35 Unrealized
Parsley Energy Inc 0.0%
Value ($000) $1 Shares 67 Est. Cost $14.93 Unrealized
NOK Nokia Corp 0.0%
Value ($000) $0 Shares 140 Est. Cost $10.00 Unrealized
Chico's FAS, Inc. 0.0%
Value ($000) $0 Shares 200 Est. Cost $10.00 Unrealized
FMC FMC Corp 0.0%
Value ($000) $0 Shares 4 Est. Cost $94.79 Unrealized 0.0%
EOG EOG Resources Inc. 0.0%
Value ($000) $0 Shares 10 Est. Cost $71.28 Unrealized -52.1%