STEPH & CO Diversified Active

CIK: 0000941519 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 16, 2021

Total Value ($000): $144,113 (100.0% shares, 0.0% debt)

Holdings (233)

VOO Vanguard S&P 500 Index ETF 18.5%
Value ($000) $26,652 Shares 73,159 Est. Cost $305.54 Unrealized
IWR iShares Russell Midcap Index ETF 7.5%
Value ($000) $10,859 Shares 146,884 Est. Cost $60.91 Unrealized
VTI Vanguard Total Stock Market ETF 7.1%
Value ($000) $10,300 Shares 49,835 Est. Cost $136.08 Unrealized
MUNI Pimco Intermediate Municipal Bond ETF 4.9%
Value ($000) $7,007 Shares 124,686 Est. Cost $55.62 Unrealized
VTEB Vanguard Tax-Exempt Bond Index ETF 4.8%
Value ($000) $6,961 Shares 127,404 Est. Cost $53.89 Unrealized
VB Vanguard Small-Cap ETF 3.8%
Value ($000) $5,537 Shares 25,864 Est. Cost $130.97 Unrealized
VO Vanguard Mid Cap ETF 3.5%
Value ($000) $5,041 Shares 22,776 Est. Cost $155.05 Unrealized
IWM iShares Russell 2000 Index ETF 3.3%
Value ($000) $4,797 Shares 21,713 Est. Cost $171.12 Unrealized
VWO Vanguard Emerging Markets Index ETF 2.8%
Value ($000) $4,026 Shares 77,342 Est. Cost $45.88 Unrealized
IVV iShares S&P 500 Index ETF 2.8%
Value ($000) $4,017 Shares 10,098 Est. Cost $324.11 Unrealized
MDY SPDR S&P Mid Cap 400 Index ETF 2.7%
Value ($000) $3,867 Shares 8,123 Est. Cost $366.59 Unrealized
SPY SPDR S&P 500 ETF 2.5%
Value ($000) $3,626 Shares 9,149 Est. Cost $321.84 Unrealized
VEA Vanguard FTSE Developed Markets Index ETF 2.2%
Value ($000) $3,137 Shares 63,881 Est. Cost $44.24 Unrealized
BOND PIMCO Total Return Active ETF 1.9%
Value ($000) $2,751 Shares 25,133 Est. Cost $109.98 Unrealized
FBND Fidelity Total Bond ETF 1.9%
Value ($000) $2,688 Shares 51,279 Est. Cost $52.94 Unrealized
AAPL Apple Computer Inc Com 1.4%
Value ($000) $1,975 Shares 16,171 Est. Cost $97.13 Unrealized +28.8%
IJR iShares S & P Smallcap 600 Index ETF 1.2%
Value ($000) $1,798 Shares 16,565 Est. Cost $80.08 Unrealized
EFA iShares MSCI EAFE Index ETF 1.0%
Value ($000) $1,501 Shares 19,789 Est. Cost $61.75 Unrealized
EEM iShares MSCI Emerging Markets Index ETF 1.0%
Value ($000) $1,414 Shares 26,516 Est. Cost $36.71 Unrealized
IWD iShares Russell 1000 Value Index ETF 0.8%
Value ($000) $1,147 Shares 7,570 Est. Cost $136.69 Unrealized
JPM J P Morgan Chase & Co Com 0.7%
Value ($000) $1,012 Shares 6,647 Est. Cost $106.63 Unrealized +19.3%
NIC Nicolet Bankshares Inc Com 0.7%
Value ($000) $1,000 Shares 11,979 Est. Cost $68.25 Unrealized +8.0%
WEC WEC Energy Group Inc Com 0.5%
Value ($000) $761 Shares 8,134 Est. Cost $74.85 Unrealized -1.0%
VOT Vanguard Mid-Cap Growth ETF 0.5%
Value ($000) $680 Shares 3,169 Est. Cost $153.33 Unrealized
CSCO Cisco Sys Inc 0.4%
Value ($000) $647 Shares 12,518 Est. Cost $39.38 Unrealized +3.1%
IWP iShares Russel Mid-Cap Growth ETF 0.4%
Value ($000) $581 Shares 5,696 Est. Cost $127.73 Unrealized
RRX Regal Beloit Corp Com 0.4%
Value ($000) $566 Shares 3,968 Est. Cost $90.68 Unrealized +51.5%
PG Procter & Gamble Co Com 0.4%
Value ($000) $559 Shares 4,127 Est. Cost $107.41 Unrealized +7.7%
ABT Abbott Laboratories Com 0.4%
Value ($000) $536 Shares 4,472 Est. Cost $75.30 Unrealized +44.3%
IWF iShares Russell 1000 Growth ETF 0.4%
Value ($000) $506 Shares 2,084 Est. Cost $180.31 Unrealized
JNJ Johnson & Johnson Com 0.3%
Value ($000) $470 Shares 2,862 Est. Cost $117.08 Unrealized +20.3%
VYM Vanguard High Dividend Yield Indx ETF 0.3%
Value ($000) $459 Shares 4,544 Est. Cost $92.83 Unrealized
WFC Wells Fargo & Co New Com 0.3%
Value ($000) $400 Shares 10,248 Est. Cost $44.70 Unrealized -29.3%
XOM Exxon Mobil Corp Com 0.3%
Value ($000) $398 Shares 7,126 Est. Cost $52.07 Unrealized -16.8%
PM Philip Morris International Inc 0.3%
Value ($000) $390 Shares 4,390 Est. Cost $59.85 Unrealized +11.6%
PEP Pepsico Inc Com 0.3%
Value ($000) $389 Shares 2,753 Est. Cost $112.78 Unrealized +4.6%
Aptiv PLC 0.3%
Value ($000) $377 Shares 2,733 Est. Cost $85.60 Unrealized
USB US Bancorp Com 0.3%
Value ($000) $367 Shares 6,627 Est. Cost $40.16 Unrealized +0.4%
BMY Bristol-Myers Squibb Co Com 0.3%
Value ($000) $363 Shares 5,745 Est. Cost $46.41 Unrealized +10.0%
EXC Exelon Corp Com 0.2%
Value ($000) $355 Shares 8,113 Est. Cost $25.35 Unrealized -0.4%
C Citigroup Inc Com New 0.2%
Value ($000) $347 Shares 4,765 Est. Cost $53.60 Unrealized +4.8%
HIG Hartford Financial Svcs Grp Inc Com 0.2%
Value ($000) $346 Shares 5,185 Est. Cost $42.63 Unrealized +14.6%
T AT&T Inc Com 0.2%
Value ($000) $338 Shares 11,164 Est. Cost $18.46 Unrealized -12.6%
ETN Eaton Corp Plc 0.2%
Value ($000) $335 Shares 2,423 Est. Cost $79.99 Unrealized +48.7%
MSFT Microsoft Corp Com 0.2%
Value ($000) $333 Shares 1,414 Est. Cost $158.80 Unrealized +40.4%
UNH Unitedhealth Group Com 0.2%
Value ($000) $333 Shares 895 Est. Cost $255.72 Unrealized +25.0%
MMM 3M Co Com 0.2%
Value ($000) $331 Shares 1,720 Est. Cost $111.76 Unrealized +11.9%
GM General Motors Co Com 0.2%
Value ($000) $322 Shares 5,602 Est. Cost $31.55 Unrealized +62.4%
WAL Western Alliance Bancorporation 0.2%
Value ($000) $318 Shares 3,372 Est. Cost $37.88 Unrealized +96.8%
OZK Bank OZK Com 0.2%
Value ($000) $313 Shares 7,661 Est. Cost $20.39 Unrealized +62.3%
DUK Duke Energy Corp Com New 0.2%
Value ($000) $304 Shares 3,147 Est. Cost $71.97 Unrealized +4.8%
IP Intl Paper Co Com 0.2%
Value ($000) $303 Shares 5,605 Est. Cost $29.60 Unrealized +33.2%
ABBV AbbVie Inc 0.2%
Value ($000) $301 Shares 2,785 Est. Cost $64.63 Unrealized +37.6%
PFGC Performance Food Group Co Com 0.2%
Value ($000) $301 Shares 5,219 Est. Cost $28.14 Unrealized +87.6%
VZ Verizon Communications Com 0.2%
Value ($000) $300 Shares 5,161 Est. Cost $42.58 Unrealized -0.8%
IWN iShares Russel 2000 Value ETF 0.2%
Value ($000) $298 Shares 1,866 Est. Cost $128.57 Unrealized
UNP Union Pacific Corp Com 0.2%
Value ($000) $296 Shares 1,341 Est. Cost $155.78 Unrealized +20.7%
ACGL Arch Capital Group Ltd 0.2%
Value ($000) $295 Shares 7,694 Est. Cost $36.08 Unrealized -6.2%
PNC PNC Financial Services Group Com 0.2%
Value ($000) $293 Shares 1,669 Est. Cost $116.70 Unrealized +18.7%
TT Trane Technologies Plc Corp 0.2%
Value ($000) $290 Shares 1,751 Est. Cost $145.48 Unrealized 0.0%
CASY Casey's General Stores Inc 0.2%
Value ($000) $288 Shares 1,333 Est. Cost $159.73 Unrealized +21.5%
SU Suncor Energy Inc 0.2%
Value ($000) $287 Shares 13,736 Est. Cost $20.47 Unrealized -20.9%
AXS Axis Capital Holdings Ltd 0.2%
Value ($000) $282 Shares 5,692 Est. Cost $46.39 Unrealized -5.1%
Pioneer Natural Resources Co 0.2%
Value ($000) $279 Shares 1,757 Est. Cost $130.11 Unrealized
Masonite International 0.2%
Value ($000) $276 Shares 2,399 Est. Cost $82.00 Unrealized
BHP BHP Group Limited 0.2%
Value ($000) $276 Shares 3,982 Est. Cost $57.56 Unrealized
CDW CDW Corporation DE 0.2%
Value ($000) $274 Shares 1,652 Est. Cost $120.61 Unrealized +16.7%
EOG EOG Resources Inc Com 0.2%
Value ($000) $271 Shares 3,740 Est. Cost $41.79 Unrealized +20.6%
VXUS Vanguard Total Intl Stock Idx ETF 0.2%
Value ($000) $260 Shares 4,151 Est. Cost $55.70 Unrealized
CVX Chevrontexaco Corp Com 0.2%
Value ($000) $259 Shares 2,474 Est. Cost $82.64 Unrealized -3.7%
ON ON Semiconductor Corporation 0.2%
Value ($000) $257 Shares 6,178 Est. Cost $28.37 Unrealized +35.3%
NTAP NetApp Inc 0.2%
Value ($000) $257 Shares 3,534 Est. Cost $40.99 Unrealized +45.7%
KIM Kimco Realty Corp Reit COMMON 0.2%
Value ($000) $255 Shares 13,619 Est. Cost $10.81 Unrealized +32.1%
PRF Invesco FTSE RAFI US 1000 Portfolio ETF 0.2%
Value ($000) $253 Shares 1,670 Est. Cost $124.76 Unrealized
AVTR Avantor Inc 0.2%
Value ($000) $253 Shares 8,731 Est. Cost $18.31 Unrealized +57.6%
APG API Group Corp 0.2%
Value ($000) $249 Shares 12,040 Est. Cost $12.56 Unrealized 0.0%
VRT Vertiv Holdings 0.2%
Value ($000) $248 Shares 12,387 Est. Cost $14.08 Unrealized +42.8%
NUE Nucor Corp 0.2%
Value ($000) $244 Shares 3,039 Est. Cost $41.62 Unrealized +34.7%
IVW MFC iShares S&P 500 Growth Index Fd ETF 0.2%
Value ($000) $239 Shares 3,672 Est. Cost $96.24 Unrealized
EXPE Expedia Group Inc 0.2%
Value ($000) $237 Shares 1,379 Est. Cost $89.22 Unrealized +71.1%
IWS iShares Russell Midcap Value ETF 0.2%
Value ($000) $236 Shares 2,163 Est. Cost $91.26 Unrealized
KEYS Keysight Technologies Inc Com 0.2%
Value ($000) $235 Shares 1,636 Est. Cost $100.89 Unrealized +40.6%
Rexnord Corp 0.2%
Value ($000) $234 Shares 4,977 Est. Cost $35.93 Unrealized
UHS Universal Health Svcs Inc 0.2%
Value ($000) $233 Shares 1,749 Est. Cost $104.70 Unrealized +23.4%
BALL Ball Corporation 0.2%
Value ($000) $232 Shares 2,738 Est. Cost $63.98 Unrealized +28.6%
PHM PulteGroup Inc 0.2%
Value ($000) $232 Shares 4,433 Est. Cost $31.20 Unrealized +42.6%
HAS Hasbro Inc 0.2%
Value ($000) $232 Shares 2,410 Est. Cost $73.01 Unrealized +7.0%
FRCB First Republic Bank San Francisco 0.2%
Value ($000) $232 Shares 1,392 Est. Cost $105.51 Unrealized +51.6%
DOW DOW Inc 0.2%
Value ($000) $228 Shares 3,559 Est. Cost $45.50 Unrealized +0.7%
FITB Fifth Third Bancorp Com 0.2%
Value ($000) $227 Shares 6,068 Est. Cost $20.77 Unrealized +35.7%
BRK/B Berkshire Hathaway Inc Class B 0.2%
Value ($000) $227 Shares 889 Est. Cost $197.74 Unrealized +22.8%
ARE Alexandria Real Estate Equities Inc 0.2%
Value ($000) $218 Shares 1,325 Est. Cost $124.15 Unrealized +9.3%
STWD Starwood Property Trust Inc 0.1%
Value ($000) $208 Shares 8,420 Est. Cost $21.51 Unrealized
NSC Norfolk Southern Corp 0.1%
Value ($000) $208 Shares 775 Est. Cost $165.56 Unrealized +38.2%
Mackinac Finl Corp Com 0.1%
Value ($000) $206 Shares 14,691 Est. Cost $17.08 Unrealized
CVNA Carvana Co 0.1%
Value ($000) $205 Shares 780 Est. Cost $84.38 Unrealized +226.6%
ES Eversource Energy Com 0.1%
Value ($000) $202 Shares 2,336 Est. Cost $67.01 Unrealized +4.9%
XRX Xerox Holdings Corporation 0.1%
Value ($000) $199 Shares 8,212 Est. Cost $18.43 Unrealized +29.7%
ROST Ross Stores Inc 0.1%
Value ($000) $194 Shares 1,622 Est. Cost $99.25 Unrealized +13.0%
IBM IBM Corp Com 0.1%
Value ($000) $192 Shares 1,443 Est. Cost $99.60 Unrealized -1.5%
ASH Ashland Inc New 0.1%
Value ($000) $188 Shares 2,116 Est. Cost $68.89 Unrealized +14.6%
SPXE ProShares S&P 500 ex-Energy ETF 0.1%
Value ($000) $181 Shares 2,109 Est. Cost $72.69 Unrealized
Black Knight Inc 0.1%
Value ($000) $172 Shares 2,323 Est. Cost $72.56 Unrealized
TECH Bio-techne Corp 0.1%
Value ($000) $168 Shares 440 Est. Cost $57.05 Unrealized +56.7%
ODFL Old Dominion Freight Line Inc 0.1%
Value ($000) $166 Shares 689 Est. Cost $61.73 Unrealized +69.8%
CLVT Clarivate Plc Corp 0.1%
Value ($000) $163 Shares 6,179 Est. Cost $27.65 Unrealized -1.1%
ADSK Autodesk Inc 0.1%
Value ($000) $163 Shares 587 Est. Cost $164.55 Unrealized +75.3%
TDY Teledyne Technologies Inc 0.1%
Value ($000) $162 Shares 391 Est. Cost $336.16 Unrealized +14.8%
SCI Service Corp Intl 0.1%
Value ($000) $161 Shares 3,154 Est. Cost $45.19 Unrealized +10.8%
LYV Live Nation Entmt Inc 0.1%
Value ($000) $160 Shares 1,894 Est. Cost $66.93 Unrealized +20.3%
AEE Ameren Corp Com 0.1%
Value ($000) $158 Shares 1,941 Est. Cost $64.03 Unrealized +1.3%
COLD Americold Realty Trust 0.1%
Value ($000) $154 Shares 4,001 Est. Cost $35.00 Unrealized
Aspen Technology Inc 0.1%
Value ($000) $153 Shares 1,061 Est. Cost $117.53 Unrealized
IJH iShares S&P Midcap 400 Index Fd ETF 0.1%
Value ($000) $153 Shares 587 Est. Cost $210.65 Unrealized
VYX NCR Corp Com 0.1%
Value ($000) $150 Shares 3,948 Est. Cost $16.79 Unrealized +31.0%
Splunk Inc 0.1%
Value ($000) $145 Shares 1,069 Est. Cost $149.92 Unrealized
CL Colgate Palmolive Co Com 0.1%
Value ($000) $144 Shares 1,832 Est. Cost $59.11 Unrealized +18.4%
AME Ametek Inc 0.1%
Value ($000) $142 Shares 1,112 Est. Cost $91.08 Unrealized +28.3%
BSV Vanguard Short Term Bond ETF 0.1%
Value ($000) $140 Shares 1,703 Est. Cost $80.45 Unrealized
BIO Bio-Rad Laboratories Inc 0.1%
Value ($000) $139 Shares 244 Est. Cost $354.43 Unrealized +67.1%
PVH PVH Corp 0.1%
Value ($000) $136 Shares 1,285 Est. Cost $98.06 Unrealized 0.0%
Marvell Technology Group Ltd 0.1%
Value ($000) $135 Shares 2,756 Est. Cost $48.98 Unrealized
SEDG SolarEdge Technologies Inc 0.1%
Value ($000) $133 Shares 463 Est. Cost $122.28 Unrealized +146.6%
Arista Networks Inc 0.1%
Value ($000) $130 Shares 431 Est. Cost $203.30 Unrealized
Lam Research Corp 0.1%
Value ($000) $129 Shares 217 Est. Cost $286.79 Unrealized
LEA Lear Corp 0.1%
Value ($000) $123 Shares 677 Est. Cost $150.73 Unrealized 0.0%
CCL Carnival Corp Com 0.1%
Value ($000) $122 Shares 4,605 Est. Cost $20.43 Unrealized +15.5%
XEL Xcel Energy Inc Com 0.1%
Value ($000) $114 Shares 1,713 Est. Cost $51.71 Unrealized +4.5%
Catalent Inc 0.1%
Value ($000) $111 Shares 1,051 Est. Cost $59.12 Unrealized
ICLR Icon Public Limited Company 0.1%
Value ($000) $108 Shares 549 Est. Cost $155.32 Unrealized +27.1%
CARR Carrier Global Corporation 0.1%
Value ($000) $107 Shares 2,523 Est. Cost $17.13 Unrealized +112.7%
REYN Reynolds Consumer Products 0.1%
Value ($000) $107 Shares 3,593 Est. Cost $27.33 Unrealized -9.0%
DTE DTE Energy Co Com 0.1%
Value ($000) $107 Shares 803 Est. Cost $82.64 Unrealized +8.0%
ALK Alaska Air Group Inc 0.1%
Value ($000) $107 Shares 1,541 Est. Cost $44.98 Unrealized +33.6%
WCN Waste Connections Inc 0.1%
Value ($000) $106 Shares 982 Est. Cost $87.26 Unrealized +12.6%
AIG American Intl Group Inc Com 0.1%
Value ($000) $100 Shares 2,167 Est. Cost $39.16 Unrealized -1.4%
NEE Nextera Energy Inc Com 0.1%
Value ($000) $100 Shares 1,328 Est. Cost $61.77 Unrealized +11.4%
Cloudera Inc 0.1%
Value ($000) $95 Shares 7,816 Est. Cost $12.15 Unrealized
MGEE MGE Energy Inc 0.1%
Value ($000) $91 Shares 1,272 Est. Cost $67.55 Unrealized -10.3%
IYK iShares US Consumer Goods ETF 0.1%
Value ($000) $90 Shares 510 Est. Cost $176.47 Unrealized
ITW Illinois Tool Works Inc Com 0.1%
Value ($000) $89 Shares 400 Est. Cost $146.29 Unrealized +26.4%
Horizon Therapeutics PLC 0.1%
Value ($000) $89 Shares 966 Est. Cost $76.62 Unrealized
OTIS Otis Worldwide Corporation 0.1%
Value ($000) $86 Shares 1,261 Est. Cost $47.48 Unrealized +27.9%
IJK iShares Tr S&P Midcap 400 Growth Index Fd ETF 0.1%
Value ($000) $83 Shares 1,060 Est. Cost $114.34 Unrealized
Kellogg Co Com 0.1%
Value ($000) $81 Shares 1,274 Est. Cost $48.55 Unrealized -3.2%
CAT Caterpillar Inc Com 0.1%
Value ($000) $81 Shares 350 Est. Cost $123.01 Unrealized +53.7%
NTRS Northern Trust Corp Com 0.1%
Value ($000) $79 Shares 750 Est. Cost $84.53 Unrealized -0.1%
CHWY Chewy Inc 0.1%
Value ($000) $76 Shares 893 Est. Cost $54.77 Unrealized +77.7%
AMAT Applied Materials Inc Com 0.1%
Value ($000) $76 Shares 572 Est. Cost $70.69 Unrealized +49.5%
GOOGL Alphabet Inc Class A 0.0%
Value ($000) $70 Shares 34 Est. Cost $70.12 Unrealized +39.7%
BP BP Plc ADR 0.0%
Value ($000) $69 Shares 2,849 Est. Cost $37.87 Unrealized
DOCU Docusign Inc Corp 0.0%
Value ($000) $69 Shares 341 Est. Cost $214.70 Unrealized +8.0%
INTC Intel Corp Com 0.0%
Value ($000) $68 Shares 1,057 Est. Cost $50.93 Unrealized +6.2%
VIG Vanguard Dividend Appreciation ETF 0.0%
Value ($000) $63 Shares 425 Est. Cost $118.49 Unrealized
PFE Pfizer Inc Com 0.0%
Value ($000) $63 Shares 1,727 Est. Cost $26.71 Unrealized +5.0%
GOOG Alphabet Inc Class C 0.0%
Value ($000) $62 Shares 30 Est. Cost $71.83 Unrealized +37.1%
MO Altria Group Inc Com 0.0%
Value ($000) $61 Shares 1,200 Est. Cost $27.18 Unrealized +11.9%
AAL American Airlines Group Inc 0.0%
Value ($000) $60 Shares 2,500 Est. Cost $13.86 Unrealized +39.2%
KMB Kimberly-Clark Com 0.0%
Value ($000) $56 Shares 400 Est. Cost $108.78 Unrealized +1.9%
MDLZ Mondelez International Inc 0.0%
Value ($000) $52 Shares 882 Est. Cost $48.56 Unrealized +2.5%
JPST JPMorgan Ultra-Short Income ETF 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $50.85 Unrealized
General Electric Co Com 0.0%
Value ($000) $51 Shares 3,912 Est. Cost $11.22 Unrealized
WTFC Wintrust Financial Corporation 0.0%
Value ($000) $49 Shares 645 Est. Cost $66.64 Unrealized +7.2%
AGG iShares Core US Aggregate Bond ETF 0.0%
Value ($000) $47 Shares 411 Est. Cost $114.97 Unrealized
VHT Vanguard Health Care ETF 0.0%
Value ($000) $44 Shares 192 Est. Cost $192.71 Unrealized
IJJ iShares Tr S&P 400 Midcap Value Index Fd ETF 0.0%
Value ($000) $39 Shares 378 Est. Cost $129.16 Unrealized
TFI SPDR Nuveen Barclays Municipal Bond ETF 0.0%
Value ($000) $37 Shares 712 Est. Cost $52.84 Unrealized
XLK SPDR Technology ETF 0.0%
Value ($000) $35 Shares 264 Est. Cost $110.45 Unrealized
APH Amphenol Corp 0.0%
Value ($000) $34 Shares 522 Est. Cost $27.42 Unrealized +13.2%
XLI SPDR Industrial ETF 0.0%
Value ($000) $34 Shares 349 Est. Cost $84.09 Unrealized
FISV Fiserv Inc Com 0.0%
Value ($000) $34 Shares 282 Est. Cost $110.41 Unrealized +3.9%
DHR Danaher Corp Com 0.0%
Value ($000) $29 Shares 128 Est. Cost $122.98 Unrealized +61.6%
XLY SPDR Consumer Discretionary ETF 0.0%
Value ($000) $29 Shares 171 Est. Cost $142.81 Unrealized
KNX Knight-Swift Transportation Holdings Inc 0.0%
Value ($000) $29 Shares 612 Est. Cost $34.46 Unrealized +20.6%
LOW Lowes Cos Inc Com 0.0%
Value ($000) $28 Shares 148 Est. Cost $106.87 Unrealized +46.9%
TREX Trex Company Inc 0.0%
Value ($000) $28 Shares 302 Est. Cost $56.61 Unrealized +66.1%
PAYC Paycom Software Inc 0.0%
Value ($000) $27 Shares 73 Est. Cost $231.95 Unrealized +66.6%
XLF SPDR Financial ETF 0.0%
Value ($000) $27 Shares 801 Est. Cost $31.21 Unrealized
ADBE Adobe Inc Com 0.0%
Value ($000) $27 Shares 57 Est. Cost $294.23 Unrealized +58.9%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $26 Shares 56 Est. Cost $298.40 Unrealized +57.9%
INTU Intuit Inc Com 0.0%
Value ($000) $26 Shares 68 Est. Cost $251.45 Unrealized +48.6%
TYL Tyler Technologies Inc 0.0%
Value ($000) $26 Shares 62 Est. Cost $280.19 Unrealized +54.2%
MCHP Microchip Technology Inc 0.0%
Value ($000) $25 Shares 161 Est. Cost $42.98 Unrealized +57.1%
V Visa Inc Cl A 0.0%
Value ($000) $25 Shares 117 Est. Cost $173.29 Unrealized +17.2%
CSGP CoStar Group Inc 0.0%
Value ($000) $23 Shares 28 Est. Cost $58.38 Unrealized +47.9%
RJF Raymond James Financial Com 0.0%
Value ($000) $23 Shares 185 Est. Cost $52.49 Unrealized +32.3%
COST Costco Wholesale Corp 0.0%
Value ($000) $22 Shares 63 Est. Cost $274.29 Unrealized +20.2%
Activision Blizzard Inc 0.0%
Value ($000) $22 Shares 241 Est. Cost $57.77 Unrealized
Inphi Corporation 0.0%
Value ($000) $22 Shares 122 Est. Cost $117.25 Unrealized
EW Edwards Lifesciences Corp 0.0%
Value ($000) $21 Shares 254 Est. Cost $74.16 Unrealized +14.0%
XYL Xylem Inc 0.0%
Value ($000) $21 Shares 200 Est. Cost $72.41 Unrealized +32.3%
TJX TJX Companies Inc 0.0%
Value ($000) $21 Shares 312 Est. Cost $54.60 Unrealized +14.1%
XLV SPDR Health Care ETF 0.0%
Value ($000) $20 Shares 170 Est. Cost $111.76 Unrealized
CRM Salesforce Com Inc 0.0%
Value ($000) $19 Shares 88 Est. Cost $154.88 Unrealized +42.0%
ORCL Oracle Corp Com 0.0%
Value ($000) $19 Shares 270 Est. Cost $50.44 Unrealized +20.2%
LLY Lilly Eli & Co Com 0.0%
Value ($000) $19 Shares 100 Est. Cost $107.55 Unrealized +73.0%
IEX Idex Corp 0.0%
Value ($000) $18 Shares 84 Est. Cost $150.29 Unrealized +24.3%
BFAM Bright Horizons Family Solutions Inc Del 0.0%
Value ($000) $18 Shares 103 Est. Cost $150.05 Unrealized +9.8%
ECL Ecolab Inc Com 0.0%
Value ($000) $18 Shares 83 Est. Cost $177.67 Unrealized +13.4%
KHC Kraft Heinz Co Com 0.0%
Value ($000) $16 Shares 405 Est. Cost $25.88 Unrealized +10.6%
Aerojet Rocketdyne Holdings I 0.0%
Value ($000) $16 Shares 341 Est. Cost $46.92 Unrealized
ABIOMED Inc 0.0%
Value ($000) $16 Shares 49 Est. Cost $163.64 Unrealized
CHD Church & Dwight Co Inc 0.0%
Value ($000) $15 Shares 169 Est. Cost $71.90 Unrealized +9.5%
TSM Taiwan Semiconductor Manufacturing Co Ltd 0.0%
Value ($000) $15 Shares 124 Est. Cost $112.90 Unrealized
VFC V F Corp Com 0.0%
Value ($000) $14 Shares 174 Est. Cost $89.63 Unrealized -9.4%
ULTA Ulta Beauty Inc 0.0%
Value ($000) $14 Shares 45 Est. Cost $243.75 Unrealized +27.5%
MAN Manpower Group Inc 0.0%
Value ($000) $14 Shares 145 Est. Cost $84.32 Unrealized +13.5%
DIS Walt Disney Co Com 0.0%
Value ($000) $14 Shares 76 Est. Cost $127.70 Unrealized +41.1%
CMCSA Comcast Corp New Cl A 0.0%
Value ($000) $13 Shares 240 Est. Cost $37.86 Unrealized +21.9%
PRU Prudential Finl Inc Com 0.0%
Value ($000) $13 Shares 144 Est. Cost $67.37 Unrealized +0.6%
LOPE Grand Canyon Education Inc 0.0%
Value ($000) $13 Shares 123 Est. Cost $91.97 Unrealized +8.0%
WMT Walmart Inc Com 0.0%
Value ($000) $12 Shares 90 Est. Cost $43.31 Unrealized 0.0%
CVS CVS Health Corp Com 0.0%
Value ($000) $11 Shares 150 Est. Cost $57.78 Unrealized +7.8%
SPG Simon Property Group Inc Com 0.0%
Value ($000) $10 Shares 91 Est. Cost $57.65 Unrealized +38.7%
ORLY O Reilly Automotive Inc New Com 0.0%
Value ($000) $9 Shares 17 Est. Cost $28.61 Unrealized +8.3%
SO The Southern Company Com 0.0%
Value ($000) $9 Shares 140 Est. Cost $43.54 Unrealized +14.5%
ITT ITT Inc Com 0.0%
Value ($000) $9 Shares 100 Est. Cost $66.45 Unrealized +24.1%
TRMB Trimbel Inc 0.0%
Value ($000) $8 Shares 100 Est. Cost $39.78 Unrealized +81.6%
EIX Edison Intl Com 0.0%
Value ($000) $8 Shares 140 Est. Cost $53.74 Unrealized -12.4%
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $7 Shares 30 Est. Cost $166.67 Unrealized
BAC Bank of America Corp Com 0.0%
Value ($000) $7 Shares 169 Est. Cost $27.79 Unrealized +10.3%
SBUX Starbucks Corp Com 0.0%
Value ($000) $7 Shares 67 Est. Cost $85.15 Unrealized +10.4%
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $6 Shares 110 Est. Cost $54.55 Unrealized
SJM Smucker J M Co Com 0.0%
Value ($000) $6 Shares 49 Est. Cost $86.62 Unrealized +16.0%
ED Consolidated Edison Inc Com 0.0%
Value ($000) $6 Shares 80 Est. Cost $71.77 Unrealized -17.6%
Walgreens Boots Alliance Inc Com 0.0%
Value ($000) $5 Shares 100 Est. Cost $60.00 Unrealized
Spirit AeroSystems Holdings Inc 0.0%
Value ($000) $5 Shares 100 Est. Cost $20.00 Unrealized
WestRock Company 0.0%
Value ($000) $5 Shares 101 Est. Cost $39.60 Unrealized
BND Vanguard Total Bond Market Index Fund ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
ZBH Zimmer Biomet Holdings Com 0.0%
Value ($000) $4 Shares 27 Est. Cost $131.26 Unrealized +13.3%
ASB Associated Banc Corp Com 0.0%
Value ($000) $3 Shares 121 Est. Cost $10.68 Unrealized +56.6%
VOD Vodafone Group Plc New 0.0%
Value ($000) $1 Shares 64 Est. Cost $15.63 Unrealized
NGVT Ingevity Corporation 0.0%
Value ($000) $1 Shares 14 Est. Cost $56.43 Unrealized +29.0%