MOSELEY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0000906396 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 25, 2022

Total Value ($000): $220,071 (100.0% shares, 0.0% debt)

Holdings (178)

AAPL APPLE INC 7.1%
Value ($000) $15,523 Shares 87,420 Est. Cost $101.61 Unrealized +52.3%
AMZN AMAZON COM INC 3.5%
Value ($000) $7,622 Shares 2,286 Est. Cost $90.06 Unrealized +90.0%
MSFT MICROSOFT CORP 3.3%
Value ($000) $7,234 Shares 21,510 Est. Cost $125.35 Unrealized +150.0%
BAND BANDWIDTH INC 3.1%
Value ($000) $6,853 Shares 95,505 Est. Cost $99.63 Unrealized -21.8%
GOOGL ALPHABET INC 2.3%
Value ($000) $4,970 Shares 1,716 Est. Cost $57.05 Unrealized +150.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.0%
Value ($000) $4,359 Shares 14,579 Est. Cost $211.47 Unrealized +35.4%
NVDA NVIDIA CORPORATION 1.9%
Value ($000) $4,249 Shares 14,446 Est. Cost $16.90 Unrealized +62.5%
HD HOME DEPOT INC 1.8%
Value ($000) $4,063 Shares 9,789 Est. Cost $173.95 Unrealized +97.3%
NEE NEXTERA ENERGY INC 1.7%
Value ($000) $3,737 Shares 40,026 Est. Cost $62.61 Unrealized +23.5%
BIV VANGUARD BD INDEX FDS 1.7%
Value ($000) $3,692 Shares 42,131 Est. Cost $90.77 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 1.6%
Value ($000) $3,605 Shares 8 Est. Cost $431815.88 Unrealized 0.0%
BSV VANGUARD BD INDEX FDS 1.6%
Value ($000) $3,562 Shares 44,072 Est. Cost $82.28 Unrealized
ETN EATON CORP PLC 1.6%
Value ($000) $3,466 Shares 20,053 Est. Cost $66.79 Unrealized +132.7%
QCOM QUALCOMM INC 1.5%
Value ($000) $3,385 Shares 18,512 Est. Cost $72.67 Unrealized +101.0%
TSLA TESLA INC 1.5%
Value ($000) $3,371 Shares 3,190 Est. Cost $140.44 Unrealized +138.8%
NEAR ISHARES U S ETF TR 1.4%
Value ($000) $3,137 Shares 62,801 Est. Cost $50.17 Unrealized
PEP PEPSICO INC 1.3%
Value ($000) $2,943 Shares 16,941 Est. Cost $104.72 Unrealized +37.0%
VT VANGUARD INTL EQUITY INDEX F 1.3%
Value ($000) $2,851 Shares 26,534 Est. Cost $86.34 Unrealized
BROOKFIELD ASSET MGMT INC 1.2%
Value ($000) $2,731 Shares 45,230 Est. Cost $49.18 Unrealized
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $2,670 Shares 15,608 Est. Cost $117.65 Unrealized +23.3%
VTEB VANGUARD MUN BD FDS 1.2%
Value ($000) $2,606 Shares 47,453 Est. Cost $54.45 Unrealized
VGT VANGUARD WORLD FDS 1.2%
Value ($000) $2,599 Shares 5,674 Est. Cost $203.48 Unrealized
SHM SPDR SER TR 1.2%
Value ($000) $2,596 Shares 52,783 Est. Cost $49.04 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.2%
Value ($000) $2,535 Shares 14,763 Est. Cost $131.98 Unrealized
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $2,479 Shares 15,655 Est. Cost $91.84 Unrealized +61.0%
LBRDK LIBERTY BROADBAND CORP 1.0%
Value ($000) $2,200 Shares 13,654 Est. Cost $148.79 Unrealized +3.5%
SCHW SCHWAB CHARLES CORP 1.0%
Value ($000) $2,150 Shares 25,560 Est. Cost $55.74 Unrealized +37.3%
VWOB VANGUARD WHITEHALL FDS 1.0%
Value ($000) $2,106 Shares 27,114 Est. Cost $80.12 Unrealized
NSA NATIONAL STORAGE AFFILIATES 0.9%
Value ($000) $2,071 Shares 29,932 Est. Cost $30.93 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.9%
Value ($000) $2,064 Shares 41,732 Est. Cost $46.08 Unrealized
LMT LOCKHEED MARTIN CORP 0.9%
Value ($000) $1,971 Shares 5,545 Est. Cost $284.75 Unrealized +8.5%
MKC MCCORMICK & CO INC 0.9%
Value ($000) $1,969 Shares 20,383 Est. Cost $75.28 Unrealized +3.2%
DIS DISNEY WALT CO 0.9%
Value ($000) $1,932 Shares 12,475 Est. Cost $122.20 Unrealized +29.1%
KMX CARMAX INC 0.9%
Value ($000) $1,885 Shares 14,475 Est. Cost $116.14 Unrealized +20.6%
HON HONEYWELL INTL INC 0.9%
Value ($000) $1,874 Shares 8,987 Est. Cost $142.85 Unrealized +29.6%
CABO CABLE ONE INC 0.8%
Value ($000) $1,841 Shares 1,044 Est. Cost $1749.27 Unrealized -5.4%
AVGO BROADCOM INC 0.8%
Value ($000) $1,790 Shares 2,690 Est. Cost $26.11 Unrealized +98.3%
CRM SALESFORCE COM INC 0.8%
Value ($000) $1,754 Shares 6,902 Est. Cost $174.11 Unrealized +59.4%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $1,750 Shares 33,683 Est. Cost $39.36 Unrealized +2.6%
TYL TYLER TECHNOLOGIES INC 0.8%
Value ($000) $1,715 Shares 3,188 Est. Cost $452.16 Unrealized +14.5%
BX BLACKSTONE INC 0.8%
Value ($000) $1,659 Shares 12,822 Est. Cost $60.56 Unrealized +91.8%
META META PLATFORMS INC 0.7%
Value ($000) $1,639 Shares 4,874 Est. Cost $181.05 Unrealized +82.1%
PYPL PAYPAL HLDGS INC 0.7%
Value ($000) $1,634 Shares 8,667 Est. Cost $165.11 Unrealized +30.7%
SHOP SHOPIFY INC 0.7%
Value ($000) $1,634 Shares 1,186 Est. Cost $74.08 Unrealized +97.3%
AMD ADVANCED MICRO DEVICES INC 0.7%
Value ($000) $1,628 Shares 11,312 Est. Cost $62.05 Unrealized +116.6%
PFE PFIZER INC 0.7%
Value ($000) $1,617 Shares 27,378 Est. Cost $29.78 Unrealized +35.1%
AMGN AMGEN INC 0.7%
Value ($000) $1,550 Shares 6,889 Est. Cost $182.55 Unrealized +1.4%
NFLX NETFLIX INC 0.7%
Value ($000) $1,489 Shares 2,472 Est. Cost $37.09 Unrealized +72.2%
XYZ BLOCK INC 0.7%
Value ($000) $1,475 Shares 9,135 Est. Cost $182.91 Unrealized +18.5%
VLO VALERO ENERGY CORP 0.6%
Value ($000) $1,383 Shares 18,409 Est. Cost $49.06 Unrealized +32.7%
ABBV ABBVIE INC 0.6%
Value ($000) $1,368 Shares 10,107 Est. Cost $67.67 Unrealized +50.3%
ZTS ZOETIS INC 0.6%
Value ($000) $1,351 Shares 5,537 Est. Cost $96.96 Unrealized +117.1%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,308 Shares 7,994 Est. Cost $83.75 Unrealized +60.2%
TIP ISHARES TR 0.6%
Value ($000) $1,286 Shares 9,957 Est. Cost $118.28 Unrealized
VUG VANGUARD INDEX FDS 0.6%
Value ($000) $1,226 Shares 3,821 Est. Cost $181.53 Unrealized
MELI MERCADOLIBRE INC 0.6%
Value ($000) $1,212 Shares 899 Est. Cost $671.92 Unrealized +109.1%
ADBE ADOBE SYSTEMS INCORPORATED 0.5%
Value ($000) $1,195 Shares 2,107 Est. Cost $477.19 Unrealized +31.0%
CRWD CROWDSTRIKE HLDGS INC 0.5%
Value ($000) $1,193 Shares 5,828 Est. Cost $147.92 Unrealized +64.7%
ALB ALBEMARLE CORP 0.5%
Value ($000) $1,114 Shares 4,767 Est. Cost $80.90 Unrealized +190.2%
TWLO TWILIO INC 0.5%
Value ($000) $1,104 Shares 4,193 Est. Cost $225.15 Unrealized +32.8%
V VISA INC 0.5%
Value ($000) $1,095 Shares 5,054 Est. Cost $163.72 Unrealized +27.1%
VEEV VEEVA SYS INC 0.5%
Value ($000) $1,059 Shares 4,144 Est. Cost $153.51 Unrealized +89.4%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,000 Shares 8,521 Est. Cost $84.02 Unrealized +14.4%
SE SEA LTD 0.4%
Value ($000) $973 Shares 4,348 Est. Cost $176.83 Unrealized
MDT MEDTRONIC PLC 0.4%
Value ($000) $946 Shares 9,145 Est. Cost $88.26 Unrealized +15.6%
VXF VANGUARD INDEX FDS 0.4%
Value ($000) $945 Shares 5,168 Est. Cost $178.21 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $925 Shares 1,630 Est. Cost $243.39 Unrealized +100.5%
GOOG ALPHABET INC 0.4%
Value ($000) $923 Shares 319 Est. Cost $81.59 Unrealized +75.8%
COIN COINBASE GLOBAL INC 0.4%
Value ($000) $898 Shares 3,560 Est. Cost $259.62 Unrealized +12.0%
SVB FINANCIAL GROUP 0.4%
Value ($000) $871 Shares 1,284 Est. Cost $296.77 Unrealized
AXON AXON ENTERPRISE INC 0.4%
Value ($000) $871 Shares 5,550 Est. Cost $94.38 Unrealized +77.9%
DOCU DOCUSIGN INC 0.4%
Value ($000) $856 Shares 5,618 Est. Cost $223.29 Unrealized +2.1%
VIGI VANGUARD WHITEHALL FDS 0.4%
Value ($000) $811 Shares 9,498 Est. Cost $77.77 Unrealized
BA BOEING CO 0.4%
Value ($000) $792 Shares 3,932 Est. Cost $331.17 Unrealized -36.2%
PLTR PALANTIR TECHNOLOGIES INC 0.4%
Value ($000) $788 Shares 43,295 Est. Cost $27.19 Unrealized -18.8%
ST SENSATA TECHNOLOGIES HLDG PL 0.4%
Value ($000) $782 Shares 12,684 Est. Cost $52.38 Unrealized +11.1%
TDOC TELADOC HEALTH INC 0.3%
Value ($000) $753 Shares 8,206 Est. Cost $201.07 Unrealized -40.6%
ALSN ALLISON TRANSMISSION HLDGS I 0.3%
Value ($000) $744 Shares 20,456 Est. Cost $34.66 Unrealized -4.5%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $741 Shares 1,570 Est. Cost $319.59 Unrealized +38.2%
BKNG BOOKING HOLDINGS INC 0.3%
Value ($000) $727 Shares 303 Est. Cost $1973.84 Unrealized +18.1%
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $726 Shares 2,020 Est. Cost $309.42 Unrealized +11.2%
LOW LOWES COS INC 0.3%
Value ($000) $723 Shares 2,797 Est. Cost $93.18 Unrealized +135.9%
GLD SPDR GOLD TR 0.3%
Value ($000) $716 Shares 4,189 Est. Cost $147.23 Unrealized
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $662 Shares 1,881 Est. Cost $263.14 Unrealized +18.3%
IVT INVENTRUST PPTYS CORP 0.3%
Value ($000) $662 Shares 24,280 Est. Cost $27.27 Unrealized
SPTM SPDR SER TR 0.3%
Value ($000) $661 Shares 11,315 Est. Cost $36.53 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $632 Shares 28,769 Est. Cost $24.32 Unrealized
NET CLOUDFLARE INC 0.3%
Value ($000) $619 Shares 4,710 Est. Cost $69.17 Unrealized +142.2%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $612 Shares 2,533 Est. Cost $156.18 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $610 Shares 2,394 Est. Cost $187.84 Unrealized
WMT WALMART INC 0.3%
Value ($000) $607 Shares 4,197 Est. Cost $35.30 Unrealized +28.0%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $606 Shares 1,523 Est. Cost $201.79 Unrealized
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $594 Shares 11,811 Est. Cost $38.74 Unrealized +19.1%
SO SOUTHERN CO 0.3%
Value ($000) $588 Shares 8,569 Est. Cost $49.87 Unrealized +9.7%
VYMI VANGUARD WHITEHALL FDS 0.3%
Value ($000) $580 Shares 8,641 Est. Cost $64.08 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $579 Shares 1,612 Est. Cost $273.80 Unrealized +23.4%
ABNB AIRBNB INC 0.3%
Value ($000) $579 Shares 3,476 Est. Cost $153.98 Unrealized +14.4%
LLY LILLY ELI & CO 0.3%
Value ($000) $568 Shares 2,056 Est. Cost $126.01 Unrealized +93.5%
BAND BANDWIDTH INC 0.3%
Value ($000) $567 Shares 9,500 Est. Cost $99.63 Unrealized -21.8%
SMG SCOTTS MIRACLE-GRO CO 0.3%
Value ($000) $561 Shares 3,483 Est. Cost $154.36 Unrealized -15.6%
BNDW VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $556 Shares 7,087 Est. Cost $79.93 Unrealized
NKE NIKE INC 0.2%
Value ($000) $545 Shares 3,271 Est. Cost $103.07 Unrealized +50.0%
SBUX STARBUCKS CORP 0.2%
Value ($000) $531 Shares 4,542 Est. Cost $86.58 Unrealized +18.1%
DTD WISDOMTREE TR 0.2%
Value ($000) $525 Shares 8,110 Est. Cost $79.89 Unrealized
CBSH COMMERCE BANCSHARES INC 0.2%
Value ($000) $495 Shares 7,205 Est. Cost $42.86 Unrealized +27.9%
SOFI SOFI TECHNOLOGIES INC 0.2%
Value ($000) $488 Shares 30,877 Est. Cost $18.35 Unrealized 0.0%
EQIX EQUINIX INC 0.2%
Value ($000) $487 Shares 576 Est. Cost $691.53 Unrealized +6.7%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $485 Shares 10,892 Est. Cost $28.48 Unrealized +44.0%
FAS DIREXION SHS ETF TR 0.2%
Value ($000) $482 Shares 3,687 Est. Cost $120.68 Unrealized
SPYG SPDR SER TR 0.2%
Value ($000) $482 Shares 6,653 Est. Cost $38.86 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $473 Shares 6,169 Est. Cost $64.01 Unrealized +9.2%
SYY SYSCO CORP 0.2%
Value ($000) $472 Shares 6,014 Est. Cost $53.30 Unrealized +29.1%
STIP ISHARES TR 0.2%
Value ($000) $469 Shares 4,433 Est. Cost $105.80 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value ($000) $442 Shares 2,340 Est. Cost $94.41 Unrealized +69.9%
UNILEVER PLC 0.2%
Value ($000) $435 Shares 8,082 Est. Cost $58.04 Unrealized
T AT&T INC 0.2%
Value ($000) $427 Shares 17,362 Est. Cost $14.33 Unrealized +2.4%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $422 Shares 2,023 Est. Cost $173.22 Unrealized +6.9%
BLACKROCK MUN INCOME QUALITY 0.2%
Value ($000) $406 Shares 25,994 Est. Cost $15.32 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $405 Shares 2,880 Est. Cost $78.75 Unrealized +50.7%
SNOW SNOWFLAKE INC 0.2%
Value ($000) $404 Shares 1,193 Est. Cost $234.20 Unrealized +48.8%
IPO RENAISSANCE CAP GREENWICH FD 0.2%
Value ($000) $398 Shares 6,877 Est. Cost $63.88 Unrealized
SYK STRYKER CORPORATION 0.2%
Value ($000) $395 Shares 1,476 Est. Cost $193.16 Unrealized +30.0%
IIPR INNOVATIVE INDL PPTYS INC 0.2%
Value ($000) $394 Shares 1,500 Est. Cost $241.24 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $385 Shares 576 Est. Cost $332.12 Unrealized +85.9%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $384 Shares 3,374 Est. Cost $61.33 Unrealized
IDXX IDEXX LABS INC 0.2%
Value ($000) $379 Shares 575 Est. Cost $369.71 Unrealized +69.8%
O REALTY INCOME CORP 0.2%
Value ($000) $376 Shares 5,246 Est. Cost $47.97 Unrealized +15.4%
VHT VANGUARD WORLD FDS 0.2%
Value ($000) $371 Shares 1,394 Est. Cost $172.24 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $369 Shares 3,182 Est. Cost $86.86 Unrealized
BLACKROCK INC 0.2%
Value ($000) $368 Shares 402 Est. Cost $875.28 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $365 Shares 5,324 Est. Cost $58.15 Unrealized
PFF ISHARES TR 0.2%
Value ($000) $361 Shares 9,157 Est. Cost $37.11 Unrealized
ILMN ILLUMINA INC 0.2%
Value ($000) $361 Shares 948 Est. Cost $321.73 Unrealized +17.8%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $360 Shares 931 Est. Cost $248.68 Unrealized +40.0%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $354 Shares 855 Est. Cost $268.15 Unrealized +28.0%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $342 Shares 681 Est. Cost $308.19 Unrealized +37.0%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $342 Shares 721 Est. Cost $376.57 Unrealized
ARKG ARK ETF TR 0.2%
Value ($000) $338 Shares 5,524 Est. Cost $88.91 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP 0.2%
Value ($000) $334 Shares 3,963 Est. Cost $53.13 Unrealized +57.5%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $325 Shares 5,307 Est. Cost $30.36 Unrealized +77.6%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $324 Shares 1,717 Est. Cost $99.90 Unrealized +70.3%
GOVT ISHARES TR 0.1%
Value ($000) $323 Shares 12,100 Est. Cost $25.90 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $301 Shares 1,029 Est. Cost $215.10 Unrealized +11.3%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $300 Shares 7,013 Est. Cost $42.23 Unrealized +3.4%
DVY ISHARES TR 0.1%
Value ($000) $299 Shares 2,439 Est. Cost $98.29 Unrealized
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $298 Shares 2,971 Est. Cost $59.22 Unrealized +56.9%
BROOKFIELD RENEWABLE CORP 0.1%
Value ($000) $297 Shares 8,053 Est. Cost $50.12 Unrealized
CWB SPDR SER TR 0.1%
Value ($000) $296 Shares 3,569 Est. Cost $47.83 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.1%
Value ($000) $294 Shares 1,600 Est. Cost $220.88 Unrealized +6.5%
RPM RPM INTL INC 0.1%
Value ($000) $289 Shares 2,863 Est. Cost $69.51 Unrealized +30.9%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $287 Shares 1,954 Est. Cost $132.19 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $285 Shares 2,091 Est. Cost $88.28 Unrealized +24.5%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $284 Shares 1,131 Est. Cost $159.97 Unrealized +32.8%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $283 Shares 647 Est. Cost $437.40 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $277 Shares 1,123 Est. Cost $143.37 Unrealized +46.7%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $271 Shares 5,548 Est. Cost $35.78 Unrealized +7.9%
AGZ ISHARES TR 0.1%
Value ($000) $270 Shares 2,302 Est. Cost $115.49 Unrealized
SPAB SPDR SER TR 0.1%
Value ($000) $264 Shares 8,909 Est. Cost $29.05 Unrealized
VPU VANGUARD WORLD FDS 0.1%
Value ($000) $264 Shares 1,691 Est. Cost $130.03 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $262 Shares 6,256 Est. Cost $47.01 Unrealized -8.3%
PZA INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $257 Shares 9,472 Est. Cost $27.27 Unrealized
OKTA OKTA INC 0.1%
Value ($000) $249 Shares 1,112 Est. Cost $241.24 Unrealized -1.3%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $243 Shares 2,163 Est. Cost $112.34 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $238 Shares 2,271 Est. Cost $67.48 Unrealized +27.8%
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $234 Shares 4,340 Est. Cost $56.07 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $233 Shares 1,032 Est. Cost $214.65 Unrealized
IRT INDEPENDENCE RLTY TR INC 0.1%
Value ($000) $225 Shares 8,718 Est. Cost $25.81 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $222 Shares 1,010 Est. Cost $219.80 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $215 Shares 2,737 Est. Cost $78.94 Unrealized
HYMB SPDR SER TR 0.1%
Value ($000) $210 Shares 3,495 Est. Cost $57.69 Unrealized
MMM 3M CO 0.1%
Value ($000) $208 Shares 1,173 Est. Cost $139.85 Unrealized -9.0%
NTES NETEASE INC 0.1%
Value ($000) $204 Shares 2,000 Est. Cost $102.00 Unrealized
CSX CSX CORP 0.1%
Value ($000) $203 Shares 5,400 Est. Cost $33.29 Unrealized 0.0%
WELL WELLTOWER INC 0.1%
Value ($000) $202 Shares 2,351 Est. Cost $67.92 Unrealized +10.5%
PLD PROLOGIS INC. 0.1%
Value ($000) $201 Shares 1,196 Est. Cost $131.96 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $201 Shares 1,404 Est. Cost $115.97 Unrealized -0.6%
ARAY ACCURAY INC 0.0%
Value ($000) $57 Shares 12,000 Est. Cost $4.68 Unrealized +2.9%
ABERDEEN ASIA-PACIFIC INCOME 0.0%
Value ($000) $42 Shares 11,000 Est. Cost $3.82 Unrealized