STEPH & CO Diversified Active

CIK: 0000941519 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 14, 2020

Total Value ($000): $87,868 (100.0% shares, 0.0% debt)

Holdings (253)

VOO Vanguard S&P 500 Index ETF 16.0%
Value ($000) $14,082 Shares 59,462 Est. Cost $295.79 Unrealized
VTI Vanguard Total Stock Market ETF 7.7%
Value ($000) $6,783 Shares 52,620 Est. Cost $135.25 Unrealized
IWR iShares Russell Midcap Index ETF 5.9%
Value ($000) $5,162 Shares 119,573 Est. Cost $59.62 Unrealized
VTEB Vanguard Tax-Exempt Bond Index ETF 4.8%
Value ($000) $4,200 Shares 79,395 Est. Cost $53.54 Unrealized
VO Vanguard Mid Cap ETF 4.4%
Value ($000) $3,855 Shares 29,285 Est. Cost $152.71 Unrealized
MUNI Pimco Intermediate Municipal Bond ETF 4.1%
Value ($000) $3,608 Shares 66,142 Est. Cost $55.19 Unrealized
VB Vanguard Small-Cap ETF 3.7%
Value ($000) $3,242 Shares 28,085 Est. Cost $129.34 Unrealized
MDY SPDR S&P Mid Cap 400 Index ETF 3.5%
Value ($000) $3,114 Shares 11,844 Est. Cost $366.59 Unrealized
IVV iShares S&P 500 Index ETF 3.2%
Value ($000) $2,830 Shares 10,952 Est. Cost $323.25 Unrealized
SPY SPDR S&P 500 ETF 2.8%
Value ($000) $2,465 Shares 9,563 Est. Cost $321.84 Unrealized
VWO Vanguard Emerging Markets Index ETF 2.2%
Value ($000) $1,933 Shares 57,607 Est. Cost $44.47 Unrealized
IWM iShares Russell 2000 Index ETF 2.1%
Value ($000) $1,826 Shares 15,957 Est. Cost $165.68 Unrealized
VEA Vanguard FTSE Developed Markets Index ETF 1.8%
Value ($000) $1,546 Shares 46,383 Est. Cost $44.06 Unrealized
RWO SPDR DJ Global Real Estate ETF 1.5%
Value ($000) $1,345 Shares 37,363 Est. Cost $45.51 Unrealized
EEM iShares MSCI Emerging Markets Index ETF 1.5%
Value ($000) $1,293 Shares 37,882 Est. Cost $35.30 Unrealized
EFA iShares MSCI EAFE Index ETF 1.4%
Value ($000) $1,244 Shares 23,266 Est. Cost $61.21 Unrealized
IJR iShares S & P Smallcap 600 Index ETF 1.4%
Value ($000) $1,239 Shares 22,089 Est. Cost $79.77 Unrealized
FBND Fidelity Total Bond ETF 1.3%
Value ($000) $1,119 Shares 21,629 Est. Cost $51.75 Unrealized
BOND PIMCO Total Return Active ETF 1.3%
Value ($000) $1,114 Shares 10,497 Est. Cost $107.81 Unrealized
ABT Abbott Laboratories Com 1.3%
Value ($000) $1,102 Shares 13,959 Est. Cost $75.30 Unrealized +0.0%
IGF iShares Global Infrastructure ETF 1.1%
Value ($000) $984 Shares 28,814 Est. Cost $47.90 Unrealized
WEC WEC Energy Group Inc Com 1.0%
Value ($000) $892 Shares 10,121 Est. Cost $74.85 Unrealized +6.2%
AAPL Apple Computer Inc Com 1.0%
Value ($000) $844 Shares 3,320 Est. Cost $62.02 Unrealized +14.6%
IWP iShares Russel Mid-Cap Growth ETF 0.9%
Value ($000) $831 Shares 6,838 Est. Cost $152.64 Unrealized
ABBV AbbVie Inc 0.9%
Value ($000) $760 Shares 9,972 Est. Cost $64.63 Unrealized +4.0%
IWD iShares Russell 1000 Value Index ETF 0.8%
Value ($000) $686 Shares 6,918 Est. Cost $136.44 Unrealized
NIC Nicolet Bankshares Inc Com 0.8%
Value ($000) $670 Shares 12,279 Est. Cost $68.25 Unrealized -4.6%
VOT Vanguard Mid-Cap Growth ETF 0.7%
Value ($000) $591 Shares 4,666 Est. Cost $153.33 Unrealized
JPM J P Morgan Chase & Co Com 0.6%
Value ($000) $543 Shares 6,026 Est. Cost $108.67 Unrealized -4.7%
PG Procter & Gamble Co Com 0.5%
Value ($000) $473 Shares 4,304 Est. Cost $105.24 Unrealized -1.3%
PEP Pepsico Inc Com 0.4%
Value ($000) $388 Shares 3,232 Est. Cost $112.78 Unrealized -0.0%
T AT&T Inc Com 0.4%
Value ($000) $359 Shares 12,299 Est. Cost $18.86 Unrealized -3.7%
JNJ Johnson & Johnson Com 0.4%
Value ($000) $333 Shares 2,536 Est. Cost $114.10 Unrealized +5.3%
XOM Exxon Mobil Corp Com 0.4%
Value ($000) $327 Shares 8,615 Est. Cost $52.07 Unrealized -19.2%
PRF Invesco FTSE RAFI US 1000 Portfolio ETF 0.4%
Value ($000) $326 Shares 3,529 Est. Cost $124.76 Unrealized
WFC Wells Fargo & Co New Com 0.4%
Value ($000) $323 Shares 11,248 Est. Cost $44.70 Unrealized -18.0%
BMY Bristol-Myers Squibb Co Com 0.4%
Value ($000) $320 Shares 5,744 Est. Cost $45.19 Unrealized +7.5%
IWF iShares Russell 1000 Growth ETF 0.3%
Value ($000) $282 Shares 1,870 Est. Cost $175.94 Unrealized
PFE Pfizer Inc Com 0.3%
Value ($000) $276 Shares 8,451 Est. Cost $26.71 Unrealized -3.3%
VXUS Vanguard Total Intl Stock Idx ETF 0.3%
Value ($000) $264 Shares 6,280 Est. Cost $55.70 Unrealized
IBM IBM Corp Com 0.3%
Value ($000) $263 Shares 2,372 Est. Cost $99.90 Unrealized -1.6%
VYM Vanguard High Dividend Yield Indx ETF 0.3%
Value ($000) $255 Shares 3,603 Est. Cost $93.81 Unrealized
MMM 3M Co Com 0.3%
Value ($000) $253 Shares 1,850 Est. Cost $111.76 Unrealized -5.2%
IVW MFC iShares S&P 500 Growth Index Fd ETF 0.3%
Value ($000) $248 Shares 1,500 Est. Cost $193.53 Unrealized
United Technologies Com 0.3%
Value ($000) $238 Shares 2,523 Est. Cost $149.82 Unrealized
CVX Chevrontexaco Corp Com 0.3%
Value ($000) $222 Shares 3,061 Est. Cost $89.68 Unrealized -15.2%
XEL Xcel Energy Inc Com 0.2%
Value ($000) $204 Shares 3,388 Est. Cost $51.71 Unrealized +4.9%
UNH Unitedhealth Group Com 0.2%
Value ($000) $201 Shares 805 Est. Cost $236.60 Unrealized +5.5%
ETN Eaton Corp Plc 0.2%
Value ($000) $198 Shares 2,544 Est. Cost $79.99 Unrealized +3.3%
IWN iShares Russel 2000 Value ETF 0.2%
Value ($000) $197 Shares 2,398 Est. Cost $128.57 Unrealized
WMT Walmart Inc Com 0.2%
Value ($000) $197 Shares 1,736 Est. Cost $36.38 Unrealized -2.8%
DUK Duke Energy Corp Com New 0.2%
Value ($000) $188 Shares 2,329 Est. Cost $71.81 Unrealized +1.3%
ES Eversource Energy Com 0.2%
Value ($000) $187 Shares 2,394 Est. Cost $67.01 Unrealized +5.5%
ARE Alexandria Real Estate Equities Inc 0.2%
Value ($000) $186 Shares 1,354 Est. Cost $124.15 Unrealized -0.0%
EXC Exelon Corp Com 0.2%
Value ($000) $185 Shares 5,036 Est. Cost $26.02 Unrealized -2.1%
ORCL Oracle Corp Com 0.2%
Value ($000) $177 Shares 3,664 Est. Cost $50.44 Unrealized -5.8%
Xilinx Inc Com 0.2%
Value ($000) $173 Shares 2,214 Est. Cost $93.99 Unrealized
Lam Research Corp 0.2%
Value ($000) $172 Shares 717 Est. Cost $286.79 Unrealized
VZ Verizon Communications Com 0.2%
Value ($000) $171 Shares 3,175 Est. Cost $42.79 Unrealized -4.1%
CASY Casey's General Stores Inc 0.2%
Value ($000) $169 Shares 1,277 Est. Cost $158.67 Unrealized -1.7%
IWS iShares Russell Midcap Value ETF 0.2%
Value ($000) $166 Shares 2,587 Est. Cost $91.26 Unrealized
PM Philip Morris International Inc 0.2%
Value ($000) $166 Shares 2,277 Est. Cost $60.17 Unrealized +1.0%
PGR Progressive Corp 0.2%
Value ($000) $161 Shares 2,180 Est. Cost $60.06 Unrealized +8.8%
BIO Bio-Rad Laboratories Inc 0.2%
Value ($000) $158 Shares 450 Est. Cost $354.43 Unrealized +3.7%
SU Suncor Energy Inc 0.2%
Value ($000) $157 Shares 9,967 Est. Cost $24.30 Unrealized -14.5%
BMRN BioMarin Pharmaceutical Inc 0.2%
Value ($000) $156 Shares 1,851 Est. Cost $76.64 Unrealized +12.4%
LHX L3 Harris Technologies Inc 0.2%
Value ($000) $152 Shares 846 Est. Cost $182.00 Unrealized 0.0%
TXN Texas Instruments Inc Com 0.2%
Value ($000) $147 Shares 1,476 Est. Cost $102.82 Unrealized -1.2%
AEE Ameren Corp Com 0.2%
Value ($000) $144 Shares 1,980 Est. Cost $64.03 Unrealized +4.4%
FRCB First Republic Bank San Francisco 0.2%
Value ($000) $142 Shares 1,721 Est. Cost $105.51 Unrealized -1.6%
CL Colgate Palmolive Co Com 0.2%
Value ($000) $140 Shares 2,109 Est. Cost $59.11 Unrealized +4.1%
ACGL Arch Capital Group Ltd 0.2%
Value ($000) $140 Shares 4,902 Est. Cost $39.35 Unrealized -2.1%
BSV Vanguard Short Term Bond ETF 0.2%
Value ($000) $140 Shares 1,703 Est. Cost $80.45 Unrealized
CDW CDW Corporation DE 0.2%
Value ($000) $139 Shares 1,495 Est. Cost $122.84 Unrealized -7.2%
BlackRock MuniYield Michigan Quality Fund Inc ETF 0.2%
Value ($000) $139 Shares 10,500 Est. Cost $14.19 Unrealized
TDY Teledyne Technologies Inc 0.2%
Value ($000) $138 Shares 464 Est. Cost $336.16 Unrealized +2.2%
SCI Service Corp Intl 0.2%
Value ($000) $137 Shares 3,507 Est. Cost $45.25 Unrealized +2.8%
Mackinac Finl Corp Com 0.2%
Value ($000) $137 Shares 13,071 Est. Cost $17.46 Unrealized
ODFL Old Dominion Freight Line Inc 0.2%
Value ($000) $136 Shares 1,038 Est. Cost $61.73 Unrealized +4.8%
AXS Axis Capital Holdings Ltd 0.2%
Value ($000) $135 Shares 3,496 Est. Cost $50.78 Unrealized -7.0%
USB US Bancorp Com 0.2%
Value ($000) $133 Shares 3,875 Est. Cost $44.33 Unrealized -16.0%
C Citigroup Inc Com New 0.1%
Value ($000) $131 Shares 3,108 Est. Cost $58.53 Unrealized -7.4%
NSC Norfolk Southern Corp 0.1%
Value ($000) $131 Shares 900 Est. Cost $165.56 Unrealized -1.2%
Aspen Technology Inc 0.1%
Value ($000) $130 Shares 1,365 Est. Cost $117.53 Unrealized
KEYS Keysight Technologies Inc Com 0.1%
Value ($000) $127 Shares 1,518 Est. Cost $101.11 Unrealized -6.1%
PNC PNC Financial Services Group Com 0.1%
Value ($000) $127 Shares 1,326 Est. Cost $120.17 Unrealized -9.9%
ADSK Autodesk Inc 0.1%
Value ($000) $126 Shares 810 Est. Cost $164.55 Unrealized +11.5%
Splunk Inc 0.1%
Value ($000) $125 Shares 992 Est. Cost $146.78 Unrealized
RRX Regal Beloit Corp Com 0.1%
Value ($000) $122 Shares 1,943 Est. Cost $79.29 Unrealized -1.0%
BHP BHP Group Limited 0.1%
Value ($000) $120 Shares 3,267 Est. Cost $54.71 Unrealized
NUE Nucor Corp 0.1%
Value ($000) $119 Shares 3,314 Est. Cost $39.53 Unrealized 0.0%
SAIC Science Applications International Corp 0.1%
Value ($000) $118 Shares 1,576 Est. Cost $83.46 Unrealized 0.0%
WCN Waste Connections Inc 0.1%
Value ($000) $116 Shares 1,496 Est. Cost $87.41 Unrealized +3.2%
LYV Live Nation Entmt Inc 0.1%
Value ($000) $115 Shares 2,524 Est. Cost $67.47 Unrealized -8.4%
GM General Motors Co Com 0.1%
Value ($000) $115 Shares 5,534 Est. Cost $29.19 Unrealized 0.0%
AME Ametek Inc 0.1%
Value ($000) $112 Shares 1,558 Est. Cost $90.92 Unrealized -4.6%
HAS Hasbro Inc 0.1%
Value ($000) $111 Shares 1,558 Est. Cost $81.05 Unrealized -15.1%
ICLR Icon Public Limited Company 0.1%
Value ($000) $111 Shares 818 Est. Cost $155.07 Unrealized +3.2%
ROK Rockwell Automation Inc Com 0.1%
Value ($000) $107 Shares 712 Est. Cost $166.52 Unrealized +0.4%
ROST Ross Stores Inc 0.1%
Value ($000) $106 Shares 1,221 Est. Cost $105.92 Unrealized -4.9%
BALL Ball Corporation 0.1%
Value ($000) $106 Shares 1,634 Est. Cost $63.30 Unrealized +3.2%
AMGN Amgen Inc Com 0.1%
Value ($000) $101 Shares 500 Est. Cost $182.69 Unrealized -0.2%
MSFT Microsoft Corp Com 0.1%
Value ($000) $100 Shares 632 Est. Cost $139.23 Unrealized +12.3%
AMZN Amazon.com Inc 0.1%
Value ($000) $97 Shares 50 Est. Cost $88.51 Unrealized +9.4%
Arista Networks Inc 0.1%
Value ($000) $96 Shares 473 Est. Cost $203.30 Unrealized
HYMB Nuveen Bloomberg Barclays High Yield Municipal Bd ETF 0.1%
Value ($000) $93 Shares 1,700 Est. Cost $57.70 Unrealized
COR AmerisourceBergen Corp 0.1%
Value ($000) $91 Shares 1,026 Est. Cost $71.20 Unrealized +4.8%
SPXE ProShares S&P 500 ex-Energy ETF 0.1%
Value ($000) $90 Shares 1,606 Est. Cost $68.49 Unrealized
CVNA Carvana Co 0.1%
Value ($000) $87 Shares 1,571 Est. Cost $83.48 Unrealized -7.3%
VIG Vanguard Dividend Appreciation ETF 0.1%
Value ($000) $85 Shares 825 Est. Cost $118.49 Unrealized
MGEE MGE Energy Inc 0.1%
Value ($000) $83 Shares 1,272 Est. Cost $67.55 Unrealized -2.7%
DOX Amdocs Ltd Ord 0.1%
Value ($000) $82 Shares 1,484 Est. Cost $59.74 Unrealized -1.0%
Aptiv PLC 0.1%
Value ($000) $82 Shares 1,657 Est. Cost $90.66 Unrealized
KO Coca Cola Co Com 0.1%
Value ($000) $81 Shares 1,838 Est. Cost $44.51 Unrealized +1.1%
NEE Nextera Energy Inc Com 0.1%
Value ($000) $80 Shares 332 Est. Cost $50.17 Unrealized +8.2%
IPGP IPG Photonics Corporation 0.1%
Value ($000) $80 Shares 728 Est. Cost $138.36 Unrealized -5.5%
SCHG Schwab US Large-Cap Growth ETF 0.1%
Value ($000) $78 Shares 975 Est. Cost $93.33 Unrealized
HIG Hartford Financial Svcs Grp Inc Com 0.1%
Value ($000) $76 Shares 2,162 Est. Cost $52.36 Unrealized -12.7%
Kellogg Co Com 0.1%
Value ($000) $76 Shares 1,274 Est. Cost $48.55 Unrealized +2.1%
PPG PPG Inds Inc Com 0.1%
Value ($000) $76 Shares 906 Est. Cost $99.00 Unrealized 0.0%
COLD Americold Realty Trust 0.1%
Value ($000) $75 Shares 2,212 Est. Cost $33.91 Unrealized
OZK Bank OZK Com 0.1%
Value ($000) $73 Shares 4,365 Est. Cost $20.57 Unrealized 0.0%
BP BP Plc ADR 0.1%
Value ($000) $73 Shares 3,010 Est. Cost $37.87 Unrealized
ITW Illinois Tool Works Inc Com 0.1%
Value ($000) $72 Shares 507 Est. Cost $146.29 Unrealized +0.9%
BRK/B Berkshire Hathaway Inc Class B 0.1%
Value ($000) $71 Shares 389 Est. Cost $217.17 Unrealized -2.1%
EPR EPR Properties 0.1%
Value ($000) $71 Shares 2,927 Est. Cost $69.79 Unrealized
MTN Vail Resorts Inc Cort 0.1%
Value ($000) $67 Shares 451 Est. Cost $236.65 Unrealized -9.1%
CSX CSX Corp 0.1%
Value ($000) $66 Shares 1,152 Est. Cost $21.78 Unrealized -1.0%
WAL Western Alliance Bancorporation 0.1%
Value ($000) $65 Shares 2,137 Est. Cost $44.71 Unrealized -6.0%
IJH iShares S&P Midcap 400 Index Fd ETF 0.1%
Value ($000) $65 Shares 450 Est. Cost $200.74 Unrealized
IJK iShares Tr S&P Midcap 400 Growth Index Fd ETF 0.1%
Value ($000) $63 Shares 355 Est. Cost $239.44 Unrealized
USFD US Foods Hldg Corp 0.1%
Value ($000) $63 Shares 3,568 Est. Cost $40.14 Unrealized -16.6%
Varian Medical Systems Inc 0.1%
Value ($000) $62 Shares 608 Est. Cost $141.66 Unrealized
STWD Starwood Property Trust Inc 0.1%
Value ($000) $59 Shares 5,770 Est. Cost $24.83 Unrealized
WDC Western Digital Corp Del 0.1%
Value ($000) $59 Shares 1,427 Est. Cost $40.69 Unrealized +7.0%
NTRS Northern Trust Corp Com 0.1%
Value ($000) $57 Shares 750 Est. Cost $84.53 Unrealized -9.8%
Masonite International 0.1%
Value ($000) $55 Shares 1,163 Est. Cost $72.11 Unrealized
AIG American Intl Group Inc Com 0.1%
Value ($000) $54 Shares 2,233 Est. Cost $45.11 Unrealized -18.5%
Pioneer Natural Resources Co 0.1%
Value ($000) $54 Shares 775 Est. Cost $150.94 Unrealized
INTC Intel Corp Com 0.1%
Value ($000) $53 Shares 988 Est. Cost $49.26 Unrealized +6.2%
Alexion Pharmaceuticals Inc 0.1%
Value ($000) $52 Shares 583 Est. Cost $108.48 Unrealized
World Wrestling Entertainment Inc 0.1%
Value ($000) $52 Shares 1,539 Est. Cost $64.86 Unrealized
DTE DTE Energy Co Com 0.1%
Value ($000) $51 Shares 536 Est. Cost $87.47 Unrealized -5.1%
KMB Kimberly-Clark Com 0.1%
Value ($000) $51 Shares 400 Est. Cost $108.78 Unrealized +3.0%
ARD US 0.1%
Value ($000) $51 Shares 4,341 Est. Cost $18.52 Unrealized
JLL Jones Lang LaSalle Inc 0.1%
Value ($000) $49 Shares 481 Est. Cost $157.06 Unrealized -4.4%
Catalent Inc 0.0%
Value ($000) $42 Shares 811 Est. Cost $51.79 Unrealized
VNQ Vanguard Real Estate ETF 0.0%
Value ($000) $42 Shares 600 Est. Cost $93.33 Unrealized
ALK Alaska Air Group Inc 0.0%
Value ($000) $41 Shares 1,436 Est. Cost $67.73 Unrealized -20.0%
AL Air Lease Corp 0.0%
Value ($000) $41 Shares 1,832 Est. Cost $39.89 Unrealized -15.0%
CAT Caterpillar Inc Com 0.0%
Value ($000) $41 Shares 350 Est. Cost $123.01 Unrealized -7.8%
VYX NCR Corp Com 0.0%
Value ($000) $34 Shares 1,944 Est. Cost $19.46 Unrealized -11.8%
AGG iShares Core US Aggregate Bond ETF 0.0%
Value ($000) $34 Shares 292 Est. Cost $113.21 Unrealized
MCD McDonald's Corp 0.0%
Value ($000) $33 Shares 200 Est. Cost $171.93 Unrealized -0.0%
EXPE Expedia Group Inc 0.0%
Value ($000) $32 Shares 570 Est. Cost $115.73 Unrealized -17.9%
General Electric Co Com 0.0%
Value ($000) $32 Shares 4,012 Est. Cost $11.22 Unrealized
VHT Vanguard Health Care ETF 0.0%
Value ($000) $32 Shares 192 Est. Cost $192.71 Unrealized
FISV Fiserv Inc Com 0.0%
Value ($000) $30 Shares 312 Est. Cost $110.41 Unrealized +0.6%
VNO Vornado Realty Tr Com 0.0%
Value ($000) $29 Shares 792 Est. Cost $66.54 Unrealized
TLT iShares 20 plus Year Treasury Bond ETF 0.0%
Value ($000) $25 Shares 150 Est. Cost $166.67 Unrealized
MRK Merck & Co Inc New Com 0.0%
Value ($000) $25 Shares 319 Est. Cost $67.47 Unrealized -3.5%
ADBE Adobe Inc Com 0.0%
Value ($000) $24 Shares 76 Est. Cost $294.23 Unrealized +16.3%
AAL American Airlines Group Inc 0.0%
Value ($000) $24 Shares 2,000 Est. Cost $22.75 Unrealized 0.0%
GOOGL Alphabet Inc Class A 0.0%
Value ($000) $23 Shares 20 Est. Cost $64.02 Unrealized +5.1%
CSGP CoStar Group Inc 0.0%
Value ($000) $23 Shares 39 Est. Cost $58.38 Unrealized +11.6%
MINT PIMCO Enhanced Short Maturity Active ETF 0.0%
Value ($000) $23 Shares 228 Est. Cost $101.21 Unrealized
TYL Tyler Technologies Inc 0.0%
Value ($000) $22 Shares 75 Est. Cost $280.19 Unrealized +10.6%
V Visa Inc Cl A 0.0%
Value ($000) $22 Shares 136 Est. Cost $172.55 Unrealized +4.7%
DHR Danaher Corp Com 0.0%
Value ($000) $22 Shares 158 Est. Cost $122.98 Unrealized +6.8%
IJJ iShares Tr S&P 400 Midcap Value Index Fd ETF 0.0%
Value ($000) $21 Shares 189 Est. Cost $171.03 Unrealized
WTFC Wintrust Financial Corporation 0.0%
Value ($000) $21 Shares 645 Est. Cost $66.64 Unrealized -16.7%
APH Amphenol Corp 0.0%
Value ($000) $21 Shares 289 Est. Cost $24.08 Unrealized -6.4%
LQD iShares IBOXX Invt Gd Corp Bond ETF 0.0%
Value ($000) $20 Shares 160 Est. Cost $125.00 Unrealized
KNX Knight-Swift Transportation Holdings Inc 0.0%
Value ($000) $20 Shares 612 Est. Cost $34.46 Unrealized -3.5%
IGOV iShares International Treasury Bond ETF 0.0%
Value ($000) $20 Shares 410 Est. Cost $48.78 Unrealized
SNPS Synopsys Inc Com 0.0%
Value ($000) $20 Shares 154 Est. Cost $142.23 Unrealized 0.0%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $20 Shares 70 Est. Cost $298.40 Unrealized +4.1%
PAYC Paycom Software Inc 0.0%
Value ($000) $19 Shares 93 Est. Cost $231.95 Unrealized +15.8%
COST Costco Wholesale Corp 0.0%
Value ($000) $19 Shares 65 Est. Cost $271.52 Unrealized +2.3%
HYG iShares iBoxx $ High Yield Corporate Bond ETF 0.0%
Value ($000) $18 Shares 230 Est. Cost $78.26 Unrealized
INTU Intuit Inc Com 0.0%
Value ($000) $18 Shares 79 Est. Cost $251.45 Unrealized +3.8%
BEN Franklin Resources Inc Com 0.0%
Value ($000) $18 Shares 1,050 Est. Cost $20.04 Unrealized -14.6%
TJX TJX Companies Inc 0.0%
Value ($000) $18 Shares 374 Est. Cost $54.60 Unrealized -2.3%
CRM Salesforce Com Inc 0.0%
Value ($000) $18 Shares 127 Est. Cost $154.88 Unrealized +9.4%
XLF SPDR Financial ETF 0.0%
Value ($000) $17 Shares 801 Est. Cost $31.21 Unrealized
TECH Bio-techne Corp 0.0%
Value ($000) $17 Shares 89 Est. Cost $51.09 Unrealized -4.5%
Activision Blizzard Inc 0.0%
Value ($000) $17 Shares 291 Est. Cost $57.77 Unrealized
EW Edwards Lifesciences Corp 0.0%
Value ($000) $17 Shares 89 Est. Cost $78.09 Unrealized -7.6%
CSCO Cisco Systems Inc Com 0.0%
Value ($000) $16 Shares 400 Est. Cost $38.56 Unrealized -4.9%
EVRG Evergy Inc Com 0.0%
Value ($000) $16 Shares 299 Est. Cost $50.15 Unrealized +3.7%
ECL Ecolab Inc Com 0.0%
Value ($000) $15 Shares 99 Est. Cost $177.67 Unrealized -0.8%
Aerojet Rocketdyne Holdings I 0.0%
Value ($000) $14 Shares 341 Est. Cost $46.92 Unrealized
YUM Yum! Brands Inc 0.0%
Value ($000) $14 Shares 200 Est. Cost $92.35 Unrealized -9.5%
DIS Walt Disney Co Com 0.0%
Value ($000) $14 Shares 146 Est. Cost $135.71 Unrealized -9.0%
LLY Lilly Eli & Co Com 0.0%
Value ($000) $14 Shares 100 Est. Cost $107.55 Unrealized +19.2%
IEX Idex Corp 0.0%
Value ($000) $14 Shares 101 Est. Cost $150.29 Unrealized -2.8%
RJF Raymond James Financial Com 0.0%
Value ($000) $14 Shares 217 Est. Cost $52.49 Unrealized -1.9%
TREX Trex Company Inc 0.0%
Value ($000) $14 Shares 175 Est. Cost $44.04 Unrealized +6.4%
MEOH Methanex Corporation 0.0%
Value ($000) $13 Shares 1,093 Est. Cost $37.51 Unrealized -23.3%
BFAM Bright Horizons Family Solutions Inc Del 0.0%
Value ($000) $13 Shares 123 Est. Cost $150.05 Unrealized -2.0%
XYL Xylem Inc 0.0%
Value ($000) $13 Shares 200 Est. Cost $72.41 Unrealized +1.5%
MCHP Microchip Technology Inc 0.0%
Value ($000) $13 Shares 193 Est. Cost $42.98 Unrealized -2.3%
LOW Lowes Cos Inc Com 0.0%
Value ($000) $13 Shares 152 Est. Cost $101.88 Unrealized -3.5%
GOOG Alphabet Inc Class C 0.0%
Value ($000) $12 Shares 10 Est. Cost $64.05 Unrealized +5.1%
XLI SPDR Industrial ETF 0.0%
Value ($000) $12 Shares 210 Est. Cost $80.95 Unrealized
VFC V F Corp Com 0.0%
Value ($000) $11 Shares 205 Est. Cost $89.63 Unrealized -13.1%
STT State Street CP 0.0%
Value ($000) $11 Shares 199 Est. Cost $57.64 Unrealized -0.7%
AXP American Express Co 0.0%
Value ($000) $11 Shares 131 Est. Cost $110.13 Unrealized -2.3%
EMR Emerson Electric Co Com 0.0%
Value ($000) $10 Shares 200 Est. Cost $62.82 Unrealized -8.1%
LOPE Grand Canyon Education Inc 0.0%
Value ($000) $10 Shares 125 Est. Cost $92.28 Unrealized -10.8%
XLK SPDR Technology ETF 0.0%
Value ($000) $10 Shares 123 Est. Cost $89.43 Unrealized
CVS CVS Health Corp Com 0.0%
Value ($000) $9 Shares 150 Est. Cost $57.78 Unrealized -4.3%
MSI Motorola Solutions Inc 0.0%
Value ($000) $9 Shares 66 Est. Cost $151.83 Unrealized +2.3%
MDT Medtronic Holdings LTD 0.0%
Value ($000) $9 Shares 100 Est. Cost $92.57 Unrealized -2.6%
ENB Enbridge Inc 0.0%
Value ($000) $9 Shares 295 Est. Cost $24.85 Unrealized +0.6%
AMAT Applied Materials Inc Com 0.0%
Value ($000) $9 Shares 200 Est. Cost $53.00 Unrealized +2.6%
National Instrs Corp Com 0.0%
Value ($000) $9 Shares 286 Est. Cost $39.61 Unrealized
EIX Edison Intl Com 0.0%
Value ($000) $8 Shares 140 Est. Cost $53.74 Unrealized -1.2%
CHD Church & Dwight Co Inc 0.0%
Value ($000) $8 Shares 121 Est. Cost $66.06 Unrealized +0.3%
ABIOMED Inc 0.0%
Value ($000) $8 Shares 55 Est. Cost $163.64 Unrealized
CMCSA Comcast Corp New Cl A 0.0%
Value ($000) $8 Shares 240 Est. Cost $37.86 Unrealized -4.8%
ULTA Ulta Beauty Inc 0.0%
Value ($000) $8 Shares 48 Est. Cost $244.35 Unrealized +2.0%
PRU Prudential Finl Inc Com 0.0%
Value ($000) $8 Shares 144 Est. Cost $67.37 Unrealized -12.5%
XLY SPDR Consumer Discretionary ETF 0.0%
Value ($000) $7 Shares 67 Est. Cost $119.40 Unrealized
ED Consolidated Edison Inc Com 0.0%
Value ($000) $6 Shares 80 Est. Cost $71.77 Unrealized -1.3%
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $6 Shares 125 Est. Cost $65.19 Unrealized
ORLY O Reilly Automotive Inc New Com 0.0%
Value ($000) $5 Shares 17 Est. Cost $28.61 Unrealized -10.7%
ITT ITT Inc Com 0.0%
Value ($000) $5 Shares 100 Est. Cost $66.45 Unrealized -6.7%
MAN Manpower Group Inc 0.0%
Value ($000) $5 Shares 100 Est. Cost $91.55 Unrealized -9.0%
Walgreens Boots Alliance Inc Com 0.0%
Value ($000) $5 Shares 100 Est. Cost $60.00 Unrealized
SJM Smucker J M Co Com 0.0%
Value ($000) $5 Shares 49 Est. Cost $86.62 Unrealized +1.9%
SO The Southern Company Com 0.0%
Value ($000) $5 Shares 100 Est. Cost $48.90 Unrealized +3.2%
BAC Bank of America Corp Com 0.0%
Value ($000) $4 Shares 169 Est. Cost $27.79 Unrealized -6.8%
REET iShares Global REIT ETF 0.0%
Value ($000) $4 Shares 220 Est. Cost $18.18 Unrealized
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $4 Shares 30 Est. Cost $166.67 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $4 Shares 110 Est. Cost $36.36 Unrealized
DOW DOW Inc 0.0%
Value ($000) $4 Shares 122 Est. Cost $36.70 Unrealized -16.7%
COP Conocophillips Com 0.0%
Value ($000) $3 Shares 112 Est. Cost $47.16 Unrealized -13.1%
WMB Williams Cos Inc 0.0%
Value ($000) $3 Shares 200 Est. Cost $16.27 Unrealized -14.0%
ZBH Zimmer Biomet Holdings Com 0.0%
Value ($000) $3 Shares 27 Est. Cost $131.26 Unrealized -4.9%
OMNOVA Solutions Inc 0.0%
Value ($000) $3 Shares 341 Est. Cost $8.80 Unrealized
Virtus Total Return Fund Inc 0.0%
Value ($000) $3 Shares 470 Est. Cost $10.64 Unrealized
TRMB Trimbel Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $39.78 Unrealized -1.7%
PFG Principal Financial Group Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $43.18 Unrealized -12.7%
IVZ Invesco Ltd 0.0%
Value ($000) $2 Shares 200 Est. Cost $12.93 Unrealized -9.5%
DXYN Dixie Group Inc 0.0%
Value ($000) $2 Shares 2,400 Est. Cost $1.46 Unrealized -19.0%
VOD Vodafone Group Plc New 0.0%
Value ($000) $1 Shares 64 Est. Cost $15.63 Unrealized
JCI Johnson Controls Intl PLC 0.0%
Value ($000) $1 Shares 22 Est. Cost $37.10 Unrealized -11.1%
FCX Freeport-McMoRan Inc 0.0%
Value ($000) $1 Shares 184 Est. Cost $10.23 Unrealized -4.3%
WPX Energy 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
CCL Carnival Corp Com 0.0%
Value ($000) $1 Shares 100 Est. Cost $43.87 Unrealized -19.5%
Apache Corp Com 0.0%
Value ($000) $1 Shares 200 Est. Cost $25.00 Unrealized
SCHW Schwab Charles Corp Com 0.0%
Value ($000) $1 Shares 3 Est. Cost $40.49 Unrealized -4.5%