STEPH & CO Diversified Active

CIK: 0000941519 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 27, 2020

Total Value ($000): $106,993 (100.0% shares, 0.0% debt)

Holdings (226)

VOO Vanguard S&P 500 Index ETF 17.2%
Value ($000) $18,379 Shares 59,741 Est. Cost $295.37 Unrealized
VTI Vanguard Total Stock Market ETF 7.8%
Value ($000) $8,330 Shares 48,912 Est. Cost $135.25 Unrealized
IWR iShares Russell Midcap Index ETF 6.8%
Value ($000) $7,280 Shares 126,877 Est. Cost $59.38 Unrealized
VTEB Vanguard Tax-Exempt Bond Index ETF 5.9%
Value ($000) $6,292 Shares 115,583 Est. Cost $53.78 Unrealized
MUNI Pimco Intermediate Municipal Bond ETF 5.7%
Value ($000) $6,149 Shares 109,410 Est. Cost $55.48 Unrealized
VB Vanguard Small-Cap ETF 3.7%
Value ($000) $3,941 Shares 25,623 Est. Cost $129.34 Unrealized
VO Vanguard Mid Cap ETF 3.6%
Value ($000) $3,859 Shares 21,891 Est. Cost $152.71 Unrealized
IVV iShares S&P 500 Index ETF 3.1%
Value ($000) $3,337 Shares 9,929 Est. Cost $322.67 Unrealized
SPY SPDR S&P 500 ETF 2.9%
Value ($000) $3,064 Shares 9,149 Est. Cost $321.84 Unrealized
MDY SPDR S&P Mid Cap 400 Index ETF 2.7%
Value ($000) $2,887 Shares 8,520 Est. Cost $366.59 Unrealized
IWM iShares Russell 2000 Index ETF 2.5%
Value ($000) $2,652 Shares 17,708 Est. Cost $163.88 Unrealized
VWO Vanguard Emerging Markets Index ETF 2.4%
Value ($000) $2,566 Shares 59,338 Est. Cost $44.33 Unrealized
BOND PIMCO Total Return Active ETF 2.2%
Value ($000) $2,334 Shares 20,759 Est. Cost $109.80 Unrealized
FBND Fidelity Total Bond ETF 2.1%
Value ($000) $2,264 Shares 41,434 Est. Cost $52.88 Unrealized
VEA Vanguard FTSE Developed Markets Index ETF 2.0%
Value ($000) $2,174 Shares 53,158 Est. Cost $43.49 Unrealized
AAPL Apple Computer Inc Com 1.7%
Value ($000) $1,841 Shares 15,900 Est. Cost $96.79 Unrealized +9.5%
EFA iShares MSCI EAFE Index ETF 1.1%
Value ($000) $1,209 Shares 19,001 Est. Cost $61.21 Unrealized
IJR iShares S & P Smallcap 600 Index ETF 1.1%
Value ($000) $1,128 Shares 16,061 Est. Cost $79.77 Unrealized
EEM iShares MSCI Emerging Markets Index ETF 1.0%
Value ($000) $1,074 Shares 24,365 Est. Cost $35.30 Unrealized
IWD iShares Russell 1000 Value Index ETF 0.8%
Value ($000) $828 Shares 7,006 Est. Cost $135.91 Unrealized
WEC WEC Energy Group Inc Com 0.7%
Value ($000) $788 Shares 8,134 Est. Cost $74.85 Unrealized +4.3%
NIC Nicolet Bankshares Inc Com 0.6%
Value ($000) $671 Shares 12,279 Est. Cost $68.25 Unrealized -19.2%
IWP iShares Russel Mid-Cap Growth ETF 0.6%
Value ($000) $614 Shares 3,554 Est. Cost $152.64 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.6%
Value ($000) $610 Shares 3,385 Est. Cost $153.33 Unrealized
JPM J P Morgan Chase & Co Com 0.5%
Value ($000) $563 Shares 5,846 Est. Cost $107.78 Unrealized -20.7%
PG Procter & Gamble Co Com 0.5%
Value ($000) $507 Shares 3,648 Est. Cost $105.24 Unrealized +10.6%
ABT Abbott Laboratories Com 0.5%
Value ($000) $487 Shares 4,472 Est. Cost $75.30 Unrealized +22.6%
IWF iShares Russell 1000 Growth ETF 0.4%
Value ($000) $454 Shares 2,095 Est. Cost $180.31 Unrealized
PEP Pepsico Inc Com 0.4%
Value ($000) $382 Shares 2,753 Est. Cost $112.78 Unrealized +2.1%
JNJ Johnson & Johnson Com 0.3%
Value ($000) $332 Shares 2,227 Est. Cost $114.10 Unrealized +11.3%
T AT&T Inc Com 0.3%
Value ($000) $320 Shares 11,211 Est. Cost $18.66 Unrealized -16.6%
IVW MFC iShares S&P 500 Growth Index Fd ETF 0.3%
Value ($000) $318 Shares 1,375 Est. Cost $193.53 Unrealized
MSFT Microsoft Corp Com 0.3%
Value ($000) $300 Shares 1,428 Est. Cost $158.80 Unrealized +26.4%
VYM Vanguard High Dividend Yield Indx ETF 0.3%
Value ($000) $299 Shares 3,694 Est. Cost $91.66 Unrealized
IBM IBM Corp Com 0.3%
Value ($000) $290 Shares 2,380 Est. Cost $99.60 Unrealized -5.8%
MMM 3M Co Com 0.3%
Value ($000) $276 Shares 1,720 Est. Cost $111.76 Unrealized -1.2%
RRX Regal Beloit Corp Com 0.3%
Value ($000) $268 Shares 2,857 Est. Cost $82.29 Unrealized +15.2%
BMY Bristol-Myers Squibb Co Com 0.2%
Value ($000) $262 Shares 4,344 Est. Cost $45.19 Unrealized +7.5%
PM Philip Morris International Inc 0.2%
Value ($000) $261 Shares 3,477 Est. Cost $59.72 Unrealized -1.4%
ETN Eaton Corp Plc 0.2%
Value ($000) $260 Shares 2,544 Est. Cost $79.99 Unrealized +11.5%
Aptiv PLC 0.2%
Value ($000) $251 Shares 2,738 Est. Cost $85.60 Unrealized
XOM Exxon Mobil Corp Com 0.2%
Value ($000) $245 Shares 7,126 Est. Cost $52.07 Unrealized -37.9%
ABBV AbbVie Inc 0.2%
Value ($000) $244 Shares 2,785 Est. Cost $64.63 Unrealized +18.1%
DUK Duke Energy Corp Com New 0.2%
Value ($000) $242 Shares 2,731 Est. Cost $71.14 Unrealized -6.2%
WFC Wells Fargo & Co New Com 0.2%
Value ($000) $241 Shares 10,248 Est. Cost $44.70 Unrealized -51.2%
CVNA Carvana Co 0.2%
Value ($000) $233 Shares 1,043 Est. Cost $84.38 Unrealized +110.1%
BALL Ball Corporation 0.2%
Value ($000) $228 Shares 2,747 Est. Cost $63.98 Unrealized +12.7%
CASY Casey's General Stores Inc 0.2%
Value ($000) $222 Shares 1,250 Est. Cost $158.67 Unrealized +2.9%
Masonite International 0.2%
Value ($000) $218 Shares 2,220 Est. Cost $79.26 Unrealized
VXUS Vanguard Total Intl Stock Idx ETF 0.2%
Value ($000) $217 Shares 4,151 Est. Cost $55.70 Unrealized
ARE Alexandria Real Estate Equities Inc 0.2%
Value ($000) $212 Shares 1,327 Est. Cost $124.15 Unrealized +8.1%
IWN iShares Russel 2000 Value ETF 0.2%
Value ($000) $205 Shares 2,068 Est. Cost $128.57 Unrealized
UNH Unitedhealth Group Com 0.2%
Value ($000) $205 Shares 656 Est. Cost $236.60 Unrealized +18.9%
PGR Progressive Corp 0.2%
Value ($000) $202 Shares 2,138 Est. Cost $60.06 Unrealized +27.4%
HAS Hasbro Inc 0.2%
Value ($000) $200 Shares 2,420 Est. Cost $73.01 Unrealized -14.1%
CDW CDW Corporation DE 0.2%
Value ($000) $199 Shares 1,661 Est. Cost $120.61 Unrealized -11.1%
EXC Exelon Corp Com 0.2%
Value ($000) $197 Shares 5,512 Est. Cost $25.65 Unrealized -14.6%
AVTR Avantor Inc 0.2%
Value ($000) $197 Shares 8,751 Est. Cost $18.31 Unrealized +13.5%
ES Eversource Energy Com 0.2%
Value ($000) $196 Shares 2,341 Est. Cost $67.01 Unrealized +4.2%
PRF Invesco FTSE RAFI US 1000 Portfolio ETF 0.2%
Value ($000) $194 Shares 1,701 Est. Cost $124.76 Unrealized
PFGC Performance Food Group Co Com 0.2%
Value ($000) $194 Shares 5,591 Est. Cost $28.14 Unrealized +14.3%
Splunk Inc 0.2%
Value ($000) $190 Shares 1,011 Est. Cost $148.75 Unrealized
IWS iShares Russell Midcap Value ETF 0.2%
Value ($000) $189 Shares 2,336 Est. Cost $91.26 Unrealized
BRK/B Berkshire Hathaway Inc Class B 0.2%
Value ($000) $189 Shares 889 Est. Cost $197.74 Unrealized +3.4%
VZ Verizon Communications Com 0.2%
Value ($000) $189 Shares 3,175 Est. Cost $42.79 Unrealized -0.5%
AXS Axis Capital Holdings Ltd 0.2%
Value ($000) $183 Shares 4,165 Est. Cost $47.91 Unrealized -21.5%
VRT Vertiv Holdings 0.2%
Value ($000) $181 Shares 10,462 Est. Cost $13.09 Unrealized +19.1%
CSCO Cisco Systems Inc Com 0.2%
Value ($000) $178 Shares 4,518 Est. Cost $37.19 Unrealized -0.3%
Black Knight Inc 0.2%
Value ($000) $176 Shares 2,023 Est. Cost $72.34 Unrealized
SEDG SolarEdge Technologies Inc 0.2%
Value ($000) $175 Shares 735 Est. Cost $122.28 Unrealized +57.2%
WCN Waste Connections Inc 0.2%
Value ($000) $171 Shares 1,644 Est. Cost $87.26 Unrealized +10.5%
ROST Ross Stores Inc 0.2%
Value ($000) $170 Shares 1,818 Est. Cost $99.25 Unrealized -14.5%
ACGL Arch Capital Group Ltd 0.2%
Value ($000) $170 Shares 5,813 Est. Cost $37.31 Unrealized -22.3%
Lam Research Corp 0.2%
Value ($000) $168 Shares 506 Est. Cost $286.79 Unrealized
FRCB First Republic Bank San Francisco 0.2%
Value ($000) $167 Shares 1,527 Est. Cost $105.51 Unrealized +3.6%
NSC Norfolk Southern Corp 0.2%
Value ($000) $166 Shares 775 Est. Cost $165.56 Unrealized +8.7%
XEL Xcel Energy Inc Com 0.2%
Value ($000) $165 Shares 2,388 Est. Cost $51.71 Unrealized +11.3%
SAIC Science Applications International Corp 0.2%
Value ($000) $165 Shares 2,100 Est. Cost $82.82 Unrealized -4.9%
GM General Motors Co Com 0.2%
Value ($000) $164 Shares 5,534 Est. Cost $29.19 Unrealized -7.1%
AME Ametek Inc 0.2%
Value ($000) $164 Shares 1,648 Est. Cost $91.08 Unrealized +2.4%
PPG PPG Inds Inc Com 0.2%
Value ($000) $163 Shares 1,333 Est. Cost $94.95 Unrealized +10.9%
PHM PulteGroup Inc 0.2%
Value ($000) $163 Shares 3,529 Est. Cost $28.36 Unrealized +42.9%
KEYS Keysight Technologies Inc Com 0.2%
Value ($000) $162 Shares 1,642 Est. Cost $100.89 Unrealized -2.6%
ICLR Icon Public Limited Company 0.2%
Value ($000) $162 Shares 847 Est. Cost $155.32 Unrealized +18.4%
UNP Union Pacific Corp Com 0.2%
Value ($000) $161 Shares 816 Est. Cost $141.44 Unrealized +16.6%
USB US Bancorp Com 0.1%
Value ($000) $155 Shares 4,328 Est. Cost $42.61 Unrealized -32.1%
HIG Hartford Financial Svcs Grp Inc Com 0.1%
Value ($000) $155 Shares 4,206 Est. Cost $43.57 Unrealized -18.5%
BIO Bio-Rad Laboratories Inc 0.1%
Value ($000) $154 Shares 298 Est. Cost $354.43 Unrealized +42.9%
AEE Ameren Corp Com 0.1%
Value ($000) $153 Shares 1,941 Est. Cost $64.03 Unrealized +4.6%
BHP BHP Group Limited 0.1%
Value ($000) $152 Shares 2,931 Est. Cost $54.71 Unrealized
SCI Service Corp Intl 0.1%
Value ($000) $145 Shares 3,434 Est. Cost $45.19 Unrealized -5.6%
COLD Americold Realty Trust 0.1%
Value ($000) $143 Shares 4,001 Est. Cost $35.00 Unrealized
PNC PNC Financial Services Group Com 0.1%
Value ($000) $143 Shares 1,305 Est. Cost $120.17 Unrealized -26.2%
ODFL Old Dominion Freight Line Inc 0.1%
Value ($000) $142 Shares 786 Est. Cost $61.73 Unrealized +48.3%
BSV Vanguard Short Term Bond ETF 0.1%
Value ($000) $141 Shares 1,703 Est. Cost $80.45 Unrealized
LHX L3 Harris Technologies Inc 0.1%
Value ($000) $141 Shares 829 Est. Cost $182.00 Unrealized -13.6%
CL Colgate Palmolive Co Com 0.1%
Value ($000) $141 Shares 1,832 Est. Cost $59.11 Unrealized +13.9%
Xilinx Inc Com 0.1%
Value ($000) $141 Shares 1,355 Est. Cost $93.99 Unrealized
OZK Bank OZK Com 0.1%
Value ($000) $141 Shares 6,634 Est. Cost $19.73 Unrealized -2.8%
UHS Universal Health Svcs Inc 0.1%
Value ($000) $140 Shares 1,304 Est. Cost $98.89 Unrealized +5.3%
NUE Nucor Corp 0.1%
Value ($000) $140 Shares 3,111 Est. Cost $39.62 Unrealized +1.7%
WAL Western Alliance Bancorporation 0.1%
Value ($000) $139 Shares 4,387 Est. Cost $37.88 Unrealized -16.2%
ADSK Autodesk Inc 0.1%
Value ($000) $138 Shares 596 Est. Cost $164.55 Unrealized +44.4%
Aspen Technology Inc 0.1%
Value ($000) $135 Shares 1,063 Est. Cost $117.53 Unrealized
C Citigroup Inc Com New 0.1%
Value ($000) $134 Shares 3,099 Est. Cost $58.53 Unrealized -29.9%
STWD Starwood Property Trust Inc 0.1%
Value ($000) $132 Shares 8,716 Est. Cost $21.51 Unrealized
EXPE Expedia Group Inc 0.1%
Value ($000) $128 Shares 1,400 Est. Cost $89.22 Unrealized 0.0%
IP Intl Paper Co Com 0.1%
Value ($000) $128 Shares 3,161 Est. Cost $24.80 Unrealized +12.7%
WHR Whirlpool Corp 0.1%
Value ($000) $128 Shares 697 Est. Cost $114.44 Unrealized +45.2%
Mackinac Finl Corp Com 0.1%
Value ($000) $126 Shares 13,071 Est. Cost $17.46 Unrealized
TDY Teledyne Technologies Inc 0.1%
Value ($000) $122 Shares 393 Est. Cost $336.16 Unrealized -6.2%
SU Suncor Energy Inc 0.1%
Value ($000) $118 Shares 9,617 Est. Cost $24.30 Unrealized -47.9%
XRX Xerox Holdings Corporation 0.1%
Value ($000) $115 Shares 6,143 Est. Cost $17.51 Unrealized 0.0%
TECH Bio-techne Corp 0.1%
Value ($000) $113 Shares 456 Est. Cost $57.05 Unrealized +11.5%
NTAP NetApp Inc 0.1%
Value ($000) $111 Shares 2,538 Est. Cost $38.03 Unrealized 0.0%
REYN Reynolds Consumer Products 0.1%
Value ($000) $110 Shares 3,593 Est. Cost $27.33 Unrealized 0.0%
BMRN BioMarin Pharmaceutical Inc 0.1%
Value ($000) $110 Shares 1,443 Est. Cost $78.75 Unrealized +28.5%
Catalent Inc 0.1%
Value ($000) $105 Shares 1,225 Est. Cost $59.12 Unrealized
CVX Chevrontexaco Corp Com 0.1%
Value ($000) $105 Shares 1,454 Est. Cost $89.68 Unrealized -25.8%
SPXE ProShares S&P 500 ex-Energy ETF 0.1%
Value ($000) $105 Shares 1,431 Est. Cost $68.49 Unrealized
LYV Live Nation Entmt Inc 0.1%
Value ($000) $102 Shares 1,901 Est. Cost $66.93 Unrealized -23.0%
Pioneer Natural Resources Co 0.1%
Value ($000) $102 Shares 1,191 Est. Cost $130.98 Unrealized
Alexion Pharmaceuticals Inc 0.1%
Value ($000) $101 Shares 887 Est. Cost $109.94 Unrealized
CPRT Copart Inc 0.1%
Value ($000) $99 Shares 940 Est. Cost $20.07 Unrealized +20.7%
Rexnord Corp 0.1%
Value ($000) $97 Shares 3,240 Est. Cost $29.94 Unrealized
Arista Networks Inc 0.1%
Value ($000) $96 Shares 464 Est. Cost $203.30 Unrealized
CLVT Clarivate Plc Corp 0.1%
Value ($000) $96 Shares 3,104 Est. Cost $27.06 Unrealized 0.0%
NEE Nextera Energy Inc Com 0.1%
Value ($000) $92 Shares 332 Est. Cost $50.17 Unrealized +20.2%
DTE DTE Energy Co Com 0.1%
Value ($000) $92 Shares 803 Est. Cost $82.64 Unrealized -1.3%
World Wrestling Entertainment Inc 0.1%
Value ($000) $90 Shares 2,220 Est. Cost $57.98 Unrealized
DOX Amdocs Ltd Ord 0.1%
Value ($000) $84 Shares 1,459 Est. Cost $59.74 Unrealized -10.7%
MTN Vail Resorts Inc Cort 0.1%
Value ($000) $83 Shares 390 Est. Cost $235.98 Unrealized -12.7%
Kellogg Co Com 0.1%
Value ($000) $82 Shares 1,274 Est. Cost $48.55 Unrealized +7.7%
MGEE MGE Energy Inc 0.1%
Value ($000) $80 Shares 1,272 Est. Cost $67.55 Unrealized -14.7%
OTIS Otis Worldwide Corporation 0.1%
Value ($000) $79 Shares 1,261 Est. Cost $47.48 Unrealized +18.9%
WDC Western Digital Corp Del 0.1%
Value ($000) $79 Shares 2,149 Est. Cost $37.80 Unrealized -21.7%
CARR Carrier Global Corporation 0.1%
Value ($000) $77 Shares 2,523 Est. Cost $17.13 Unrealized +53.9%
ITW Illinois Tool Works Inc Com 0.1%
Value ($000) $77 Shares 400 Est. Cost $146.29 Unrealized +14.4%
JPST JPMorgan Ultra-Short Income ETF 0.1%
Value ($000) $75 Shares 1,475 Est. Cost $50.85 Unrealized
IJH iShares S&P Midcap 400 Index Fd ETF 0.1%
Value ($000) $72 Shares 388 Est. Cost $200.74 Unrealized
VYX NCR Corp Com 0.1%
Value ($000) $64 Shares 2,902 Est. Cost $16.87 Unrealized -29.6%
PFE Pfizer Inc Com 0.1%
Value ($000) $63 Shares 1,727 Est. Cost $26.71 Unrealized +1.5%
IJK iShares Tr S&P Midcap 400 Growth Index Fd ETF 0.1%
Value ($000) $63 Shares 265 Est. Cost $239.44 Unrealized
ARD US 0.1%
Value ($000) $60 Shares 4,269 Est. Cost $18.39 Unrealized
KMB Kimberly-Clark Com 0.1%
Value ($000) $59 Shares 400 Est. Cost $108.78 Unrealized +13.5%
NTRS Northern Trust Corp Com 0.1%
Value ($000) $58 Shares 750 Est. Cost $84.53 Unrealized -19.6%
GOOGL Alphabet Inc Class A 0.1%
Value ($000) $56 Shares 38 Est. Cost $70.12 Unrealized +7.8%
VIG Vanguard Dividend Appreciation ETF 0.1%
Value ($000) $55 Shares 425 Est. Cost $118.49 Unrealized
SNPS Synopsys Inc Com 0.1%
Value ($000) $55 Shares 256 Est. Cost $151.32 Unrealized +34.5%
INTC Intel Corp Com 0.1%
Value ($000) $55 Shares 1,057 Est. Cost $50.93 Unrealized -8.7%
DOCU Docusign Inc Corp 0.0%
Value ($000) $53 Shares 245 Est. Cost $207.56 Unrealized 0.0%
EOG EOG Resources Inc Com 0.0%
Value ($000) $53 Shares 1,480 Est. Cost $34.85 Unrealized 0.0%
CAT Caterpillar Inc Com 0.0%
Value ($000) $52 Shares 350 Est. Cost $123.01 Unrealized +3.1%
MDLZ Mondelez International Inc 0.0%
Value ($000) $51 Shares 882 Est. Cost $48.56 Unrealized 0.0%
BP BP Plc ADR 0.0%
Value ($000) $50 Shares 2,849 Est. Cost $37.87 Unrealized
AGG iShares Core US Aggregate Bond ETF 0.0%
Value ($000) $49 Shares 411 Est. Cost $114.97 Unrealized
CHWY Chewy Inc 0.0%
Value ($000) $47 Shares 855 Est. Cost $53.96 Unrealized 0.0%
MO Altria Group Inc Com 0.0%
Value ($000) $46 Shares 1,200 Est. Cost $27.18 Unrealized 0.0%
GOOG Alphabet Inc Class C 0.0%
Value ($000) $44 Shares 30 Est. Cost $71.83 Unrealized +5.4%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $39 Shares 192 Est. Cost $192.71 Unrealized
AIG American Intl Group Inc Com 0.0%
Value ($000) $35 Shares 1,289 Est. Cost $42.13 Unrealized -38.0%
ADBE Adobe Inc Com 0.0%
Value ($000) $32 Shares 65 Est. Cost $294.23 Unrealized +58.1%
DHR Danaher Corp Com 0.0%
Value ($000) $31 Shares 143 Est. Cost $122.98 Unrealized +41.2%
FISV Fiserv Inc Com 0.0%
Value ($000) $30 Shares 292 Est. Cost $110.41 Unrealized -9.8%
APH Amphenol Corp 0.0%
Value ($000) $29 Shares 271 Est. Cost $24.08 Unrealized +4.1%
CSGP CoStar Group Inc 0.0%
Value ($000) $28 Shares 33 Est. Cost $58.38 Unrealized +36.5%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $27 Shares 62 Est. Cost $298.40 Unrealized +36.5%
LOW Lowes Cos Inc Com 0.0%
Value ($000) $27 Shares 160 Est. Cost $106.87 Unrealized +30.9%
WTFC Wintrust Financial Corporation 0.0%
Value ($000) $26 Shares 645 Est. Cost $66.64 Unrealized -35.8%
V Visa Inc Cl A 0.0%
Value ($000) $25 Shares 126 Est. Cost $173.29 Unrealized +10.9%
HAL Halliburton Holding Company 0.0%
Value ($000) $25 Shares 2,073 Est. Cost $9.78 Unrealized +34.8%
IJJ iShares Tr S&P 400 Midcap Value Index Fd ETF 0.0%
Value ($000) $25 Shares 189 Est. Cost $171.03 Unrealized
KNX Knight-Swift Transportation Holdings Inc 0.0%
Value ($000) $25 Shares 612 Est. Cost $34.46 Unrealized +20.3%
CRM Salesforce Com Inc 0.0%
Value ($000) $24 Shares 97 Est. Cost $154.88 Unrealized +39.6%
INTU Intuit Inc Com 0.0%
Value ($000) $24 Shares 73 Est. Cost $251.45 Unrealized +20.4%
General Electric Co Com 0.0%
Value ($000) $24 Shares 3,912 Est. Cost $11.22 Unrealized
TYL Tyler Technologies Inc 0.0%
Value ($000) $24 Shares 70 Est. Cost $280.19 Unrealized +23.4%
PAYC Paycom Software Inc 0.0%
Value ($000) $24 Shares 77 Est. Cost $231.95 Unrealized +23.4%
TREX Trex Company Inc 0.0%
Value ($000) $23 Shares 320 Est. Cost $56.61 Unrealized +22.2%
Activision Blizzard Inc 0.0%
Value ($000) $22 Shares 276 Est. Cost $57.77 Unrealized
COST Costco Wholesale Corp 0.0%
Value ($000) $21 Shares 60 Est. Cost $271.52 Unrealized +13.8%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $19 Shares 242 Est. Cost $73.65 Unrealized +5.9%
XLF SPDR Financial ETF 0.0%
Value ($000) $19 Shares 801 Est. Cost $31.21 Unrealized
ECL Ecolab Inc Com 0.0%
Value ($000) $18 Shares 89 Est. Cost $177.67 Unrealized +6.1%
TJX TJX Companies Inc 0.0%
Value ($000) $18 Shares 332 Est. Cost $54.60 Unrealized -8.3%
MCHP Microchip Technology Inc 0.0%
Value ($000) $18 Shares 174 Est. Cost $42.98 Unrealized +9.0%
XYL Xylem Inc 0.0%
Value ($000) $17 Shares 200 Est. Cost $72.41 Unrealized +1.0%
BFAM Bright Horizons Family Solutions Inc Del 0.0%
Value ($000) $17 Shares 113 Est. Cost $150.05 Unrealized -16.2%
IEX Idex Corp 0.0%
Value ($000) $17 Shares 91 Est. Cost $150.29 Unrealized +8.0%
XLI SPDR Industrial ETF 0.0%
Value ($000) $16 Shares 210 Est. Cost $80.95 Unrealized
ORCL Oracle Corp Com 0.0%
Value ($000) $16 Shares 270 Est. Cost $50.44 Unrealized +4.6%
LLY Lilly Eli & Co Com 0.0%
Value ($000) $15 Shares 100 Est. Cost $107.55 Unrealized +35.5%
Inphi Corporation 0.0%
Value ($000) $15 Shares 133 Est. Cost $117.25 Unrealized
ABIOMED Inc 0.0%
Value ($000) $15 Shares 55 Est. Cost $163.64 Unrealized
Aerojet Rocketdyne Holdings I 0.0%
Value ($000) $14 Shares 341 Est. Cost $46.92 Unrealized
RJF Raymond James Financial Com 0.0%
Value ($000) $14 Shares 197 Est. Cost $52.49 Unrealized -14.8%
XLK SPDR Technology ETF 0.0%
Value ($000) $14 Shares 123 Est. Cost $89.43 Unrealized
CHD Church & Dwight Co Inc 0.0%
Value ($000) $13 Shares 144 Est. Cost $70.71 Unrealized +20.5%
KHC Kraft Heinz Co Com 0.0%
Value ($000) $12 Shares 405 Est. Cost $25.88 Unrealized 0.0%
VFC V F Corp Com 0.0%
Value ($000) $12 Shares 174 Est. Cost $89.63 Unrealized -27.9%
MAN Manpower Group Inc 0.0%
Value ($000) $11 Shares 145 Est. Cost $84.32 Unrealized -14.8%
ULTA Ulta Beauty Inc 0.0%
Value ($000) $11 Shares 49 Est. Cost $243.75 Unrealized -11.7%
CMCSA Comcast Corp New Cl A 0.0%
Value ($000) $11 Shares 240 Est. Cost $37.86 Unrealized -0.6%
LOPE Grand Canyon Education Inc 0.0%
Value ($000) $11 Shares 134 Est. Cost $91.97 Unrealized -1.6%
XLY SPDR Consumer Discretionary ETF 0.0%
Value ($000) $10 Shares 67 Est. Cost $119.40 Unrealized
DIS Walt Disney Co Com 0.0%
Value ($000) $10 Shares 83 Est. Cost $127.70 Unrealized -4.4%
CVS CVS Health Corp Com 0.0%
Value ($000) $9 Shares 150 Est. Cost $57.78 Unrealized -9.3%
PRU Prudential Finl Inc Com 0.0%
Value ($000) $9 Shares 144 Est. Cost $67.37 Unrealized -25.2%
ORLY O Reilly Automotive Inc New Com 0.0%
Value ($000) $8 Shares 17 Est. Cost $28.61 Unrealized +6.2%
SO The Southern Company Com 0.0%
Value ($000) $8 Shares 140 Est. Cost $43.54 Unrealized 0.0%
EIX Edison Intl Com 0.0%
Value ($000) $7 Shares 140 Est. Cost $53.74 Unrealized -22.4%
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $6 Shares 30 Est. Cost $166.67 Unrealized
ITT ITT Inc Com 0.0%
Value ($000) $6 Shares 100 Est. Cost $66.45 Unrealized -8.8%
DOW DOW Inc 0.0%
Value ($000) $6 Shares 122 Est. Cost $36.70 Unrealized -8.8%
ED Consolidated Edison Inc Com 0.0%
Value ($000) $6 Shares 80 Est. Cost $71.77 Unrealized -15.3%
SJM Smucker J M Co Com 0.0%
Value ($000) $6 Shares 49 Est. Cost $86.62 Unrealized +7.9%
TRMB Trimbel Inc 0.0%
Value ($000) $5 Shares 100 Est. Cost $39.78 Unrealized +20.1%
WestRock Company 0.0%
Value ($000) $4 Shares 101 Est. Cost $39.60 Unrealized
Walgreens Boots Alliance Inc Com 0.0%
Value ($000) $4 Shares 100 Est. Cost $60.00 Unrealized
ZBH Zimmer Biomet Holdings Com 0.0%
Value ($000) $4 Shares 27 Est. Cost $131.26 Unrealized -4.8%
BAC Bank of America Corp Com 0.0%
Value ($000) $4 Shares 169 Est. Cost $27.79 Unrealized -21.5%
ASB Associated Banc Corp Com 0.0%
Value ($000) $2 Shares 121 Est. Cost $10.68 Unrealized 0.0%
CCL Carnival Corp Com 0.0%
Value ($000) $2 Shares 100 Est. Cost $43.87 Unrealized -64.8%
Spirit AeroSystems Holdings Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
NGVT Ingevity Corporation 0.0%
Value ($000) $1 Shares 14 Est. Cost $56.43 Unrealized 0.0%
VOD Vodafone Group Plc New 0.0%
Value ($000) $1 Shares 64 Est. Cost $15.63 Unrealized