STEPH & CO Diversified Active

CIK: 0000941519 · Show all filings

Period: Q4 2019 (Next →)

Filing Date: Feb 24, 2020

Total Value ($000): $117,391 (100.0% shares, 0.0% debt)

Holdings (256)

VOO Vanguard S&P 500 Index ETF 16.6%
Value ($000) $19,534 Shares 66,039 Est. Cost $295.79 Unrealized
IWR iShares Russell Midcap Index ETF 6.1%
Value ($000) $7,132 Shares 119,632 Est. Cost $59.62 Unrealized
IVV iShares S&P 500 Index ETF 5.6%
Value ($000) $6,572 Shares 20,331 Est. Cost $323.25 Unrealized
VTEB Vanguard Tax-Exempt Bond Index ETF 4.5%
Value ($000) $5,289 Shares 98,791 Est. Cost $53.54 Unrealized
IWM iShares Russell 2000 Index ETF 4.4%
Value ($000) $5,141 Shares 31,029 Est. Cost $165.68 Unrealized
MUNI Pimco Intermediate Municipal Bond ETF 4.2%
Value ($000) $4,915 Shares 89,058 Est. Cost $55.19 Unrealized
MDY SPDR S&P Mid Cap 400 Index ETF 3.5%
Value ($000) $4,099 Shares 10,920 Est. Cost $375.37 Unrealized
VEA Vanguard FTSE Developed Markets Index ETF 3.1%
Value ($000) $3,601 Shares 81,728 Est. Cost $44.06 Unrealized
VWO Vanguard Emerging Markets Index ETF 3.0%
Value ($000) $3,479 Shares 78,240 Est. Cost $44.47 Unrealized
SPY SPDR S&P 500 ETF 2.8%
Value ($000) $3,238 Shares 10,061 Est. Cost $321.84 Unrealized
VO Vanguard Mid Cap ETF 2.0%
Value ($000) $2,363 Shares 13,262 Est. Cost $178.18 Unrealized
IWN iShares Russel 2000 Value ETF 1.9%
Value ($000) $2,173 Shares 16,901 Est. Cost $128.57 Unrealized
FBND Fidelity Total Bond ETF 1.5%
Value ($000) $1,737 Shares 33,565 Est. Cost $51.75 Unrealized
BOND PIMCO Total Return Active ETF 1.5%
Value ($000) $1,731 Shares 16,056 Est. Cost $107.81 Unrealized
IGF iShares Global Infrastructure ETF 1.4%
Value ($000) $1,639 Shares 34,219 Est. Cost $47.90 Unrealized
IJR iShares S & P Smallcap 600 Index ETF 1.3%
Value ($000) $1,579 Shares 18,826 Est. Cost $83.87 Unrealized
VTI Vanguard Total Stock Market ETF 1.3%
Value ($000) $1,573 Shares 9,613 Est. Cost $163.63 Unrealized
GUNR Global Upstream Natural Resources ETF 1.2%
Value ($000) $1,402 Shares 41,814 Est. Cost $33.53 Unrealized
IWD iShares Russell 1000 Value Index ETF 1.1%
Value ($000) $1,299 Shares 9,521 Est. Cost $136.44 Unrealized
VB Vanguard Small-Cap ETF 1.1%
Value ($000) $1,289 Shares 7,784 Est. Cost $165.60 Unrealized
ABT Abbott Laboratories Com 1.0%
Value ($000) $1,212 Shares 13,959 Est. Cost $75.30 Unrealized 0.0%
RWO SPDR DJ Global Real Estate ETF 1.0%
Value ($000) $1,179 Shares 22,878 Est. Cost $51.53 Unrealized
NIC Nicolet Bankshares Inc Com 1.0%
Value ($000) $1,173 Shares 15,879 Est. Cost $68.25 Unrealized 0.0%
IWP iShares Russel Mid-Cap Growth ETF 0.9%
Value ($000) $1,086 Shares 7,115 Est. Cost $152.64 Unrealized
AAPL Apple Computer Inc Com 0.9%
Value ($000) $1,070 Shares 3,645 Est. Cost $62.02 Unrealized 0.0%
WEC WEC Energy Group Inc Com 0.8%
Value ($000) $933 Shares 10,121 Est. Cost $74.85 Unrealized 0.0%
ABBV AbbVie Inc 0.8%
Value ($000) $883 Shares 9,972 Est. Cost $64.63 Unrealized 0.0%
WFC Wells Fargo & Co New Com 0.7%
Value ($000) $879 Shares 16,345 Est. Cost $44.70 Unrealized 0.0%
JPM J P Morgan Chase & Co Com 0.7%
Value ($000) $848 Shares 6,086 Est. Cost $108.67 Unrealized 0.0%
EFA iShares MSCI EAFE Index ETF 0.7%
Value ($000) $785 Shares 11,311 Est. Cost $69.40 Unrealized
XOM Exxon Mobil Corp Com 0.5%
Value ($000) $633 Shares 9,075 Est. Cost $52.07 Unrealized 0.0%
VOT Vanguard Mid-Cap Growth ETF 0.5%
Value ($000) $614 Shares 3,865 Est. Cost $158.86 Unrealized
PG Procter & Gamble Co Com 0.5%
Value ($000) $610 Shares 4,887 Est. Cost $105.24 Unrealized 0.0%
VXUS Vanguard Total Intl Stock Idx ETF 0.5%
Value ($000) $599 Shares 10,754 Est. Cost $55.70 Unrealized
IVW MFC iShares S&P 500 Growth Index Fd ETF 0.5%
Value ($000) $538 Shares 2,780 Est. Cost $193.53 Unrealized
JHMM John Hancock Multifactor Mid Cap ETF 0.4%
Value ($000) $514 Shares 13,133 Est. Cost $39.14 Unrealized
T AT&T Inc Com 0.4%
Value ($000) $509 Shares 13,032 Est. Cost $18.86 Unrealized 0.0%
PEP Pepsico Inc Com 0.4%
Value ($000) $442 Shares 3,232 Est. Cost $112.78 Unrealized 0.0%
JNJ Johnson & Johnson Com 0.4%
Value ($000) $425 Shares 2,911 Est. Cost $114.10 Unrealized 0.0%
IBM IBM Corp Com 0.4%
Value ($000) $423 Shares 3,155 Est. Cost $99.90 Unrealized 0.0%
PRF Invesco FTSE RAFI US 1000 Portfolio ETF 0.4%
Value ($000) $422 Shares 3,331 Est. Cost $126.69 Unrealized
BMY Bristol-Myers Squibb Co Com 0.4%
Value ($000) $418 Shares 6,511 Est. Cost $45.19 Unrealized 0.0%
PFE Pfizer Inc Com 0.4%
Value ($000) $412 Shares 10,504 Est. Cost $26.71 Unrealized 0.0%
CVX Chevrontexaco Corp Com 0.3%
Value ($000) $394 Shares 3,273 Est. Cost $89.68 Unrealized 0.0%
United Technologies Com 0.3%
Value ($000) $378 Shares 2,523 Est. Cost $149.82 Unrealized
FIS Fidelity National Information Services 0.3%
Value ($000) $348 Shares 2,500 Est. Cost $118.59 Unrealized 0.0%
VYM Vanguard High Dividend Yield Indx ETF 0.3%
Value ($000) $338 Shares 3,603 Est. Cost $93.81 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.3%
Value ($000) $332 Shares 5,093 Est. Cost $65.19 Unrealized
DUK Duke Energy Corp Com New 0.3%
Value ($000) $331 Shares 3,634 Est. Cost $71.81 Unrealized 0.0%
IWF iShares Russell 1000 Growth ETF 0.3%
Value ($000) $329 Shares 1,870 Est. Cost $175.94 Unrealized
MMM 3M Co Com 0.3%
Value ($000) $326 Shares 1,850 Est. Cost $111.76 Unrealized 0.0%
BMO Bank of Montreal 0.3%
Value ($000) $311 Shares 4,010 Est. Cost $57.88 Unrealized 0.0%
SU Suncor Energy Inc 0.3%
Value ($000) $309 Shares 9,433 Est. Cost $24.50 Unrealized 0.0%
EXC Exelon Corp Com 0.2%
Value ($000) $293 Shares 6,426 Est. Cost $26.02 Unrealized 0.0%
UNH Unitedhealth Group Com 0.2%
Value ($000) $283 Shares 961 Est. Cost $236.60 Unrealized 0.0%
USB US Bancorp Com 0.2%
Value ($000) $258 Shares 4,354 Est. Cost $44.33 Unrealized 0.0%
PNC PNC Financial Services Group Com 0.2%
Value ($000) $255 Shares 1,598 Est. Cost $120.17 Unrealized 0.0%
WMT Walmart Inc Com 0.2%
Value ($000) $254 Shares 2,141 Est. Cost $36.38 Unrealized 0.0%
IVE iShares S&P Value Index ETF 0.2%
Value ($000) $248 Shares 1,903 Est. Cost $130.32 Unrealized
Mackinac Finl Corp Com 0.2%
Value ($000) $238 Shares 13,631 Est. Cost $17.46 Unrealized
CDW CDW Corporation DE 0.2%
Value ($000) $235 Shares 1,642 Est. Cost $122.84 Unrealized 0.0%
ORCL Oracle Corp Com 0.2%
Value ($000) $234 Shares 4,411 Est. Cost $50.44 Unrealized 0.0%
Foot Locker Inc Com 0.2%
Value ($000) $225 Shares 5,771 Est. Cost $38.99 Unrealized
VICI VICI Properties Inc 0.2%
Value ($000) $225 Shares 8,822 Est. Cost $17.35 Unrealized 0.0%
IWS iShares Russell Midcap Value ETF 0.2%
Value ($000) $218 Shares 2,305 Est. Cost $94.58 Unrealized
AXS Axis Capital Holdings Ltd 0.2%
Value ($000) $218 Shares 3,661 Est. Cost $50.78 Unrealized 0.0%
ETN Eaton Corp Plc 0.2%
Value ($000) $217 Shares 2,290 Est. Cost $79.69 Unrealized 0.0%
XEL Xcel Energy Inc Com 0.2%
Value ($000) $215 Shares 3,388 Est. Cost $51.71 Unrealized 0.0%
C Citigroup Inc Com New 0.2%
Value ($000) $213 Shares 2,660 Est. Cost $59.26 Unrealized 0.0%
Ingersoll-Rand Co Ltd 0.2%
Value ($000) $211 Shares 1,584 Est. Cost $133.21 Unrealized
ARE Alexandria Real Estate Equities Inc 0.2%
Value ($000) $210 Shares 1,302 Est. Cost $124.15 Unrealized 0.0%
BHP BHP Group Limited 0.2%
Value ($000) $206 Shares 3,765 Est. Cost $54.71 Unrealized
EPR EPR Properties 0.2%
Value ($000) $203 Shares 2,875 Est. Cost $70.61 Unrealized
RRX Regal Beloit Corp Com 0.2%
Value ($000) $199 Shares 2,330 Est. Cost $79.29 Unrealized 0.0%
VZ Verizon Communications Com 0.2%
Value ($000) $195 Shares 3,175 Est. Cost $42.79 Unrealized 0.0%
STWD Starwood Property Trust Inc 0.2%
Value ($000) $194 Shares 7,814 Est. Cost $24.83 Unrealized
ROST Ross Stores Inc 0.2%
Value ($000) $193 Shares 1,656 Est. Cost $105.92 Unrealized 0.0%
ACGL Arch Capital Group Ltd 0.2%
Value ($000) $187 Shares 4,357 Est. Cost $39.45 Unrealized 0.0%
EEM iShares MSCI Emerging Markets Index ETF 0.2%
Value ($000) $186 Shares 4,149 Est. Cost $44.83 Unrealized
Lam Research Corp 0.2%
Value ($000) $185 Shares 631 Est. Cost $293.19 Unrealized
CASY Casey's General Stores Inc 0.2%
Value ($000) $181 Shares 1,136 Est. Cost $159.01 Unrealized 0.0%
ES Eversource Energy Com 0.2%
Value ($000) $178 Shares 2,090 Est. Cost $66.48 Unrealized 0.0%
FRCB First Republic Bank San Francisco 0.2%
Value ($000) $178 Shares 1,516 Est. Cost $105.74 Unrealized 0.0%
NSC Norfolk Southern Corp 0.1%
Value ($000) $175 Shares 900 Est. Cost $165.56 Unrealized 0.0%
HIG Hartford Financial Svcs Grp Inc Com 0.1%
Value ($000) $173 Shares 2,852 Est. Cost $52.36 Unrealized 0.0%
Xilinx Inc Com 0.1%
Value ($000) $173 Shares 1,765 Est. Cost $98.02 Unrealized
LYV Live Nation Entmt Inc 0.1%
Value ($000) $171 Shares 2,394 Est. Cost $67.78 Unrealized 0.0%
TOTL SPDR Doubleline Total Return Tactical ETF 0.1%
Value ($000) $169 Shares 3,440 Est. Cost $49.13 Unrealized
TDY Teledyne Technologies Inc 0.1%
Value ($000) $168 Shares 484 Est. Cost $336.16 Unrealized 0.0%
WAL Western Alliance Bancorporation 0.1%
Value ($000) $168 Shares 2,950 Est. Cost $44.71 Unrealized 0.0%
AIG American Intl Group Inc Com 0.1%
Value ($000) $160 Shares 3,117 Est. Cost $45.11 Unrealized 0.0%
Pioneer Natural Resources Co 0.1%
Value ($000) $160 Shares 1,060 Est. Cost $150.94 Unrealized
USFD US Foods Hldg Corp 0.1%
Value ($000) $158 Shares 3,766 Est. Cost $40.14 Unrealized 0.0%
AME Ametek Inc 0.1%
Value ($000) $158 Shares 1,580 Est. Cost $90.92 Unrealized 0.0%
PM Philip Morris International Inc 0.1%
Value ($000) $152 Shares 1,786 Est. Cost $60.01 Unrealized 0.0%
HAS Hasbro Inc 0.1%
Value ($000) $150 Shares 1,422 Est. Cost $82.22 Unrealized 0.0%
BlackRock MuniYield Michigan Quality Fund Inc ETF 0.1%
Value ($000) $149 Shares 10,500 Est. Cost $14.19 Unrealized
BIO Bio-Rad Laboratories Inc 0.1%
Value ($000) $146 Shares 394 Est. Cost $352.55 Unrealized 0.0%
MTN Vail Resorts Inc Cort 0.1%
Value ($000) $146 Shares 607 Est. Cost $236.65 Unrealized 0.0%
CL Colgate Palmolive Co Com 0.1%
Value ($000) $145 Shares 2,109 Est. Cost $59.11 Unrealized 0.0%
Aspen Technology Inc 0.1%
Value ($000) $145 Shares 1,203 Est. Cost $120.53 Unrealized
SCI Service Corp Intl 0.1%
Value ($000) $144 Shares 3,138 Est. Cost $45.11 Unrealized 0.0%
Aptiv PLC 0.1%
Value ($000) $143 Shares 1,511 Est. Cost $94.64 Unrealized
BMRN BioMarin Pharmaceutical Inc 0.1%
Value ($000) $140 Shares 1,657 Est. Cost $75.53 Unrealized 0.0%
CVNA Carvana Co 0.1%
Value ($000) $140 Shares 1,524 Est. Cost $83.67 Unrealized 0.0%
PGR Progressive Corp 0.1%
Value ($000) $138 Shares 1,905 Est. Cost $59.30 Unrealized 0.0%
BSV Vanguard Short Term Bond ETF 0.1%
Value ($000) $137 Shares 1,703 Est. Cost $80.45 Unrealized
World Wrestling Entertainment Inc 0.1%
Value ($000) $134 Shares 2,066 Est. Cost $64.86 Unrealized
ALK Alaska Air Group Inc 0.1%
Value ($000) $134 Shares 1,980 Est. Cost $67.73 Unrealized 0.0%
AEE Ameren Corp Com 0.1%
Value ($000) $134 Shares 1,741 Est. Cost $63.64 Unrealized 0.0%
Splunk Inc 0.1%
Value ($000) $132 Shares 884 Est. Cost $149.32 Unrealized
ADSK Autodesk Inc 0.1%
Value ($000) $131 Shares 716 Est. Cost $162.05 Unrealized 0.0%
KEYS Keysight Technologies Inc Com 0.1%
Value ($000) $130 Shares 1,263 Est. Cost $102.35 Unrealized 0.0%
MINT PIMCO Enhanced Short Maturity Active ETF 0.1%
Value ($000) $125 Shares 1,235 Est. Cost $101.21 Unrealized
ROK Rockwell Automation Inc Com 0.1%
Value ($000) $125 Shares 617 Est. Cost $166.41 Unrealized 0.0%
AMGN Amgen Inc Com 0.1%
Value ($000) $121 Shares 500 Est. Cost $182.69 Unrealized 0.0%
ICLR Icon Public Limited Company 0.1%
Value ($000) $121 Shares 700 Est. Cost $154.22 Unrealized 0.0%
WDC Western Digital Corp Del 0.1%
Value ($000) $121 Shares 1,909 Est. Cost $40.69 Unrealized 0.0%
WCN Waste Connections Inc 0.1%
Value ($000) $121 Shares 1,328 Est. Cost $87.05 Unrealized 0.0%
AL Air Lease Corp 0.1%
Value ($000) $119 Shares 2,510 Est. Cost $39.89 Unrealized 0.0%
Varian Medical Systems Inc 0.1%
Value ($000) $118 Shares 833 Est. Cost $141.66 Unrealized
ODFL Old Dominion Freight Line Inc 0.1%
Value ($000) $117 Shares 614 Est. Cost $59.70 Unrealized 0.0%
Liberty Property Trust 0.1%
Value ($000) $115 Shares 1,913 Est. Cost $60.12 Unrealized
COR AmerisourceBergen Corp 0.1%
Value ($000) $114 Shares 1,339 Est. Cost $71.20 Unrealized 0.0%
BP BP Plc ADR 0.1%
Value ($000) $114 Shares 3,010 Est. Cost $37.87 Unrealized
JLL Jones Lang LaSalle Inc 0.1%
Value ($000) $114 Shares 652 Est. Cost $157.06 Unrealized 0.0%
Masonite International 0.1%
Value ($000) $114 Shares 1,581 Est. Cost $72.11 Unrealized
SPXE ProShares S&P 500 ex-Energy ETF 0.1%
Value ($000) $110 Shares 1,606 Est. Cost $68.49 Unrealized
SLB Schlumberger Ltd 0.1%
Value ($000) $108 Shares 2,677 Est. Cost $30.72 Unrealized 0.0%
TXN Texas Instruments Inc Com 0.1%
Value ($000) $107 Shares 831 Est. Cost $103.75 Unrealized 0.0%
Apergy Corp 0.1%
Value ($000) $103 Shares 3,055 Est. Cost $33.72 Unrealized
KO Coca Cola Co Com 0.1%
Value ($000) $102 Shares 1,838 Est. Cost $44.51 Unrealized 0.0%
MSFT Microsoft Corp Com 0.1%
Value ($000) $100 Shares 632 Est. Cost $139.23 Unrealized 0.0%
MGEE MGE Energy Inc 0.1%
Value ($000) $100 Shares 1,272 Est. Cost $67.55 Unrealized 0.0%
BALL Ball Corporation 0.1%
Value ($000) $96 Shares 1,477 Est. Cost $63.09 Unrealized 0.0%
DOX Amdocs Ltd Ord 0.1%
Value ($000) $95 Shares 1,321 Est. Cost $59.82 Unrealized 0.0%
ABM ABM Industries Inc Com 0.1%
Value ($000) $95 Shares 2,530 Est. Cost $32.91 Unrealized 0.0%
IPGP IPG Photonics Corporation 0.1%
Value ($000) $95 Shares 655 Est. Cost $139.20 Unrealized 0.0%
DTE DTE Energy Co Com 0.1%
Value ($000) $94 Shares 724 Est. Cost $87.47 Unrealized 0.0%
VYX NCR Corp Com 0.1%
Value ($000) $93 Shares 2,640 Est. Cost $19.46 Unrealized 0.0%
AMZN Amazon.com Inc 0.1%
Value ($000) $92 Shares 50 Est. Cost $88.51 Unrealized 0.0%
ITW Illinois Tool Works Inc Com 0.1%
Value ($000) $91 Shares 507 Est. Cost $146.29 Unrealized 0.0%
SCHG Schwab US Large-Cap Growth ETF 0.1%
Value ($000) $91 Shares 975 Est. Cost $93.33 Unrealized
Kellogg Co Com 0.1%
Value ($000) $88 Shares 1,274 Est. Cost $48.55 Unrealized 0.0%
BRK/B Berkshire Hathaway Inc Class B 0.1%
Value ($000) $88 Shares 389 Est. Cost $217.17 Unrealized 0.0%
Alexion Pharmaceuticals Inc 0.1%
Value ($000) $87 Shares 802 Est. Cost $108.48 Unrealized
IJH iShares S&P Midcap 400 Index Fd ETF 0.1%
Value ($000) $86 Shares 420 Est. Cost $204.76 Unrealized
IJK iShares Tr S&P Midcap 400 Growth Index Fd ETF 0.1%
Value ($000) $85 Shares 355 Est. Cost $239.44 Unrealized
DXC DXC Technology Co 0.1%
Value ($000) $85 Shares 2,257 Est. Cost $31.87 Unrealized 0.0%
Arista Networks Inc 0.1%
Value ($000) $85 Shares 418 Est. Cost $203.35 Unrealized
IJJ iShares Tr S&P 400 Midcap Value Index Fd ETF 0.1%
Value ($000) $85 Shares 497 Est. Cost $171.03 Unrealized
Premier Inc 0.1%
Value ($000) $84 Shares 2,226 Est. Cost $37.74 Unrealized
CSX CSX Corp 0.1%
Value ($000) $83 Shares 1,152 Est. Cost $21.78 Unrealized 0.0%
EXPE Expedia Group Inc 0.1%
Value ($000) $82 Shares 759 Est. Cost $115.73 Unrealized 0.0%
NEE Nextera Energy Inc Com 0.1%
Value ($000) $80 Shares 332 Est. Cost $50.17 Unrealized 0.0%
NTRS Northern Trust Corp Com 0.1%
Value ($000) $80 Shares 750 Est. Cost $84.53 Unrealized 0.0%
BOX Box Inc 0.1%
Value ($000) $77 Shares 4,581 Est. Cost $16.77 Unrealized 0.0%
CSCO Cisco Systems Inc Com 0.1%
Value ($000) $75 Shares 1,555 Est. Cost $38.56 Unrealized 0.0%
ARD US 0.1%
Value ($000) $74 Shares 3,798 Est. Cost $19.48 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.1%
Value ($000) $72 Shares 575 Est. Cost $125.22 Unrealized
VNO Vornado Realty Tr Com 0.1%
Value ($000) $71 Shares 1,067 Est. Cost $66.54 Unrealized
HYD MFC VanEck Vectors High-Yield Municipal ETF 0.1%
Value ($000) $69 Shares 1,075 Est. Cost $64.19 Unrealized
HYMB Nuveen Bloomberg Barclays High Yield Municipal Bd ETF 0.1%
Value ($000) $68 Shares 1,150 Est. Cost $59.13 Unrealized
INTC Intel Corp Com 0.1%
Value ($000) $59 Shares 988 Est. Cost $49.26 Unrealized 0.0%
GNR SPDR S&P Global Natural Resources ETF 0.0%
Value ($000) $58 Shares 1,261 Est. Cost $46.00 Unrealized
MEOH Methanex Corporation 0.0%
Value ($000) $57 Shares 1,464 Est. Cost $37.51 Unrealized 0.0%
VNQ Vanguard Real Estate ETF 0.0%
Value ($000) $56 Shares 600 Est. Cost $93.33 Unrealized
KMB Kimberly-Clark Com 0.0%
Value ($000) $55 Shares 400 Est. Cost $108.78 Unrealized 0.0%
CAT Caterpillar Inc Com 0.0%
Value ($000) $52 Shares 350 Est. Cost $123.01 Unrealized 0.0%
SO The Southern Company Com 0.0%
Value ($000) $52 Shares 824 Est. Cost $48.90 Unrealized 0.0%
AGG iShares Core US Aggregate Bond ETF 0.0%
Value ($000) $48 Shares 424 Est. Cost $113.21 Unrealized
WTFC Wintrust Financial Corporation 0.0%
Value ($000) $46 Shares 645 Est. Cost $66.64 Unrealized 0.0%
General Electric Co Com 0.0%
Value ($000) $45 Shares 4,012 Est. Cost $11.22 Unrealized
MCD McDonald's Corp 0.0%
Value ($000) $40 Shares 200 Est. Cost $171.93 Unrealized 0.0%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $37 Shares 192 Est. Cost $192.71 Unrealized
FISV Fiserv Inc Com 0.0%
Value ($000) $36 Shares 312 Est. Cost $110.41 Unrealized 0.0%
APH Amphenol Corp 0.0%
Value ($000) $31 Shares 289 Est. Cost $24.08 Unrealized 0.0%
MRK Merck & Co Inc New Com 0.0%
Value ($000) $28 Shares 309 Est. Cost $67.55 Unrealized 0.0%
V Visa Inc Cl A 0.0%
Value ($000) $28 Shares 147 Est. Cost $172.55 Unrealized 0.0%
GOOGL Alphabet Inc Class A 0.0%
Value ($000) $27 Shares 20 Est. Cost $64.02 Unrealized 0.0%
BEN Franklin Resources Inc Com 0.0%
Value ($000) $27 Shares 1,050 Est. Cost $20.04 Unrealized 0.0%
ADBE Adobe Inc Com 0.0%
Value ($000) $25 Shares 76 Est. Cost $294.23 Unrealized 0.0%
CSGP CoStar Group Inc 0.0%
Value ($000) $25 Shares 42 Est. Cost $58.38 Unrealized 0.0%
PAYC Paycom Software Inc 0.0%
Value ($000) $25 Shares 93 Est. Cost $231.95 Unrealized 0.0%
XLF SPDR Financial ETF 0.0%
Value ($000) $25 Shares 801 Est. Cost $31.21 Unrealized
DHR Danaher Corp Com 0.0%
Value ($000) $24 Shares 158 Est. Cost $122.98 Unrealized 0.0%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $23 Shares 70 Est. Cost $298.40 Unrealized 0.0%
TJX TJX Companies Inc 0.0%
Value ($000) $23 Shares 374 Est. Cost $54.60 Unrealized 0.0%
KNX Knight-Swift Transportation Holdings Inc 0.0%
Value ($000) $22 Shares 612 Est. Cost $34.46 Unrealized 0.0%
INTU Intuit Inc Com 0.0%
Value ($000) $21 Shares 79 Est. Cost $251.45 Unrealized 0.0%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $21 Shares 89 Est. Cost $78.09 Unrealized 0.0%
DIS Walt Disney Co Com 0.0%
Value ($000) $21 Shares 146 Est. Cost $135.71 Unrealized 0.0%
CRM Salesforce Com Inc 0.0%
Value ($000) $21 Shares 127 Est. Cost $154.88 Unrealized 0.0%
TYL Tyler Technologies Inc 0.0%
Value ($000) $21 Shares 71 Est. Cost $278.52 Unrealized 0.0%
VFC V F Corp Com 0.0%
Value ($000) $20 Shares 205 Est. Cost $89.63 Unrealized 0.0%
MCHP Microchip Technology Inc 0.0%
Value ($000) $20 Shares 193 Est. Cost $42.98 Unrealized 0.0%
TECH Bio-techne Corp 0.0%
Value ($000) $20 Shares 89 Est. Cost $51.09 Unrealized 0.0%
YUM Yum! Brands Inc 0.0%
Value ($000) $20 Shares 200 Est. Cost $92.35 Unrealized 0.0%
ECL Ecolab Inc Com 0.0%
Value ($000) $19 Shares 99 Est. Cost $177.67 Unrealized 0.0%
EVRG Evergy Inc Com 0.0%
Value ($000) $19 Shares 299 Est. Cost $50.15 Unrealized 0.0%
COST Costco Wholesale Corp 0.0%
Value ($000) $19 Shares 65 Est. Cost $271.52 Unrealized 0.0%
RJF Raymond James Financial Com 0.0%
Value ($000) $19 Shares 217 Est. Cost $52.49 Unrealized 0.0%
BFAM Bright Horizons Family Solutions Inc Del 0.0%
Value ($000) $18 Shares 123 Est. Cost $150.05 Unrealized 0.0%
IEX Idex Corp 0.0%
Value ($000) $17 Shares 101 Est. Cost $150.29 Unrealized 0.0%
XLI SPDR Industrial ETF 0.0%
Value ($000) $17 Shares 210 Est. Cost $80.95 Unrealized
STT State Street CP 0.0%
Value ($000) $16 Shares 199 Est. Cost $57.64 Unrealized 0.0%
TREX Trex Company Inc 0.0%
Value ($000) $16 Shares 175 Est. Cost $44.04 Unrealized 0.0%
LOW Lowes Cos Inc Com 0.0%
Value ($000) $16 Shares 134 Est. Cost $102.36 Unrealized 0.0%
Aerojet Rocketdyne Holdings I 0.0%
Value ($000) $16 Shares 341 Est. Cost $46.92 Unrealized
XYL Xylem Inc 0.0%
Value ($000) $16 Shares 200 Est. Cost $72.41 Unrealized 0.0%
AXP American Express Co 0.0%
Value ($000) $16 Shares 131 Est. Cost $110.13 Unrealized 0.0%
EMR Emerson Electric Co Com 0.0%
Value ($000) $15 Shares 200 Est. Cost $62.82 Unrealized 0.0%
Activision Blizzard Inc 0.0%
Value ($000) $15 Shares 260 Est. Cost $57.69 Unrealized
GOOG Alphabet Inc Class C 0.0%
Value ($000) $13 Shares 10 Est. Cost $64.05 Unrealized 0.0%
LLY Lilly Eli & Co Com 0.0%
Value ($000) $13 Shares 100 Est. Cost $107.55 Unrealized 0.0%
PRU Prudential Finl Inc Com 0.0%
Value ($000) $13 Shares 144 Est. Cost $67.37 Unrealized 0.0%
ULTA Ulta Beauty Inc 0.0%
Value ($000) $12 Shares 48 Est. Cost $244.35 Unrealized 0.0%
SNA Snap On Inc Com 0.0%
Value ($000) $12 Shares 71 Est. Cost $138.76 Unrealized 0.0%
LOPE Grand Canyon Education Inc 0.0%
Value ($000) $12 Shares 125 Est. Cost $92.28 Unrealized 0.0%
AMAT Applied Materials Inc Com 0.0%
Value ($000) $12 Shares 200 Est. Cost $53.00 Unrealized 0.0%
ENB Enbridge Inc 0.0%
Value ($000) $12 Shares 295 Est. Cost $24.85 Unrealized 0.0%
MDT Medtronic Holdings LTD 0.0%
Value ($000) $11 Shares 100 Est. Cost $92.57 Unrealized 0.0%
CVS CVS Health Corp Com 0.0%
Value ($000) $11 Shares 150 Est. Cost $57.78 Unrealized 0.0%
MSI Motorola Solutions Inc 0.0%
Value ($000) $11 Shares 66 Est. Cost $151.83 Unrealized 0.0%
EIX Edison Intl Com 0.0%
Value ($000) $11 Shares 140 Est. Cost $53.74 Unrealized 0.0%
CMCSA Comcast Corp New Cl A 0.0%
Value ($000) $11 Shares 240 Est. Cost $37.86 Unrealized 0.0%
XLK SPDR Technology ETF 0.0%
Value ($000) $11 Shares 123 Est. Cost $89.43 Unrealized
MAN Manpower Group Inc 0.0%
Value ($000) $10 Shares 100 Est. Cost $91.55 Unrealized 0.0%
National Instrs Corp Com 0.0%
Value ($000) $9 Shares 212 Est. Cost $42.45 Unrealized
CHD Church & Dwight Co Inc 0.0%
Value ($000) $9 Shares 121 Est. Cost $66.06 Unrealized 0.0%
ABIOMED Inc 0.0%
Value ($000) $9 Shares 55 Est. Cost $163.64 Unrealized
XLY SPDR Consumer Discretionary ETF 0.0%
Value ($000) $8 Shares 67 Est. Cost $119.40 Unrealized
DOW DOW Inc 0.0%
Value ($000) $7 Shares 122 Est. Cost $36.70 Unrealized 0.0%
ITT ITT Inc Com 0.0%
Value ($000) $7 Shares 100 Est. Cost $66.45 Unrealized 0.0%
ED Consolidated Edison Inc Com 0.0%
Value ($000) $7 Shares 80 Est. Cost $71.77 Unrealized 0.0%
ORLY O Reilly Automotive Inc New Com 0.0%
Value ($000) $7 Shares 17 Est. Cost $28.61 Unrealized 0.0%
COP Conocophillips Com 0.0%
Value ($000) $7 Shares 112 Est. Cost $47.16 Unrealized 0.0%
BAC Bank of America Corp Com 0.0%
Value ($000) $6 Shares 169 Est. Cost $27.79 Unrealized 0.0%
Walgreens Boots Alliance Inc Com 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
PFG Principal Financial Group Inc 0.0%
Value ($000) $6 Shares 100 Est. Cost $43.18 Unrealized 0.0%
SJM Smucker J M Co Com 0.0%
Value ($000) $5 Shares 49 Est. Cost $86.62 Unrealized 0.0%
Virtus Total Return Fund Inc 0.0%
Value ($000) $5 Shares 470 Est. Cost $10.64 Unrealized
CCL Carnival Corp Com 0.0%
Value ($000) $5 Shares 100 Est. Cost $43.87 Unrealized 0.0%
WMB Williams Cos Inc 0.0%
Value ($000) $5 Shares 200 Est. Cost $16.27 Unrealized 0.0%
Apache Corp Com 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $5 Shares 30 Est. Cost $166.67 Unrealized
IVZ Invesco Ltd 0.0%
Value ($000) $4 Shares 200 Est. Cost $12.93 Unrealized 0.0%
ZBH Zimmer Biomet Holdings Com 0.0%
Value ($000) $4 Shares 27 Est. Cost $131.26 Unrealized 0.0%
TRMB Trimbel Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $39.78 Unrealized 0.0%
OMNOVA Solutions Inc 0.0%
Value ($000) $3 Shares 341 Est. Cost $8.80 Unrealized
DXYN Dixie Group Inc 0.0%
Value ($000) $3 Shares 2,400 Est. Cost $1.46 Unrealized 0.0%
FCX Freeport-McMoRan Inc 0.0%
Value ($000) $2 Shares 184 Est. Cost $10.23 Unrealized 0.0%
WPX Energy 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
JCI Johnson Controls Intl PLC 0.0%
Value ($000) $1 Shares 22 Est. Cost $37.10 Unrealized 0.0%
VOD Vodafone Group Plc New 0.0%
Value ($000) $1 Shares 64 Est. Cost $15.63 Unrealized
SCHW Schwab Charles Corp Com 0.0%
Value ($000) $1 Shares 3 Est. Cost $40.49 Unrealized 0.0%