Cranbrook Wealth Management, LLC Diversified Active

CIK: 0001599084 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 12, 2021

Total Value ($000): $437,387 (100.0% shares, 0.0% debt)

Holdings (358)

IVV ISHARES TR 8.4%
Value ($000) $36,702 Shares 85,370 Est. Cost $280.38 Unrealized
IEFA ISHARES TR 6.9%
Value ($000) $30,246 Shares 404,040 Est. Cost $58.52 Unrealized
BNDX VANGUARD CHARLOTTE FDS 6.4%
Value ($000) $27,777 Shares 486,467 Est. Cost $56.06 Unrealized
BIV VANGUARD BD INDEX FDS 6.3%
Value ($000) $27,660 Shares 307,468 Est. Cost $86.93 Unrealized
VO VANGUARD INDEX FDS 6.3%
Value ($000) $27,468 Shares 115,727 Est. Cost $142.56 Unrealized
VUG VANGUARD INDEX FDS 3.8%
Value ($000) $16,533 Shares 57,645 Est. Cost $94.90 Unrealized
EFG ISHARES TR 3.3%
Value ($000) $14,507 Shares 135,229 Est. Cost $70.55 Unrealized
VTV VANGUARD INDEX FDS 2.9%
Value ($000) $12,762 Shares 92,842 Est. Cost $77.77 Unrealized
IJR ISHARES TR 2.8%
Value ($000) $12,138 Shares 107,434 Est. Cost $76.25 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 2.3%
Value ($000) $10,013 Shares 184,363 Est. Cost $39.31 Unrealized
TIP ISHARES TR 2.3%
Value ($000) $9,885 Shares 77,224 Est. Cost $116.60 Unrealized
ISTB ISHARES TR 2.2%
Value ($000) $9,801 Shares 191,094 Est. Cost $50.31 Unrealized
VOT VANGUARD INDEX FDS 2.1%
Value ($000) $9,380 Shares 39,689 Est. Cost $91.31 Unrealized
VOE VANGUARD INDEX FDS 2.1%
Value ($000) $9,342 Shares 66,492 Est. Cost $80.22 Unrealized
RODM LATTICE STRATEGIES TR 1.9%
Value ($000) $8,385 Shares 273,044 Est. Cost $26.26 Unrealized
IVW ISHARES TR 1.6%
Value ($000) $7,050 Shares 96,938 Est. Cost $73.47 Unrealized
HYG ISHARES TR 1.6%
Value ($000) $6,923 Shares 78,640 Est. Cost $87.48 Unrealized
CASH META FINL GROUP INC 1.5%
Value ($000) $6,676 Shares 131,860 Est. Cost $23.07 Unrealized +111.4%
FTSL FIRST TR EXCHANGE-TRADED FD 1.5%
Value ($000) $6,631 Shares 138,113 Est. Cost $47.67 Unrealized
VV VANGUARD INDEX FDS 1.5%
Value ($000) $6,529 Shares 32,525 Est. Cost $96.51 Unrealized
IVE ISHARES TR 1.4%
Value ($000) $6,331 Shares 42,885 Est. Cost $85.88 Unrealized
IJK ISHARES TR 1.2%
Value ($000) $5,319 Shares 65,718 Est. Cost $92.91 Unrealized
IAU ISHARES GOLD TR 1.2%
Value ($000) $5,133 Shares 152,271 Est. Cost $33.71 Unrealized
BSV VANGUARD BD INDEX FDS 1.2%
Value ($000) $5,062 Shares 61,608 Est. Cost $80.17 Unrealized
IJJ ISHARES TR 1.2%
Value ($000) $5,050 Shares 47,940 Est. Cost $102.16 Unrealized
IEMG ISHARES INC 1.1%
Value ($000) $4,766 Shares 71,146 Est. Cost $51.66 Unrealized
GLD SPDR GOLD TR 1.1%
Value ($000) $4,673 Shares 28,213 Est. Cost $113.87 Unrealized
IWM ISHARES TR 1.1%
Value ($000) $4,652 Shares 20,282 Est. Cost $133.44 Unrealized
VBK VANGUARD INDEX FDS 1.0%
Value ($000) $4,475 Shares 15,443 Est. Cost $122.70 Unrealized
VBR VANGUARD INDEX FDS 1.0%
Value ($000) $4,288 Shares 24,692 Est. Cost $97.92 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $4,277 Shares 84,031 Est. Cost $51.23 Unrealized
IWB ISHARES TR 0.9%
Value ($000) $4,013 Shares 16,579 Est. Cost $125.98 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.8%
Value ($000) $3,593 Shares 69,736 Est. Cost $37.93 Unrealized
VTIP VANGUARD MALVERN FDS 0.8%
Value ($000) $3,438 Shares 65,596 Est. Cost $49.96 Unrealized
EFV ISHARES TR 0.8%
Value ($000) $3,322 Shares 64,179 Est. Cost $55.10 Unrealized
EFA ISHARES TR 0.7%
Value ($000) $3,173 Shares 40,220 Est. Cost $59.78 Unrealized
VB VANGUARD INDEX FDS 0.7%
Value ($000) $3,084 Shares 13,688 Est. Cost $123.75 Unrealized
DSI ISHARES TR 0.7%
Value ($000) $3,061 Shares 36,951 Est. Cost $87.59 Unrealized
SCHF SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,850 Shares 72,255 Est. Cost $29.75 Unrealized
XLU SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,717 Shares 42,963 Est. Cost $60.19 Unrealized
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,634 Shares 17,837 Est. Cost $84.67 Unrealized
IJH ISHARES TR 0.6%
Value ($000) $2,456 Shares 9,141 Est. Cost $180.14 Unrealized
EEM ISHARES TR 0.5%
Value ($000) $2,364 Shares 42,858 Est. Cost $35.92 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $2,293 Shares 38,254 Est. Cost $59.86 Unrealized
XLB SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,266 Shares 27,524 Est. Cost $46.86 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $2,240 Shares 46,186 Est. Cost $47.26 Unrealized
IJS ISHARES TR 0.5%
Value ($000) $2,023 Shares 19,189 Est. Cost $95.99 Unrealized
IJT ISHARES TR 0.5%
Value ($000) $1,986 Shares 14,976 Est. Cost $116.80 Unrealized
ESGD ISHARES TR 0.4%
Value ($000) $1,743 Shares 22,060 Est. Cost $65.18 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,399 Shares 18,511 Est. Cost $71.21 Unrealized
IWP ISHARES TR 0.3%
Value ($000) $1,396 Shares 12,334 Est. Cost $92.61 Unrealized
SPTI SPDR SER TR 0.3%
Value ($000) $1,372 Shares 42,357 Est. Cost $33.13 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $1,087 Shares 7,020 Est. Cost $78.57 Unrealized
RWR SPDR SER TR 0.2%
Value ($000) $899 Shares 8,567 Est. Cost $96.31 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $837 Shares 13,197 Est. Cost $48.64 Unrealized
RFDI FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $758 Shares 10,717 Est. Cost $60.06 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $738 Shares 2,723 Est. Cost $98.29 Unrealized +149.0%
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $733 Shares 7,034 Est. Cost $55.93 Unrealized
ESML ISHARES TR 0.2%
Value ($000) $680 Shares 16,856 Est. Cost $25.91 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $645 Shares 2,069 Est. Cost $135.95 Unrealized
VAW VANGUARD WORLD FDS 0.1%
Value ($000) $636 Shares 3,517 Est. Cost $104.01 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $634 Shares 2,441 Est. Cost $68.70 Unrealized +254.5%
HEFA ISHARES TR 0.1%
Value ($000) $629 Shares 18,146 Est. Cost $26.57 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $604 Shares 4,079 Est. Cost $73.66 Unrealized +71.3%
AAPL APPLE INC 0.1%
Value ($000) $590 Shares 4,311 Est. Cost $94.53 Unrealized +33.8%
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $577 Shares 9,236 Est. Cost $62.04 Unrealized
CNDT CONDUENT INC 0.1%
Value ($000) $572 Shares 76,221 Est. Cost $3.24 Unrealized +125.2%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $552 Shares 3,550 Est. Cost $63.55 Unrealized +119.9%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $538 Shares 4,274 Est. Cost $96.93 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $532 Shares 5,225 Est. Cost $79.70 Unrealized
MGC VANGUARD WORLD FD 0.1%
Value ($000) $512 Shares 3,359 Est. Cost $133.37 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $485 Shares 10,950 Est. Cost $33.35 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $484 Shares 4,300 Est. Cost $70.02 Unrealized +35.3%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $461 Shares 1,076 Est. Cost $264.22 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $454 Shares 3,191 Est. Cost $105.71 Unrealized +21.9%
HD HOME DEPOT INC 0.1%
Value ($000) $450 Shares 1,410 Est. Cost $79.19 Unrealized +258.4%
ABT ABBOTT LABS 0.1%
Value ($000) $449 Shares 3,875 Est. Cost $60.94 Unrealized +76.0%
EATON VANCE TAX-MANAGED GLOB 0.1%
Value ($000) $442 Shares 43,351 Est. Cost $7.00 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $431 Shares 1,868 Est. Cost $127.43 Unrealized +64.2%
AGG ISHARES TR 0.1%
Value ($000) $422 Shares 3,663 Est. Cost $106.59 Unrealized
EAGG ISHARES TR 0.1%
Value ($000) $422 Shares 7,630 Est. Cost $54.85 Unrealized
TQQQ PROSHARES TR 0.1%
Value ($000) $409 Shares 3,336 Est. Cost $69.42 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $405 Shares 3,521 Est. Cost $65.73 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $368 Shares 107 Est. Cost $109.74 Unrealized +51.4%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $359 Shares 2,178 Est. Cost $77.21 Unrealized +87.7%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $348 Shares 2,377 Est. Cost $105.22 Unrealized +7.8%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $313 Shares 10,000 Est. Cost $12.92 Unrealized +95.8%
GOOGL ALPHABET INC 0.1%
Value ($000) $291 Shares 119 Est. Cost $73.28 Unrealized +58.2%
COIN COINBASE GLOBAL INC 0.1%
Value ($000) $289 Shares 1,142 Est. Cost $259.62 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $287 Shares 730 Est. Cost $295.89 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $279 Shares 5,185 Est. Cost $64.49 Unrealized
RDOG ALPS ETF TR 0.1%
Value ($000) $275 Shares 11,297 Est. Cost $22.80 Unrealized
MXI ISHARES TR 0.1%
Value ($000) $257 Shares 2,829 Est. Cost $62.27 Unrealized
ABR ARBOR REALTY TRUST INC 0.1%
Value ($000) $250 Shares 14,025 Est. Cost $4.92 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $236 Shares 1,822 Est. Cost $57.35 Unrealized +74.7%
MO ALTRIA GROUP INC 0.1%
Value ($000) $223 Shares 4,686 Est. Cost $27.79 Unrealized +22.2%
CODI COMPASS DIVERSIFIED 0.0%
Value ($000) $209 Shares 8,179 Est. Cost $8.88 Unrealized +127.8%
ITOT ISHARES TR 0.0%
Value ($000) $205 Shares 2,071 Est. Cost $63.89 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $200 Shares 3,251 Est. Cost $61.52 Unrealized
IYM ISHARES TR 0.0%
Value ($000) $198 Shares 1,516 Est. Cost $80.84 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $192 Shares 862 Est. Cost $119.26 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $191 Shares 2,905 Est. Cost $51.71 Unrealized +15.9%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $179 Shares 4,340 Est. Cost $28.17 Unrealized +29.8%
IYE ISHARES TR 0.0%
Value ($000) $177 Shares 6,083 Est. Cost $31.92 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $177 Shares 1,114 Est. Cost $93.93 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $173 Shares 4,414 Est. Cost $17.61 Unrealized +76.0%
IYR ISHARES TR 0.0%
Value ($000) $172 Shares 1,686 Est. Cost $73.75 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $164 Shares 2,289 Est. Cost $58.47 Unrealized +11.5%
T AT&T INC 0.0%
Value ($000) $159 Shares 5,530 Est. Cost $15.50 Unrealized +9.6%
IWN ISHARES TR 0.0%
Value ($000) $158 Shares 955 Est. Cost $99.97 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $155 Shares 1,352 Est. Cost $41.75 Unrealized +158.9%
INTC INTEL CORP 0.0%
Value ($000) $155 Shares 2,754 Est. Cost $18.51 Unrealized +189.5%
DVY ISHARES TR 0.0%
Value ($000) $149 Shares 1,281 Est. Cost $96.15 Unrealized
PMT PENNYMAC MTG INVT TR 0.0%
Value ($000) $148 Shares 7,027 Est. Cost $10.67 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $146 Shares 2,317 Est. Cost $55.84 Unrealized -10.4%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $145 Shares 1,709 Est. Cost $48.31 Unrealized +50.5%
MRK MERCK & CO INC 0.0%
Value ($000) $144 Shares 1,851 Est. Cost $49.05 Unrealized +30.8%
GOOG ALPHABET INC 0.0%
Value ($000) $138 Shares 55 Est. Cost $51.91 Unrealized +127.9%
MS MORGAN STANLEY 0.0%
Value ($000) $134 Shares 1,460 Est. Cost $62.05 Unrealized +18.8%
SUSA ISHARES TR 0.0%
Value ($000) $130 Shares 1,358 Est. Cost $88.40 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $128 Shares 574 Est. Cost $81.30 Unrealized +152.2%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $128 Shares 1,909 Est. Cost $41.37 Unrealized +30.2%
IYH ISHARES TR 0.0%
Value ($000) $127 Shares 464 Est. Cost $116.67 Unrealized
MMM 3M CO 0.0%
Value ($000) $125 Shares 630 Est. Cost $90.73 Unrealized +54.8%
DIS DISNEY WALT CO 0.0%
Value ($000) $123 Shares 702 Est. Cost $75.37 Unrealized +133.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $120 Shares 430 Est. Cost $149.29 Unrealized +87.2%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $109 Shares 1,912 Est. Cost $38.54 Unrealized +27.3%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $107 Shares 1,248 Est. Cost $82.94 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $105 Shares 777 Est. Cost $109.56 Unrealized
PLX PHARMA INC 0.0%
Value ($000) $104 Shares 7,500 Est. Cost $4.00 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $102 Shares 6,486 Est. Cost $15.11 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $102 Shares 1,836 Est. Cost $54.47 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $99 Shares 1,967 Est. Cost $44.74 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $96 Shares 376 Est. Cost $110.54 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $93 Shares 936 Est. Cost $52.91 Unrealized +44.4%
FYT FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $93 Shares 1,820 Est. Cost $30.22 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $91 Shares 788 Est. Cost $115.51 Unrealized
WMT WALMART INC 0.0%
Value ($000) $90 Shares 640 Est. Cost $25.48 Unrealized +71.9%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $88 Shares 1,325 Est. Cost $27.16 Unrealized +134.8%
LAM RESEARCH CORP 0.0%
Value ($000) $86 Shares 132 Est. Cost $594.20 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $86 Shares 415 Est. Cost $151.81 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $85 Shares 106 Est. Cost $1.36 Unrealized +1074.2%
SHY ISHARES TR 0.0%
Value ($000) $84 Shares 971 Est. Cost $84.70 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $83 Shares 156 Est. Cost $446.03 Unrealized +11.7%
RDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $83 Shares 1,725 Est. Cost $30.72 Unrealized
JNK SPDR SER TR 0.0%
Value ($000) $83 Shares 751 Est. Cost $104.13 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $82 Shares 1,055 Est. Cost $34.50 Unrealized +113.3%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $82 Shares 833 Est. Cost $59.10 Unrealized +41.9%
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $81 Shares 1,516 Est. Cost $54.16 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $77 Shares 5,169 Est. Cost $9.00 Unrealized +12.1%
BA BOEING CO 0.0%
Value ($000) $73 Shares 306 Est. Cost $120.78 Unrealized +100.2%
WOOD ISHARES TR 0.0%
Value ($000) $72 Shares 824 Est. Cost $79.41 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $72 Shares 554 Est. Cost $119.13 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $72 Shares 203 Est. Cost $226.20 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $66 Shares 225 Est. Cost $251.93 Unrealized +4.6%
TGT TARGET CORP 0.0%
Value ($000) $65 Shares 268 Est. Cost $163.21 Unrealized +17.4%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $64 Shares 473 Est. Cost $81.53 Unrealized +48.1%
DHI D R HORTON INC 0.0%
Value ($000) $62 Shares 690 Est. Cost $74.56 Unrealized +20.2%
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $62 Shares 1,332 Est. Cost $45.88 Unrealized
CDW CDW CORP 0.0%
Value ($000) $61 Shares 350 Est. Cost $140.79 Unrealized +15.7%
CEDAR FAIR L P 0.0%
Value ($000) $61 Shares 1,366 Est. Cost $50.34 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $60 Shares 245 Est. Cost $141.69 Unrealized +50.0%
HSY HERSHEY CO 0.0%
Value ($000) $59 Shares 339 Est. Cost $73.98 Unrealized +103.6%
IEI ISHARES TR 0.0%
Value ($000) $58 Shares 447 Est. Cost $122.82 Unrealized
NWN NORTHWEST NAT HLDG CO 0.0%
Value ($000) $58 Shares 1,104 Est. Cost $66.60 Unrealized -18.8%
DOV DOVER CORP 0.0%
Value ($000) $58 Shares 388 Est. Cost $119.60 Unrealized +16.3%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $58 Shares 1,275 Est. Cost $27.20 Unrealized +47.0%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $57 Shares 543 Est. Cost $67.22 Unrealized
BNO UNITED STS BRENT OIL FD LP 0.0%
Value ($000) $56 Shares 2,888 Est. Cost $12.53 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $55 Shares 709 Est. Cost $47.27 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $55 Shares 188 Est. Cost $160.05 Unrealized +67.5%
QRVO QORVO INC 0.0%
Value ($000) $55 Shares 283 Est. Cost $175.57 Unrealized +5.1%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $54 Shares 566 Est. Cost $92.94 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $54 Shares 398 Est. Cost $137.06 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $53 Shares 2,406 Est. Cost $22.40 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $53 Shares 389 Est. Cost $134.17 Unrealized -1.2%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $53 Shares 173 Est. Cost $270.58 Unrealized +7.6%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $53 Shares 253 Est. Cost $157.26 Unrealized +23.4%
BAX BAXTER INTL INC 0.0%
Value ($000) $53 Shares 658 Est. Cost $40.42 Unrealized +87.2%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $53 Shares 1,443 Est. Cost $36.73 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $53 Shares 880 Est. Cost $29.61 Unrealized +81.6%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $52 Shares 548 Est. Cost $96.72 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $52 Shares 271 Est. Cost $151.36 Unrealized +8.5%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $52 Shares 344 Est. Cost $67.53 Unrealized +2.4%
META FACEBOOK INC 0.0%
Value ($000) $50 Shares 145 Est. Cost $254.32 Unrealized +25.3%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $50 Shares 3,505 Est. Cost $6.42 Unrealized +93.1%
ENB ENBRIDGE INC 0.0%
Value ($000) $49 Shares 1,230 Est. Cost $24.73 Unrealized +15.8%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $47 Shares 1,100 Est. Cost $19.24 Unrealized +114.8%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $46 Shares 901 Est. Cost $38.28 Unrealized +14.5%
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $46 Shares 781 Est. Cost $53.78 Unrealized
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $45 Shares 590 Est. Cost $54.27 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $45 Shares 272 Est. Cost $118.63 Unrealized +24.6%
ETN EATON CORP PLC 0.0%
Value ($000) $45 Shares 303 Est. Cost $91.43 Unrealized +46.5%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $45 Shares 1,275 Est. Cost $28.61 Unrealized +10.6%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $44 Shares 110 Est. Cost $245.45 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $43 Shares 262 Est. Cost $160.31 Unrealized
SPTS SPDR SER TR 0.0%
Value ($000) $43 Shares 1,400 Est. Cost $30.71 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $42 Shares 28 Est. Cost $1238.02 Unrealized +17.1%
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $42 Shares 419 Est. Cost $70.17 Unrealized +15.9%
BOND PIMCO ETF TR 0.0%
Value ($000) $42 Shares 376 Est. Cost $114.36 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $42 Shares 595 Est. Cost $49.89 Unrealized +25.7%
AON AON PLC 0.0%
Value ($000) $41 Shares 173 Est. Cost $212.41 Unrealized +11.3%
BWA BORGWARNER INC 0.0%
Value ($000) $40 Shares 834 Est. Cost $36.30 Unrealized +13.4%
LLY LILLY ELI & CO 0.0%
Value ($000) $39 Shares 169 Est. Cost $137.49 Unrealized +39.6%
MPC MARATHON PETE CORP 0.0%
Value ($000) $39 Shares 650 Est. Cost $54.25 Unrealized -3.6%
COP CONOCOPHILLIPS 0.0%
Value ($000) $38 Shares 629 Est. Cost $44.41 Unrealized +6.2%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $37 Shares 150 Est. Cost $193.33 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $36 Shares 305 Est. Cost $93.81 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $35 Shares 130 Est. Cost $228.85 Unrealized +9.4%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $32 Shares 82 Est. Cost $160.77 Unrealized +123.3%
KO COCA COLA CO 0.0%
Value ($000) $32 Shares 599 Est. Cost $26.95 Unrealized +75.4%
MLPB UBS AG LONDON BRANCH 0.0%
Value ($000) $32 Shares 1,920 Est. Cost $14.07 Unrealized
BLACKROCK INC 0.0%
Value ($000) $32 Shares 37 Est. Cost $606.25 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $31 Shares 1,082 Est. Cost $33.76 Unrealized -12.9%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $30 Shares 42 Est. Cost $242.13 Unrealized +178.0%
SON SONOCO PRODS CO 0.0%
Value ($000) $30 Shares 449 Est. Cost $37.46 Unrealized +49.5%
HPQ HP INC 0.0%
Value ($000) $30 Shares 1,005 Est. Cost $13.82 Unrealized +96.6%
HON HONEYWELL INTL INC 0.0%
Value ($000) $29 Shares 130 Est. Cost $149.37 Unrealized +28.7%
FRME FIRST MERCHANTS CORP 0.0%
Value ($000) $29 Shares 701 Est. Cost $29.96 Unrealized +28.8%
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $29 Shares 601 Est. Cost $49.92 Unrealized
GWX SPDR INDEX SHS FDS 0.0%
Value ($000) $28 Shares 733 Est. Cost $27.68 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $27 Shares 152 Est. Cost $118.40 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $26 Shares 1,107 Est. Cost $40.42 Unrealized -49.6%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $26 Shares 130 Est. Cost $144.84 Unrealized +21.7%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $25 Shares 636 Est. Cost $42.45 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $25 Shares 441 Est. Cost $38.74 Unrealized +12.1%
WMB WILLIAMS COS INC 0.0%
Value ($000) $24 Shares 886 Est. Cost $17.83 Unrealized +14.6%
SCZ ISHARES TR 0.0%
Value ($000) $24 Shares 328 Est. Cost $52.50 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $23 Shares 195 Est. Cost $117.65 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $23 Shares 56 Est. Cost $256.09 Unrealized +44.4%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $23 Shares 46 Est. Cost $305.33 Unrealized +52.6%
CSCO CISCO SYS INC 0.0%
Value ($000) $23 Shares 442 Est. Cost $35.57 Unrealized +28.9%
NDAQ NASDAQ INC 0.0%
Value ($000) $23 Shares 130 Est. Cost $44.40 Unrealized +16.3%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $23 Shares 106 Est. Cost $79.86 Unrealized +136.4%
DBEF DBX ETF TR 0.0%
Value ($000) $22 Shares 589 Est. Cost $30.56 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $22 Shares 1,313 Est. Cost $20.56 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $21 Shares 147 Est. Cost $97.79 Unrealized +24.9%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $21 Shares 392 Est. Cost $49.50 Unrealized +12.6%
ROBO EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $21 Shares 323 Est. Cost $49.54 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $21 Shares 85 Est. Cost $200.84 Unrealized +17.1%
ALL ALLSTATE CORP 0.0%
Value ($000) $21 Shares 162 Est. Cost $103.24 Unrealized +11.7%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $20 Shares 105 Est. Cost $142.18 Unrealized +20.2%
TFC TRUIST FINL CORP 0.0%
Value ($000) $20 Shares 369 Est. Cost $43.57 Unrealized +8.0%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $19 Shares 95 Est. Cost $131.89 Unrealized +14.8%
AVGO BROADCOM INC 0.0%
Value ($000) $18 Shares 37 Est. Cost $40.38 Unrealized +4.1%
DGRW WISDOMTREE TR 0.0%
Value ($000) $18 Shares 300 Est. Cost $56.67 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $18 Shares 152 Est. Cost $88.68 Unrealized +15.4%
NWL NEWELL BRANDS INC 0.0%
Value ($000) $18 Shares 643 Est. Cost $19.01 Unrealized +17.9%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $17 Shares 62 Est. Cost $195.48 Unrealized +13.2%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $17 Shares 159 Est. Cost $81.62 Unrealized +6.7%
PRHI CONIFER HLDGS INC 0.0%
Value ($000) $17 Shares 5,866 Est. Cost $3.89 Unrealized -20.6%
EMR EMERSON ELEC CO 0.0%
Value ($000) $16 Shares 170 Est. Cost $77.81 Unrealized +9.9%
RIO RIO TINTO PLC 0.0%
Value ($000) $16 Shares 194 Est. Cost $77.32 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $15 Shares 1,005 Est. Cost $6.50 Unrealized +111.7%
TMUS T-MOBILE US INC 0.0%
Value ($000) $15 Shares 102 Est. Cost $105.13 Unrealized +26.7%
HAS HASBRO INC 0.0%
Value ($000) $14 Shares 150 Est. Cost $34.47 Unrealized +131.1%
IUSB ISHARES TR 0.0%
Value ($000) $14 Shares 267 Est. Cost $52.82 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $14 Shares 2,179 Est. Cost $5.05 Unrealized
ACWX ISHARES TR 0.0%
Value ($000) $14 Shares 244 Est. Cost $49.81 Unrealized
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $14 Shares 430 Est. Cost $22.01 Unrealized +22.2%
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $14 Shares 222 Est. Cost $63.18 Unrealized +4.3%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $13 Shares 286 Est. Cost $35.04 Unrealized +17.5%
IWF ISHARES TR 0.0%
Value ($000) $13 Shares 47 Est. Cost $85.99 Unrealized
MGA MAGNA INTL INC 0.0%
Value ($000) $13 Shares 138 Est. Cost $40.64 Unrealized +101.2%
USB US BANCORP DEL 0.0%
Value ($000) $13 Shares 233 Est. Cost $40.32 Unrealized +18.4%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $13 Shares 265 Est. Cost $41.51 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $13 Shares 90 Est. Cost $126.15 Unrealized +6.7%
SPYX SPDR SER TR 0.0%
Value ($000) $13 Shares 120 Est. Cost $50.00 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $13 Shares 532 Est. Cost $53.57 Unrealized
HUBB HUBBELL INC 0.0%
Value ($000) $13 Shares 70 Est. Cost $159.48 Unrealized +9.8%
KR KROGER CO 0.0%
Value ($000) $12 Shares 320 Est. Cost $21.78 Unrealized +56.6%
FDX FEDEX CORP 0.0%
Value ($000) $12 Shares 42 Est. Cost $186.73 Unrealized +44.7%
GNMA ISHARES TR 0.0%
Value ($000) $12 Shares 242 Est. Cost $49.59 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $12 Shares 139 Est. Cost $53.63 Unrealized +51.7%
SLV ISHARES SILVER TR 0.0%
Value ($000) $11 Shares 463 Est. Cost $23.76 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $11 Shares 248 Est. Cost $33.22 Unrealized
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $11 Shares 57 Est. Cost $157.89 Unrealized
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $11 Shares 66 Est. Cost $100.18 Unrealized +24.6%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $11 Shares 80 Est. Cost $109.80 Unrealized +2.4%
KELLOGG CO 0.0%
Value ($000) $10 Shares 152 Est. Cost $41.23 Unrealized +25.1%
TSLA TESLA INC 0.0%
Value ($000) $10 Shares 15 Est. Cost $251.06 Unrealized -13.5%
TOTALENERGIES SE 0.0%
Value ($000) $9 Shares 194 Est. Cost $47.74 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $9 Shares 130 Est. Cost $55.65 Unrealized
V VISA INC 0.0%
Value ($000) $9 Shares 38 Est. Cost $186.20 Unrealized +18.7%
WDAY WORKDAY INC 0.0%
Value ($000) $9 Shares 39 Est. Cost $224.69 Unrealized +7.0%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $9 Shares 52 Est. Cost $135.65 Unrealized +8.1%
IBN ICICI BANK LIMITED 0.0%
Value ($000) $9 Shares 525 Est. Cost $16.77 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $9 Shares 227 Est. Cost $32.50 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $9 Shares 661 Est. Cost $26.06 Unrealized
FREL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $9 Shares 298 Est. Cost $26.85 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $9 Shares 484 Est. Cost $16.63 Unrealized -17.5%
ROCKWELL MED INC 0.0%
Value ($000) $8 Shares 8,278 Est. Cost $4.93 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $8 Shares 23 Est. Cost $339.57 Unrealized +6.7%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $8 Shares 94 Est. Cost $44.10 Unrealized +85.7%
VTRS VIATRIS INC 0.0%
Value ($000) $8 Shares 545 Est. Cost $13.33 Unrealized -11.0%
KMX CARMAX INC 0.0%
Value ($000) $7 Shares 53 Est. Cost $93.77 Unrealized +31.8%
ALEXION PHARMACEUTICALS INC 0.0%
Value ($000) $7 Shares 39 Est. Cost $153.85 Unrealized
CANOPY GROWTH CORP 0.0%
Value ($000) $7 Shares 282 Est. Cost $25.28 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $7 Shares 20 Est. Cost $170.21 Unrealized
IEP ICAHN ENTERPRISES LP 0.0%
Value ($000) $7 Shares 127 Est. Cost $55.72 Unrealized
RL RALPH LAUREN CORP 0.0%
Value ($000) $6 Shares 50 Est. Cost $63.12 Unrealized +79.3%
IAGG ISHARES TR 0.0%
Value ($000) $6 Shares 115 Est. Cost $52.17 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $6 Shares 185 Est. Cost $26.93 Unrealized 0.0%
NEOG NEOGEN CORP 0.0%
Value ($000) $6 Shares 134 Est. Cost $38.75 Unrealized +19.3%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 38 Est. Cost $36.83 Unrealized +259.1%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $5 Shares 78 Est. Cost $43.16 Unrealized +26.6%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $5 Shares 48 Est. Cost $69.20 Unrealized +18.2%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $5 Shares 34 Est. Cost $129.55 Unrealized +9.1%
SJNK SPDR SER TR 0.0%
Value ($000) $5 Shares 196 Est. Cost $25.51 Unrealized
SAP SAP SE 0.0%
Value ($000) $5 Shares 38 Est. Cost $131.58 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $5 Shares 45 Est. Cost $51.88 Unrealized +95.9%
EG EVEREST RE GROUP LTD 0.0%
Value ($000) $5 Shares 20 Est. Cost $220.83 Unrealized +8.0%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $4 Shares 65 Est. Cost $26.03 Unrealized +79.2%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $4 Shares 25 Est. Cost $101.34 Unrealized +26.9%
TRS TRIMAS CORP 0.0%
Value ($000) $4 Shares 118 Est. Cost $30.41 Unrealized +4.3%
KLAC KLA CORP 0.0%
Value ($000) $3 Shares 10 Est. Cost $220.47 Unrealized +38.3%
HDB HDFC BANK LTD 0.0%
Value ($000) $3 Shares 45 Est. Cost $77.78 Unrealized
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $217.54 Unrealized +14.6%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 19 Est. Cost $32.07 Unrealized +352.4%
CERNER CORP 0.0%
Value ($000) $3 Shares 41 Est. Cost $50.57 Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $3 Shares 85 Est. Cost $54.24 Unrealized -34.2%
BP PRUDHOE BAY RTY TR 0.0%
Value ($000) $3 Shares 676 Est. Cost $18.95 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $50.71 Unrealized +0.8%
OGE OGE ENERGY CORP 0.0%
Value ($000) $2 Shares 67 Est. Cost $35.79 Unrealized -5.8%
DEO DIAGEO PLC 0.0%
Value ($000) $2 Shares 13 Est. Cost $176.47 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $2 Shares 35 Est. Cost $57.14 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.0%
Value ($000) $2 Shares 150 Est. Cost $6.67 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $2 Shares 9 Est. Cost $190.77 Unrealized +20.4%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $51.88 Unrealized +205.9%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $86.10 Unrealized -6.1%
ALC ALCON AG 0.0%
Value ($000) $2 Shares 28 Est. Cost $69.79 Unrealized +0.7%
TRP TC ENERGY CORP 0.0%
Value ($000) $2 Shares 40 Est. Cost $34.41 Unrealized +14.3%
BP BP PLC 0.0%
Value ($000) $2 Shares 82 Est. Cost $36.59 Unrealized
FMX FOMENTO ECONOMICO MEXICANO S 0.0%
Value ($000) $2 Shares 27 Est. Cost $74.07 Unrealized
LINDE PLC 0.0%
Value ($000) $2 Shares 6 Est. Cost $333.33 Unrealized
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $1 Shares 76 Est. Cost $18.42 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $1 Shares 26 Est. Cost $52.34 Unrealized -35.4%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $53.96 Unrealized -27.4%
MICRO FOCUS INTL PLC 0.0%
Value ($000) $1 Shares 113 Est. Cost $26.55 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $55.80 Unrealized -6.4%
TDC TERADATA CORP DEL 0.0%
Value ($000) $0 Shares 1 Est. Cost $42.83 Unrealized +6.2%
VERITIV CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
WAB WABTEC 0.0%
Value ($000) $0 Shares 3 Est. Cost $69.17 Unrealized +14.3%
DISCOVERY INC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
DISCOVERY INC 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
VYX NCR CORP NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $17.38 Unrealized +59.2%
VREX VAREX IMAGING CORP 0.0%
Value ($000) $0 Shares 16 Est. Cost $31.14 Unrealized -21.3%
VEON LTD 0.0%
Value ($000) $0 Shares 122 Est. Cost Unrealized
COHEN & STEERS MLP INCOME & 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
LBTYAUSD LIBERTY GLOBAL PLC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
LIBERTY GLOBAL PLC 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
LIONS GATE ENTMNT CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $32.95 Unrealized +19.6%
HORIZON GLOBAL CORP 0.0%
Value ($000) $0 Shares 47 Est. Cost Unrealized
QURATE RETAIL INC 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $46.10 Unrealized +226.8%