STEPH & CO Diversified Active

CIK: 0000941519 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 15, 2020

Total Value ($000): $100,350 (100.0% shares, 0.0% debt)

Holdings (235)

VOO Vanguard S&P 500 Index ETF 17.4%
Value ($000) $17,458 Shares 61,594 Est. Cost $295.37 Unrealized
VTI Vanguard Total Stock Market ETF 7.7%
Value ($000) $7,765 Shares 49,610 Est. Cost $135.25 Unrealized
IWR iShares Russell Midcap Index ETF 6.6%
Value ($000) $6,595 Shares 123,049 Est. Cost $59.45 Unrealized
VTEB Vanguard Tax-Exempt Bond Index ETF 5.2%
Value ($000) $5,184 Shares 95,745 Est. Cost $53.64 Unrealized
MUNI Pimco Intermediate Municipal Bond ETF 4.8%
Value ($000) $4,818 Shares 86,601 Est. Cost $55.29 Unrealized
VB Vanguard Small-Cap ETF 4.0%
Value ($000) $3,986 Shares 27,354 Est. Cost $129.34 Unrealized
VO Vanguard Mid Cap ETF 3.7%
Value ($000) $3,713 Shares 22,651 Est. Cost $152.71 Unrealized
IVV iShares S&P 500 Index ETF 3.5%
Value ($000) $3,543 Shares 11,441 Est. Cost $322.67 Unrealized
MDY SPDR S&P Mid Cap 400 Index ETF 3.1%
Value ($000) $3,064 Shares 9,442 Est. Cost $366.59 Unrealized
SPY SPDR S&P 500 ETF 2.9%
Value ($000) $2,908 Shares 9,432 Est. Cost $321.84 Unrealized
IWM iShares Russell 2000 Index ETF 2.4%
Value ($000) $2,374 Shares 16,584 Est. Cost $164.83 Unrealized
VWO Vanguard Emerging Markets Index ETF 2.3%
Value ($000) $2,346 Shares 59,229 Est. Cost $44.33 Unrealized
BOND PIMCO Total Return Active ETF 2.0%
Value ($000) $1,995 Shares 17,876 Est. Cost $109.38 Unrealized
FBND Fidelity Total Bond ETF 2.0%
Value ($000) $1,965 Shares 36,436 Est. Cost $52.64 Unrealized
VEA Vanguard FTSE Developed Markets Index ETF 2.0%
Value ($000) $1,965 Shares 50,669 Est. Cost $43.61 Unrealized
EFA iShares MSCI EAFE Index ETF 1.3%
Value ($000) $1,289 Shares 21,171 Est. Cost $61.21 Unrealized
AAPL Apple Computer Inc Com 1.2%
Value ($000) $1,211 Shares 3,320 Est. Cost $62.02 Unrealized +21.1%
IJR iShares S & P Smallcap 600 Index ETF 1.1%
Value ($000) $1,110 Shares 16,258 Est. Cost $79.77 Unrealized
EEM iShares MSCI Emerging Markets Index ETF 1.0%
Value ($000) $995 Shares 24,878 Est. Cost $35.30 Unrealized
IWP iShares Russel Mid-Cap Growth ETF 0.9%
Value ($000) $934 Shares 5,907 Est. Cost $152.64 Unrealized
WEC WEC Energy Group Inc Com 0.8%
Value ($000) $801 Shares 9,134 Est. Cost $74.85 Unrealized +0.3%
IWD iShares Russell 1000 Value Index ETF 0.8%
Value ($000) $797 Shares 7,073 Est. Cost $135.91 Unrealized
NIC Nicolet Bankshares Inc Com 0.7%
Value ($000) $673 Shares 12,279 Est. Cost $68.25 Unrealized -23.5%
JPM J P Morgan Chase & Co Com 0.6%
Value ($000) $586 Shares 6,231 Est. Cost $107.78 Unrealized -24.2%
VOT Vanguard Mid-Cap Growth ETF 0.6%
Value ($000) $563 Shares 3,411 Est. Cost $153.33 Unrealized
PG Procter & Gamble Co Com 0.5%
Value ($000) $496 Shares 4,148 Est. Cost $105.24 Unrealized -3.5%
ABT Abbott Laboratories Com 0.5%
Value ($000) $453 Shares 4,959 Est. Cost $75.30 Unrealized +8.8%
PEP Pepsico Inc Com 0.4%
Value ($000) $427 Shares 3,232 Est. Cost $112.78 Unrealized -1.8%
IWF iShares Russell 1000 Growth ETF 0.4%
Value ($000) $359 Shares 1,870 Est. Cost $175.94 Unrealized
XOM Exxon Mobil Corp Com 0.3%
Value ($000) $349 Shares 7,815 Est. Cost $52.07 Unrealized -33.1%
BMY Bristol-Myers Squibb Co Com 0.3%
Value ($000) $338 Shares 5,744 Est. Cost $45.19 Unrealized +6.1%
VYM Vanguard High Dividend Yield Indx ETF 0.3%
Value ($000) $331 Shares 4,203 Est. Cost $91.66 Unrealized
JNJ Johnson & Johnson Com 0.3%
Value ($000) $322 Shares 2,287 Est. Cost $114.10 Unrealized +8.9%
ABBV AbbVie Inc 0.3%
Value ($000) $321 Shares 3,272 Est. Cost $64.63 Unrealized +9.1%
T AT&T Inc Com 0.3%
Value ($000) $318 Shares 10,506 Est. Cost $18.86 Unrealized -17.9%
IVW MFC iShares S&P 500 Growth Index Fd ETF 0.3%
Value ($000) $311 Shares 1,500 Est. Cost $193.53 Unrealized
MSFT Microsoft Corp Com 0.3%
Value ($000) $305 Shares 1,500 Est. Cost $158.80 Unrealized +9.0%
IBM IBM Corp Com 0.3%
Value ($000) $297 Shares 2,460 Est. Cost $99.60 Unrealized -8.2%
WFC Wells Fargo & Co New Com 0.3%
Value ($000) $288 Shares 11,248 Est. Cost $44.70 Unrealized -46.4%
PRF Invesco FTSE RAFI US 1000 Portfolio ETF 0.3%
Value ($000) $283 Shares 2,609 Est. Cost $124.76 Unrealized
MMM 3M Co Com 0.3%
Value ($000) $268 Shares 1,720 Est. Cost $111.76 Unrealized -8.4%
UNH Unitedhealth Group Com 0.2%
Value ($000) $237 Shares 805 Est. Cost $236.60 Unrealized +10.4%
ETN Eaton Corp Plc 0.2%
Value ($000) $223 Shares 2,544 Est. Cost $79.99 Unrealized -6.5%
ARE Alexandria Real Estate Equities Inc 0.2%
Value ($000) $216 Shares 1,333 Est. Cost $124.15 Unrealized -1.7%
CVX Chevrontexaco Corp Com 0.2%
Value ($000) $214 Shares 2,402 Est. Cost $89.68 Unrealized -22.1%
Aptiv PLC 0.2%
Value ($000) $214 Shares 2,747 Est. Cost $85.60 Unrealized
IWN iShares Russel 2000 Value ETF 0.2%
Value ($000) $213 Shares 2,181 Est. Cost $128.57 Unrealized
CVNA Carvana Co 0.2%
Value ($000) $207 Shares 1,724 Est. Cost $84.38 Unrealized +11.0%
DUK Duke Energy Corp Com New 0.2%
Value ($000) $206 Shares 2,584 Est. Cost $71.40 Unrealized -5.3%
Splunk Inc 0.2%
Value ($000) $205 Shares 1,031 Est. Cost $148.75 Unrealized
VXUS Vanguard Total Intl Stock Idx ETF 0.2%
Value ($000) $204 Shares 4,151 Est. Cost $55.70 Unrealized
ORCL Oracle Corp Com 0.2%
Value ($000) $203 Shares 3,664 Est. Cost $50.44 Unrealized -2.9%
EXC Exelon Corp Com 0.2%
Value ($000) $200 Shares 5,512 Est. Cost $25.65 Unrealized -15.3%
ES Eversource Energy Com 0.2%
Value ($000) $196 Shares 2,357 Est. Cost $67.01 Unrealized +0.3%
CDW CDW Corporation DE 0.2%
Value ($000) $194 Shares 1,667 Est. Cost $120.61 Unrealized -16.1%
RRX Regal Beloit Corp Com 0.2%
Value ($000) $194 Shares 2,224 Est. Cost $78.74 Unrealized -4.8%
ADSK Autodesk Inc 0.2%
Value ($000) $191 Shares 797 Est. Cost $164.55 Unrealized +19.5%
CASY Casey's General Stores Inc 0.2%
Value ($000) $188 Shares 1,258 Est. Cost $158.67 Unrealized -8.4%
IWS iShares Russell Midcap Value ETF 0.2%
Value ($000) $179 Shares 2,336 Est. Cost $91.26 Unrealized
Xilinx Inc Com 0.2%
Value ($000) $178 Shares 1,806 Est. Cost $93.99 Unrealized
HAS Hasbro Inc 0.2%
Value ($000) $175 Shares 2,340 Est. Cost $73.37 Unrealized -20.9%
VZ Verizon Communications Com 0.2%
Value ($000) $175 Shares 3,175 Est. Cost $42.79 Unrealized -4.8%
BALL Ball Corporation 0.2%
Value ($000) $175 Shares 2,521 Est. Cost $63.26 Unrealized -0.1%
BIO Bio-Rad Laboratories Inc 0.2%
Value ($000) $172 Shares 380 Est. Cost $354.43 Unrealized +24.5%
PGR Progressive Corp 0.2%
Value ($000) $172 Shares 2,147 Est. Cost $60.06 Unrealized +10.5%
AXS Axis Capital Holdings Ltd 0.2%
Value ($000) $169 Shares 4,165 Est. Cost $47.91 Unrealized -31.2%
Lam Research Corp 0.2%
Value ($000) $165 Shares 509 Est. Cost $286.79 Unrealized
UNP Union Pacific Corp Com 0.2%
Value ($000) $163 Shares 965 Est. Cost $141.44 Unrealized 0.0%
BMRN BioMarin Pharmaceutical Inc 0.2%
Value ($000) $163 Shares 1,319 Est. Cost $76.64 Unrealized +29.7%
SU Suncor Energy Inc 0.2%
Value ($000) $162 Shares 9,617 Est. Cost $24.30 Unrealized -43.5%
FRCB First Republic Bank San Francisco 0.2%
Value ($000) $162 Shares 1,532 Est. Cost $105.51 Unrealized -4.4%
PM Philip Morris International Inc 0.2%
Value ($000) $160 Shares 2,277 Est. Cost $60.17 Unrealized -8.9%
USB US Bancorp Com 0.2%
Value ($000) $159 Shares 4,328 Est. Cost $42.61 Unrealized -34.6%
BRK/B Berkshire Hathaway Inc Class B 0.2%
Value ($000) $159 Shares 889 Est. Cost $197.74 Unrealized -7.6%
C Citigroup Inc Com New 0.2%
Value ($000) $158 Shares 3,099 Est. Cost $58.53 Unrealized -33.9%
KEYS Keysight Technologies Inc Com 0.2%
Value ($000) $157 Shares 1,554 Est. Cost $101.04 Unrealized -2.9%
WCN Waste Connections Inc 0.2%
Value ($000) $155 Shares 1,650 Est. Cost $87.26 Unrealized -1.7%
CL Colgate Palmolive Co Com 0.2%
Value ($000) $155 Shares 2,109 Est. Cost $59.11 Unrealized +5.5%
ICLR Icon Public Limited Company 0.2%
Value ($000) $154 Shares 912 Est. Cost $155.32 Unrealized +1.4%
ROST Ross Stores Inc 0.2%
Value ($000) $151 Shares 1,774 Est. Cost $99.61 Unrealized -14.0%
BHP BHP Group Limited 0.2%
Value ($000) $151 Shares 3,031 Est. Cost $54.71 Unrealized
XEL Xcel Energy Inc Com 0.1%
Value ($000) $149 Shares 2,388 Est. Cost $51.71 Unrealized +2.1%
SAIC Science Applications International Corp 0.1%
Value ($000) $149 Shares 1,919 Est. Cost $83.20 Unrealized -1.4%
Black Knight Inc 0.1%
Value ($000) $147 Shares 2,032 Est. Cost $72.34 Unrealized
COLD Americold Realty Trust 0.1%
Value ($000) $146 Shares 4,017 Est. Cost $35.00 Unrealized
BSV Vanguard Short Term Bond ETF 0.1%
Value ($000) $142 Shares 1,703 Est. Cost $80.45 Unrealized
LHX L3 Harris Technologies Inc 0.1%
Value ($000) $141 Shares 833 Est. Cost $182.00 Unrealized -7.8%
PPG PPG Inds Inc Com 0.1%
Value ($000) $141 Shares 1,333 Est. Cost $94.95 Unrealized -9.0%
PNC PNC Financial Services Group Com 0.1%
Value ($000) $140 Shares 1,326 Est. Cost $120.17 Unrealized -28.5%
GM General Motors Co Com 0.1%
Value ($000) $140 Shares 5,534 Est. Cost $29.19 Unrealized -19.6%
AME Ametek Inc 0.1%
Value ($000) $138 Shares 1,540 Est. Cost $90.92 Unrealized -11.1%
AMZN Amazon.com Inc 0.1%
Value ($000) $138 Shares 50 Est. Cost $88.51 Unrealized +36.5%
AEE Ameren Corp Com 0.1%
Value ($000) $137 Shares 1,949 Est. Cost $64.03 Unrealized -4.0%
HIG Hartford Financial Svcs Grp Inc Com 0.1%
Value ($000) $137 Shares 3,546 Est. Cost $45.07 Unrealized -25.3%
NSC Norfolk Southern Corp 0.1%
Value ($000) $136 Shares 775 Est. Cost $165.56 Unrealized -8.8%
Mackinac Finl Corp Com 0.1%
Value ($000) $136 Shares 13,071 Est. Cost $17.46 Unrealized
Masonite International 0.1%
Value ($000) $135 Shares 1,736 Est. Cost $73.97 Unrealized
Aspen Technology Inc 0.1%
Value ($000) $135 Shares 1,302 Est. Cost $117.53 Unrealized
OZK Bank OZK Com 0.1%
Value ($000) $135 Shares 5,744 Est. Cost $19.82 Unrealized -12.1%
ODFL Old Dominion Freight Line Inc 0.1%
Value ($000) $134 Shares 792 Est. Cost $61.73 Unrealized +19.8%
ACGL Arch Capital Group Ltd 0.1%
Value ($000) $134 Shares 4,668 Est. Cost $39.35 Unrealized -33.2%
ROK Rockwell Automation Inc Com 0.1%
Value ($000) $130 Shares 612 Est. Cost $166.52 Unrealized +5.4%
SCI Service Corp Intl 0.1%
Value ($000) $130 Shares 3,351 Est. Cost $45.25 Unrealized -15.1%
TDY Teledyne Technologies Inc 0.1%
Value ($000) $123 Shares 395 Est. Cost $336.16 Unrealized -2.2%
TECH Bio-techne Corp 0.1%
Value ($000) $121 Shares 458 Est. Cost $57.05 Unrealized +2.5%
PHM PulteGroup Inc 0.1%
Value ($000) $120 Shares 3,529 Est. Cost $28.36 Unrealized 0.0%
WAL Western Alliance Bancorporation 0.1%
Value ($000) $119 Shares 3,146 Est. Cost $40.31 Unrealized -23.1%
AMGN Amgen Inc Com 0.1%
Value ($000) $118 Shares 500 Est. Cost $182.69 Unrealized +4.9%
STWD Starwood Property Trust Inc 0.1%
Value ($000) $116 Shares 7,765 Est. Cost $22.29 Unrealized
NUE Nucor Corp 0.1%
Value ($000) $114 Shares 2,741 Est. Cost $39.53 Unrealized -7.9%
WHR Whirlpool Corp 0.1%
Value ($000) $112 Shares 865 Est. Cost $114.44 Unrealized 0.0%
Varian Medical Systems Inc 0.1%
Value ($000) $112 Shares 914 Est. Cost $135.26 Unrealized
IP Intl Paper Co Com 0.1%
Value ($000) $111 Shares 3,161 Est. Cost $24.80 Unrealized 0.0%
SEDG SolarEdge Technologies Inc 0.1%
Value ($000) $108 Shares 781 Est. Cost $122.28 Unrealized 0.0%
PFGC Performance Food Group Co Com 0.1%
Value ($000) $107 Shares 3,657 Est. Cost $26.01 Unrealized 0.0%
TXN Texas Instruments Inc Com 0.1%
Value ($000) $106 Shares 831 Est. Cost $102.82 Unrealized -3.2%
Pioneer Natural Resources Co 0.1%
Value ($000) $103 Shares 1,053 Est. Cost $136.92 Unrealized
INTC Intel Corp Com 0.1%
Value ($000) $103 Shares 1,720 Est. Cost $50.93 Unrealized +4.4%
PFE Pfizer Inc Com 0.1%
Value ($000) $102 Shares 3,109 Est. Cost $26.71 Unrealized -2.7%
Alexion Pharmaceuticals Inc 0.1%
Value ($000) $100 Shares 887 Est. Cost $109.94 Unrealized
Arista Networks Inc 0.1%
Value ($000) $98 Shares 467 Est. Cost $203.30 Unrealized
JHMM John Hancock Multifactor Mid Cap ETF 0.1%
Value ($000) $98 Shares 2,800 Est. Cost $35.00 Unrealized
SPXE ProShares S&P 500 ex-Energy ETF 0.1%
Value ($000) $96 Shares 1,431 Est. Cost $68.49 Unrealized
UHS Universal Health Svcs Inc 0.1%
Value ($000) $95 Shares 1,018 Est. Cost $97.41 Unrealized 0.0%
WDC Western Digital Corp Del 0.1%
Value ($000) $93 Shares 2,099 Est. Cost $37.99 Unrealized -15.1%
Catalent Inc 0.1%
Value ($000) $90 Shares 1,225 Est. Cost $59.12 Unrealized
VRT Vertiv Holdings 0.1%
Value ($000) $89 Shares 6,542 Est. Cost $11.59 Unrealized 0.0%
DOX Amdocs Ltd Ord 0.1%
Value ($000) $89 Shares 1,459 Est. Cost $59.74 Unrealized -8.2%
ITW Illinois Tool Works Inc Com 0.1%
Value ($000) $89 Shares 507 Est. Cost $146.29 Unrealized -2.3%
DTE DTE Energy Co Com 0.1%
Value ($000) $87 Shares 810 Est. Cost $82.64 Unrealized -11.4%
VIG Vanguard Dividend Appreciation ETF 0.1%
Value ($000) $85 Shares 725 Est. Cost $118.49 Unrealized
World Wrestling Entertainment Inc 0.1%
Value ($000) $85 Shares 1,946 Est. Cost $60.43 Unrealized
Kellogg Co Com 0.1%
Value ($000) $84 Shares 1,274 Est. Cost $48.55 Unrealized +1.9%
IPGP IPG Photonics Corporation 0.1%
Value ($000) $84 Shares 525 Est. Cost $138.36 Unrealized +2.9%
MTN Vail Resorts Inc Cort 0.1%
Value ($000) $83 Shares 456 Est. Cost $235.98 Unrealized -25.9%
AVTR Avantor Inc 0.1%
Value ($000) $82 Shares 4,805 Est. Cost $16.28 Unrealized 0.0%
MGEE MGE Energy Inc 0.1%
Value ($000) $82 Shares 1,272 Est. Cost $67.55 Unrealized -14.5%
KO Coca Cola Co Com 0.1%
Value ($000) $82 Shares 1,838 Est. Cost $44.51 Unrealized -13.0%
AIG American Intl Group Inc Com 0.1%
Value ($000) $81 Shares 2,608 Est. Cost $42.13 Unrealized -42.1%
LYV Live Nation Entmt Inc 0.1%
Value ($000) $81 Shares 1,837 Est. Cost $67.47 Unrealized -35.0%
NEE Nextera Energy Inc Com 0.1%
Value ($000) $80 Shares 332 Est. Cost $50.17 Unrealized +3.6%
CPRT Copart Inc 0.1%
Value ($000) $78 Shares 940 Est. Cost $20.07 Unrealized 0.0%
JLL Jones Lang LaSalle Inc 0.1%
Value ($000) $73 Shares 705 Est. Cost $139.91 Unrealized -26.3%
OTIS Otis Worldwide Corporation 0.1%
Value ($000) $72 Shares 1,261 Est. Cost $47.48 Unrealized 0.0%
WMT Walmart Inc Com 0.1%
Value ($000) $71 Shares 590 Est. Cost $36.38 Unrealized +4.6%
BP BP Plc ADR 0.1%
Value ($000) $70 Shares 3,010 Est. Cost $37.87 Unrealized
IJH iShares S&P Midcap 400 Index Fd ETF 0.1%
Value ($000) $69 Shares 388 Est. Cost $200.74 Unrealized
BlackRock MuniYield Michigan Quality Fund Inc ETF 0.1%
Value ($000) $68 Shares 5,000 Est. Cost $14.19 Unrealized
COR AmerisourceBergen Corp 0.1%
Value ($000) $63 Shares 623 Est. Cost $71.20 Unrealized +11.8%
NTRS Northern Trust Corp Com 0.1%
Value ($000) $60 Shares 750 Est. Cost $84.53 Unrealized -21.2%
IJK iShares Tr S&P Midcap 400 Growth Index Fd ETF 0.1%
Value ($000) $59 Shares 265 Est. Cost $239.44 Unrealized
KMB Kimberly-Clark Com 0.1%
Value ($000) $57 Shares 400 Est. Cost $108.78 Unrealized +3.6%
CARR Carrier Global Corporation 0.1%
Value ($000) $56 Shares 2,523 Est. Cost $17.13 Unrealized 0.0%
ARD US 0.1%
Value ($000) $54 Shares 4,147 Est. Cost $18.52 Unrealized
SNPS Synopsys Inc Com 0.0%
Value ($000) $50 Shares 256 Est. Cost $151.32 Unrealized +9.1%
CAT Caterpillar Inc Com 0.0%
Value ($000) $44 Shares 350 Est. Cost $123.01 Unrealized -13.7%
VYX NCR Corp Com 0.0%
Value ($000) $44 Shares 2,555 Est. Cost $17.55 Unrealized -34.7%
AGG iShares Core US Aggregate Bond ETF 0.0%
Value ($000) $40 Shares 335 Est. Cost $114.00 Unrealized
VHT Vanguard Health Care ETF 0.0%
Value ($000) $37 Shares 192 Est. Cost $192.71 Unrealized
V Visa Inc Cl A 0.0%
Value ($000) $35 Shares 181 Est. Cost $173.29 Unrealized +1.3%
CSCO Cisco Systems Inc Com 0.0%
Value ($000) $29 Shares 615 Est. Cost $38.01 Unrealized -2.7%
FISV Fiserv Inc Com 0.0%
Value ($000) $29 Shares 292 Est. Cost $110.41 Unrealized -8.8%
ADBE Adobe Inc Com 0.0%
Value ($000) $28 Shares 65 Est. Cost $294.23 Unrealized +25.9%
WTFC Wintrust Financial Corporation 0.0%
Value ($000) $28 Shares 645 Est. Cost $66.64 Unrealized -40.1%
General Electric Co Com 0.0%
Value ($000) $27 Shares 3,912 Est. Cost $11.22 Unrealized
HAL Halliburton Holding Company 0.0%
Value ($000) $27 Shares 2,073 Est. Cost $9.78 Unrealized 0.0%
KNX Knight-Swift Transportation Holdings Inc 0.0%
Value ($000) $26 Shares 612 Est. Cost $34.46 Unrealized +4.3%
GOOGL Alphabet Inc Class A 0.0%
Value ($000) $26 Shares 18 Est. Cost $64.02 Unrealized +4.5%
APH Amphenol Corp 0.0%
Value ($000) $26 Shares 271 Est. Cost $24.08 Unrealized -12.1%
DHR Danaher Corp Com 0.0%
Value ($000) $25 Shares 143 Est. Cost $122.98 Unrealized +13.9%
MRK Merck & Co Inc New Com 0.0%
Value ($000) $25 Shares 319 Est. Cost $67.47 Unrealized -6.8%
IJJ iShares Tr S&P 400 Midcap Value Index Fd ETF 0.0%
Value ($000) $25 Shares 189 Est. Cost $171.03 Unrealized
PAYC Paycom Software Inc 0.0%
Value ($000) $24 Shares 77 Est. Cost $231.95 Unrealized +12.5%
TYL Tyler Technologies Inc 0.0%
Value ($000) $24 Shares 70 Est. Cost $280.19 Unrealized +19.8%
DIS Walt Disney Co Com 0.0%
Value ($000) $23 Shares 205 Est. Cost $127.70 Unrealized -15.5%
CSGP CoStar Group Inc 0.0%
Value ($000) $23 Shares 33 Est. Cost $58.38 Unrealized +10.7%
INTU Intuit Inc Com 0.0%
Value ($000) $22 Shares 73 Est. Cost $251.45 Unrealized +5.3%
BEN Franklin Resources Inc Com 0.0%
Value ($000) $22 Shares 1,050 Est. Cost $20.04 Unrealized -28.8%
CRM Salesforce Com Inc 0.0%
Value ($000) $22 Shares 116 Est. Cost $154.88 Unrealized +7.5%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $22 Shares 62 Est. Cost $298.40 Unrealized +10.7%
AXP American Express Co 0.0%
Value ($000) $22 Shares 231 Est. Cost $99.51 Unrealized -14.0%
TREX Trex Company Inc 0.0%
Value ($000) $21 Shares 160 Est. Cost $44.04 Unrealized +21.1%
Activision Blizzard Inc 0.0%
Value ($000) $21 Shares 276 Est. Cost $57.77 Unrealized
LOW Lowes Cos Inc Com 0.0%
Value ($000) $19 Shares 139 Est. Cost $101.88 Unrealized +1.4%
XLF SPDR Financial ETF 0.0%
Value ($000) $19 Shares 801 Est. Cost $31.21 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $18 Shares 174 Est. Cost $42.98 Unrealized -6.1%
COST Costco Wholesale Corp 0.0%
Value ($000) $18 Shares 60 Est. Cost $271.52 Unrealized +2.8%
ECL Ecolab Inc Com 0.0%
Value ($000) $18 Shares 89 Est. Cost $177.67 Unrealized +2.5%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $17 Shares 242 Est. Cost $73.65 Unrealized -3.5%
YUM Yum! Brands Inc 0.0%
Value ($000) $17 Shares 200 Est. Cost $92.35 Unrealized -16.8%
TJX TJX Companies Inc 0.0%
Value ($000) $17 Shares 332 Est. Cost $54.60 Unrealized -14.6%
LLY Lilly Eli & Co Com 0.0%
Value ($000) $16 Shares 100 Est. Cost $107.55 Unrealized +33.8%
XLI SPDR Industrial ETF 0.0%
Value ($000) $14 Shares 210 Est. Cost $80.95 Unrealized
RJF Raymond James Financial Com 0.0%
Value ($000) $14 Shares 197 Est. Cost $52.49 Unrealized -21.2%
Aerojet Rocketdyne Holdings I 0.0%
Value ($000) $14 Shares 341 Est. Cost $46.92 Unrealized
IEX Idex Corp 0.0%
Value ($000) $14 Shares 91 Est. Cost $150.29 Unrealized -5.1%
GOOG Alphabet Inc Class C 0.0%
Value ($000) $14 Shares 10 Est. Cost $64.05 Unrealized +4.6%
BFAM Bright Horizons Family Solutions Inc Del 0.0%
Value ($000) $13 Shares 113 Est. Cost $150.05 Unrealized -23.9%
STT State Street CP 0.0%
Value ($000) $13 Shares 199 Est. Cost $57.64 Unrealized -12.8%
XYL Xylem Inc 0.0%
Value ($000) $13 Shares 200 Est. Cost $72.41 Unrealized -14.7%
ABIOMED Inc 0.0%
Value ($000) $13 Shares 55 Est. Cost $163.64 Unrealized
XLK SPDR Technology ETF 0.0%
Value ($000) $13 Shares 123 Est. Cost $89.43 Unrealized
Inphi Corporation 0.0%
Value ($000) $13 Shares 110 Est. Cost $118.18 Unrealized
AMAT Applied Materials Inc Com 0.0%
Value ($000) $12 Shares 200 Est. Cost $53.00 Unrealized -3.3%
VFC V F Corp Com 0.0%
Value ($000) $11 Shares 174 Est. Cost $89.63 Unrealized -35.0%
BA Boeing Co Com 0.0%
Value ($000) $11 Shares 60 Est. Cost $153.71 Unrealized 0.0%
National Instrs Corp Com 0.0%
Value ($000) $11 Shares 286 Est. Cost $39.61 Unrealized
MET Metlife Inc Com 0.0%
Value ($000) $10 Shares 275 Est. Cost $28.97 Unrealized 0.0%
MAN Manpower Group Inc 0.0%
Value ($000) $10 Shares 145 Est. Cost $84.32 Unrealized -19.0%
LOPE Grand Canyon Education Inc 0.0%
Value ($000) $10 Shares 110 Est. Cost $92.28 Unrealized -3.6%
CVS CVS Health Corp Com 0.0%
Value ($000) $10 Shares 150 Est. Cost $57.78 Unrealized -9.0%
ULTA Ulta Beauty Inc 0.0%
Value ($000) $10 Shares 49 Est. Cost $243.75 Unrealized -11.8%
XLY SPDR Consumer Discretionary ETF 0.0%
Value ($000) $9 Shares 67 Est. Cost $119.40 Unrealized
MSI Motorola Solutions Inc 0.0%
Value ($000) $9 Shares 66 Est. Cost $151.83 Unrealized -13.3%
PRU Prudential Finl Inc Com 0.0%
Value ($000) $9 Shares 144 Est. Cost $67.37 Unrealized -34.3%
CMCSA Comcast Corp New Cl A 0.0%
Value ($000) $9 Shares 240 Est. Cost $37.86 Unrealized -13.5%
EIX Edison Intl Com 0.0%
Value ($000) $8 Shares 140 Est. Cost $53.74 Unrealized -17.1%
CHD Church & Dwight Co Inc 0.0%
Value ($000) $8 Shares 109 Est. Cost $66.06 Unrealized +3.1%
ORLY O Reilly Automotive Inc New Com 0.0%
Value ($000) $7 Shares 17 Est. Cost $28.61 Unrealized -8.6%
LMT Lockheed Martin Corp Com 0.0%
Value ($000) $7 Shares 20 Est. Cost $323.73 Unrealized 0.0%
ED Consolidated Edison Inc Com 0.0%
Value ($000) $6 Shares 80 Est. Cost $71.77 Unrealized -12.7%
ITT ITT Inc Com 0.0%
Value ($000) $6 Shares 100 Est. Cost $66.45 Unrealized -20.3%
COP Conocophillips Com 0.0%
Value ($000) $5 Shares 112 Est. Cost $47.16 Unrealized -30.2%
DOW DOW Inc 0.0%
Value ($000) $5 Shares 122 Est. Cost $36.70 Unrealized -26.8%
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $5 Shares 30 Est. Cost $166.67 Unrealized
SJM Smucker J M Co Com 0.0%
Value ($000) $5 Shares 49 Est. Cost $86.62 Unrealized +7.9%
BAC Bank of America Corp Com 0.0%
Value ($000) $4 Shares 169 Est. Cost $27.79 Unrealized -26.0%
TRMB Trimbel Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $39.78 Unrealized -5.7%
Walgreens Boots Alliance Inc Com 0.0%
Value ($000) $4 Shares 100 Est. Cost $60.00 Unrealized
PFG Principal Financial Group Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $43.18 Unrealized -31.7%
ZBH Zimmer Biomet Holdings Com 0.0%
Value ($000) $3 Shares 27 Est. Cost $131.26 Unrealized -16.2%
Apache Corp Com 0.0%
Value ($000) $3 Shares 200 Est. Cost $25.00 Unrealized
CCL Carnival Corp Com 0.0%
Value ($000) $2 Shares 100 Est. Cost $43.87 Unrealized -65.8%
Spirit AeroSystems Holdings Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
VOD Vodafone Group Plc New 0.0%
Value ($000) $1 Shares 64 Est. Cost $15.63 Unrealized