STEPH & CO Diversified Active

CIK: 0000941519 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 29, 2021

Total Value ($000): $131,134 (100.0% shares, 0.0% debt)

Holdings (233)

VOO Vanguard S&P 500 Index ETF 18.0%
Value ($000) $23,547 Shares 68,511 Est. Cost $301.55 Unrealized
VTI Vanguard Total Stock Market ETF 7.3%
Value ($000) $9,587 Shares 49,256 Est. Cost $135.25 Unrealized
IWR iShares Russell Midcap Index ETF 7.3%
Value ($000) $9,553 Shares 139,359 Est. Cost $60.20 Unrealized
VTEB Vanguard Tax-Exempt Bond Index ETF 5.2%
Value ($000) $6,846 Shares 124,038 Est. Cost $53.87 Unrealized
MUNI Pimco Intermediate Municipal Bond ETF 5.2%
Value ($000) $6,822 Shares 120,238 Est. Cost $55.60 Unrealized
VB Vanguard Small-Cap ETF 3.9%
Value ($000) $5,116 Shares 26,280 Est. Cost $130.97 Unrealized
VO Vanguard Mid Cap ETF 3.5%
Value ($000) $4,634 Shares 22,412 Est. Cost $153.97 Unrealized
IWM iShares Russell 2000 Index ETF 3.1%
Value ($000) $4,033 Shares 20,572 Est. Cost $168.35 Unrealized
IVV iShares S&P 500 Index ETF 2.8%
Value ($000) $3,718 Shares 9,905 Est. Cost $322.67 Unrealized
MDY SPDR S&P Mid Cap 400 Index ETF 2.7%
Value ($000) $3,552 Shares 8,459 Est. Cost $366.59 Unrealized
VWO Vanguard Emerging Markets Index ETF 2.6%
Value ($000) $3,470 Shares 69,249 Est. Cost $45.16 Unrealized
SPY SPDR S&P 500 ETF 2.6%
Value ($000) $3,421 Shares 9,149 Est. Cost $321.84 Unrealized
VEA Vanguard FTSE Developed Markets Index ETF 2.1%
Value ($000) $2,817 Shares 59,668 Est. Cost $43.89 Unrealized
BOND PIMCO Total Return Active ETF 1.9%
Value ($000) $2,537 Shares 22,432 Est. Cost $110.05 Unrealized
FBND Fidelity Total Bond ETF 1.9%
Value ($000) $2,473 Shares 45,588 Est. Cost $53.00 Unrealized
AAPL Apple Computer Inc Com 1.6%
Value ($000) $2,146 Shares 16,171 Est. Cost $97.13 Unrealized +20.5%
IJR iShares S & P Smallcap 600 Index ETF 1.2%
Value ($000) $1,515 Shares 16,489 Est. Cost $80.08 Unrealized
EFA iShares MSCI EAFE Index ETF 1.1%
Value ($000) $1,413 Shares 19,361 Est. Cost $61.43 Unrealized
EEM iShares MSCI Emerging Markets Index ETF 1.0%
Value ($000) $1,305 Shares 25,252 Est. Cost $35.88 Unrealized
IWD iShares Russell 1000 Value Index ETF 0.8%
Value ($000) $985 Shares 7,206 Est. Cost $135.94 Unrealized
JPM J P Morgan Chase & Co Com 0.6%
Value ($000) $844 Shares 6,641 Est. Cost $106.63 Unrealized -8.0%
NIC Nicolet Bankshares Inc Com 0.6%
Value ($000) $815 Shares 12,279 Est. Cost $68.25 Unrealized -7.6%
WEC WEC Energy Group Inc Com 0.6%
Value ($000) $749 Shares 8,134 Est. Cost $74.85 Unrealized +9.7%
IWP iShares Russel Mid-Cap Growth ETF 0.6%
Value ($000) $728 Shares 7,089 Est. Cost $127.73 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.5%
Value ($000) $712 Shares 3,357 Est. Cost $153.33 Unrealized
PG Procter & Gamble Co Com 0.4%
Value ($000) $577 Shares 4,150 Est. Cost $107.41 Unrealized +14.7%
IWF iShares Russell 1000 Growth ETF 0.4%
Value ($000) $507 Shares 2,102 Est. Cost $180.31 Unrealized
RRX Regal Beloit Corp Com 0.4%
Value ($000) $500 Shares 4,070 Est. Cost $90.68 Unrealized +21.8%
ABT Abbott Laboratories Com 0.4%
Value ($000) $490 Shares 4,472 Est. Cost $75.30 Unrealized +31.8%
JNJ Johnson & Johnson Com 0.3%
Value ($000) $450 Shares 2,862 Est. Cost $117.08 Unrealized +8.9%
PEP Pepsico Inc Com 0.3%
Value ($000) $408 Shares 2,753 Est. Cost $112.78 Unrealized +7.5%
PM Philip Morris International Inc 0.3%
Value ($000) $364 Shares 4,401 Est. Cost $59.85 Unrealized +0.8%
VYM Vanguard High Dividend Yield Indx ETF 0.3%
Value ($000) $363 Shares 3,969 Est. Cost $91.65 Unrealized
BMY Bristol-Myers Squibb Co Com 0.3%
Value ($000) $360 Shares 5,809 Est. Cost $46.41 Unrealized +7.8%
Aptiv PLC 0.3%
Value ($000) $356 Shares 2,733 Est. Cost $85.60 Unrealized
IVW MFC iShares S&P 500 Growth Index Fd ETF 0.3%
Value ($000) $351 Shares 5,500 Est. Cost $96.24 Unrealized
T AT&T Inc Com 0.3%
Value ($000) $343 Shares 11,917 Est. Cost $18.46 Unrealized -16.7%
EXC Exelon Corp Com 0.2%
Value ($000) $326 Shares 7,728 Est. Cost $25.35 Unrealized -2.9%
GM General Motors Co Com 0.2%
Value ($000) $322 Shares 7,734 Est. Cost $31.55 Unrealized +18.9%
MSFT Microsoft Corp Com 0.2%
Value ($000) $318 Shares 1,428 Est. Cost $158.80 Unrealized +29.7%
UNH Unitedhealth Group Com 0.2%
Value ($000) $314 Shares 895 Est. Cost $255.72 Unrealized +20.5%
WFC Wells Fargo & Co New Com 0.2%
Value ($000) $309 Shares 10,248 Est. Cost $44.70 Unrealized -48.5%
DUK Duke Energy Corp Com New 0.2%
Value ($000) $306 Shares 3,339 Est. Cost $71.97 Unrealized +5.2%
MMM 3M Co Com 0.2%
Value ($000) $301 Shares 1,720 Est. Cost $111.76 Unrealized +5.2%
ABBV AbbVie Inc 0.2%
Value ($000) $298 Shares 2,785 Est. Cost $64.63 Unrealized +22.1%
ETN Eaton Corp Plc 0.2%
Value ($000) $294 Shares 2,448 Est. Cost $79.99 Unrealized +29.9%
XOM Exxon Mobil Corp Com 0.2%
Value ($000) $294 Shares 7,126 Est. Cost $52.07 Unrealized -41.7%
AXS Axis Capital Holdings Ltd 0.2%
Value ($000) $287 Shares 5,692 Est. Cost $46.39 Unrealized -9.0%
USB US Bancorp Com 0.2%
Value ($000) $281 Shares 6,030 Est. Cost $40.14 Unrealized -15.7%
UNP Union Pacific Corp Com 0.2%
Value ($000) $279 Shares 1,341 Est. Cost $155.78 Unrealized +14.3%
IP Intl Paper Co Com 0.2%
Value ($000) $278 Shares 5,587 Est. Cost $29.60 Unrealized +21.1%
C Citigroup Inc Com New 0.2%
Value ($000) $278 Shares 4,516 Est. Cost $53.46 Unrealized -20.7%
OZK Bank OZK Com 0.2%
Value ($000) $271 Shares 8,682 Est. Cost $20.39 Unrealized +10.4%
SAIC Science Applications International Corp 0.2%
Value ($000) $269 Shares 2,847 Est. Cost $84.16 Unrealized +4.5%
IWN iShares Russel 2000 Value ETF 0.2%
Value ($000) $266 Shares 2,021 Est. Cost $128.57 Unrealized
PNC PNC Financial Services Group Com 0.2%
Value ($000) $260 Shares 1,748 Est. Cost $116.70 Unrealized -8.8%
HIG Hartford Financial Svcs Grp Inc Com 0.2%
Value ($000) $255 Shares 5,215 Est. Cost $42.63 Unrealized -9.2%
BHP BHP Group Limited 0.2%
Value ($000) $255 Shares 3,910 Est. Cost $57.34 Unrealized
BALL Ball Corporation 0.2%
Value ($000) $255 Shares 2,738 Est. Cost $63.98 Unrealized +35.6%
ACGL Arch Capital Group Ltd 0.2%
Value ($000) $250 Shares 6,922 Est. Cost $36.33 Unrealized -14.1%
VXUS Vanguard Total Intl Stock Idx ETF 0.2%
Value ($000) $250 Shares 4,151 Est. Cost $55.70 Unrealized
PFGC Performance Food Group Co Com 0.2%
Value ($000) $248 Shares 5,219 Est. Cost $28.14 Unrealized +49.8%
AVTR Avantor Inc 0.2%
Value ($000) $246 Shares 8,731 Est. Cost $18.31 Unrealized +40.7%
UHS Universal Health Svcs Inc 0.2%
Value ($000) $242 Shares 1,763 Est. Cost $104.70 Unrealized +15.8%
CASY Casey's General Stores Inc 0.2%
Value ($000) $238 Shares 1,333 Est. Cost $159.73 Unrealized +10.0%
ARE Alexandria Real Estate Equities Inc 0.2%
Value ($000) $236 Shares 1,325 Est. Cost $124.15 Unrealized +7.7%
SU Suncor Energy Inc 0.2%
Value ($000) $235 Shares 13,975 Est. Cost $20.47 Unrealized -41.3%
PRF Invesco FTSE RAFI US 1000 Portfolio ETF 0.2%
Value ($000) $227 Shares 1,701 Est. Cost $124.76 Unrealized
HAS Hasbro Inc 0.2%
Value ($000) $225 Shares 2,410 Est. Cost $73.01 Unrealized -0.6%
NTAP NetApp Inc 0.2%
Value ($000) $224 Shares 3,384 Est. Cost $40.16 Unrealized +15.9%
NUE Nucor Corp 0.2%
Value ($000) $223 Shares 4,187 Est. Cost $41.62 Unrealized +13.9%
IWS iShares Russell Midcap Value ETF 0.2%
Value ($000) $220 Shares 2,269 Est. Cost $91.26 Unrealized
CDW CDW Corporation DE 0.2%
Value ($000) $218 Shares 1,652 Est. Cost $120.61 Unrealized +2.1%
Masonite International 0.2%
Value ($000) $218 Shares 2,215 Est. Cost $79.26 Unrealized
KEYS Keysight Technologies Inc Com 0.2%
Value ($000) $216 Shares 1,636 Est. Cost $100.89 Unrealized +14.1%
Lam Research Corp 0.2%
Value ($000) $214 Shares 454 Est. Cost $286.79 Unrealized
VRT Vertiv Holdings 0.2%
Value ($000) $208 Shares 11,157 Est. Cost $13.41 Unrealized +36.5%
BRK/B Berkshire Hathaway Inc Class B 0.2%
Value ($000) $206 Shares 889 Est. Cost $197.74 Unrealized +11.4%
FRCB First Republic Bank San Francisco 0.2%
Value ($000) $205 Shares 1,392 Est. Cost $105.51 Unrealized +21.7%
ES Eversource Energy Com 0.2%
Value ($000) $202 Shares 2,336 Est. Cost $67.01 Unrealized +9.1%
CSCO Cisco Sys Inc 0.2%
Value ($000) $202 Shares 4,518 Est. Cost $37.19 Unrealized -5.2%
WAL Western Alliance Bancorporation 0.2%
Value ($000) $202 Shares 3,372 Est. Cost $37.88 Unrealized +15.3%
ROST Ross Stores Inc 0.2%
Value ($000) $199 Shares 1,622 Est. Cost $99.25 Unrealized -0.1%
ON ON Semiconductor Corporation 0.1%
Value ($000) $193 Shares 5,899 Est. Cost $27.90 Unrealized 0.0%
KIM Kimco Realty Corp Reit COMMON 0.1%
Value ($000) $193 Shares 12,828 Est. Cost $10.60 Unrealized 0.0%
PPG PPG Inds Inc Com 0.1%
Value ($000) $192 Shares 1,333 Est. Cost $94.95 Unrealized +32.7%
PHM PulteGroup Inc 0.1%
Value ($000) $192 Shares 4,453 Est. Cost $31.20 Unrealized +34.9%
CVNA Carvana Co 0.1%
Value ($000) $191 Shares 797 Est. Cost $84.38 Unrealized +170.9%
XRX Xerox Holdings Corporation 0.1%
Value ($000) $190 Shares 8,212 Est. Cost $18.43 Unrealized +14.8%
VZ Verizon Communications Com 0.1%
Value ($000) $187 Shares 3,175 Est. Cost $42.79 Unrealized +2.8%
NSC Norfolk Southern Corp 0.1%
Value ($000) $184 Shares 775 Est. Cost $165.56 Unrealized +23.7%
EXPE Expedia Group Inc 0.1%
Value ($000) $183 Shares 1,379 Est. Cost $89.22 Unrealized +25.3%
Splunk Inc 0.1%
Value ($000) $182 Shares 1,069 Est. Cost $149.92 Unrealized
IBM IBM Corp Com 0.1%
Value ($000) $182 Shares 1,443 Est. Cost $99.60 Unrealized -6.2%
Pioneer Natural Resources Co 0.1%
Value ($000) $179 Shares 1,574 Est. Cost $126.78 Unrealized
ADSK Autodesk Inc 0.1%
Value ($000) $179 Shares 587 Est. Cost $164.55 Unrealized +60.2%
Black Knight Inc 0.1%
Value ($000) $179 Shares 2,023 Est. Cost $72.34 Unrealized
SPXE ProShares S&P 500 ex-Energy ETF 0.1%
Value ($000) $172 Shares 2,109 Est. Cost $72.69 Unrealized
ASH Ashland Inc New 0.1%
Value ($000) $168 Shares 2,116 Est. Cost $68.89 Unrealized 0.0%
STWD Starwood Property Trust Inc 0.1%
Value ($000) $168 Shares 8,716 Est. Cost $21.51 Unrealized
Mackinac Finl Corp Com 0.1%
Value ($000) $167 Shares 13,071 Est. Cost $17.46 Unrealized
FITB Fifth Third Bancorp Com 0.1%
Value ($000) $167 Shares 6,068 Est. Cost $20.77 Unrealized 0.0%
CVX Chevrontexaco Corp Com 0.1%
Value ($000) $164 Shares 1,942 Est. Cost $83.48 Unrealized -22.1%
SEDG SolarEdge Technologies Inc 0.1%
Value ($000) $162 Shares 507 Est. Cost $122.28 Unrealized +126.0%
XEL Xcel Energy Inc Com 0.1%
Value ($000) $159 Shares 2,388 Est. Cost $51.71 Unrealized +14.3%
CL Colgate Palmolive Co Com 0.1%
Value ($000) $157 Shares 1,832 Est. Cost $59.11 Unrealized +24.2%
LHX L3 Harris Technologies Inc 0.1%
Value ($000) $156 Shares 826 Est. Cost $182.00 Unrealized -9.4%
SCI Service Corp Intl 0.1%
Value ($000) $155 Shares 3,154 Est. Cost $45.19 Unrealized +5.0%
TDY Teledyne Technologies Inc 0.1%
Value ($000) $153 Shares 391 Est. Cost $336.16 Unrealized +6.7%
AMAT Applied Materials Inc Com 0.1%
Value ($000) $153 Shares 1,771 Est. Cost $70.69 Unrealized 0.0%
AEE Ameren Corp Com 0.1%
Value ($000) $152 Shares 1,941 Est. Cost $64.03 Unrealized +7.5%
COLD Americold Realty Trust 0.1%
Value ($000) $149 Shares 4,001 Est. Cost $35.00 Unrealized
VYX NCR Corp Com 0.1%
Value ($000) $148 Shares 3,948 Est. Cost $16.79 Unrealized -1.3%
TECH Bio-techne Corp 0.1%
Value ($000) $144 Shares 454 Est. Cost $57.05 Unrealized +24.3%
PGR Progressive Corp 0.1%
Value ($000) $142 Shares 1,435 Est. Cost $60.06 Unrealized +34.2%
BIO Bio-Rad Laboratories Inc 0.1%
Value ($000) $142 Shares 244 Est. Cost $354.43 Unrealized +60.7%
BSV Vanguard Short Term Bond ETF 0.1%
Value ($000) $141 Shares 1,703 Est. Cost $80.45 Unrealized
Alexion Pharmaceuticals Inc 0.1%
Value ($000) $139 Shares 887 Est. Cost $109.94 Unrealized
LYV Live Nation Entmt Inc 0.1%
Value ($000) $139 Shares 1,894 Est. Cost $66.93 Unrealized -5.7%
Aspen Technology Inc 0.1%
Value ($000) $138 Shares 1,061 Est. Cost $117.53 Unrealized
IJH iShares S&P Midcap 400 Index Fd ETF 0.1%
Value ($000) $135 Shares 587 Est. Cost $210.65 Unrealized
Arista Networks Inc 0.1%
Value ($000) $134 Shares 462 Est. Cost $203.30 Unrealized
AME Ametek Inc 0.1%
Value ($000) $134 Shares 1,112 Est. Cost $91.08 Unrealized +19.6%
ODFL Old Dominion Freight Line Inc 0.1%
Value ($000) $134 Shares 689 Est. Cost $61.73 Unrealized +57.3%
BMRN BioMarin Pharmaceutical Inc 0.1%
Value ($000) $130 Shares 1,488 Est. Cost $78.77 Unrealized +0.7%
CLVT Clarivate Plc Corp 0.1%
Value ($000) $129 Shares 4,351 Est. Cost $27.77 Unrealized +6.4%
Rexnord Corp 0.1%
Value ($000) $128 Shares 3,231 Est. Cost $29.94 Unrealized
Catalent Inc 0.1%
Value ($000) $109 Shares 1,051 Est. Cost $59.12 Unrealized
REYN Reynolds Consumer Products 0.1%
Value ($000) $108 Shares 3,593 Est. Cost $27.33 Unrealized -7.5%
ICLR Icon Public Limited Company 0.1%
Value ($000) $107 Shares 549 Est. Cost $155.32 Unrealized +25.9%
World Wrestling Entertainment Inc 0.1%
Value ($000) $106 Shares 2,205 Est. Cost $57.98 Unrealized
DOX Amdocs Ltd Ord 0.1%
Value ($000) $103 Shares 1,449 Est. Cost $59.74 Unrealized -5.7%
NEE Nextera Energy Inc Com 0.1%
Value ($000) $102 Shares 1,328 Est. Cost $61.77 Unrealized +6.3%
EOG EOG Resources Inc Com 0.1%
Value ($000) $102 Shares 2,045 Est. Cost $34.65 Unrealized -1.6%
WCN Waste Connections Inc 0.1%
Value ($000) $101 Shares 982 Est. Cost $87.26 Unrealized +14.4%
DTE DTE Energy Co Com 0.1%
Value ($000) $97 Shares 803 Est. Cost $82.64 Unrealized +7.4%
CARR Carrier Global Corporation 0.1%
Value ($000) $95 Shares 2,523 Est. Cost $17.13 Unrealized +97.4%
MGEE MGE Energy Inc 0.1%
Value ($000) $89 Shares 1,272 Est. Cost $67.55 Unrealized -8.6%
OTIS Otis Worldwide Corporation 0.1%
Value ($000) $85 Shares 1,261 Est. Cost $47.48 Unrealized +26.5%
ALK Alaska Air Group Inc 0.1%
Value ($000) $84 Shares 1,606 Est. Cost $44.98 Unrealized 0.0%
ITW Illinois Tool Works Inc Com 0.1%
Value ($000) $82 Shares 400 Est. Cost $146.29 Unrealized +23.7%
CHWY Chewy Inc 0.1%
Value ($000) $80 Shares 893 Est. Cost $54.77 Unrealized +33.2%
Kellogg Co Com 0.1%
Value ($000) $79 Shares 1,274 Est. Cost $48.55 Unrealized +3.0%
IJK iShares Tr S&P Midcap 400 Growth Index Fd ETF 0.1%
Value ($000) $77 Shares 1,060 Est. Cost $114.34 Unrealized
NTRS Northern Trust Corp Com 0.1%
Value ($000) $70 Shares 750 Est. Cost $84.53 Unrealized -10.9%
GOOGL Alphabet Inc Class A 0.1%
Value ($000) $67 Shares 38 Est. Cost $70.12 Unrealized +19.1%
AIG American Intl Group Inc Com 0.1%
Value ($000) $66 Shares 1,742 Est. Cost $39.30 Unrealized -20.5%
PFE Pfizer Inc Com 0.0%
Value ($000) $64 Shares 1,727 Est. Cost $26.71 Unrealized +7.2%
CAT Caterpillar Inc Com 0.0%
Value ($000) $64 Shares 350 Est. Cost $123.01 Unrealized +25.2%
CCL Carnival Corp Com 0.0%
Value ($000) $64 Shares 2,956 Est. Cost $18.66 Unrealized -4.7%
VIG Vanguard Dividend Appreciation ETF 0.0%
Value ($000) $60 Shares 425 Est. Cost $118.49 Unrealized
Horizon Therapeutics PLC 0.0%
Value ($000) $59 Shares 803 Est. Cost $73.47 Unrealized
BP BP Plc ADR 0.0%
Value ($000) $58 Shares 2,849 Est. Cost $37.87 Unrealized
KMB Kimberly-Clark Com 0.0%
Value ($000) $54 Shares 400 Est. Cost $108.78 Unrealized +6.6%
DOCU Docusign Inc Corp 0.0%
Value ($000) $54 Shares 241 Est. Cost $207.56 Unrealized +8.2%
GOOG Alphabet Inc Class C 0.0%
Value ($000) $53 Shares 30 Est. Cost $71.83 Unrealized +16.6%
INTC Intel Corp Com 0.0%
Value ($000) $53 Shares 1,057 Est. Cost $50.93 Unrealized -13.6%
MDLZ Mondelez International Inc 0.0%
Value ($000) $52 Shares 882 Est. Cost $48.56 Unrealized +3.2%
JPST JPMorgan Ultra-Short Income ETF 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $50.85 Unrealized
ARD US 0.0%
Value ($000) $50 Shares 2,886 Est. Cost $18.39 Unrealized
MO Altria Group Inc Com 0.0%
Value ($000) $49 Shares 1,200 Est. Cost $27.18 Unrealized -1.8%
AGG iShares Core US Aggregate Bond ETF 0.0%
Value ($000) $49 Shares 411 Est. Cost $114.97 Unrealized
VHT Vanguard Health Care ETF 0.0%
Value ($000) $43 Shares 192 Est. Cost $192.71 Unrealized
General Electric Co Com 0.0%
Value ($000) $42 Shares 3,912 Est. Cost $11.22 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $39 Shares 2,500 Est. Cost $13.86 Unrealized 0.0%
WTFC Wintrust Financial Corporation 0.0%
Value ($000) $39 Shares 645 Est. Cost $66.64 Unrealized -19.3%
TFI SPDR Nuveen Barclays Municipal Bond ETF 0.0%
Value ($000) $37 Shares 700 Est. Cost $52.86 Unrealized
PAYC Paycom Software Inc 0.0%
Value ($000) $35 Shares 77 Est. Cost $231.95 Unrealized +68.4%
APH Amphenol Corp 0.0%
Value ($000) $35 Shares 271 Est. Cost $24.08 Unrealized +21.7%
XLK SPDR Technology ETF 0.0%
Value ($000) $34 Shares 264 Est. Cost $110.45 Unrealized
FISV Fiserv Inc Com 0.0%
Value ($000) $33 Shares 292 Est. Cost $110.41 Unrealized -2.4%
ADBE Adobe Inc Com 0.0%
Value ($000) $33 Shares 65 Est. Cost $294.23 Unrealized +64.2%
IJJ iShares Tr S&P 400 Midcap Value Index Fd ETF 0.0%
Value ($000) $33 Shares 378 Est. Cost $129.16 Unrealized
DHR Danaher Corp Com 0.0%
Value ($000) $32 Shares 143 Est. Cost $122.98 Unrealized +59.4%
XLI SPDR Industrial ETF 0.0%
Value ($000) $31 Shares 349 Est. Cost $84.09 Unrealized
TYL Tyler Technologies Inc 0.0%
Value ($000) $31 Shares 70 Est. Cost $280.19 Unrealized +47.2%
CSGP CoStar Group Inc 0.0%
Value ($000) $31 Shares 33 Est. Cost $58.38 Unrealized +50.2%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $29 Shares 62 Est. Cost $298.40 Unrealized +55.0%
V Visa Inc Cl A 0.0%
Value ($000) $28 Shares 126 Est. Cost $173.29 Unrealized +13.8%
INTU Intuit Inc Com 0.0%
Value ($000) $28 Shares 73 Est. Cost $251.45 Unrealized +35.3%
TREX Trex Company Inc 0.0%
Value ($000) $27 Shares 320 Est. Cost $56.61 Unrealized +35.2%
XLY SPDR Consumer Discretionary ETF 0.0%
Value ($000) $27 Shares 171 Est. Cost $142.81 Unrealized
KNX Knight-Swift Transportation Holdings Inc 0.0%
Value ($000) $26 Shares 612 Est. Cost $34.46 Unrealized +11.8%
LOW Lowes Cos Inc Com 0.0%
Value ($000) $26 Shares 160 Est. Cost $106.87 Unrealized +38.5%
Activision Blizzard Inc 0.0%
Value ($000) $26 Shares 276 Est. Cost $57.77 Unrealized
XLF SPDR Financial ETF 0.0%
Value ($000) $24 Shares 801 Est. Cost $31.21 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $24 Shares 174 Est. Cost $42.98 Unrealized +30.8%
TJX TJX Companies Inc 0.0%
Value ($000) $23 Shares 332 Est. Cost $54.60 Unrealized +3.4%
COST Costco Wholesale Corp 0.0%
Value ($000) $23 Shares 60 Est. Cost $271.52 Unrealized +27.9%
CRM Salesforce Com Inc 0.0%
Value ($000) $22 Shares 97 Est. Cost $154.88 Unrealized +55.1%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $22 Shares 242 Est. Cost $73.65 Unrealized +12.6%
Inphi Corporation 0.0%
Value ($000) $21 Shares 133 Est. Cost $117.25 Unrealized
XYL Xylem Inc 0.0%
Value ($000) $20 Shares 200 Est. Cost $72.41 Unrealized +22.4%
BFAM Bright Horizons Family Solutions Inc Del 0.0%
Value ($000) $20 Shares 113 Est. Cost $150.05 Unrealized +9.1%
RJF Raymond James Financial Com 0.0%
Value ($000) $19 Shares 197 Est. Cost $52.49 Unrealized +1.2%
XLV SPDR Health Care ETF 0.0%
Value ($000) $19 Shares 170 Est. Cost $111.76 Unrealized
ECL Ecolab Inc Com 0.0%
Value ($000) $19 Shares 89 Est. Cost $177.67 Unrealized +11.1%
IEX Idex Corp 0.0%
Value ($000) $18 Shares 91 Est. Cost $150.29 Unrealized +18.9%
Aerojet Rocketdyne Holdings I 0.0%
Value ($000) $18 Shares 341 Est. Cost $46.92 Unrealized
ABIOMED Inc 0.0%
Value ($000) $18 Shares 55 Est. Cost $163.64 Unrealized
ORCL Oracle Corp Com 0.0%
Value ($000) $17 Shares 270 Est. Cost $50.44 Unrealized +10.1%
LLY Lilly Eli & Co Com 0.0%
Value ($000) $17 Shares 100 Est. Cost $107.55 Unrealized +31.4%
DIS Walt Disney Co Com 0.0%
Value ($000) $15 Shares 83 Est. Cost $127.70 Unrealized +9.8%
VFC V F Corp Com 0.0%
Value ($000) $15 Shares 174 Est. Cost $89.63 Unrealized -10.8%
TSM Taiwan Semiconductor Manufacturing Co Ltd 0.0%
Value ($000) $14 Shares 124 Est. Cost $112.90 Unrealized
ULTA Ulta Beauty Inc 0.0%
Value ($000) $14 Shares 49 Est. Cost $243.75 Unrealized +3.8%
KHC Kraft Heinz Co Com 0.0%
Value ($000) $14 Shares 405 Est. Cost $25.88 Unrealized -1.3%
MAN Manpower Group Inc 0.0%
Value ($000) $13 Shares 145 Est. Cost $84.32 Unrealized -2.5%
CHD Church & Dwight Co Inc 0.0%
Value ($000) $13 Shares 144 Est. Cost $70.71 Unrealized +17.9%
CMCSA Comcast Corp New Cl A 0.0%
Value ($000) $13 Shares 240 Est. Cost $37.86 Unrealized +10.0%
LOPE Grand Canyon Education Inc 0.0%
Value ($000) $12 Shares 134 Est. Cost $91.97 Unrealized -7.2%
PRU Prudential Finl Inc Com 0.0%
Value ($000) $11 Shares 144 Est. Cost $67.37 Unrealized -16.4%
CVS CVS Health Corp Com 0.0%
Value ($000) $10 Shares 150 Est. Cost $57.78 Unrealized -4.4%
DEM WisdomTree Emerging Markets High Dividend ETF 0.0%
Value ($000) $10 Shares 232 Est. Cost $43.10 Unrealized
EIX Edison Intl Com 0.0%
Value ($000) $9 Shares 140 Est. Cost $53.74 Unrealized -11.0%
SO The Southern Company Com 0.0%
Value ($000) $9 Shares 140 Est. Cost $43.54 Unrealized +13.7%
ITT ITT Inc Com 0.0%
Value ($000) $8 Shares 100 Est. Cost $66.45 Unrealized +5.2%
ORLY O Reilly Automotive Inc New Com 0.0%
Value ($000) $8 Shares 17 Est. Cost $28.61 Unrealized +5.5%
SPG Simon Property Group Inc Com 0.0%
Value ($000) $8 Shares 91 Est. Cost $57.65 Unrealized 0.0%
DOW DOW Inc 0.0%
Value ($000) $7 Shares 122 Est. Cost $36.70 Unrealized +6.3%
TRMB Trimbel Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $39.78 Unrealized +44.3%
SBUX Starbucks Corp Com 0.0%
Value ($000) $7 Shares 67 Est. Cost $85.15 Unrealized 0.0%
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $6 Shares 30 Est. Cost $166.67 Unrealized
ED Consolidated Edison Inc Com 0.0%
Value ($000) $6 Shares 80 Est. Cost $71.77 Unrealized -10.0%
SJM Smucker J M Co Com 0.0%
Value ($000) $6 Shares 49 Est. Cost $86.62 Unrealized +13.3%
BAC Bank of America Corp Com 0.0%
Value ($000) $5 Shares 169 Est. Cost $27.79 Unrealized -14.9%
ZBH Zimmer Biomet Holdings Com 0.0%
Value ($000) $4 Shares 27 Est. Cost $131.26 Unrealized +3.1%
Walgreens Boots Alliance Inc Com 0.0%
Value ($000) $4 Shares 100 Est. Cost $60.00 Unrealized
WestRock Company 0.0%
Value ($000) $4 Shares 101 Est. Cost $39.60 Unrealized
Spirit AeroSystems Holdings Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $20.00 Unrealized
ASB Associated Banc Corp Com 0.0%
Value ($000) $2 Shares 121 Est. Cost $10.68 Unrealized +16.2%
NGVT Ingevity Corporation 0.0%
Value ($000) $1 Shares 14 Est. Cost $56.43 Unrealized +15.4%
VOD Vodafone Group Plc New 0.0%
Value ($000) $1 Shares 64 Est. Cost $15.63 Unrealized