WEATHERLY ASSET MANAGEMENT L. P. Diversified Active

CIK: 0000934745 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 2, 2021

Total Value ($000): $696,024 (100.0% shares, 0.0% debt)

Holdings (187)

AAPL APPLE INC 9.1%
Value ($000) $63,574 Shares 479,119 Est. Cost $85.24 Unrealized +37.3%
LLY LILLY ELI & CO 7.3%
Value ($000) $50,698 Shares 300,274 Est. Cost $43.10 Unrealized +228.0%
AMZN AMAZON COM INC 6.1%
Value ($000) $42,252 Shares 12,973 Est. Cost $36.57 Unrealized +336.4%
NFLX NETFLIX INC 5.3%
Value ($000) $36,553 Shares 67,600 Est. Cost $8.00 Unrealized +534.1%
MSFT MICROSOFT CORP 3.8%
Value ($000) $26,272 Shares 118,120 Est. Cost $67.67 Unrealized +204.5%
XBI SPDR SER TR 3.6%
Value ($000) $25,319 Shares 179,850 Est. Cost $84.66 Unrealized
CGW INVESCO EXCH TRADED FD TR II 3.1%
Value ($000) $21,330 Shares 455,764 Est. Cost $35.20 Unrealized
PYPL PAYPAL HLDGS INC 2.7%
Value ($000) $19,062 Shares 81,394 Est. Cost $48.94 Unrealized +322.4%
ADBE ADOBE SYSTEMS INCORPORATED 2.7%
Value ($000) $18,972 Shares 37,934 Est. Cost $46.71 Unrealized +934.3%
JPST J P MORGAN EXCHANGE-TRADED F 2.4%
Value ($000) $16,606 Shares 326,950 Est. Cost $50.38 Unrealized
SBUX STARBUCKS CORP 2.2%
Value ($000) $14,986 Shares 140,086 Est. Cost $33.42 Unrealized +154.8%
DIS DISNEY WALT CO 2.0%
Value ($000) $14,223 Shares 78,502 Est. Cost $101.46 Unrealized +38.2%
HD HOME DEPOT INC 1.8%
Value ($000) $12,206 Shares 45,952 Est. Cost $69.14 Unrealized +250.7%
WM WASTE MGMT INC DEL 1.7%
Value ($000) $12,051 Shares 102,188 Est. Cost $47.27 Unrealized +127.3%
COST COSTCO WHSL CORP NEW 1.7%
Value ($000) $11,790 Shares 31,291 Est. Cost $195.32 Unrealized +77.9%
JMST J P MORGAN EXCHANGE-TRADED F 1.6%
Value ($000) $11,274 Shares 220,895 Est. Cost $51.01 Unrealized
ITOT ISHARES TR 1.5%
Value ($000) $10,742 Shares 124,585 Est. Cost $64.50 Unrealized
CYBERARK SOFTWARE LTD 1.5%
Value ($000) $10,418 Shares 64,470 Est. Cost $93.82 Unrealized
V VISA INC 1.4%
Value ($000) $9,932 Shares 45,409 Est. Cost $127.51 Unrealized +54.7%
GOOGL ALPHABET INC 1.3%
Value ($000) $9,389 Shares 5,357 Est. Cost $41.83 Unrealized +99.6%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $7,764 Shares 49,334 Est. Cost $69.72 Unrealized +82.9%
VIGI VANGUARD WHITEHALL FDS 1.0%
Value ($000) $6,921 Shares 85,039 Est. Cost $76.16 Unrealized
T AT&T INC 1.0%
Value ($000) $6,878 Shares 239,148 Est. Cost $13.20 Unrealized +16.5%
TOTL SSGA ACTIVE ETF TR 1.0%
Value ($000) $6,779 Shares 137,566 Est. Cost $49.11 Unrealized
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $6,336 Shares 45,538 Est. Cost $67.97 Unrealized +81.2%
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $6,121 Shares 17,455 Est. Cost $229.19 Unrealized +34.5%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $6,103 Shares 103,875 Est. Cost $33.98 Unrealized +29.4%
GLD SPDR GOLD TR 0.7%
Value ($000) $5,028 Shares 28,191 Est. Cost $142.84 Unrealized
TSLA TESLA INC 0.7%
Value ($000) $4,911 Shares 6,960 Est. Cost $96.37 Unrealized +77.1%
NKE NIKE INC 0.7%
Value ($000) $4,529 Shares 32,011 Est. Cost $48.83 Unrealized +152.3%
META FACEBOOK INC 0.7%
Value ($000) $4,526 Shares 16,569 Est. Cost $94.54 Unrealized +188.0%
INTC INTEL CORP 0.6%
Value ($000) $4,370 Shares 87,724 Est. Cost $23.66 Unrealized +86.0%
QCOM QUALCOMM INC 0.6%
Value ($000) $4,228 Shares 27,755 Est. Cost $46.45 Unrealized +168.5%
ROK ROCKWELL AUTOMATION INC 0.6%
Value ($000) $4,071 Shares 16,231 Est. Cost $132.39 Unrealized +69.2%
GD GENERAL DYNAMICS CORP 0.6%
Value ($000) $4,065 Shares 27,316 Est. Cost $135.30 Unrealized -3.4%
TGT TARGET CORP 0.6%
Value ($000) $3,859 Shares 21,859 Est. Cost $43.51 Unrealized +232.9%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $3,682 Shares 10,372 Est. Cost $202.28 Unrealized +57.7%
IXUS ISHARES TR 0.5%
Value ($000) $3,461 Shares 51,512 Est. Cost $58.33 Unrealized
BLCN SIREN ETF TR 0.5%
Value ($000) $3,286 Shares 80,630 Est. Cost $40.75 Unrealized
ABT ABBOTT LABS 0.5%
Value ($000) $3,234 Shares 29,533 Est. Cost $36.51 Unrealized +171.9%
KO COCA COLA CO 0.5%
Value ($000) $3,140 Shares 57,254 Est. Cost $37.59 Unrealized +17.8%
KMB KIMBERLY-CLARK CORP 0.4%
Value ($000) $3,093 Shares 22,942 Est. Cost $78.49 Unrealized +47.8%
HRL HORMEL FOODS CORP 0.4%
Value ($000) $2,901 Shares 62,230 Est. Cost $24.42 Unrealized +72.3%
ADM ARCHER DANIELS MIDLAND CO 0.4%
Value ($000) $2,878 Shares 57,090 Est. Cost $30.37 Unrealized +41.0%
TOTAL SE 0.4%
Value ($000) $2,812 Shares 67,103 Est. Cost $46.15 Unrealized
GSY INVESCO ACTIVELY MANAGED ETF 0.4%
Value ($000) $2,795 Shares 55,261 Est. Cost $50.33 Unrealized
ENZL ISHARES TR 0.4%
Value ($000) $2,794 Shares 41,052 Est. Cost $46.53 Unrealized
DOCU DOCUSIGN INC 0.4%
Value ($000) $2,721 Shares 12,240 Est. Cost $112.25 Unrealized +100.1%
CSCO CISCO SYS INC 0.4%
Value ($000) $2,720 Shares 60,771 Est. Cost $17.54 Unrealized +101.1%
IVV ISHARES TR 0.4%
Value ($000) $2,700 Shares 7,193 Est. Cost $261.01 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.4%
Value ($000) $2,661 Shares 46,079 Est. Cost $44.12 Unrealized
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $2,652 Shares 23,374 Est. Cost $49.28 Unrealized
NOW SERVICENOW INC 0.4%
Value ($000) $2,628 Shares 4,774 Est. Cost $40.60 Unrealized +156.1%
BA BOEING CO 0.4%
Value ($000) $2,613 Shares 12,207 Est. Cost $154.23 Unrealized +24.6%
GOOG ALPHABET INC 0.4%
Value ($000) $2,533 Shares 1,446 Est. Cost $40.14 Unrealized +108.6%
DXCM DEXCOM INC 0.4%
Value ($000) $2,524 Shares 6,828 Est. Cost $18.57 Unrealized +380.8%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $2,521 Shares 29,484 Est. Cost $44.38 Unrealized +65.4%
TT TRANE TECHNOLOGIES PLC 0.4%
Value ($000) $2,516 Shares 17,335 Est. Cost $93.73 Unrealized +37.9%
FTNT FORTINET INC 0.3%
Value ($000) $2,236 Shares 15,057 Est. Cost $24.53 Unrealized +3.1%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $2,218 Shares 26,267 Est. Cost $68.16 Unrealized -4.6%
IP INTERNATIONAL PAPER CO 0.3%
Value ($000) $2,209 Shares 44,437 Est. Cost $35.01 Unrealized +2.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $2,151 Shares 9,277 Est. Cost $155.10 Unrealized +42.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $2,130 Shares 29,782 Est. Cost $54.61 Unrealized +7.0%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $2,080 Shares 5,854 Est. Cost $24.48 Unrealized +90.9%
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $1,996 Shares 8,400 Est. Cost $68.20 Unrealized +200.2%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $1,936 Shares 7,414 Est. Cost $120.12 Unrealized +85.7%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $1,912 Shares 2,602 Est. Cost $54.79 Unrealized +313.8%
WMT WALMART INC 0.3%
Value ($000) $1,908 Shares 13,236 Est. Cost $22.52 Unrealized +100.9%
SAP SAP SE 0.3%
Value ($000) $1,877 Shares 14,395 Est. Cost $73.62 Unrealized
IWR ISHARES TR 0.3%
Value ($000) $1,825 Shares 26,620 Est. Cost $72.88 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,814 Shares 8,527 Est. Cost $97.74 Unrealized +67.5%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $1,802 Shares 14,179 Est. Cost $43.26 Unrealized +126.9%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $1,785 Shares 3,418 Est. Cost $7.90 Unrealized +68.9%
CVS CVS HEALTH CORP 0.3%
Value ($000) $1,785 Shares 26,132 Est. Cost $53.17 Unrealized +3.9%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $1,736 Shares 33,129 Est. Cost $25.52 Unrealized +63.3%
MMM 3M CO 0.2%
Value ($000) $1,678 Shares 9,599 Est. Cost $80.46 Unrealized +46.1%
ASML ASML HOLDING N V 0.2%
Value ($000) $1,635 Shares 3,353 Est. Cost $240.31 Unrealized
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $1,559 Shares 44,371 Est. Cost $59.88 Unrealized
TDOC TELADOC HEALTH INC 0.2%
Value ($000) $1,550 Shares 7,752 Est. Cost $160.02 Unrealized +27.1%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $1,509 Shares 12,735 Est. Cost $61.81 Unrealized +73.0%
BAX BAXTER INTL INC 0.2%
Value ($000) $1,508 Shares 18,799 Est. Cost $31.05 Unrealized +128.7%
UNILEVER PLC 0.2%
Value ($000) $1,458 Shares 24,161 Est. Cost $54.42 Unrealized
BLACKROCK INC 0.2%
Value ($000) $1,439 Shares 1,995 Est. Cost $387.51 Unrealized
MCK MCKESSON CORP 0.2%
Value ($000) $1,438 Shares 8,265 Est. Cost $107.07 Unrealized +50.8%
ALL ALLSTATE CORP 0.2%
Value ($000) $1,427 Shares 12,985 Est. Cost $49.75 Unrealized +74.2%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,378 Shares 10,949 Est. Cost $110.37 Unrealized -15.4%
NTR NUTRIEN LTD 0.2%
Value ($000) $1,371 Shares 28,476 Est. Cost $38.37 Unrealized -1.8%
FDX FEDEX CORP 0.2%
Value ($000) $1,291 Shares 4,973 Est. Cost $135.71 Unrealized +85.1%
TSN TYSON FOODS INC 0.2%
Value ($000) $1,242 Shares 19,281 Est. Cost $50.37 Unrealized +5.7%
CSX CSX CORP 0.2%
Value ($000) $1,240 Shares 13,667 Est. Cost $7.98 Unrealized +235.9%
DEO DIAGEO PLC 0.2%
Value ($000) $1,236 Shares 7,783 Est. Cost $114.70 Unrealized
DE DEERE & CO 0.2%
Value ($000) $1,206 Shares 4,482 Est. Cost $71.96 Unrealized +222.6%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,200 Shares 15,551 Est. Cost $61.65 Unrealized +6.5%
INTU INTUIT 0.2%
Value ($000) $1,159 Shares 3,050 Est. Cost $216.69 Unrealized +57.0%
AWR AMER STATES WTR CO 0.2%
Value ($000) $1,153 Shares 14,505 Est. Cost $34.06 Unrealized +102.8%
WESTROCK CO 0.2%
Value ($000) $1,122 Shares 25,769 Est. Cost $36.31 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $1,114 Shares 5,191 Est. Cost $77.59 Unrealized +149.1%
PFF ISHARES TR 0.2%
Value ($000) $1,102 Shares 28,611 Est. Cost $39.07 Unrealized
LAM RESEARCH CORP 0.2%
Value ($000) $1,101 Shares 2,331 Est. Cost $80.02 Unrealized
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $1,090 Shares 41,886 Est. Cost $24.68 Unrealized -21.2%
OKTA OKTA INC 0.2%
Value ($000) $1,088 Shares 4,281 Est. Cost $194.12 Unrealized +22.4%
PHO INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,059 Shares 22,797 Est. Cost $31.80 Unrealized
GLW CORNING INC 0.2%
Value ($000) $1,050 Shares 29,179 Est. Cost $17.33 Unrealized +78.2%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $1,042 Shares 7,258 Est. Cost $80.90 Unrealized +55.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $1,036 Shares 5,690 Est. Cost $63.45 Unrealized +142.7%
PFE PFIZER INC 0.1%
Value ($000) $1,016 Shares 27,591 Est. Cost $18.72 Unrealized +52.9%
ABBV ABBVIE INC 0.1%
Value ($000) $1,013 Shares 9,452 Est. Cost $38.32 Unrealized +106.0%
ORCL ORACLE CORP 0.1%
Value ($000) $963 Shares 14,880 Est. Cost $38.34 Unrealized +44.8%
HAL HALLIBURTON CO 0.1%
Value ($000) $960 Shares 50,812 Est. Cost $37.62 Unrealized -62.3%
MINT PIMCO ETF TR 0.1%
Value ($000) $884 Shares 8,661 Est. Cost $101.15 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $881 Shares 2,469 Est. Cost $236.82 Unrealized +36.5%
IJH ISHARES TR 0.1%
Value ($000) $879 Shares 3,826 Est. Cost $150.79 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $820 Shares 3,566 Est. Cost $121.40 Unrealized +61.7%
GEN NORTONLIFELOCK INC 0.1%
Value ($000) $814 Shares 39,173 Est. Cost $12.38 Unrealized +46.4%
COP CONOCOPHILLIPS 0.1%
Value ($000) $796 Shares 19,900 Est. Cost $40.97 Unrealized -25.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $787 Shares 6,717 Est. Cost $59.81 Unrealized +59.0%
ALLE ALLEGION PLC 0.1%
Value ($000) $761 Shares 6,541 Est. Cost $38.52 Unrealized +163.8%
NUVASIVE INC 0.1%
Value ($000) $732 Shares 12,988 Est. Cost $30.23 Unrealized
IR INGERSOLL RAND INC 0.1%
Value ($000) $724 Shares 15,886 Est. Cost $31.60 Unrealized +30.3%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $677 Shares 1,812 Est. Cost $206.06 Unrealized
SNY SANOFI 0.1%
Value ($000) $673 Shares 13,851 Est. Cost $41.57 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $671 Shares 2,138 Est. Cost $171.99 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $658 Shares 6,845 Est. Cost $64.42 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $600 Shares 6,540 Est. Cost $74.25 Unrealized +16.2%
HSY HERSHEY CO 0.1%
Value ($000) $564 Shares 3,705 Est. Cost $73.64 Unrealized +77.9%
IWB ISHARES TR 0.1%
Value ($000) $554 Shares 2,613 Est. Cost $93.09 Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $549 Shares 2,611 Est. Cost $78.59 Unrealized +152.0%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $549 Shares 2,447 Est. Cost $109.77 Unrealized +81.9%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $539 Shares 5,925 Est. Cost $62.45 Unrealized
ATLASSIAN CORP PLC 0.1%
Value ($000) $538 Shares 2,300 Est. Cost $184.01 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $536 Shares 10,560 Est. Cost $50.88 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $520 Shares 2,157 Est. Cost $138.74 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $517 Shares 3,779 Est. Cost $93.11 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $511 Shares 1,488 Est. Cost $270.77 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $496 Shares 2,133 Est. Cost $168.74 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $491 Shares 3,686 Est. Cost $112.53 Unrealized
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $489 Shares 9,506 Est. Cost $50.08 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $488 Shares 2,899 Est. Cost $58.40 Unrealized +134.4%
MRK MERCK & CO. INC 0.1%
Value ($000) $479 Shares 5,851 Est. Cost $32.95 Unrealized +96.8%
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $456 Shares 8,774 Est. Cost $63.42 Unrealized -29.1%
PSX PHILLIPS 66 0.1%
Value ($000) $453 Shares 6,471 Est. Cost $42.37 Unrealized +13.2%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $449 Shares 14,866 Est. Cost $37.22 Unrealized -38.1%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $447 Shares 10,842 Est. Cost $53.72 Unrealized -43.5%
VEA VANGUARD TAX-MANAGED INTL FD 0.1%
Value ($000) $431 Shares 9,119 Est. Cost $42.12 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $396 Shares 6,379 Est. Cost $45.26 Unrealized +10.5%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $395 Shares 4,465 Est. Cost $66.03 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $390 Shares 36,116 Est. Cost $24.61 Unrealized
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $376 Shares 10,357 Est. Cost $17.95 Unrealized +60.9%
SRE SEMPRA ENERGY 0.1%
Value ($000) $372 Shares 2,920 Est. Cost $30.30 Unrealized +79.8%
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $349 Shares 2,629 Est. Cost $116.08 Unrealized +5.3%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $346 Shares 3,727 Est. Cost $86.40 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $343 Shares 4,266 Est. Cost $44.74 Unrealized +49.3%
CI CIGNA CORP NEW 0.0%
Value ($000) $342 Shares 1,645 Est. Cost $190.77 Unrealized -5.9%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $341 Shares 3,451 Est. Cost $18.69 Unrealized +331.2%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $339 Shares 729 Est. Cost $339.73 Unrealized +36.2%
NVS NOVARTIS AG 0.0%
Value ($000) $318 Shares 3,370 Est. Cost $85.44 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $303 Shares 1,555 Est. Cost $163.86 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $303 Shares 3,509 Est. Cost $84.64 Unrealized
ITRI ITRON INC 0.0%
Value ($000) $302 Shares 3,150 Est. Cost $63.70 Unrealized +20.7%
AGG ISHARES TR 0.0%
Value ($000) $286 Shares 2,420 Est. Cost $110.34 Unrealized
WIP SPDR SER TR 0.0%
Value ($000) $285 Shares 4,847 Est. Cost $50.30 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $270 Shares 1,955 Est. Cost $118.82 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $262 Shares 1,775 Est. Cost $111.68 Unrealized 0.0%
UNP UNION PAC CORP 0.0%
Value ($000) $262 Shares 1,260 Est. Cost $164.87 Unrealized +8.0%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $259 Shares 3,292 Est. Cost $55.13 Unrealized +21.5%
USMV ISHARES TR 0.0%
Value ($000) $252 Shares 3,719 Est. Cost $46.01 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $251 Shares 5,377 Est. Cost $33.06 Unrealized +21.9%
MTUM ISHARES TR 0.0%
Value ($000) $245 Shares 1,517 Est. Cost $95.66 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $243 Shares 4,055 Est. Cost $43.67 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $238 Shares 4,076 Est. Cost $38.76 Unrealized +29.3%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $234 Shares 2,555 Est. Cost $71.81 Unrealized +5.4%
VARIAN MED SYS INC 0.0%
Value ($000) $233 Shares 1,330 Est. Cost $172.18 Unrealized
TTCFQ TATTOOED CHEF INC 0.0%
Value ($000) $229 Shares 10,000 Est. Cost $18.93 Unrealized 0.0%
CERNER CORP 0.0%
Value ($000) $227 Shares 2,890 Est. Cost $68.63 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $224 Shares 645 Est. Cost $333.72 Unrealized +4.1%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $221 Shares 989 Est. Cost $204.25 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $221 Shares 2,434 Est. Cost $57.83 Unrealized
HMC HONDA MOTOR LTD 0.0%
Value ($000) $220 Shares 7,790 Est. Cost $32.23 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $219 Shares 1,337 Est. Cost $116.84 Unrealized +15.2%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $217 Shares 1,025 Est. Cost $155.87 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $213 Shares 2,569 Est. Cost $51.62 Unrealized +16.9%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $212 Shares 1,202 Est. Cost $147.45 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $211 Shares 10,751 Est. Cost $18.20 Unrealized
AFIB ACUTUS MED INC 0.0%
Value ($000) $210 Shares 7,300 Est. Cost $27.07 Unrealized 0.0%
TIP ISHARES TR 0.0%
Value ($000) $207 Shares 1,620 Est. Cost $122.75 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $205 Shares 820 Est. Cost $214.58 Unrealized 0.0%
SLV ISHARES SILVER TR 0.0%
Value ($000) $204 Shares 8,320 Est. Cost $24.52 Unrealized