CNB Bank Diversified Active

CIK: 0001732074 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 14, 2019

Total Value ($000): $117,180 (100.0% shares, 0.0% debt)

Holdings (509)

TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 4.1%
Value ($000) $4,844 Shares 79,680 Est. Cost $68.05 Unrealized
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund 3.8%
Value ($000) $4,438 Shares 134,451 Est. Cost $33.11 Unrealized
CCNE CNB Financial Corporation 3.7%
Value ($000) $4,381 Shares 155,139 Est. Cost $22.12 Unrealized -0.6%
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 2.9%
Value ($000) $3,385 Shares 65,310 Est. Cost $59.22 Unrealized
PFE Pfizer Inc 2.5%
Value ($000) $2,896 Shares 66,839 Est. Cost $24.51 Unrealized +19.2%
XOM Exxon Mobil Corporation 2.1%
Value ($000) $2,481 Shares 32,378 Est. Cost $56.92 Unrealized -0.1%
MSFT Microsoft Corporation 2.0%
Value ($000) $2,303 Shares 17,189 Est. Cost $94.71 Unrealized +26.2%
TILT FlexShares Morningstar US Market Factors Tilt Index Fund 1.9%
Value ($000) $2,274 Shares 19,458 Est. Cost $113.06 Unrealized
QLC Flexshares US Quality Large Cap Index Fund Qulty Lrg CP Indx Etf 1.9%
Value ($000) $2,221 Shares 65,925 Est. Cost $33.56 Unrealized
AAPL Apple Inc 1.8%
Value ($000) $2,087 Shares 10,543 Est. Cost $40.02 Unrealized +16.5%
CVX Chevron Corporation 1.8%
Value ($000) $2,051 Shares 16,480 Est. Cost $89.53 Unrealized +0.8%
UNP Union Pacific Corporation 1.7%
Value ($000) $2,036 Shares 12,037 Est. Cost $105.12 Unrealized +40.6%
PG Procter & Gamble 1.7%
Value ($000) $1,986 Shares 18,112 Est. Cost $73.11 Unrealized +23.8%
JPM JPMorgan Chase & Co 1.7%
Value ($000) $1,978 Shares 17,699 Est. Cost $82.10 Unrealized +12.1%
MCD McDonald's Corporation 1.5%
Value ($000) $1,743 Shares 8,394 Est. Cost $139.08 Unrealized +22.1%
KO The Coca-Cola Company 1.4%
Value ($000) $1,627 Shares 31,949 Est. Cost $35.73 Unrealized +11.7%
ABT Abbott Laboratories 1.1%
Value ($000) $1,332 Shares 15,835 Est. Cost $53.69 Unrealized +30.8%
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.1%
Value ($000) $1,315 Shares 25,791 Est. Cost $47.67 Unrealized
NSC Norfolk Southern Corporation 1.1%
Value ($000) $1,244 Shares 6,239 Est. Cost $116.77 Unrealized +48.4%
HD The Home Depot Inc 1.1%
Value ($000) $1,240 Shares 5,960 Est. Cost $142.14 Unrealized +19.3%
JNJ Johnson & Johnson 1.1%
Value ($000) $1,232 Shares 8,846 Est. Cost $111.44 Unrealized +3.0%
DIS The Walt Disney Company 1.0%
Value ($000) $1,215 Shares 8,706 Est. Cost $102.73 Unrealized +24.6%
INTC Intel Corporation 1.0%
Value ($000) $1,134 Shares 23,687 Est. Cost $37.61 Unrealized +14.6%
GOOG Alphabet Inc Class C 1.0%
Value ($000) $1,119 Shares 1,035 Est. Cost $52.37 Unrealized +9.3%
VZ Verizon Communications Inc 0.9%
Value ($000) $1,020 Shares 17,861 Est. Cost $33.68 Unrealized +18.8%
AMZN Amazon.com Inc 0.8%
Value ($000) $985 Shares 520 Est. Cost $81.70 Unrealized +14.0%
VTI Vanguard Total Stock Market Index Fund ETF Shares 0.8%
Value ($000) $968 Shares 6,450 Est. Cost $138.17 Unrealized
ICE Intercontinental Exchange 0.8%
Value ($000) $962 Shares 11,193 Est. Cost $64.93 Unrealized +15.5%
ORCL Oracle Corporation 0.8%
Value ($000) $887 Shares 15,557 Est. Cost $43.82 Unrealized +12.2%
WFC Wells Fargo & Company 0.8%
Value ($000) $883 Shares 18,658 Est. Cost $44.14 Unrealized -11.5%
MA Mastercard Inc. 0.8%
Value ($000) $881 Shares 3,332 Est. Cost $194.32 Unrealized +24.2%
PEP Pepsico Inc 0.7%
Value ($000) $878 Shares 6,692 Est. Cost $93.46 Unrealized +12.1%
NKE Nike Inc 0.7%
Value ($000) $866 Shares 10,315 Est. Cost $59.10 Unrealized +30.4%
AMT American Tower Corporation 0.7%
Value ($000) $846 Shares 4,138 Est. Cost $121.52 Unrealized +38.4%
ABBV AbbVie Inc 0.7%
Value ($000) $834 Shares 11,474 Est. Cost $65.56 Unrealized -9.4%
SWK Stanley Black & Decker Inc 0.7%
Value ($000) $824 Shares 5,701 Est. Cost $115.80 Unrealized -0.0%
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 0.7%
Value ($000) $821 Shares 33,276 Est. Cost $24.35 Unrealized
SBUX Starbucks Corporation 0.7%
Value ($000) $819 Shares 9,776 Est. Cost $49.87 Unrealized +36.2%
CVS CVS Health Corporation 0.7%
Value ($000) $809 Shares 14,857 Est. Cost $53.98 Unrealized -19.3%
DUK Duke Energy Corporation 0.7%
Value ($000) $800 Shares 9,060 Est. Cost $63.09 Unrealized +7.4%
BMY Bristol-Myers Squibb Company 0.7%
Value ($000) $796 Shares 17,545 Est. Cost $45.73 Unrealized -21.0%
GQRE FlexShares Global Quality Real Estate Index Fund 0.7%
Value ($000) $791 Shares 12,458 Est. Cost $63.01 Unrealized
IWM iShares Russell 2000 ETF 0.7%
Value ($000) $790 Shares 5,081 Est. Cost $145.41 Unrealized
PM Philip Morris International Inc 0.6%
Value ($000) $757 Shares 9,644 Est. Cost $64.94 Unrealized -10.3%
IWV Ishares Russell 3000 Index Fund ETF 0.6%
Value ($000) $746 Shares 4,330 Est. Cost $167.71 Unrealized
NVS Novartis A G Sponsored ADR 0.6%
Value ($000) $737 Shares 8,072 Est. Cost $85.60 Unrealized
EL The Estee Lauder Companies Inc 0.6%
Value ($000) $734 Shares 4,008 Est. Cost $122.89 Unrealized +27.7%
C Citigroup Inc. 0.6%
Value ($000) $717 Shares 10,229 Est. Cost $53.89 Unrealized -1.8%
SCHW Schwab Charles Corp 0.6%
Value ($000) $698 Shares 17,370 Est. Cost $42.46 Unrealized -6.6%
MRK Merck & Co. Inc 0.6%
Value ($000) $693 Shares 8,261 Est. Cost $48.52 Unrealized +28.1%
IBM International Business Machines Corporation 0.6%
Value ($000) $681 Shares 4,940 Est. Cost $101.09 Unrealized -2.4%
MDLZ Mondelez International Inc 0.6%
Value ($000) $672 Shares 12,473 Est. Cost $35.29 Unrealized +25.0%
QCOM QUALCOMM Incorporated 0.5%
Value ($000) $639 Shares 8,398 Est. Cost $50.58 Unrealized +24.0%
GD General Dynamics Corporation 0.5%
Value ($000) $634 Shares 3,483 Est. Cost $167.47 Unrealized -11.8%
HON Honeywell International Inc 0.5%
Value ($000) $629 Shares 3,605 Est. Cost $116.76 Unrealized +18.7%
ZBH Zimmer Biomet Holdings Inc 0.5%
Value ($000) $627 Shares 5,326 Est. Cost $106.26 Unrealized +4.4%
QDF FlexShares Quality Dividend Index Fund 0.5%
Value ($000) $620 Shares 13,823 Est. Cost $45.15 Unrealized
GOOGL Alphabet Inc Class A 0.5%
Value ($000) $620 Shares 572 Est. Cost $52.96 Unrealized +8.5%
ALL The Allstate Corporation 0.5%
Value ($000) $619 Shares 6,089 Est. Cost $80.20 Unrealized +4.1%
T AT&T Inc 0.5%
Value ($000) $616 Shares 18,369 Est. Cost $15.19 Unrealized -0.7%
CLX The Clorox Company 0.5%
Value ($000) $612 Shares 4,000 Est. Cost $107.52 Unrealized +16.9%
CSCO Cisco Systems Inc 0.5%
Value ($000) $592 Shares 10,811 Est. Cost $33.92 Unrealized +33.2%
META Facebook Inc 0.5%
Value ($000) $579 Shares 3,002 Est. Cost $162.57 Unrealized +11.6%
SLB Schlumberger Limited 0.5%
Value ($000) $578 Shares 14,554 Est. Cost $46.14 Unrealized -27.1%
IVV iShares Core S&P 500 ETF 0.5%
Value ($000) $577 Shares 1,957 Est. Cost $275.63 Unrealized
CRM Salesforce.com Inc 0.5%
Value ($000) $577 Shares 3,807 Est. Cost $112.35 Unrealized +37.8%
BP BP PLC 0.5%
Value ($000) $563 Shares 13,499 Est. Cost $41.94 Unrealized
MCHP Microchip Tech Inc 0.5%
Value ($000) $553 Shares 6,387 Est. Cost $38.35 Unrealized +2.2%
NUE Nucor Corporation 0.4%
Value ($000) $527 Shares 9,558 Est. Cost $50.18 Unrealized -4.7%
PPG PPG Industries, Inc. 0.4%
Value ($000) $525 Shares 4,500 Est. Cost $99.02 Unrealized +1.4%
BA The Boeing Company 0.4%
Value ($000) $522 Shares 1,432 Est. Cost $329.40 Unrealized +8.5%
ACWX Ishares MSCI ACWI Ex US ETF 0.4%
Value ($000) $509 Shares 10,880 Est. Cost $47.77 Unrealized
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares 0.4%
Value ($000) $500 Shares 11,982 Est. Cost $44.19 Unrealized
APD Air Products and Chemicals Inc 0.4%
Value ($000) $500 Shares 2,209 Est. Cost $130.41 Unrealized +35.2%
COST Costco Wholesale Corporation 0.4%
Value ($000) $488 Shares 1,847 Est. Cost $166.98 Unrealized +35.7%
TJX The TJX Compainies, Inc 0.4%
Value ($000) $488 Shares 9,242 Est. Cost $43.37 Unrealized +12.2%
BDX Becton, Dickinson & Company 0.4%
Value ($000) $483 Shares 1,915 Est. Cost $185.44 Unrealized +13.1%
SPY SPDR S&P 500 ETF 0.4%
Value ($000) $472 Shares 1,611 Est. Cost $269.72 Unrealized
Riverview Financial Corp 0.4%
Value ($000) $466 Shares 44,399 Est. Cost $13.59 Unrealized
Alexion Pharmaceuticals 0.4%
Value ($000) $452 Shares 3,450 Est. Cost $117.39 Unrealized
CAT Caterpillar Inc 0.4%
Value ($000) $446 Shares 3,275 Est. Cost $116.31 Unrealized -1.4%
JCI Johnson Controls International PLC 0.4%
Value ($000) $414 Shares 10,018 Est. Cost $31.77 Unrealized +5.1%
MAS Masco Corp. 0.4%
Value ($000) $414 Shares 10,563 Est. Cost $34.81 Unrealized -0.6%
V Visa Inc 0.3%
Value ($000) $407 Shares 2,347 Est. Cost $135.34 Unrealized +15.5%
LQD iShares iBoxx USD Investment Grade Corporate Bond ETF 0.3%
Value ($000) $404 Shares 3,248 Est. Cost $123.97 Unrealized
BIIB Biogen Inc 0.3%
Value ($000) $398 Shares 1,699 Est. Cost $318.38 Unrealized -27.5%
Celgene Corporation 0.3%
Value ($000) $394 Shares 4,264 Est. Cost $92.52 Unrealized
MMM 3M Company 0.3%
Value ($000) $393 Shares 2,267 Est. Cost $138.85 Unrealized -13.1%
KSS Kohl's Corporation 0.3%
Value ($000) $373 Shares 7,840 Est. Cost $47.91 Unrealized +25.9%
WMT Walmart Inc 0.3%
Value ($000) $372 Shares 3,371 Est. Cost $27.19 Unrealized +15.2%
Allergan PLC 0.3%
Value ($000) $353 Shares 2,105 Est. Cost $167.18 Unrealized
General Electric Company 0.3%
Value ($000) $349 Shares 33,203 Est. Cost $16.81 Unrealized
NVDA NVIDIA Corporation 0.3%
Value ($000) $341 Shares 2,079 Est. Cost $4.89 Unrealized -15.8%
UPS United Parcel Service Inc 0.3%
Value ($000) $339 Shares 3,286 Est. Cost $84.55 Unrealized -5.2%
FNB F.N.B. Corporation 0.3%
Value ($000) $338 Shares 28,699 Est. Cost $8.84 Unrealized +0.0%
Etrade Financial Corp E Trade COMMON 0.3%
Value ($000) $331 Shares 7,410 Est. Cost $51.07 Unrealized
GIS General Mills Inc 0.3%
Value ($000) $330 Shares 6,285 Est. Cost $37.59 Unrealized +9.6%
GWW W W Grainger Inc 0.3%
Value ($000) $328 Shares 1,224 Est. Cost $216.36 Unrealized +19.1%
CCL Carnival Corporation 0.3%
Value ($000) $327 Shares 7,041 Est. Cost $55.05 Unrealized -8.6%
EOG EOG Resources Inc 0.3%
Value ($000) $309 Shares 3,312 Est. Cost $76.35 Unrealized -7.9%
IWR Ishares Russell Mid-CAP ETF 0.3%
Value ($000) $301 Shares 5,380 Est. Cost $57.22 Unrealized
AMGN Amgen Inc 0.2%
Value ($000) $292 Shares 1,584 Est. Cost $145.90 Unrealized +0.2%
SCHB Schwab U.S. Broad Market ETF 0.2%
Value ($000) $291 Shares 4,123 Est. Cost $70.58 Unrealized
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $290 Shares 4,418 Est. Cost $67.99 Unrealized
BFH Alliance Data Systems 0.2%
Value ($000) $289 Shares 2,064 Est. Cost $160.11 Unrealized -33.0%
BRK/B Berkshire Hathaway Inc B Shares 0.2%
Value ($000) $286 Shares 1,339 Est. Cost $197.11 Unrealized +5.0%
MDU MDU Resources Group Inc 0.2%
Value ($000) $275 Shares 10,650 Est. Cost $8.04 Unrealized -0.6%
KLAC KLA Corporation 0.2%
Value ($000) $266 Shares 2,247 Est. Cost $97.62 Unrealized +8.7%
COP ConocoPhillips 0.2%
Value ($000) $266 Shares 4,357 Est. Cost $43.80 Unrealized +12.4%
DVY iShares Select Dividend ETF 0.2%
Value ($000) $261 Shares 2,623 Est. Cost $98.35 Unrealized
WOR Worthington Industries Inc 0.2%
Value ($000) $244 Shares 6,073 Est. Cost $23.46 Unrealized 0.0%
UNH UnitedHealth Group Inc. 0.2%
Value ($000) $243 Shares 995 Est. Cost $224.28 Unrealized -3.9%
CCI Crown Castle International Corp (REIT) 0.2%
Value ($000) $238 Shares 1,823 Est. Cost $95.79 Unrealized +0.8%
ADM Archer-Daniels-Midland Company 0.2%
Value ($000) $228 Shares 5,575 Est. Cost $33.11 Unrealized +3.0%
DHR Danaher Corporation 0.2%
Value ($000) $218 Shares 1,527 Est. Cost $83.53 Unrealized +37.6%
MET MetLife Inc 0.2%
Value ($000) $215 Shares 4,322 Est. Cost $39.86 Unrealized -5.7%
AXP American Express Company 0.2%
Value ($000) $212 Shares 1,717 Est. Cost $87.48 Unrealized +22.9%
HAL Halliburton Company 0.2%
Value ($000) $202 Shares 8,884 Est. Cost $33.07 Unrealized -31.4%
Torchmark Corp 0.2%
Value ($000) $201 Shares 2,250 Est. Cost $90.67 Unrealized
PNC The PNC Financial Services Group, Inc 0.2%
Value ($000) $192 Shares 1,399 Est. Cost $104.48 Unrealized -0.4%
BSV Vanguard Short-Term Bond Index Fund ETF Shares 0.2%
Value ($000) $190 Shares 2,360 Est. Cost $79.38 Unrealized
VOO Vanguard S&P 500 ETF 0.2%
Value ($000) $187 Shares 696 Est. Cost $245.15 Unrealized
VWO Vanguard FTSE Emerging Markets Index Fund ETF Shares 0.2%
Value ($000) $186 Shares 4,374 Est. Cost $45.51 Unrealized
TIP iShares Tips Bond ETF 0.2%
Value ($000) $184 Shares 1,595 Est. Cost $115.02 Unrealized
EEM iShares MSCI Emerging Markets 0.1%
Value ($000) $174 Shares 4,062 Est. Cost $47.06 Unrealized
SunTrust Banks, Inc. 0.1%
Value ($000) $170 Shares 2,706 Est. Cost $62.23 Unrealized
CMCSA Comcast Corporation 0.1%
Value ($000) $166 Shares 3,919 Est. Cost $32.42 Unrealized +9.6%
VO Vanguard Mid-Cap Index Fund ETF Shares 0.1%
Value ($000) $160 Shares 960 Est. Cost $149.18 Unrealized
GVI Ishares Barclays Intermediate Government/credit Bond Fund Int Gov Credit Etf 0.1%
Value ($000) $153 Shares 1,365 Est. Cost $108.42 Unrealized
PYPL PayPal Holdings Inc 0.1%
Value ($000) $147 Shares 1,282 Est. Cost $102.32 Unrealized +8.1%
MO Altria Group Inc 0.1%
Value ($000) $145 Shares 3,070 Est. Cost $35.49 Unrealized -12.9%
SYK Stryker Corp. 0.1%
Value ($000) $142 Shares 689 Est. Cost $177.80 Unrealized 0.0%
IJK iShares S&P Mid-CAP 400 Growth ETF 0.1%
Value ($000) $139 Shares 615 Est. Cost $219.12 Unrealized
BABA Alibaba Group Holding Limited 0.1%
Value ($000) $138 Shares 814 Est. Cost $157.17 Unrealized
VUG Vanguard Growth Index Fund ETF Shares 0.1%
Value ($000) $138 Shares 845 Est. Cost $161.46 Unrealized
DLR Digital Realty Trust Inc 0.1%
Value ($000) $137 Shares 1,167 Est. Cost $94.56 Unrealized 0.0%
United Technologies Corporation 0.1%
Value ($000) $136 Shares 1,048 Est. Cost $126.27 Unrealized
BNDX Vanguard Total International Bond Index Fund ETF Shares 0.1%
Value ($000) $134 Shares 2,331 Est. Cost $55.06 Unrealized
QQQ Invesco QQQ Trust ETF 0.1%
Value ($000) $134 Shares 719 Est. Cost $186.37 Unrealized
IJR iShares Core S&P Small-CAP 0.1%
Value ($000) $133 Shares 1,699 Est. Cost $77.38 Unrealized
VNQ Vanguard Real Estate Index Fund ETF Shares 0.1%
Value ($000) $132 Shares 1,505 Est. Cost $81.85 Unrealized
TGT Target Corporation 0.1%
Value ($000) $131 Shares 1,508 Est. Cost $67.15 Unrealized +0.9%
PRU Prudential Financial, Inc. 0.1%
Value ($000) $131 Shares 1,299 Est. Cost $71.86 Unrealized -0.5%
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares 0.1%
Value ($000) $127 Shares 2,500 Est. Cost $54.80 Unrealized
STZ Constellation Brands Inc 0.1%
Value ($000) $127 Shares 645 Est. Cost $171.92 Unrealized +1.9%
KMB Kimberly-Clark Corporation 0.1%
Value ($000) $124 Shares 928 Est. Cost $87.38 Unrealized +16.9%
DOW Dow Inc 0.1%
Value ($000) $123 Shares 2,502 Est. Cost $36.37 Unrealized 0.0%
LMT Lockheed Martin Corp. 0.1%
Value ($000) $122 Shares 336 Est. Cost $279.77 Unrealized 0.0%
ENB Enbridge Inc 0.1%
Value ($000) $117 Shares 3,260 Est. Cost $23.46 Unrealized +0.1%
VB Vanguard Small-Cap Index Fund ETF Shares 0.1%
Value ($000) $117 Shares 745 Est. Cost $147.80 Unrealized
ERIE Erie Indemnity Company 0.1%
Value ($000) $117 Shares 461 Est. Cost $104.92 Unrealized +73.4%
NFLX Netflix Inc 0.1%
Value ($000) $116 Shares 317 Est. Cost $32.97 Unrealized +9.4%
AMP Ameriprise Financial Inc 0.1%
Value ($000) $116 Shares 802 Est. Cost $128.32 Unrealized 0.0%
RAVI FlexShares Ready Access Variable Income Fund 0.1%
Value ($000) $114 Shares 1,500 Est. Cost $75.44 Unrealized
NWBI Northwest Bancshares Inc 0.1%
Value ($000) $111 Shares 6,296 Est. Cost $10.39 Unrealized +8.4%
IEFA iShares Core MSCI EAFE ETF 0.1%
Value ($000) $111 Shares 1,806 Est. Cost $65.50 Unrealized
IWF iShares Russell 1000 Growth ETF 0.1%
Value ($000) $110 Shares 701 Est. Cost $150.59 Unrealized
IWO iShares Russell 2000 Growth ETF 0.1%
Value ($000) $108 Shares 538 Est. Cost $200.70 Unrealized
TRV Travelers Companies Inc 0.1%
Value ($000) $105 Shares 700 Est. Cost $110.49 Unrealized +13.1%
DD DuPont De Nemours Inc 0.1%
Value ($000) $104 Shares 1,380 Est. Cost $27.24 Unrealized 0.0%
AMAT Applied Materials Inc 0.1%
Value ($000) $101 Shares 2,258 Est. Cost $39.58 Unrealized -0.6%
SAP SAP SE 0.1%
Value ($000) $100 Shares 729 Est. Cost $114.44 Unrealized
ROST Ross Stores Inc 0.1%
Value ($000) $99 Shares 1,000 Est. Cost $85.43 Unrealized +6.9%
HAS Hasbro Inc 0.1%
Value ($000) $96 Shares 905 Est. Cost $76.93 Unrealized 0.0%
Royal Dutch Shell PLC Sponsored ADR B 0.1%
Value ($000) $96 Shares 1,461 Est. Cost $65.71 Unrealized
TRP TC Energy Corporation 0.1%
Value ($000) $96 Shares 1,939 Est. Cost $34.25 Unrealized 0.0%
IP International Paper Company 0.1%
Value ($000) $95 Shares 2,185 Est. Cost $31.37 Unrealized 0.0%
D Dominion Energy Inc 0.1%
Value ($000) $95 Shares 1,232 Est. Cost $56.85 Unrealized 0.0%
HYG iShares iBoxx $ High Yield Corporate Bond ETF 0.1%
Value ($000) $95 Shares 1,093 Est. Cost $86.79 Unrealized
ETN Eaton Corporation PLC 0.1%
Value ($000) $95 Shares 1,139 Est. Cost $68.80 Unrealized +3.8%
IVZ Invesco LTD 0.1%
Value ($000) $94 Shares 4,598 Est. Cost $15.19 Unrealized 0.0%
WMB The Williams Companies, Inc. 0.1%
Value ($000) $94 Shares 1,705 Est. Cost $19.18 Unrealized 0.0%
BTI British American Tobacco PLC 0.1%
Value ($000) $92 Shares 2,625 Est. Cost $35.05 Unrealized
DLTR Dollar Tree Inc 0.1%
Value ($000) $91 Shares 853 Est. Cost $84.46 Unrealized +24.6%
JNK SPDR SER Bloomberg Barclays High Yield Bond ETF 0.1%
Value ($000) $89 Shares 817 Est. Cost $108.94 Unrealized
USMV Ishares Edge Msci Min Vol Usa Etf 0.1%
Value ($000) $87 Shares 1,413 Est. Cost $61.57 Unrealized
ADBE Adobe Inc 0.1%
Value ($000) $86 Shares 293 Est. Cost $242.77 Unrealized +14.4%
PGX Invesco Preferred ETF 0.1%
Value ($000) $83 Shares 5,645 Est. Cost $14.57 Unrealized
ORLY O'Reilly Automotive Inc 0.1%
Value ($000) $78 Shares 212 Est. Cost $24.11 Unrealized +5.1%
QUAL iShares Edge MSCI USA Quality Factor ETF 0.1%
Value ($000) $77 Shares 843 Est. Cost $88.97 Unrealized
ALC Alcon Inc 0.1%
Value ($000) $74 Shares 1,196 Est. Cost $57.87 Unrealized 0.0%
GPC Genuine Parts Company 0.1%
Value ($000) $73 Shares 700 Est. Cost $72.09 Unrealized +18.5%
BND Vanguard Total Bond Market Index Fund ETF Shares 0.1%
Value ($000) $72 Shares 871 Est. Cost $81.40 Unrealized
SCHF Schwab International Equity ETF 0.1%
Value ($000) $71 Shares 2,219 Est. Cost $32.00 Unrealized
RLJ RLJ Lodging Trust 0.1%
Value ($000) $70 Shares 3,942 Est. Cost $17.76 Unrealized
MDT Medtronic PLC NPV 0.1%
Value ($000) $69 Shares 709 Est. Cost $76.93 Unrealized -1.0%
LOW Lowes Companies Inc 0.1%
Value ($000) $69 Shares 686 Est. Cost $86.62 Unrealized +7.9%
PLD Prologis Inc 0.1%
Value ($000) $68 Shares 850 Est. Cost $53.13 Unrealized +19.2%
The Cooper Companies Inc 0.1%
Value ($000) $67 Shares 200 Est. Cost $295.00 Unrealized
SPG Simon Property Group Inc 0.1%
Value ($000) $66 Shares 416 Est. Cost $118.83 Unrealized +0.2%
OXY Occidental Petroleum Corporation 0.1%
Value ($000) $66 Shares 1,303 Est. Cost $57.59 Unrealized -15.2%
AWK American Water Works Company, Inc 0.1%
Value ($000) $65 Shares 560 Est. Cost $84.91 Unrealized +14.8%
CSX CSX Corporation 0.1%
Value ($000) $65 Shares 844 Est. Cost $21.10 Unrealized +11.6%
VIG Vanguard Dividend Appreciation Index Fund ETF Shares 0.1%
Value ($000) $62 Shares 541 Est. Cost $67.20 Unrealized
IJH iShares Core S&P Mid-Cap ETF 0.1%
Value ($000) $62 Shares 318 Est. Cost $195.92 Unrealized
DGRW Wisdom Tree US Quality Dividend Growth Fund 0.1%
Value ($000) $61 Shares 1,394 Est. Cost $43.04 Unrealized
CB Chubb Ltd CORP COMMON 0.1%
Value ($000) $60 Shares 410 Est. Cost $119.28 Unrealized +8.4%
IUSG iShares Core S&P US Growth ETF 0.1%
Value ($000) $60 Shares 963 Est. Cost $57.11 Unrealized
Royal Dutch Shell PLC Sponsored ADR A 0.1%
Value ($000) $60 Shares 925 Est. Cost $60.16 Unrealized
URI United Rentals Inc 0.1%
Value ($000) $60 Shares 455 Est. Cost $121.12 Unrealized +1.5%
MS Morgan Stanley 0.0%
Value ($000) $57 Shares 1,308 Est. Cost $38.88 Unrealized -6.7%
GS The Goldman Sachs Group Inc 0.0%
Value ($000) $57 Shares 281 Est. Cost $168.05 Unrealized +0.6%
AEP American Electric Power Company Inc 0.0%
Value ($000) $56 Shares 630 Est. Cost $55.23 Unrealized +23.5%
PSX Phillips 66 0.0%
Value ($000) $56 Shares 600 Est. Cost $69.29 Unrealized -1.1%
DE Deere & Company 0.0%
Value ($000) $55 Shares 329 Est. Cost $131.09 Unrealized +7.9%
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $55 Shares 1,069 Est. Cost $53.40 Unrealized
KEY KeyCorp 0.0%
Value ($000) $55 Shares 3,080 Est. Cost $12.51 Unrealized -2.0%
Versum Materials INC CORP COMMON 0.0%
Value ($000) $54 Shares 1,040 Est. Cost $37.50 Unrealized
FTSM First Trust Enhanced Short Maturity ETF 0.0%
Value ($000) $53 Shares 878 Est. Cost $60.36 Unrealized
Canopy Growth Corporation 0.0%
Value ($000) $53 Shares 1,300 Est. Cost $42.72 Unrealized
BHP BHP Billiton PLC 0.0%
Value ($000) $52 Shares 907 Est. Cost $48.53 Unrealized
FTV Fortive Corp 0.0%
Value ($000) $51 Shares 628 Est. Cost $44.30 Unrealized +14.0%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $50 Shares 560 Est. Cost $50.66 Unrealized -12.6%
BAX Baxter International Inc 0.0%
Value ($000) $50 Shares 615 Est. Cost $61.89 Unrealized +10.7%
Anadarko Petroleum Corporation 0.0%
Value ($000) $49 Shares 700 Est. Cost $53.06 Unrealized
VLUE iShares Edge MSCI USA Value Factor ETF 0.0%
Value ($000) $48 Shares 594 Est. Cost $79.12 Unrealized
WEC Wec Energy Group INC CORP COMMON 0.0%
Value ($000) $47 Shares 566 Est. Cost $57.41 Unrealized +13.2%
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.0%
Value ($000) $47 Shares 709 Est. Cost $56.42 Unrealized
LLY Eli Lilly and Company 0.0%
Value ($000) $45 Shares 408 Est. Cost $90.39 Unrealized +19.5%
EFAD ProShares MSCI EAFE Dividend Growers ETF 0.0%
Value ($000) $45 Shares 1,210 Est. Cost $38.02 Unrealized
PSA Public Storage Reit CORP COMMON 0.0%
Value ($000) $44 Shares 183 Est. Cost $151.89 Unrealized +14.5%
BB&T Corporation 0.0%
Value ($000) $44 Shares 901 Est. Cost $45.05 Unrealized
UAA Under Armour Inc Class A 0.0%
Value ($000) $44 Shares 1,732 Est. Cost $23.43 Unrealized 0.0%
Credit Suisse FI Large Cap Growth Enhanced ETN 0.0%
Value ($000) $44 Shares 161 Est. Cost $273.29 Unrealized
VYM Vanguard High Dividend Yield Index Fund ETF Shares 0.0%
Value ($000) $44 Shares 500 Est. Cost $88.00 Unrealized
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $43 Shares 58 Est. Cost $14.10 Unrealized 0.0%
SPGI S&P Global Inc 0.0%
Value ($000) $43 Shares 187 Est. Cost $164.66 Unrealized +25.4%
ATRO Astronics Corporation 0.0%
Value ($000) $43 Shares 1,072 Est. Cost $31.49 Unrealized +19.8%
AVB AvalonBay Communities Inc 0.0%
Value ($000) $43 Shares 209 Est. Cost $141.10 Unrealized +14.0%
PUK Prudential PLC ADR 0.0%
Value ($000) $42 Shares 948 Est. Cost $35.45 Unrealized
HEI Heico Corp COMMON 0.0%
Value ($000) $42 Shares 316 Est. Cost $83.38 Unrealized +33.4%
SUN Sunoco Lp Unt 0.0%
Value ($000) $42 Shares 1,350 Est. Cost $28.20 Unrealized
TSLA Tesla Motors Inc 0.0%
Value ($000) $42 Shares 189 Est. Cost $21.51 Unrealized -27.6%
NFG National Fuel Gas Company 0.0%
Value ($000) $41 Shares 781 Est. Cost $57.82 Unrealized -1.6%
CAH Cardinal Health Inc 0.0%
Value ($000) $41 Shares 865 Est. Cost $42.14 Unrealized -9.5%
PGR The Progressive Corporation 0.0%
Value ($000) $40 Shares 504 Est. Cost $63.47 Unrealized 0.0%
CTVA Corteva Inc 0.0%
Value ($000) $40 Shares 1,348 Est. Cost $25.02 Unrealized 0.0%
QSR Restaurant Brands International Inc 0.0%
Value ($000) $40 Shares 577 Est. Cost $66.96 Unrealized 0.0%
WEN The Wendy's Company 0.0%
Value ($000) $40 Shares 2,028 Est. Cost $18.83 Unrealized 0.0%
ZTS Zoetis Inc 0.0%
Value ($000) $40 Shares 351 Est. Cost $99.25 Unrealized 0.0%
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $39 Shares 320 Est. Cost $131.01 Unrealized
STT State Street Corporation 0.0%
Value ($000) $39 Shares 691 Est. Cost $72.67 Unrealized -31.2%
AIG American International Group Inc 0.0%
Value ($000) $38 Shares 706 Est. Cost $36.17 Unrealized +15.9%
UBS AG FI Enhanced Global High Yield ETN 0.0%
Value ($000) $37 Shares 205 Est. Cost $180.49 Unrealized
FDX FedEx Corporation 0.0%
Value ($000) $37 Shares 200 Est. Cost $154.86 Unrealized 0.0%
CGNX Cognex Corporation 0.0%
Value ($000) $36 Shares 751 Est. Cost $45.10 Unrealized 0.0%
IQV IQVIA Holdings Inc 0.0%
Value ($000) $36 Shares 225 Est. Cost $140.29 Unrealized 0.0%
WY Weyerhaeuser Co 0.0%
Value ($000) $35 Shares 1,326 Est. Cost $20.75 Unrealized -5.1%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $35 Shares 189 Est. Cost $60.47 Unrealized 0.0%
AGG iShares Core US Aggregate Bond ETF 0.0%
Value ($000) $35 Shares 316 Est. Cost $109.22 Unrealized
CTAS Cintas Corp COMMON 0.0%
Value ($000) $34 Shares 142 Est. Cost $51.79 Unrealized 0.0%
AZN AstraZeneca PLC 0.0%
Value ($000) $34 Shares 823 Est. Cost $50.11 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $33 Shares 121 Est. Cost $301.97 Unrealized 0.0%
DAL Delta Air Lines Inc 0.0%
Value ($000) $33 Shares 581 Est. Cost $53.29 Unrealized 0.0%
MIDD Middleby Corp 0.0%
Value ($000) $33 Shares 244 Est. Cost $134.47 Unrealized 0.0%
IEF iShares 7-10 Year Treasury Bond ETF 0.0%
Value ($000) $33 Shares 300 Est. Cost $110.00 Unrealized
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $33 Shares 62 Est. Cost $171.34 Unrealized 0.0%
APH Amphenol Corporation 0.0%
Value ($000) $32 Shares 395 Est. Cost $22.35 Unrealized +1.0%
BK The Bank of New York Mellon Corp 0.0%
Value ($000) $32 Shares 715 Est. Cost $42.61 Unrealized -8.9%
FE FirstEnergy Corp 0.0%
Value ($000) $32 Shares 750 Est. Cost $23.31 Unrealized +37.5%
USB US Bancorp 0.0%
Value ($000) $31 Shares 600 Est. Cost $38.16 Unrealized +2.0%
INTU Intuit 0.0%
Value ($000) $31 Shares 117 Est. Cost $236.13 Unrealized +3.1%
Discover Financial Services 0.0%
Value ($000) $31 Shares 400 Est. Cost $77.50 Unrealized
SHW Sherwin-Williams Co 0.0%
Value ($000) $31 Shares 68 Est. Cost $140.92 Unrealized 0.0%
Aurora Cannabis Inc 0.0%
Value ($000) $31 Shares 4,000 Est. Cost $7.00 Unrealized
FOXA Fox Corp Class A 0.0%
Value ($000) $31 Shares 833 Est. Cost $35.41 Unrealized -5.2%
ACN Accenture PLC 0.0%
Value ($000) $31 Shares 421 Est. Cost $149.79 Unrealized +9.3%
RCL Royal Caribbean Cruises LTD 0.0%
Value ($000) $31 Shares 258 Est. Cost $116.54 Unrealized 0.0%
Unilever PLC 0.0%
Value ($000) $30 Shares 482 Est. Cost $51.55 Unrealized
MGM MGM Resorts International 0.0%
Value ($000) $30 Shares 1,038 Est. Cost $26.17 Unrealized 0.0%
HDV iShares Core High Dividend 0.0%
Value ($000) $29 Shares 305 Est. Cost $89.91 Unrealized
PH Parker-Hannifin Corporation 0.0%
Value ($000) $29 Shares 171 Est. Cost $159.04 Unrealized -1.6%
ODFL Old Dominion Freight Line, Inc. 0.0%
Value ($000) $29 Shares 193 Est. Cost $47.19 Unrealized 0.0%
TSM Taiwan Semiconductor Manufacturing Company Limited 0.0%
Value ($000) $28 Shares 703 Est. Cost $39.83 Unrealized
AYI Acuity Brands Inc 0.0%
Value ($000) $28 Shares 202 Est. Cost $134.52 Unrealized 0.0%
Viacom Inc. 0.0%
Value ($000) $27 Shares 905 Est. Cost $30.77 Unrealized
FAST Fastenal CO CORP COMMON 0.0%
Value ($000) $27 Shares 842 Est. Cost $12.65 Unrealized +10.1%
SMDV ProShares Russell 2000 Dividend Growers ETF 0.0%
Value ($000) $27 Shares 455 Est. Cost $57.14 Unrealized
MINT PIMCO Enhanced Short Maturity Active Echange-Traded Fund 0.0%
Value ($000) $27 Shares 263 Est. Cost $102.66 Unrealized
FOXF Fox Factory Holding Corp 0.0%
Value ($000) $26 Shares 321 Est. Cost $62.27 Unrealized +19.1%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $26 Shares 203 Est. Cost $123.15 Unrealized
SDY SPDR S&P Dividend 0.0%
Value ($000) $26 Shares 255 Est. Cost $92.86 Unrealized
OGE OGE Energy Corp 0.0%
Value ($000) $26 Shares 600 Est. Cost $41.42 Unrealized +2.2%
MAR Marriott International 0.0%
Value ($000) $26 Shares 184 Est. Cost $108.51 Unrealized +16.3%
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares 0.0%
Value ($000) $25 Shares 512 Est. Cost $48.83 Unrealized
ROP Roper Technologies Inc 0.0%
Value ($000) $25 Shares 67 Est. Cost $341.35 Unrealized 0.0%
CMI Cummins Inc 0.0%
Value ($000) $24 Shares 137 Est. Cost $138.21 Unrealized -0.0%
MTN Vail Resorts Inc 0.0%
Value ($000) $24 Shares 107 Est. Cost $222.15 Unrealized 0.0%
CBS Corporation B Shares 0.0%
Value ($000) $24 Shares 478 Est. Cost $58.14 Unrealized
Western Asset Emerging Markets Debt Fund Inc 0.0%
Value ($000) $24 Shares 1,645 Est. Cost $14.59 Unrealized
FNX First Trust Mid Cap Core AlphaDEX Fund 0.0%
Value ($000) $24 Shares 351 Est. Cost $68.38 Unrealized
China Mobile Limited 0.0%
Value ($000) $23 Shares 478 Est. Cost $48.12 Unrealized
Eldorado Resorts Inc 0.0%
Value ($000) $23 Shares 500 Est. Cost $36.00 Unrealized
Red Hat Inc. 0.0%
Value ($000) $22 Shares 116 Est. Cost $125.54 Unrealized
HIG The Hartford Financial Services Group, Inc 0.0%
Value ($000) $22 Shares 400 Est. Cost $46.60 Unrealized -2.2%
Glaxosmithkline PLC Sponsored ADR 0.0%
Value ($000) $22 Shares 555 Est. Cost $38.60 Unrealized
VXF Vanguard Extended Market Index Fund ETF Shares 0.0%
Value ($000) $22 Shares 189 Est. Cost $112.02 Unrealized
IJJ iShares S&P Mid-CAP 400 Value ETF 0.0%
Value ($000) $22 Shares 140 Est. Cost $162.24 Unrealized
DBC Invesco DB Commodity Index 0.0%
Value ($000) $22 Shares 1,400 Est. Cost $17.86 Unrealized
M Macy's Inc. 0.0%
Value ($000) $21 Shares 996 Est. Cost $21.94 Unrealized +3.7%
SLV Ishares Silver Trust ETF 0.0%
Value ($000) $21 Shares 1,500 Est. Cost $14.00 Unrealized
VWOB Vanguard Emerging Markets Government Bond Index Fund ETF Shares 0.0%
Value ($000) $21 Shares 265 Est. Cost $78.89 Unrealized
ABBNY ABB LTD 0.0%
Value ($000) $21 Shares 1,058 Est. Cost $20.48 Unrealized
NOW Servicenow Inc 0.0%
Value ($000) $21 Shares 75 Est. Cost $52.56 Unrealized 0.0%
Activision Blizzard Inc 0.0%
Value ($000) $21 Shares 435 Est. Cost $63.62 Unrealized
ADP Automatic Data Processing Inc 0.0%
Value ($000) $20 Shares 120 Est. Cost $110.81 Unrealized +27.2%
Pioneer Natural Resources Company 0.0%
Value ($000) $20 Shares 133 Est. Cost $150.38 Unrealized
AVGO Broadcom Inc 0.0%
Value ($000) $19 Shares 67 Est. Cost $19.38 Unrealized +25.8%
EPD Enterprise Products Partners L.P. 0.0%
Value ($000) $19 Shares 670 Est. Cost $27.77 Unrealized
CX CEMEX, S.A.B. de C.V. 0.0%
Value ($000) $19 Shares 4,355 Est. Cost $4.59 Unrealized
CMA Comerica Incorporated 0.0%
Value ($000) $19 Shares 261 Est. Cost $53.72 Unrealized 0.0%
MTUM iShares Edge MSCI USA Momentum Factor ETF 0.0%
Value ($000) $19 Shares 161 Est. Cost $111.80 Unrealized
AmeriGas Partners LP 0.0%
Value ($000) $18 Shares 500 Est. Cost $30.00 Unrealized
VOT Vanguard Mid-Cap Growth Index Fund ETF Shares 0.0%
Value ($000) $18 Shares 120 Est. Cost $128.87 Unrealized
Total S.A. ADR 0.0%
Value ($000) $18 Shares 328 Est. Cost $54.22 Unrealized
NICE Nice Systems LTD 0.0%
Value ($000) $18 Shares 135 Est. Cost $111.11 Unrealized
Cerner Corporation 0.0%
Value ($000) $18 Shares 240 Est. Cost $66.67 Unrealized
VLO Valero Energy Corporation 0.0%
Value ($000) $17 Shares 200 Est. Cost $61.06 Unrealized +3.2%
FANG Diamondback Energy Inc 0.0%
Value ($000) $17 Shares 154 Est. Cost $81.14 Unrealized 0.0%
XYZ Square, Inc. 0.0%
Value ($000) $17 Shares 236 Est. Cost $69.86 Unrealized 0.0%
F Ford Motor Company 0.0%
Value ($000) $17 Shares 1,687 Est. Cost $7.71 Unrealized -7.9%
FCX Freeport-McMoRan Inc 0.0%
Value ($000) $17 Shares 1,432 Est. Cost $10.69 Unrealized +0.5%
AMCOR PLC 0.0%
Value ($000) $17 Shares 1,530 Est. Cost $8.56 Unrealized 0.0%
PRF Invesco FTSE RAFI US 1000 ETF 0.0%
Value ($000) $17 Shares 148 Est. Cost $106.16 Unrealized
Aptiv PLC 0.0%
Value ($000) $16 Shares 200 Est. Cost $80.00 Unrealized
IJT iShares S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $16 Shares 89 Est. Cost $168.54 Unrealized
Bank Of America Corp 7.25 Series L Convertible 12/31/49 0.0%
Value ($000) $16 Shares 12 Est. Cost $1333.33 Unrealized
EBAY eBay Inc 0.0%
Value ($000) $16 Shares 400 Est. Cost $31.45 Unrealized +6.9%
BUD Anheuser-Busch InBev SA/NV 0.0%
Value ($000) $16 Shares 178 Est. Cost $89.89 Unrealized
National Oilwell Varco Inc 0.0%
Value ($000) $16 Shares 710 Est. Cost $35.37 Unrealized
PZZA Papa John's International, Inc. 0.0%
Value ($000) $15 Shares 342 Est. Cost $41.83 Unrealized 0.0%
ALB Albemarle Corp 0.0%
Value ($000) $15 Shares 213 Est. Cost $67.39 Unrealized 0.0%
NOC Northrop Grumman Corporation 0.0%
Value ($000) $15 Shares 255 Est. Cost $244.47 Unrealized +9.3%
Prospect Capital Corp 4.95 due 7/15/22 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $1.00 Unrealized
MFC Manulife Financial Corporation 0.0%
Value ($000) $15 Shares 840 Est. Cost $16.45 Unrealized +8.1%
LMAT LeMaitre Vascular Inc. 0.0%
Value ($000) $15 Shares 551 Est. Cost $25.42 Unrealized +2.3%
EXC Exelon Corporation 0.0%
Value ($000) $14 Shares 300 Est. Cost $22.82 Unrealized +22.4%
SPSB SPDR Portfolio Short Term Corporate Bond ETF 0.0%
Value ($000) $14 Shares 458 Est. Cost $30.57 Unrealized
Royce Value Trust Inc. 0.0%
Value ($000) $14 Shares 1,038 Est. Cost $16.38 Unrealized
PANW Palo Alto Networks Inc 0.0%
Value ($000) $14 Shares 69 Est. Cost $33.97 Unrealized +10.1%
FITB Fifth Third Bancorp 0.0%
Value ($000) $14 Shares 500 Est. Cost $20.28 Unrealized +3.8%
TDOC Teladoc Health, Inc. 0.0%
Value ($000) $13 Shares 200 Est. Cost $58.28 Unrealized 0.0%
TD Toronto Dominion Bank 0.0%
Value ($000) $13 Shares 215 Est. Cost $57.22 Unrealized -1.7%
EMN Eastman Chemical Company 0.0%
Value ($000) $13 Shares 150 Est. Cost $62.11 Unrealized -3.7%
VGSH Vanguard Short-Term Treasury Index Fund ETF Shares 0.0%
Value ($000) $13 Shares 218 Est. Cost $59.63 Unrealized
CBRE CBRE Group Inc 0.0%
Value ($000) $13 Shares 252 Est. Cost $47.68 Unrealized +4.2%
BAC Bank of America Corporation 0.0%
Value ($000) $13 Shares 440 Est. Cost $23.51 Unrealized +4.2%
NEE Nextera Energy Inc 0.0%
Value ($000) $13 Shares 62 Est. Cost $31.63 Unrealized +32.1%
VBR Vanguard Small Cap Value Etf 0.0%
Value ($000) $13 Shares 99 Est. Cost $132.08 Unrealized
WM Waste Management Inc. 0.0%
Value ($000) $12 Shares 105 Est. Cost $73.52 Unrealized +32.3%
Xilinx Inc 0.0%
Value ($000) $12 Shares 99 Est. Cost $121.21 Unrealized
SPOT Spotify Technology S.A. 0.0%
Value ($000) $11 Shares 75 Est. Cost $137.59 Unrealized 0.0%
YUM Yum Brands Inc. 0.0%
Value ($000) $11 Shares 100 Est. Cost $68.23 Unrealized +34.7%
AFL AFLAC Incorporated 0.0%
Value ($000) $11 Shares 200 Est. Cost $36.04 Unrealized +22.3%
SPYV SPDR Portfolio S&P 500 Value ETF 0.0%
Value ($000) $11 Shares 353 Est. Cost $31.16 Unrealized
GLD SPDR Gold Shares 0.0%
Value ($000) $11 Shares 81 Est. Cost $135.80 Unrealized
BURL Burlington Stores Inc 0.0%
Value ($000) $11 Shares 64 Est. Cost $161.22 Unrealized +1.4%
L Brands Inc 0.0%
Value ($000) $10 Shares 175 Est. Cost $57.14 Unrealized
AZO AutoZone Inc 0.0%
Value ($000) $10 Shares 9 Est. Cost $897.60 Unrealized +17.2%
WDAY Workday, Inc. 0.0%
Value ($000) $10 Shares 48 Est. Cost $201.94 Unrealized 0.0%
Crescent Point Energy 0.0%
Value ($000) $10 Shares 3,000 Est. Cost $3.33 Unrealized
VGIT Vanguard Intermediate-Term Treasury Index Fund ETF 0.0%
Value ($000) $10 Shares 153 Est. Cost $65.36 Unrealized
PKG Packaging Corp of America 0.0%
Value ($000) $10 Shares 100 Est. Cost $90.90 Unrealized -13.3%
Raytheon Company 0.0%
Value ($000) $10 Shares 107 Est. Cost $94.42 Unrealized
CAG Conagra Brands Inc 0.0%
Value ($000) $10 Shares 300 Est. Cost $17.39 Unrealized +27.7%
SPYG SPDR Portfolio S&P 500 Growth ETF 0.0%
Value ($000) $9 Shares 240 Est. Cost $37.50 Unrealized
PVH PVH Corp 0.0%
Value ($000) $9 Shares 100 Est. Cost $108.39 Unrealized +1.0%
Canadian Pacific Railway Limited 0.0%
Value ($000) $9 Shares 37 Est. Cost $243.24 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $9 Shares 140 Est. Cost $51.26 Unrealized -0.8%
Nextera Energy Inc 6.123 9/01/19 Convertable Preferred 0.0%
Value ($000) $9 Shares 131 Est. Cost $68.70 Unrealized
TE Connectivity LTD 0.0%
Value ($000) $9 Shares 97 Est. Cost $82.47 Unrealized
AER AerCap Holdings N.V 0.0%
Value ($000) $8 Shares 160 Est. Cost $48.26 Unrealized 0.0%
RACE Ferrari N.V. 0.0%
Value ($000) $8 Shares 50 Est. Cost $131.61 Unrealized +9.4%
TDG TransDigm Group Incorporated 0.0%
Value ($000) $8 Shares 16 Est. Cost $347.24 Unrealized 0.0%
FLRN SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 0.0%
Value ($000) $8 Shares 271 Est. Cost $29.52 Unrealized
VSS Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares 0.0%
Value ($000) $8 Shares 85 Est. Cost $94.12 Unrealized
MKC McCormick & Company Inc 0.0%
Value ($000) $8 Shares 56 Est. Cost $59.09 Unrealized +14.7%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $8 Shares 92 Est. Cost $270.70 Unrealized 0.0%
BHF Brighthouse Financial Inc 0.0%
Value ($000) $8 Shares 228 Est. Cost $59.17 Unrealized -34.7%
DG Dollar General Corporation 0.0%
Value ($000) $8 Shares 58 Est. Cost $109.20 Unrealized +6.0%
SNY Sanofi Aventis 0.0%
Value ($000) $8 Shares 185 Est. Cost $43.24 Unrealized
AAON AAON Inc 0.0%
Value ($000) $8 Shares 160 Est. Cost $23.05 Unrealized +32.7%
CFG Citizens Financial Group Inc 0.0%
Value ($000) $8 Shares 210 Est. Cost $28.01 Unrealized -7.1%
Twitter Inc 0.0%
Value ($000) $8 Shares 228 Est. Cost $23.93 Unrealized
KHC The Kraft Heinz Company 0.0%
Value ($000) $8 Shares 255 Est. Cost $49.08 Unrealized -53.5%
TROW T. Rowe Price Group, Inc. 0.0%
Value ($000) $8 Shares 74 Est. Cost $71.75 Unrealized +12.1%
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $8 Shares 100 Est. Cost $68.43 Unrealized +0.6%
Brookfield Asset Management Inc 0.0%
Value ($000) $8 Shares 160 Est. Cost $50.00 Unrealized
Teekay LNG Partners L.P. 0.0%
Value ($000) $7 Shares 500 Est. Cost $20.00 Unrealized
IJS iShares Core S&P Small-Cap ETF 0.0%
Value ($000) $7 Shares 50 Est. Cost $160.00 Unrealized
UBS UBS Group AG 0.0%
Value ($000) $7 Shares 622 Est. Cost $12.25 Unrealized 0.0%
CHRW C.H. Robinson Worldwide Inc 0.0%
Value ($000) $7 Shares 79 Est. Cost $67.35 Unrealized +6.4%
EMR Emerson Electric Co. 0.0%
Value ($000) $7 Shares 100 Est. Cost $54.41 Unrealized +5.6%
NGG National Grid PLC 0.0%
Value ($000) $7 Shares 141 Est. Cost $49.65 Unrealized
HBAN Huntington Bancshares Incorporated 0.0%
Value ($000) $7 Shares 527 Est. Cost $9.84 Unrealized 0.0%
SBAC SBA Communications Corporation 0.0%
Value ($000) $7 Shares 32 Est. Cost $194.93 Unrealized 0.0%
SO The Southern Company 0.0%
Value ($000) $7 Shares 118 Est. Cost $37.42 Unrealized +10.5%
TMUS T-Mobile US, Inc. 0.0%
Value ($000) $7 Shares 88 Est. Cost $67.59 Unrealized +6.2%
IBB iShares Nasdaq Biotechnology ETF 0.0%
Value ($000) $7 Shares 60 Est. Cost $100.00 Unrealized
USFD US Foods Holding Corp. 0.0%
Value ($000) $7 Shares 205 Est. Cost $30.84 Unrealized +17.8%
RIO Rio Tinto Group 0.0%
Value ($000) $6 Shares 103 Est. Cost $58.25 Unrealized
HYLB Xtrackers USD High Yield Corporate Bond ETF 0.0%
Value ($000) $6 Shares 110 Est. Cost $54.55 Unrealized
AA Alcoa Corp COMMON 0.0%
Value ($000) $6 Shares 255 Est. Cost $29.43 Unrealized -19.1%
Briggs & Stratton Corporation 0.0%
Value ($000) $6 Shares 600 Est. Cost $25.00 Unrealized
KMX CarMax Inc 0.0%
Value ($000) $6 Shares 68 Est. Cost $66.71 Unrealized +17.2%
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $6 Shares 100 Est. Cost $63.73 Unrealized -6.6%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $6 Shares 108 Est. Cost $74.07 Unrealized
Textainer Group Holdings Ltd Holding CORP COMMON 0.0%
Value ($000) $6 Shares 575 Est. Cost $20.87 Unrealized
Mallinckrodt PLC 0.0%
Value ($000) $5 Shares 500 Est. Cost $23.29 Unrealized
NVT nVent Electric PLC 0.0%
Value ($000) $5 Shares 200 Est. Cost $22.23 Unrealized +1.1%
VRSN VeriSign Inc 0.0%
Value ($000) $5 Shares 25 Est. Cost $194.66 Unrealized 0.0%
Advanced Disposal Services Inc 0.0%
Value ($000) $5 Shares 142 Est. Cost $21.13 Unrealized
MGK Vanguard Mega Cap Growth Index Fund ETF Shares 0.0%
Value ($000) $5 Shares 35 Est. Cost $114.29 Unrealized
MCO Moody's Corporation 0.0%
Value ($000) $5 Shares 159 Est. Cost $156.32 Unrealized +14.8%
ET Energy Transfer LP 0.0%
Value ($000) $5 Shares 384 Est. Cost $13.02 Unrealized
MKL Markel Corporation 0.0%
Value ($000) $5 Shares 5 Est. Cost $1047.93 Unrealized 0.0%
PAA Plains All American Pipeline LP 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
CNC Centene Corporation 0.0%
Value ($000) $5 Shares 90 Est. Cost $60.70 Unrealized -11.0%
IT Gartner Inc 0.0%
Value ($000) $5 Shares 32 Est. Cost $156.37 Unrealized 0.0%
VRSK Verisk Analytics Inc 0.0%
Value ($000) $4 Shares 28 Est. Cost $116.34 Unrealized +16.1%
MTD Mettler-Toledo International Inc 0.0%
Value ($000) $4 Shares 5 Est. Cost $754.23 Unrealized 0.0%
SU Suncor Energy Inc. 0.0%
Value ($000) $4 Shares 130 Est. Cost $24.80 Unrealized -0.8%
CTSH Cognizant Technology Solutions Corporation 0.0%
Value ($000) $4 Shares 55 Est. Cost $65.14 Unrealized -8.8%
CPRT Copart Inc 0.0%
Value ($000) $4 Shares 55 Est. Cost $17.16 Unrealized 0.0%
ANSYS Inc 0.0%
Value ($000) $4 Shares 17 Est. Cost $235.29 Unrealized
Black Knight Inc 0.0%
Value ($000) $4 Shares 58 Est. Cost $68.97 Unrealized
MLM Martin Marietta Materials Inc 0.0%
Value ($000) $4 Shares 19 Est. Cost $206.71 Unrealized 0.0%
VMC Vulcan Materials Company 0.0%
Value ($000) $4 Shares 30 Est. Cost $120.56 Unrealized 0.0%
IHS Markit Ltd 0.0%
Value ($000) $4 Shares 55 Est. Cost $72.73 Unrealized
WAB Westinghouse Air Brake Technologies Corp. 0.0%
Value ($000) $4 Shares 52 Est. Cost $69.17 Unrealized -1.5%
Wellcare Health Plans Inc 0.0%
Value ($000) $4 Shares 15 Est. Cost $266.67 Unrealized
HLT Hilton Worldwide Holdings Inc 0.0%
Value ($000) $4 Shares 45 Est. Cost $89.15 Unrealized 0.0%
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 0.0%
Value ($000) $4 Shares 28 Est. Cost $107.14 Unrealized
IHI Ishares Dow Jones US Medical Devices ETF 0.0%
Value ($000) $4 Shares 18 Est. Cost $222.22 Unrealized
CE Celanese Corporation 0.0%
Value ($000) $4 Shares 75 Est. Cost $86.22 Unrealized +6.0%
ADSK Autodesk Inc 0.0%
Value ($000) $3 Shares 20 Est. Cost $168.13 Unrealized 0.0%
VNQI Vanguard Global Ex-U.S. Real Estate Index Fund ETF Shares 0.0%
Value ($000) $3 Shares 51 Est. Cost $58.82 Unrealized
Sirius XM Hldgs Inc USD 0.001 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.00 Unrealized
VOE Vanguard Mid-Cap Value Index Fund ETF Shares 0.0%
Value ($000) $3 Shares 25 Est. Cost $120.00 Unrealized
Nordstrom INC CORP COMMON 0.0%
Value ($000) $3 Shares 100 Est. Cost $50.00 Unrealized
VMBS Vanguard Mortgage-Backed Securities Index Fund ETF Shares 0.0%
Value ($000) $3 Shares 53 Est. Cost $56.60 Unrealized
EMLC VanEck Vectors J.P. Morgan EM Local Currency Bond ETF 0.0%
Value ($000) $3 Shares 75 Est. Cost $40.00 Unrealized
SCHG Schwab U.S. Large-Cap Growth ETF 0.0%
Value ($000) $3 Shares 37 Est. Cost $81.08 Unrealized
TRU TransUnion 0.0%
Value ($000) $3 Shares 46 Est. Cost $66.32 Unrealized 0.0%
SKYY First Trust Cloud Computing ETF 0.0%
Value ($000) $3 Shares 44 Est. Cost $45.45 Unrealized
NTLA Intellia Therapeutics 0.0%
Value ($000) $3 Shares 200 Est. Cost $23.09 Unrealized -31.9%
ACGL Arch Capital Group LTD 0.0%
Value ($000) $3 Shares 77 Est. Cost $32.43 Unrealized 0.0%
FNF Fidelity National Financial Inc 0.0%
Value ($000) $3 Shares 80 Est. Cost $28.17 Unrealized 0.0%
FRCB First Republic Bank 0.0%
Value ($000) $3 Shares 29 Est. Cost $98.24 Unrealized 0.0%
WIX Wix.com LTD 0.0%
Value ($000) $3 Shares 19 Est. Cost $134.95 Unrealized 0.0%
EQIX Equinix Inc (REIT) 0.0%
Value ($000) $2 Shares 4 Est. Cost $424.21 Unrealized 0.0%
IDXX IDEXX Laboratories Inc 0.0%
Value ($000) $2 Shares 7 Est. Cost $246.39 Unrealized 0.0%
WPM Wheaton Precious Metals Corp. 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.78 Unrealized +9.4%
FMB First Trust Managed Municipal Etf 0.0%
Value ($000) $2 Shares 44 Est. Cost $45.45 Unrealized
Linde PLC 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
Aon PLC 0.0%
Value ($000) $2 Shares 9 Est. Cost $222.22 Unrealized
The Howard Hughes Corporation 0.0%
Value ($000) $2 Shares 17 Est. Cost $117.65 Unrealized
GWRE Guidewire Software Inc 0.0%
Value ($000) $2 Shares 16 Est. Cost $101.96 Unrealized 0.0%
Formula One Group Series C 0.0%
Value ($000) $2 Shares 51 Est. Cost $39.22 Unrealized
KKR KKR & Co. Inc 0.0%
Value ($000) $2 Shares 98 Est. Cost $22.27 Unrealized 0.0%
BRO Brown & Brown Inc 0.0%
Value ($000) $2 Shares 70 Est. Cost $30.24 Unrealized 0.0%
DGRO Ishares Core Dividend Growth ETF 0.0%
Value ($000) $2 Shares 60 Est. Cost $33.33 Unrealized
MSCI MSCI Inc 0.0%
Value ($000) $2 Shares 7 Est. Cost $209.74 Unrealized 0.0%
Keane Group Inc. 0.0%
Value ($000) $2 Shares 250 Est. Cost $12.00 Unrealized
Colfax Corporation 0.0%
Value ($000) $2 Shares 60 Est. Cost $33.33 Unrealized
CoreLogic Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 Unrealized
UBER Uber Technologies Inc. 0.0%
Value ($000) $2 Shares 46 Est. Cost $42.45 Unrealized 0.0%
TAYD Taylor Devices Inc. 0.0%
Value ($000) $2 Shares 205 Est. Cost $11.94 Unrealized -4.0%
TXN Texas Instruments Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $80.99 Unrealized +14.5%
DPZ Dominos Pizza Inc 0.0%
Value ($000) $2 Shares 8 Est. Cost $252.87 Unrealized 0.0%
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.0%
Value ($000) $2 Shares 40 Est. Cost $25.00 Unrealized
H Hyatt Hotels Corp. 0.0%
Value ($000) $1 Shares 19 Est. Cost $73.87 Unrealized 0.0%
MHK Mohawk Industries Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $138.43 Unrealized 0.0%
REZI Resideo Technologies Inc 0.0%
Value ($000) $1 Shares 57 Est. Cost $21.87 Unrealized -3.4%
UA Under Armour Inc Class C 0.0%
Value ($000) $1 Shares 52 Est. Cost $20.80 Unrealized 0.0%
NOK Nokia Corporation 0.0%
Value ($000) $1 Shares 105 Est. Cost $9.52 Unrealized
UHAL AMERCO 0.0%
Value ($000) $1 Shares 3 Est. Cost $38.10 Unrealized 0.0%
MSI Motorola Solutions Inc 0.0%
Value ($000) $1 Shares 7 Est. Cost $137.94 Unrealized 0.0%
RealPage Inc. 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
SCHX Schwab U.S. Large-Cap ETF 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized
SHOP Shopify Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $26.03 Unrealized 0.0%
DKS Dick's Sporting Goods Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $21.56 Unrealized +38.0%
GTX Garrett Motion Inc 0.0%
Value ($000) $1 Shares 35 Est. Cost $15.61 Unrealized +8.7%
Summit Materials Inc 0.0%
Value ($000) $1 Shares 47 Est. Cost $21.28 Unrealized
Rite Aid Corporation 0.0%
Value ($000) $1 Shares 150 Est. Cost $6.67 Unrealized
HEI/A HEICO Corporation 0.0%
Value ($000) $1 Shares 5 Est. Cost $91.25 Unrealized 0.0%
LBTYAUSD Liberty Global 0.0%
Value ($000) $1 Shares 23 Est. Cost $43.48 Unrealized
GCI Liberty Inc 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
VNO Vornado Realty Trust 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
Nielsen Holdings PLC 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
EVRG Evergy Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $43.96 Unrealized +3.1%
LYB LyondellBasell Industries 0.0%
Value ($000) $1 Shares 7 Est. Cost $57.98 Unrealized -4.5%
VYX NCR Corp 0.0%
Value ($000) $1 Shares 22 Est. Cost $21.07 Unrealized -11.8%
Liberty Global Series C 0.0%
Value ($000) $1 Shares 46 Est. Cost $21.74 Unrealized
Lazard LTD 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized
LBRDA Liberty Broadband Corporation Series A 0.0%
Value ($000) $1 Shares 9 Est. Cost $92.05 Unrealized 0.0%
KW Kennedy-Wilson Holdings Inc 0.0%
Value ($000) $1 Shares 72 Est. Cost $21.28 Unrealized 0.0%
LEN Lennar Corporation 0.0%
Value ($000) $1 Shares 28 Est. Cost $45.88 Unrealized 0.0%
BF/B Brown-Forman Corporation B Shares 0.0%
Value ($000) $1 Shares 16 Est. Cost $47.61 Unrealized 0.0%
LBRDK Liberty Broadband Corporation Series C 0.0%
Value ($000) $1 Shares 13 Est. Cost $92.31 Unrealized 0.0%
The Liberty SeriusXM Group Series A 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
The Liberty SeriusXM Group Series C 0.0%
Value ($000) $1 Shares 31 Est. Cost $32.26 Unrealized
Liberty Expedia Holdings Inc 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
MTB M&T Bank Corporation 0.0%
Value ($000) $1 Shares 6 Est. Cost $133.84 Unrealized 0.0%
Formula One Group Series A 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
BIP Brookfield Infrastructure LP 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
UAMY United States Antimony Corp. 0.0%
Value ($000) $0 Shares 34 Est. Cost $0.68 Unrealized -18.8%
SATS EchoStar Corporation 0.0%
Value ($000) $0 Shares 6 Est. Cost $33.30 Unrealized 0.0%
HII Huntington Ingalls Industries, Inc. 0.0%
Value ($000) $0 Shares 6 Est. Cost $186.29 Unrealized -0.6%