OKABENA INVESTMENT SERVICES INC Diversified Active

CIK: 0001157519 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Mar 25, 2022

Total Value ($000): $262,978 (100.0% shares, 0.0% debt)

Holdings (195)

VEU Vanguard FTSE All World Ex US ETF 15.7%
Value ($000) $41,291 Shares 673,812 Est. Cost $56.67 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 6.4%
Value ($000) $16,750 Shares 338,655 Est. Cost $46.55 Unrealized
SPY SPDR S&P 500 ETF Trust 4.1%
Value ($000) $10,878 Shares 22,904 Est. Cost $426.53 Unrealized
GLD SPDR Gold Shares 4.1%
Value ($000) $10,822 Shares 63,299 Est. Cost $145.64 Unrealized
DFAI Dimensional Intern Core Eqt Mkt ETF 3.8%
Value ($000) $10,031 Shares 339,240 Est. Cost $26.87 Unrealized
IJR iShares Core S&P Small Cap 3.3%
Value ($000) $8,588 Shares 75,002 Est. Cost $68.29 Unrealized
MSFT Microsoft Corporation 2.8%
Value ($000) $7,325 Shares 21,780 Est. Cost $205.63 Unrealized +52.4%
IEFA iShares Core MSCI EAFE ETF 2.3%
Value ($000) $5,947 Shares 79,679 Est. Cost $74.55 Unrealized
IVV iShares Core S&P 500 ETF 2.2%
Value ($000) $5,759 Shares 12,073 Est. Cost $477.01 Unrealized
GOOG Alphabet Inc. Class C 2.0%
Value ($000) $5,365 Shares 1,854 Est. Cost $81.76 Unrealized +75.5%
VOO Vanguard S&P 500 ETF 1.9%
Value ($000) $5,120 Shares 11,728 Est. Cost $290.48 Unrealized
BBWI Bath & Body Works, Inc. 1.7%
Value ($000) $4,428 Shares 63,451 Est. Cost $60.35 Unrealized +6.0%
MDT Medtronic Plc 1.4%
Value ($000) $3,689 Shares 35,661 Est. Cost $101.69 Unrealized +0.3%
ZBRA Zebra Technologies Corporation Class A 1.3%
Value ($000) $3,365 Shares 5,654 Est. Cost $442.62 Unrealized +28.3%
BTI British American Tobacco PLC Sponsored ADR 1.2%
Value ($000) $3,282 Shares 87,722 Est. Cost $36.58 Unrealized
CHTR Charter Communications, Inc. Class A 1.2%
Value ($000) $3,215 Shares 4,931 Est. Cost $490.21 Unrealized +38.9%
IWF iShares Russell 1000 Growth ETF 1.1%
Value ($000) $3,018 Shares 9,876 Est. Cost $305.59 Unrealized
UNH UnitedHealth Group Incorporated 1.1%
Value ($000) $3,006 Shares 5,986 Est. Cost $414.89 Unrealized +1.8%
TIP iShares TIPS Bond ETF 1.1%
Value ($000) $2,973 Shares 23,013 Est. Cost $119.29 Unrealized
STX Seagate Technology Holdings PLC 1.1%
Value ($000) $2,921 Shares 25,853 Est. Cost $75.21 Unrealized +12.6%
KKR KKR & Co. Inc. 1.1%
Value ($000) $2,898 Shares 38,900 Est. Cost $27.82 Unrealized +156.0%
TSM Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR 1.1%
Value ($000) $2,872 Shares 23,871 Est. Cost $120.31 Unrealized
IHG InterContinental Hotels Group PLC Sponsored ADR 1.1%
Value ($000) $2,853 Shares 43,744 Est. Cost $58.14 Unrealized
PG Procter & Gamble 1.1%
Value ($000) $2,788 Shares 17,045 Est. Cost $106.20 Unrealized +26.3%
TMO Thermo Fisher Scientific Inc. 1.0%
Value ($000) $2,660 Shares 3,987 Est. Cost $606.45 Unrealized +1.8%
QQQ Invesco QQQ Trust 1.0%
Value ($000) $2,514 Shares 6,319 Est. Cost $397.85 Unrealized
OTIS Otis Worldwide Corporation 0.9%
Value ($000) $2,439 Shares 28,015 Est. Cost $60.75 Unrealized +29.1%
OMF OneMain Holdings, Inc. 0.9%
Value ($000) $2,367 Shares 47,307 Est. Cost $51.85 Unrealized +2.0%
BUD Anheuser-Busch InBev SA/NV Sponsored ADR 0.9%
Value ($000) $2,314 Shares 38,224 Est. Cost $56.75 Unrealized
VSCO Victoria's Secret & Company 0.9%
Value ($000) $2,284 Shares 41,128 Est. Cost $55.74 Unrealized -6.5%
HGV Hilton Grand Vacations, Inc. 0.9%
Value ($000) $2,270 Shares 43,564 Est. Cost $35.98 Unrealized +39.0%
ACN Accenture Plc Class A 0.8%
Value ($000) $2,208 Shares 5,327 Est. Cost $324.41 Unrealized +5.8%
LKQ LKQ Corporation 0.8%
Value ($000) $2,168 Shares 36,120 Est. Cost $26.67 Unrealized +90.5%
CNI Canadian National Railway Company 0.8%
Value ($000) $2,156 Shares 17,548 Est. Cost $91.69 Unrealized +27.4%
V Visa Inc. Class A 0.8%
Value ($000) $2,155 Shares 9,942 Est. Cost $193.19 Unrealized +7.7%
AAPL Apple Inc. 0.8%
Value ($000) $2,096 Shares 11,804 Est. Cost $148.60 Unrealized +4.1%
FIVN Five9, Inc. 0.8%
Value ($000) $2,028 Shares 14,770 Est. Cost $147.91 Unrealized 0.0%
PM Philip Morris International Inc. 0.8%
Value ($000) $2,026 Shares 21,327 Est. Cost $62.19 Unrealized +22.7%
AMZN Amazon.com, Inc. 0.8%
Value ($000) $2,001 Shares 600 Est. Cost $166.20 Unrealized +3.0%
Canadian Pacific Kansas City Limited 0.7%
Value ($000) $1,962 Shares 27,268 Est. Cost $116.84 Unrealized
Unilever PLC Sponsored ADR 0.7%
Value ($000) $1,856 Shares 34,498 Est. Cost $58.37 Unrealized
BND Vanguard Total Bond Market ETF 0.7%
Value ($000) $1,819 Shares 21,459 Est. Cost $84.85 Unrealized
SBUX Starbucks Corp 0.7%
Value ($000) $1,789 Shares 15,294 Est. Cost $77.65 Unrealized +31.6%
FISV Fiserv, Inc. 0.7%
Value ($000) $1,781 Shares 17,156 Est. Cost $103.40 Unrealized 0.0%
CBRE CBRE Group, Inc. Class A 0.7%
Value ($000) $1,760 Shares 16,223 Est. Cost $85.88 Unrealized +19.3%
AZO AutoZone, Inc. 0.6%
Value ($000) $1,706 Shares 814 Est. Cost $1603.98 Unrealized +16.1%
MA Mastercard Incorporated Class A 0.6%
Value ($000) $1,502 Shares 4,180 Est. Cost $337.80 Unrealized 0.0%
ADP Automatic Data Processing, Inc. 0.6%
Value ($000) $1,499 Shares 6,081 Est. Cost $147.99 Unrealized +40.1%
SHOP Shopify, Inc. Class A 0.6%
Value ($000) $1,470 Shares 1,067 Est. Cost $45.08 Unrealized +224.2%
BRK/B Berkshire Hathaway Inc. Class B 0.5%
Value ($000) $1,400 Shares 4,681 Est. Cost $286.41 Unrealized 0.0%
XME SPDR S&P Metals & Mining ETF 0.5%
Value ($000) $1,396 Shares 31,172 Est. Cost $25.44 Unrealized
BlackRock, Inc. 0.5%
Value ($000) $1,314 Shares 1,435 Est. Cost $915.68 Unrealized
RMD ResMed Inc. 0.5%
Value ($000) $1,221 Shares 4,688 Est. Cost $250.23 Unrealized 0.0%
EXPE Expedia Group, Inc. 0.5%
Value ($000) $1,219 Shares 6,745 Est. Cost $113.55 Unrealized +48.5%
MCO Moody's Corporation 0.5%
Value ($000) $1,202 Shares 3,077 Est. Cost $220.07 Unrealized +69.2%
BALL Ball Corporation 0.4%
Value ($000) $1,180 Shares 12,259 Est. Cost $83.76 Unrealized +4.4%
APH Amphenol Corporation Class A 0.4%
Value ($000) $1,158 Shares 13,244 Est. Cost $38.92 Unrealized 0.0%
IVW iShares S&P 500 Growth ETF 0.4%
Value ($000) $1,150 Shares 13,750 Est. Cost $83.64 Unrealized
YUMC Yum China Holdings, Inc. 0.4%
Value ($000) $1,116 Shares 22,385 Est. Cost $54.25 Unrealized 0.0%
DDOG Datadog Inc Class A 0.4%
Value ($000) $1,107 Shares 6,217 Est. Cost $126.28 Unrealized +34.4%
IHS Markit Ltd. 0.4%
Value ($000) $1,093 Shares 8,224 Est. Cost $132.90 Unrealized
KDP Keurig Dr Pepper Inc. 0.4%
Value ($000) $1,075 Shares 29,176 Est. Cost $31.60 Unrealized 0.0%
NOW ServiceNow, Inc. 0.4%
Value ($000) $1,061 Shares 1,635 Est. Cost $121.33 Unrealized +8.2%
WDAY Workday, Inc. Class A 0.4%
Value ($000) $1,007 Shares 3,687 Est. Cost $277.65 Unrealized 0.0%
JD JD.com, Inc. Sponsored ADR Class A 0.4%
Value ($000) $991 Shares 14,148 Est. Cost $49.17 Unrealized
RH RH 0.4%
Value ($000) $989 Shares 1,846 Est. Cost $644.61 Unrealized -4.6%
JPM JPMorgan Chase & Co. 0.4%
Value ($000) $985 Shares 6,221 Est. Cost $122.30 Unrealized +20.9%
IWR iShares Russell Midcap ETF 0.4%
Value ($000) $967 Shares 11,650 Est. Cost $81.00 Unrealized
JNJ Johnson & Johnson 0.3%
Value ($000) $837 Shares 4,895 Est. Cost $145.09 Unrealized 0.0%
ABT Abbott Laboratories 0.3%
Value ($000) $837 Shares 5,945 Est. Cost $112.51 Unrealized +5.5%
ADBE Adobe Inc. 0.3%
Value ($000) $823 Shares 1,452 Est. Cost $515.47 Unrealized +21.3%
TLT iShares 20 Yr Treasury Bond 0.3%
Value ($000) $783 Shares 5,287 Est. Cost $135.46 Unrealized
GDX Vaneck Vectors Gold Miners ETF 0.3%
Value ($000) $726 Shares 22,667 Est. Cost $29.29 Unrealized
INTU Intuit Inc 0.2%
Value ($000) $600 Shares 933 Est. Cost $421.44 Unrealized +42.7%
META Meta Platforms Inc. Class A 0.2%
Value ($000) $596 Shares 1,773 Est. Cost $252.48 Unrealized +30.6%
TGT Target Corporation 0.2%
Value ($000) $586 Shares 2,533 Est. Cost $191.16 Unrealized +12.0%
AMAT Applied Materials Inc 0.2%
Value ($000) $517 Shares 3,286 Est. Cost $128.83 Unrealized +8.3%
UNP Union Pacific Corporation 0.2%
Value ($000) $509 Shares 2,020 Est. Cost $203.94 Unrealized +5.4%
NEE Nextera Energy Inc 0.2%
Value ($000) $501 Shares 5,362 Est. Cost $66.51 Unrealized +16.3%
MCD McDonald's Corporation 0.2%
Value ($000) $458 Shares 1,708 Est. Cost $209.63 Unrealized +9.5%
ITW Illinois Tool Works Inc. 0.2%
Value ($000) $433 Shares 1,754 Est. Cost $210.30 Unrealized 0.0%
GOOGL Alphabet Inc. Class A 0.2%
Value ($000) $426 Shares 147 Est. Cost $116.84 Unrealized +22.3%
VTI Vanguard Total Stock Market 0.2%
Value ($000) $419 Shares 1,735 Est. Cost $241.50 Unrealized
GS Goldman Sachs Group Inc 0.2%
Value ($000) $415 Shares 1,086 Est. Cost $319.41 Unrealized +11.6%
ASML ASML Holding NV ADR 0.2%
Value ($000) $398 Shares 500 Est. Cost $796.00 Unrealized
TROW T Rowe Price Group 0.1%
Value ($000) $392 Shares 1,995 Est. Cost $151.44 Unrealized +11.4%
WM Waste Management Inc 0.1%
Value ($000) $382 Shares 2,286 Est. Cost $128.55 Unrealized +17.2%
IVE iShares S&P 500 Value ETF 0.1%
Value ($000) $376 Shares 2,400 Est. Cost $156.67 Unrealized
DFAE Dimensional Emerg Core Eqy Mrkt ETF 0.1%
Value ($000) $369 Shares 13,502 Est. Cost $27.32 Unrealized
CRM Salesforce.com, Inc. 0.1%
Value ($000) $354 Shares 1,394 Est. Cost $227.70 Unrealized +21.9%
IEMG iShares Core MSCI Emerging Markets ETF 0.1%
Value ($000) $338 Shares 5,650 Est. Cost $59.82 Unrealized
SPGI S&P Global, Inc. 0.1%
Value ($000) $306 Shares 648 Est. Cost $369.84 Unrealized +19.5%
KEYS Keysight Tech Inc 0.1%
Value ($000) $304 Shares 1,470 Est. Cost $145.10 Unrealized +28.9%
EFA iShares MSCI EAFE ETF 0.1%
Value ($000) $295 Shares 3,750 Est. Cost $78.67 Unrealized
NKE NIKE, Inc. Class B 0.1%
Value ($000) $280 Shares 1,680 Est. Cost $150.38 Unrealized +2.8%
FDX Fedex Corporation 0.1%
Value ($000) $278 Shares 1,073 Est. Cost $270.30 Unrealized -18.6%
PFE Pfizer Incorporated 0.1%
Value ($000) $259 Shares 4,386 Est. Cost $30.99 Unrealized +29.8%
IJH iShares Core S&P Mid Cap 0.1%
Value ($000) $257 Shares 907 Est. Cost $267.30 Unrealized
CVNA Carvana Co. Class A 0.1%
Value ($000) $242 Shares 1,042 Est. Cost $332.52 Unrealized -17.3%
BAC Bank Of America Corp 0.1%
Value ($000) $237 Shares 5,319 Est. Cost $36.56 Unrealized +12.2%
DASH DoorDash, Inc. Class A 0.1%
Value ($000) $230 Shares 1,546 Est. Cost $189.35 Unrealized 0.0%
FTCHQ Farfetch Limited Class A 0.1%
Value ($000) $227 Shares 6,780 Est. Cost $36.75 Unrealized 0.0%
WMT Walmart Inc. 0.1%
Value ($000) $224 Shares 1,549 Est. Cost $45.18 Unrealized 0.0%
GNTX Gentex Corporation 0.1%
Value ($000) $214 Shares 6,146 Est. Cost $35.48 Unrealized 0.0%
DHI D.R. Horton, Inc. 0.1%
Value ($000) $204 Shares 1,880 Est. Cost $92.30 Unrealized 0.0%
ECL Ecolab Inc. 0.1%
Value ($000) $191 Shares 815 Est. Cost $203.96 Unrealized +5.7%
DEO Diageo plc Sponsored ADR 0.1%
Value ($000) $167 Shares 759 Est. Cost $220.03 Unrealized
HDB HDFC Bank Limited Sponsored ADR 0.1%
Value ($000) $166 Shares 2,544 Est. Cost $65.25 Unrealized
XYZ Block Inc Class A 0.1%
Value ($000) $166 Shares 1,028 Est. Cost $256.87 Unrealized -15.6%
MXL MaxLinear, Inc. 0.1%
Value ($000) $163 Shares 2,157 Est. Cost $64.03 Unrealized 0.0%
SITE SiteOne Landscape Supply, Inc. 0.1%
Value ($000) $140 Shares 576 Est. Cost $231.24 Unrealized 0.0%
EMLP First Trust North American Energy ETF 0.1%
Value ($000) $132 Shares 5,282 Est. Cost $25.29 Unrealized
ASGN ASGN Inc 0.0%
Value ($000) $131 Shares 1,064 Est. Cost $122.28 Unrealized 0.0%
HLI Houlihan Lokey, Inc. Class A 0.0%
Value ($000) $130 Shares 1,259 Est. Cost $98.98 Unrealized 0.0%
VVV Valvoline, Inc. 0.0%
Value ($000) $130 Shares 3,480 Est. Cost $34.88 Unrealized 0.0%
CIGI Colliers International Group Inc. 0.0%
Value ($000) $129 Shares 867 Est. Cost $140.11 Unrealized 0.0%
EEM iShares MSCI Emerging Markets ETF 0.0%
Value ($000) $125 Shares 2,550 Est. Cost $49.02 Unrealized
NV5 Global Inc 0.0%
Value ($000) $122 Shares 883 Est. Cost $138.17 Unrealized
Linde plc 0.0%
Value ($000) $115 Shares 333 Est. Cost $294.12 Unrealized
PBH Prestige Consumer Healthcare Inc 0.0%
Value ($000) $114 Shares 1,884 Est. Cost $59.37 Unrealized 0.0%
PRG PROG Holdings, Inc. 0.0%
Value ($000) $114 Shares 2,518 Est. Cost $43.80 Unrealized 0.0%
PZZA Papa John's International, Inc. 0.0%
Value ($000) $110 Shares 821 Est. Cost $111.95 Unrealized 0.0%
PRI Primerica, Inc. 0.0%
Value ($000) $104 Shares 677 Est. Cost $158.57 Unrealized 0.0%
EMGF iShares MSCI Emerging Markets Multifactor ETF 0.0%
Value ($000) $101 Shares 1,979 Est. Cost $51.04 Unrealized
MBB iShares MBS ETF 0.0%
Value ($000) $97 Shares 907 Est. Cost $106.95 Unrealized
EHC Encompass Health Corporation 0.0%
Value ($000) $97 Shares 1,493 Est. Cost $49.42 Unrealized 0.0%
IAA, Inc. 0.0%
Value ($000) $93 Shares 1,834 Est. Cost $50.71 Unrealized
SSD Simpson Manufacturing Co., Inc. 0.0%
Value ($000) $93 Shares 666 Est. Cost $116.67 Unrealized 0.0%
IWM iShares Russell 2000 ETF 0.0%
Value ($000) $92 Shares 414 Est. Cost $150.65 Unrealized
FCFS FirstCash Holdings, Inc. 0.0%
Value ($000) $90 Shares 1,204 Est. Cost $72.50 Unrealized 0.0%
LOW Lowe's Companies, Inc. 0.0%
Value ($000) $89 Shares 346 Est. Cost $219.81 Unrealized 0.0%
EME EMCOR Group, Inc. 0.0%
Value ($000) $88 Shares 688 Est. Cost $122.14 Unrealized 0.0%
MMS MAXIMUS, Inc. 0.0%
Value ($000) $87 Shares 1,087 Est. Cost $81.73 Unrealized 0.0%
WTS Watts Water Technologies, Inc. Class A 0.0%
Value ($000) $84 Shares 433 Est. Cost $190.00 Unrealized 0.0%
Avaya Holdings Corp. 0.0%
Value ($000) $83 Shares 4,187 Est. Cost $19.82 Unrealized
MTZ MasTec, Inc. 0.0%
Value ($000) $82 Shares 886 Est. Cost $91.39 Unrealized 0.0%
TDY Teledyne Technologies Incorporated 0.0%
Value ($000) $80 Shares 182 Est. Cost $434.96 Unrealized 0.0%
HLNE Hamilton Lane Incorporated Class A 0.0%
Value ($000) $79 Shares 763 Est. Cost $102.65 Unrealized 0.0%
MANH Manhattan Associates, Inc. 0.0%
Value ($000) $79 Shares 507 Est. Cost $162.45 Unrealized 0.0%
CVS CVS Health Corporation 0.0%
Value ($000) $72 Shares 694 Est. Cost $80.49 Unrealized 0.0%
CACI CACI International Inc Class A 0.0%
Value ($000) $71 Shares 265 Est. Cost $273.89 Unrealized 0.0%
FDS FactSet Research Systems Inc. 0.0%
Value ($000) $70 Shares 144 Est. Cost $431.08 Unrealized 0.0%
GWW W.W. Grainger, Inc. 0.0%
Value ($000) $65 Shares 125 Est. Cost $452.39 Unrealized 0.0%
USB U.S. Bancorp 0.0%
Value ($000) $62 Shares 1,096 Est. Cost $48.84 Unrealized 0.0%
CL Colgate-Palmolive Co 0.0%
Value ($000) $60 Shares 700 Est. Cost $62.36 Unrealized +13.7%
ROST Ross Stores, Inc. 0.0%
Value ($000) $59 Shares 518 Est. Cost $106.60 Unrealized 0.0%
COR AmerisourceBergen Corporation 0.0%
Value ($000) $58 Shares 435 Est. Cost $117.11 Unrealized 0.0%
DG Dollar General Corporation 0.0%
Value ($000) $58 Shares 248 Est. Cost $206.36 Unrealized 0.0%
STT State Street Corporation 0.0%
Value ($000) $56 Shares 607 Est. Cost $81.94 Unrealized 0.0%
WEX WEX Inc. 0.0%
Value ($000) $54 Shares 388 Est. Cost $152.85 Unrealized 0.0%
MRSH Marsh & McLennan Companies, Inc. 0.0%
Value ($000) $53 Shares 303 Est. Cost $156.21 Unrealized 0.0%
ORCL Oracle Corporation 0.0%
Value ($000) $53 Shares 610 Est. Cost $48.99 Unrealized +81.5%
SYY Sysco Corporation 0.0%
Value ($000) $51 Shares 645 Est. Cost $68.78 Unrealized 0.0%
GPN Global Payments Inc. 0.0%
Value ($000) $50 Shares 367 Est. Cost $132.51 Unrealized 0.0%
MCHP Microchip Technology Incorporated 0.0%
Value ($000) $48 Shares 554 Est. Cost $73.87 Unrealized 0.0%
KO Coca-Cola Company 0.0%
Value ($000) $45 Shares 755 Est. Cost $47.27 Unrealized +4.0%
UPS United Parcel Service, Inc. Class B 0.0%
Value ($000) $45 Shares 212 Est. Cost $168.57 Unrealized 0.0%
CW Curtiss-Wright Corporation 0.0%
Value ($000) $45 Shares 322 Est. Cost $130.05 Unrealized 0.0%
GGG Graco Inc. 0.0%
Value ($000) $44 Shares 551 Est. Cost $71.91 Unrealized 0.0%
CVX Chevron Corporation 0.0%
Value ($000) $41 Shares 348 Est. Cost $96.10 Unrealized 0.0%
CAG Conagra Brands, Inc. 0.0%
Value ($000) $39 Shares 1,130 Est. Cost $30.26 Unrealized -10.9%
AMGN Amgen Inc. 0.0%
Value ($000) $38 Shares 169 Est. Cost $185.15 Unrealized 0.0%
INTC Intel Corp 0.0%
Value ($000) $36 Shares 700 Est. Cost $53.20 Unrealized -11.1%
BFAM Bright Horizons Family Solutions, Inc. 0.0%
Value ($000) $35 Shares 281 Est. Cost $138.92 Unrealized 0.0%
IWP iShares Russell Mid-Cap Growth ETF 0.0%
Value ($000) $34 Shares 292 Est. Cost $116.44 Unrealized
KR Kroger Co. 0.0%
Value ($000) $34 Shares 752 Est. Cost $38.48 Unrealized 0.0%
SJM J.M. Smucker Company 0.0%
Value ($000) $32 Shares 234 Est. Cost $111.01 Unrealized 0.0%
MO Altria Group Inc 0.0%
Value ($000) $32 Shares 684 Est. Cost $32.79 Unrealized 0.0%
ADUS Addus HomeCare Corporation 0.0%
Value ($000) $31 Shares 328 Est. Cost $89.93 Unrealized 0.0%
DIS Walt Disney Co 0.0%
Value ($000) $31 Shares 200 Est. Cost $178.04 Unrealized -11.4%
LCII LCI Industries 0.0%
Value ($000) $29 Shares 186 Est. Cost $126.77 Unrealized 0.0%
SWK Stanley Black & Decker, Inc. 0.0%
Value ($000) $28 Shares 150 Est. Cost $158.57 Unrealized 0.0%
MRK Merck & Co., Inc. 0.0%
Value ($000) $27 Shares 354 Est. Cost $69.89 Unrealized 0.0%
IDCC InterDigital, Inc. 0.0%
Value ($000) $23 Shares 317 Est. Cost $69.71 Unrealized 0.0%
PRGO Perrigo Co. Plc 0.0%
Value ($000) $23 Shares 591 Est. Cost $42.00 Unrealized 0.0%
CCOI Cogent Communications Holdings Inc 0.0%
Value ($000) $21 Shares 284 Est. Cost $58.80 Unrealized 0.0%
SAP SAP SE Sponsored ADR 0.0%
Value ($000) $19 Shares 133 Est. Cost $142.86 Unrealized
BHP BHP Group Limited Sponsored ADR 0.0%
Value ($000) $16 Shares 267 Est. Cost $72.87 Unrealized
CHKP Check Point Software Technologies Ltd. 0.0%
Value ($000) $15 Shares 130 Est. Cost $115.91 Unrealized 0.0%
RIO Rio Tinto plc Sponsored ADR 0.0%
Value ($000) $12 Shares 176 Est. Cost $68.18 Unrealized
IBN ICICI Bank Limited Sponsored ADR 0.0%
Value ($000) $12 Shares 599 Est. Cost $20.03 Unrealized
COST Costco Wholesale Corporation 0.0%
Value ($000) $12 Shares 21 Est. Cost $488.10 Unrealized 0.0%
DHR Danaher Corporation 0.0%
Value ($000) $12 Shares 37 Est. Cost $217.14 Unrealized +24.4%
HD Home Depot, Inc. 0.0%
Value ($000) $11 Shares 27 Est. Cost $343.18 Unrealized 0.0%
ALC Alcon AG 0.0%
Value ($000) $11 Shares 126 Est. Cost $81.30 Unrealized 0.0%
BBVA Banco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR 0.0%
Value ($000) $9 Shares 1,528 Est. Cost $5.89 Unrealized
Royal Dutch Shell Plc Sponsored ADR Class B 0.0%
Value ($000) $9 Shares 202 Est. Cost $44.55 Unrealized
TLK PT Telkom Indonesia (Persero) Tbk Sponsored ADR Class B 0.0%
Value ($000) $9 Shares 303 Est. Cost $29.70 Unrealized
FMX Fomento Economico Mexicano SAB de CV Sponsored ADR Class B 0.0%
Value ($000) $9 Shares 120 Est. Cost $75.00 Unrealized
ABEV Ambev SA Sponsored ADR 0.0%
Value ($000) $7 Shares 2,446 Est. Cost $2.86 Unrealized
NBIS Yandex NV Class A 0.0%
Value ($000) $6 Shares 94 Est. Cost $63.83 Unrealized
ITUB Itau Unibanco Holding S.A. Sponsored ADR Pfd 0.0%
Value ($000) $6 Shares 1,692 Est. Cost $3.55 Unrealized
BABA Alibaba Group Holding Ltd. Sponsored ADR 0.0%
Value ($000) $5 Shares 45 Est. Cost $111.11 Unrealized
XLE Energy Select Sector SPDR Fund 0.0%
Value ($000) $4 Shares 71 Est. Cost $60.04 Unrealized
XP XP Inc. Class A 0.0%
Value ($000) $1 Shares 39 Est. Cost $32.57 Unrealized 0.0%