OKABENA INVESTMENT SERVICES INC Diversified Active

CIK: 0001157519 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 12, 2022

Total Value ($000): $236,595 (100.0% shares, 0.0% debt)

Holdings (180)

VEU Vanguard FTSE All World Ex US ETF 14.2%
Value ($000) $33,637 Shares 584,084 Est. Cost $56.67 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 6.8%
Value ($000) $16,069 Shares 348,352 Est. Cost $46.54 Unrealized
SPY SPDR S&P 500 ETF Trust 4.4%
Value ($000) $10,367 Shares 22,904 Est. Cost $426.53 Unrealized
DFAI Dimensional Intern Core Eqt Mkt ETF 4.0%
Value ($000) $9,551 Shares 339,280 Est. Cost $26.87 Unrealized
MSFT Microsoft Corporation 3.0%
Value ($000) $7,157 Shares 23,214 Est. Cost $210.93 Unrealized +38.1%
IAU iShares Gold Trust 2.7%
Value ($000) $6,343 Shares 172,223 Est. Cost $36.83 Unrealized
GOOG Alphabet Inc. Class C 2.4%
Value ($000) $5,578 Shares 1,997 Est. Cost $85.57 Unrealized +57.7%
IVV iShares Core S&P 500 ETF 2.3%
Value ($000) $5,477 Shares 12,073 Est. Cost $477.01 Unrealized
IEFA iShares Core MSCI EAFE ETF 2.3%
Value ($000) $5,391 Shares 77,562 Est. Cost $74.55 Unrealized
V Visa Inc. Class A 2.0%
Value ($000) $4,812 Shares 21,696 Est. Cost $202.32 Unrealized +3.8%
MA Mastercard Incorporated Class A 1.8%
Value ($000) $4,175 Shares 11,683 Est. Cost $346.67 Unrealized +1.4%
TIP iShares TIPS Bond ETF 1.7%
Value ($000) $4,100 Shares 32,917 Est. Cost $120.87 Unrealized
BTI British American Tobacco PLC Sponsored ADR 1.7%
Value ($000) $4,087 Shares 96,935 Est. Cost $37.11 Unrealized
MDT Medtronic Plc 1.6%
Value ($000) $3,832 Shares 34,340 Est. Cost $101.69 Unrealized -7.9%
XME SPDR S&P Metals & Mining ETF 1.4%
Value ($000) $3,315 Shares 54,087 Est. Cost $40.63 Unrealized
BBWI Bath & Body Works, Inc. 1.3%
Value ($000) $3,030 Shares 63,387 Est. Cost $60.35 Unrealized -19.2%
UNH UnitedHealth Group Incorporated 1.2%
Value ($000) $2,852 Shares 5,593 Est. Cost $414.89 Unrealized +8.7%
AMZN Amazon.com, Inc. 1.2%
Value ($000) $2,826 Shares 867 Est. Cost $162.60 Unrealized -5.0%
IWF iShares Russell 1000 Growth ETF 1.2%
Value ($000) $2,742 Shares 9,876 Est. Cost $305.59 Unrealized
CHTR Charter Communications, Inc. Class A 1.1%
Value ($000) $2,635 Shares 4,830 Est. Cost $490.21 Unrealized +19.8%
STX Seagate Technology Holdings PLC 1.1%
Value ($000) $2,597 Shares 28,884 Est. Cost $76.74 Unrealized +17.0%
OTIS Otis Worldwide Corporation 1.1%
Value ($000) $2,535 Shares 32,940 Est. Cost $62.90 Unrealized +19.4%
TSM Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR 1.1%
Value ($000) $2,500 Shares 23,871 Est. Cost $120.31 Unrealized
PG Procter & Gamble 1.0%
Value ($000) $2,413 Shares 15,790 Est. Cost $106.20 Unrealized +33.8%
KKR KKR & Co. Inc. 1.0%
Value ($000) $2,397 Shares 40,988 Est. Cost $29.51 Unrealized +106.3%
BUD Anheuser-Busch InBev SA/NV Sponsored ADR 1.0%
Value ($000) $2,362 Shares 39,324 Est. Cost $56.85 Unrealized
FISV Fiserv, Inc. 1.0%
Value ($000) $2,359 Shares 23,264 Est. Cost $102.83 Unrealized -1.6%
TMO Thermo Fisher Scientific Inc. 1.0%
Value ($000) $2,356 Shares 3,987 Est. Cost $606.45 Unrealized -6.3%
CNI Canadian National Railway Company 1.0%
Value ($000) $2,338 Shares 17,427 Est. Cost $91.69 Unrealized +26.2%
NTNX NUTANIX INC CL A 1.0%
Value ($000) $2,335 Shares 87,063 Est. Cost $26.80 Unrealized 0.0%
IJR iShares Core S&P Small Cap 1.0%
Value ($000) $2,284 Shares 21,175 Est. Cost $68.29 Unrealized
GLD SPDR Gold Shares 0.9%
Value ($000) $2,232 Shares 12,356 Est. Cost $145.64 Unrealized
HGV Hilton Grand Vacations, Inc. 0.9%
Value ($000) $2,201 Shares 42,311 Est. Cost $35.98 Unrealized +40.1%
Canadian Pacific Kansas City Limited 0.9%
Value ($000) $2,185 Shares 26,471 Est. Cost $116.84 Unrealized
ZBRA Zebra Technologies Corporation Class A 0.9%
Value ($000) $2,126 Shares 5,140 Est. Cost $442.62 Unrealized +3.8%
AAPL Apple Inc. 0.9%
Value ($000) $2,061 Shares 11,804 Est. Cost $148.60 Unrealized +10.9%
OMF OneMain Holdings, Inc. 0.9%
Value ($000) $2,057 Shares 43,389 Est. Cost $51.85 Unrealized -3.9%
PM Philip Morris International Inc. 0.9%
Value ($000) $2,055 Shares 21,858 Est. Cost $62.69 Unrealized +32.1%
VSCO Victoria's Secret & Company 0.8%
Value ($000) $1,991 Shares 38,767 Est. Cost $55.74 Unrealized -2.4%
ACN Accenture Plc Class A 0.8%
Value ($000) $1,796 Shares 5,327 Est. Cost $324.41 Unrealized -1.8%
BND Vanguard Total Bond Market ETF 0.7%
Value ($000) $1,700 Shares 21,368 Est. Cost $84.85 Unrealized
VOO Vanguard S&P 500 ETF 0.7%
Value ($000) $1,698 Shares 4,090 Est. Cost $290.48 Unrealized
BRK/B Berkshire Hathaway Inc. Class B 0.7%
Value ($000) $1,652 Shares 4,681 Est. Cost $286.41 Unrealized +12.9%
LKQ LKQ Corporation 0.7%
Value ($000) $1,612 Shares 35,503 Est. Cost $26.67 Unrealized +73.2%
IHG InterContinental Hotels Group PLC Sponsored ADR 0.7%
Value ($000) $1,605 Shares 23,315 Est. Cost $58.14 Unrealized
CBRE CBRE Group, Inc. Class A 0.7%
Value ($000) $1,548 Shares 16,914 Est. Cost $86.35 Unrealized +12.8%
Unilever PLC Sponsored ADR 0.6%
Value ($000) $1,344 Shares 29,499 Est. Cost $58.37 Unrealized
YUMC Yum China Holdings, Inc. 0.5%
Value ($000) $1,238 Shares 29,810 Est. Cost $52.47 Unrealized -10.2%
PODD Insulet Corp 0.5%
Value ($000) $1,232 Shares 4,623 Est. Cost $245.44 Unrealized 0.0%
SPGI S&P Global, Inc. 0.5%
Value ($000) $1,222 Shares 2,979 Est. Cost $388.90 Unrealized +1.4%
ADP Automatic Data Processing, Inc. 0.5%
Value ($000) $1,210 Shares 5,315 Est. Cost $147.99 Unrealized +33.1%
SBUX Starbucks Corp 0.5%
Value ($000) $1,205 Shares 13,244 Est. Cost $77.65 Unrealized +10.7%
DFAE Dimensional Emerg Core Eqy Mrkt ETF 0.5%
Value ($000) $1,181 Shares 45,009 Est. Cost $26.56 Unrealized
WDAY Workday, Inc. Class A 0.5%
Value ($000) $1,163 Shares 4,857 Est. Cost $268.17 Unrealized -11.1%
RMD ResMed Inc. 0.5%
Value ($000) $1,137 Shares 4,688 Est. Cost $250.23 Unrealized -6.6%
TMUS T-Mobile Us Inc 0.5%
Value ($000) $1,134 Shares 8,837 Est. Cost $115.07 Unrealized 0.0%
BlackRock, Inc. 0.5%
Value ($000) $1,097 Shares 1,435 Est. Cost $915.68 Unrealized
MCO Moody's Corporation 0.5%
Value ($000) $1,089 Shares 3,227 Est. Cost $224.96 Unrealized +44.6%
KDP Keurig Dr Pepper Inc. 0.5%
Value ($000) $1,070 Shares 28,236 Est. Cost $31.60 Unrealized +8.1%
EXPE Expedia Group, Inc. 0.4%
Value ($000) $1,061 Shares 5,423 Est. Cost $113.55 Unrealized +63.5%
IVW ISHARES S&P 500 GROWTH ETF 0.4%
Value ($000) $1,050 Shares 13,750 Est. Cost $83.64 Unrealized
DIS DISNEY WALT CO COM 0.4%
Value ($000) $1,047 Shares 7,634 Est. Cost $142.20 Unrealized -0.7%
SNAP SNAP INC CL A 0.4%
Value ($000) $1,017 Shares 28,271 Est. Cost $36.17 Unrealized 0.0%
CVNA Carvana Co. Class A 0.4%
Value ($000) $1,010 Shares 8,463 Est. Cost $168.80 Unrealized -13.6%
APH Amphenol Corporation Class A 0.4%
Value ($000) $1,001 Shares 13,244 Est. Cost $38.92 Unrealized -4.1%
SNOW SNOWFLAKE INC CL A 0.4%
Value ($000) $963 Shares 4,201 Est. Cost $258.49 Unrealized 0.0%
NOW ServiceNow, Inc. 0.4%
Value ($000) $958 Shares 1,720 Est. Cost $120.88 Unrealized -7.3%
RH RH 0.4%
Value ($000) $923 Shares 2,831 Est. Cost $559.53 Unrealized -28.5%
IWR IShares Russel Mid-Cap ETF 0.4%
Value ($000) $909 Shares 11,650 Est. Cost $81.00 Unrealized
JD JD.com, Inc. Sponsored ADR Class A 0.4%
Value ($000) $885 Shares 15,299 Est. Cost $49.82 Unrealized
GDX Vaneck Vectors Gold Miners ETF 0.4%
Value ($000) $869 Shares 22,667 Est. Cost $29.29 Unrealized
MTCH Match Group Inc New 0.4%
Value ($000) $851 Shares 7,828 Est. Cost $107.89 Unrealized 0.0%
JNJ Johnson & Johnson 0.4%
Value ($000) $848 Shares 4,784 Est. Cost $145.09 Unrealized +4.6%
JPM JPMorgan Chase & Co. 0.4%
Value ($000) $848 Shares 6,221 Est. Cost $122.30 Unrealized +9.3%
ABT Abbott Laboratories 0.3%
Value ($000) $704 Shares 5,945 Est. Cost $112.51 Unrealized +2.5%
TLT iShares 20 Yr Treasury Bond 0.3%
Value ($000) $698 Shares 5,287 Est. Cost $135.46 Unrealized
UNP Union Pacific Corporation 0.2%
Value ($000) $552 Shares 2,020 Est. Cost $203.94 Unrealized +13.1%
TGT Target Corporation 0.2%
Value ($000) $538 Shares 2,533 Est. Cost $191.16 Unrealized +0.1%
NEE Nextera Energy Inc 0.2%
Value ($000) $454 Shares 5,362 Est. Cost $66.51 Unrealized +8.4%
INTU Intuit Inc 0.2%
Value ($000) $449 Shares 933 Est. Cost $421.44 Unrealized +18.5%
AMAT Applied Materials Inc 0.2%
Value ($000) $433 Shares 3,286 Est. Cost $128.83 Unrealized +3.1%
MCD McDonald's Corporation 0.2%
Value ($000) $422 Shares 1,708 Est. Cost $209.63 Unrealized +8.7%
GOOGL Alphabet Inc. Class A 0.2%
Value ($000) $409 Shares 147 Est. Cost $116.84 Unrealized +15.4%
VTI Vanguard Total Stock Market 0.2%
Value ($000) $395 Shares 1,735 Est. Cost $241.50 Unrealized
META Meta Platforms Inc. Class A 0.2%
Value ($000) $394 Shares 1,773 Est. Cost $252.48 Unrealized -1.7%
IVE iShares S&P 500 Value ETF 0.2%
Value ($000) $374 Shares 2,400 Est. Cost $156.67 Unrealized
ITW Illinois Tool Works Inc. 0.2%
Value ($000) $369 Shares 1,754 Est. Cost $210.30 Unrealized -3.2%
WM Waste Management Inc 0.2%
Value ($000) $362 Shares 2,286 Est. Cost $128.55 Unrealized +10.9%
GS Goldman Sachs Group Inc 0.2%
Value ($000) $358 Shares 1,086 Est. Cost $319.41 Unrealized +0.1%
TROW PRICE T ROWE GROUP INC COM 0.1%
Value ($000) $302 Shares 1,995 Est. Cost $151.44 Unrealized -14.8%
CRM Salesforce.com, Inc. 0.1%
Value ($000) $296 Shares 1,394 Est. Cost $227.70 Unrealized -6.6%
EFA iShares MSCI EAFE ETF 0.1%
Value ($000) $276 Shares 3,750 Est. Cost $78.67 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.1%
Value ($000) $272 Shares 4,894 Est. Cost $59.82 Unrealized
FDX Fedex Corporation 0.1%
Value ($000) $249 Shares 1,073 Est. Cost $270.30 Unrealized -20.1%
KEYS Keysight Tech Inc 0.1%
Value ($000) $232 Shares 1,470 Est. Cost $145.10 Unrealized +14.8%
WMT Walmart Inc. 0.1%
Value ($000) $231 Shares 1,549 Est. Cost $45.18 Unrealized -1.3%
PFE Pfizer Incorporated 0.1%
Value ($000) $227 Shares 4,386 Est. Cost $30.99 Unrealized +37.0%
NKE NIKE, Inc. Class B 0.1%
Value ($000) $227 Shares 1,680 Est. Cost $150.38 Unrealized -12.3%
BAC Bank Of America Corp 0.1%
Value ($000) $219 Shares 5,319 Est. Cost $36.56 Unrealized +11.7%
GNTX Gentex Corporation 0.1%
Value ($000) $179 Shares 6,146 Est. Cost $35.48 Unrealized -12.4%
HDB HDFC Bank Limited Sponsored ADR 0.1%
Value ($000) $156 Shares 2,544 Est. Cost $65.25 Unrealized
DEO Diageo plc Sponsored ADR 0.1%
Value ($000) $155 Shares 759 Est. Cost $220.03 Unrealized
EMLP First Trust North American Energy ETF 0.1%
Value ($000) $146 Shares 5,282 Est. Cost $25.29 Unrealized
MXL MaxLinear, Inc. 0.1%
Value ($000) $126 Shares 2,157 Est. Cost $64.03 Unrealized -4.9%
ASGN ASGN Inc 0.1%
Value ($000) $124 Shares 1,064 Est. Cost $122.28 Unrealized -7.3%
NV5 Global Inc 0.0%
Value ($000) $118 Shares 883 Est. Cost $138.17 Unrealized
EEM iShares MSCI Emerging Markets ETF 0.0%
Value ($000) $115 Shares 2,550 Est. Cost $49.02 Unrealized
CIGI Colliers International Group Inc. 0.0%
Value ($000) $113 Shares 867 Est. Cost $140.11 Unrealized -2.2%
HLI Houlihan Lokey, Inc. Class A 0.0%
Value ($000) $111 Shares 1,259 Est. Cost $98.98 Unrealized -3.2%
VVV Valvoline, Inc. 0.0%
Value ($000) $110 Shares 3,480 Est. Cost $34.88 Unrealized -6.3%
EHC Encompass Health Corporation 0.0%
Value ($000) $107 Shares 1,493 Est. Cost $49.42 Unrealized +1.6%
Linde plc 0.0%
Value ($000) $106 Shares 333 Est. Cost $294.12 Unrealized
PBH Prestige Consumer Healthcare Inc 0.0%
Value ($000) $100 Shares 1,884 Est. Cost $59.37 Unrealized -2.7%
EMGF iShares MSCI Emerging Markets Multifactor ETF 0.0%
Value ($000) $96 Shares 1,979 Est. Cost $51.04 Unrealized
SITE SiteOne Landscape Supply, Inc. 0.0%
Value ($000) $93 Shares 576 Est. Cost $231.24 Unrealized -21.4%
PRI Primerica, Inc. 0.0%
Value ($000) $93 Shares 677 Est. Cost $158.57 Unrealized -10.5%
TDY Teledyne Technologies Incorporated 0.0%
Value ($000) $86 Shares 182 Est. Cost $434.96 Unrealized -1.1%
FCFS FirstCash Holdings, Inc. 0.0%
Value ($000) $85 Shares 1,204 Est. Cost $72.50 Unrealized -7.7%
MMS MAXIMUS, Inc. 0.0%
Value ($000) $81 Shares 1,087 Est. Cost $81.73 Unrealized -6.4%
CACI CACI International Inc Class A 0.0%
Value ($000) $80 Shares 265 Est. Cost $273.89 Unrealized +0.8%
MTZ MasTec, Inc. 0.0%
Value ($000) $77 Shares 886 Est. Cost $91.39 Unrealized -4.4%
EME EMCOR Group, Inc. 0.0%
Value ($000) $77 Shares 688 Est. Cost $122.14 Unrealized -4.8%
SSD Simpson Manufacturing Co., Inc. 0.0%
Value ($000) $73 Shares 666 Est. Cost $116.67 Unrealized -1.6%
PRG PROG Holdings, Inc. 0.0%
Value ($000) $72 Shares 2,518 Est. Cost $43.80 Unrealized -21.8%
CVS CVS Health Corporation 0.0%
Value ($000) $70 Shares 694 Est. Cost $80.49 Unrealized +14.3%
LOW Lowe's Companies, Inc. 0.0%
Value ($000) $70 Shares 346 Est. Cost $219.81 Unrealized -2.9%
MANH Manhattan Associates, Inc. 0.0%
Value ($000) $70 Shares 507 Est. Cost $162.45 Unrealized -17.5%
WEX WEX Inc. 0.0%
Value ($000) $69 Shares 388 Est. Cost $152.85 Unrealized +6.7%
COR AmerisourceBergen Corporation 0.0%
Value ($000) $67 Shares 435 Est. Cost $117.11 Unrealized +16.3%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $64 Shares 125 Est. Cost $452.39 Unrealized +4.6%
FDS FactSet Research Systems Inc. 0.0%
Value ($000) $63 Shares 144 Est. Cost $431.08 Unrealized -5.7%
WTS Watts Water Technologies, Inc. Class A 0.0%
Value ($000) $60 Shares 433 Est. Cost $190.00 Unrealized -17.4%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $59 Shares 1,096 Est. Cost $48.84 Unrealized -2.0%
CVX Chevron Corporation 0.0%
Value ($000) $57 Shares 348 Est. Cost $96.10 Unrealized +27.7%
IWM iShares Russell 2000 ETF 0.0%
Value ($000) $56 Shares 275 Est. Cost $150.65 Unrealized
DG Dollar General Corporation 0.0%
Value ($000) $55 Shares 248 Est. Cost $206.36 Unrealized -3.6%
CL Colgate-Palmolive Co 0.0%
Value ($000) $53 Shares 700 Est. Cost $62.36 Unrealized +16.0%
Avaya Holdings Corp. 0.0%
Value ($000) $53 Shares 4,187 Est. Cost $19.82 Unrealized
SYY Sysco Corporation 0.0%
Value ($000) $53 Shares 645 Est. Cost $68.78 Unrealized +5.6%
STT State Street Corporation 0.0%
Value ($000) $53 Shares 607 Est. Cost $81.94 Unrealized -1.1%
MRSH Marsh & McLennan Companies, Inc. 0.0%
Value ($000) $52 Shares 303 Est. Cost $156.21 Unrealized -4.8%
ORCL Oracle Corporation 0.0%
Value ($000) $50 Shares 610 Est. Cost $48.99 Unrealized +57.1%
GPN Global Payments Inc. 0.0%
Value ($000) $50 Shares 367 Est. Cost $132.51 Unrealized +1.5%
CW Curtiss-Wright Corporation 0.0%
Value ($000) $48 Shares 322 Est. Cost $130.05 Unrealized +7.9%
ROST Ross Stores, Inc. 0.0%
Value ($000) $47 Shares 518 Est. Cost $106.60 Unrealized -14.6%
UPS United Parcel Service, Inc. Class B 0.0%
Value ($000) $45 Shares 212 Est. Cost $168.57 Unrealized +5.1%
KO Coca-Cola Company 0.0%
Value ($000) $44 Shares 698 Est. Cost $47.27 Unrealized +14.4%
KR Kroger Co. 0.0%
Value ($000) $43 Shares 752 Est. Cost $38.48 Unrealized +18.6%
MCHP Microchip Technology Incorporated 0.0%
Value ($000) $42 Shares 554 Est. Cost $73.87 Unrealized -6.6%
CAG Conagra Brands, Inc. 0.0%
Value ($000) $38 Shares 1,130 Est. Cost $30.26 Unrealized -6.4%
GGG Graco Inc. 0.0%
Value ($000) $38 Shares 551 Est. Cost $71.91 Unrealized -4.9%
BFAM Bright Horizons Family Solutions, Inc. 0.0%
Value ($000) $37 Shares 281 Est. Cost $138.92 Unrealized -6.5%
MO Altria Group Inc 0.0%
Value ($000) $36 Shares 684 Est. Cost $32.79 Unrealized +13.2%
INTC Intel Corp 0.0%
Value ($000) $35 Shares 700 Est. Cost $53.20 Unrealized -13.2%
AMGN Amgen Inc. 0.0%
Value ($000) $34 Shares 139 Est. Cost $185.15 Unrealized +9.8%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $32 Shares 234 Est. Cost $111.01 Unrealized +7.7%
MRK Merck & Co., Inc. 0.0%
Value ($000) $29 Shares 354 Est. Cost $69.89 Unrealized -0.1%
PRGO Perrigo Co. Plc 0.0%
Value ($000) $23 Shares 591 Est. Cost $42.00 Unrealized -9.4%
SWK Stanley Black & Decker, Inc. 0.0%
Value ($000) $21 Shares 150 Est. Cost $158.57 Unrealized -10.2%
BHP BHP Group Limited Sponsored ADR 0.0%
Value ($000) $21 Shares 267 Est. Cost $72.87 Unrealized
IDCC InterDigital, Inc. 0.0%
Value ($000) $20 Shares 317 Est. Cost $69.71 Unrealized -4.7%
CHKP Check Point Software Technologies Ltd. 0.0%
Value ($000) $18 Shares 130 Est. Cost $115.91 Unrealized +12.6%
SAP SAP SE Sponsored ADR 0.0%
Value ($000) $15 Shares 133 Est. Cost $142.86 Unrealized
RIO Rio Tinto plc Sponsored ADR 0.0%
Value ($000) $15 Shares 176 Est. Cost $68.18 Unrealized
ECL Ecolab Inc. 0.0%
Value ($000) $14 Shares 80 Est. Cost $203.96 Unrealized -12.0%
COST Costco Wholesale Corporation 0.0%
Value ($000) $12 Shares 21 Est. Cost $488.10 Unrealized +2.6%
DHR Danaher Corporation 0.0%
Value ($000) $11 Shares 37 Est. Cost $217.14 Unrealized +13.2%
IBN ICICI Bank Limited Sponsored ADR 0.0%
Value ($000) $11 Shares 599 Est. Cost $20.03 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $11 Shares 202 Est. Cost $54.46 Unrealized
ALC Alcon AG 0.0%
Value ($000) $10 Shares 126 Est. Cost $81.30 Unrealized -6.1%
TLK P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 0.0%
Value ($000) $10 Shares 303 Est. Cost $29.70 Unrealized
FMX Fomento Economico Mexicano SAB de CV Sponsored ADR Class B 0.0%
Value ($000) $10 Shares 120 Est. Cost $75.00 Unrealized
ITUB Itau Unibanco Holding S.A. Sponsored ADR Pfd 0.0%
Value ($000) $10 Shares 1,692 Est. Cost $3.55 Unrealized
BBVA Banco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR 0.0%
Value ($000) $9 Shares 1,528 Est. Cost $5.89 Unrealized
ABEV Ambev SA Sponsored ADR 0.0%
Value ($000) $8 Shares 2,446 Est. Cost $2.86 Unrealized
HD Home Depot, Inc. 0.0%
Value ($000) $8 Shares 27 Est. Cost $343.18 Unrealized -8.5%
XLE Energy Select Sector SPDR Fund 0.0%
Value ($000) $5 Shares 71 Est. Cost $60.04 Unrealized
BABA Alibaba Group Holding Ltd. Sponsored ADR 0.0%
Value ($000) $5 Shares 45 Est. Cost $111.11 Unrealized
XP XP Inc. Class A 0.0%
Value ($000) $1 Shares 39 Est. Cost $32.57 Unrealized -4.2%
IJH iShares Core S&P Mid Cap 0.0%
Value ($000) $1 Shares 3 Est. Cost $267.30 Unrealized