Grove Bank & Trust Diversified Active

CIK: 0001662212 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 30, 2019

Total Value ($000): $310,183 (100.0% shares, 0.0% debt)

Holdings (178)

IJH ISHARES CORE S&P MID-CAP (MKT) 6.5%
Value ($000) $20,031 Shares 103,664 Est. Cost $187.22 Unrealized
IJR ISHARES CORE S&P SMALL-CAP (MKT) 6.2%
Value ($000) $19,091 Shares 245,261 Est. Cost $81.13 Unrealized
VOO VANGUARD S&P 500 ETF 5.0%
Value ($000) $15,507 Shares 56,883 Est. Cost $245.46 Unrealized
RSP INVESCO EXCHANGE TRADED FD TR 4.4%
Value ($000) $13,560 Shares 125,467 Est. Cost $104.18 Unrealized
LMBS FIRST TRUST LOW 3.3%
Value ($000) $10,313 Shares 198,373 Est. Cost $51.04 Unrealized
MDY SPDR S&P MIDCAP 400 (MKT) 3.0%
Value ($000) $9,178 Shares 26,040 Est. Cost $295.38 Unrealized
IGIB ISHARES INTERMEDIATE-TERM 2.9%
Value ($000) $9,016 Shares 155,657 Est. Cost $73.49 Unrealized
VNQ VANGUARD REAL ESTATE ETF 2.7%
Value ($000) $8,236 Shares 88,311 Est. Cost $86.09 Unrealized
SPY SPDR S&P 500 (MKT) 2.3%
Value ($000) $7,193 Shares 24,236 Est. Cost $269.16 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIV 2.2%
Value ($000) $6,822 Shares 221,916 Est. Cost $30.42 Unrealized
AAPL APPLE INC 1.9%
Value ($000) $5,910 Shares 26,386 Est. Cost $35.49 Unrealized +41.5%
VTV VANGUARD VALUE INDEX 1.8%
Value ($000) $5,728 Shares 51,319 Est. Cost $102.65 Unrealized
XOM EXXON MOBIL CORP 1.6%
Value ($000) $5,088 Shares 72,057 Est. Cost $52.71 Unrealized +2.0%
IEFA ISHARES CORE MSCI EAFE 1.6%
Value ($000) $4,996 Shares 81,796 Est. Cost $63.96 Unrealized
EFA ISHARES MSCI EAFE (MKT) 1.6%
Value ($000) $4,920 Shares 75,442 Est. Cost $67.90 Unrealized
IVV ISHARES CORE S&P 500 (MKT) 1.5%
Value ($000) $4,614 Shares 15,456 Est. Cost $255.27 Unrealized
AMZN AMAZON COM INC 1.1%
Value ($000) $3,546 Shares 2,043 Est. Cost $52.25 Unrealized +77.5%
MSFT MICROSOFT CORP 1.1%
Value ($000) $3,441 Shares 24,748 Est. Cost $72.25 Unrealized +79.8%
ITOT ISHARES CORE S&P TOTAL US STOCK 1.1%
Value ($000) $3,407 Shares 50,800 Est. Cost $57.08 Unrealized
GOOGL ALPHABET INC 1.0%
Value ($000) $3,132 Shares 2,565 Est. Cost $44.83 Unrealized +31.1%
IWF ISHARES RUSSELL 1000 GROWTH 1.0%
Value ($000) $2,951 Shares 18,486 Est. Cost $126.06 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.9%
Value ($000) $2,922 Shares 71,502 Est. Cost $44.73 Unrealized
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $2,892 Shares 23,253 Est. Cost $64.67 Unrealized +56.2%
VCSH VANGUARD SHORT-TERM CORP BD IDX 0.9%
Value ($000) $2,860 Shares 35,281 Est. Cost $79.72 Unrealized
CVX CHEVRON CORP NEW 0.9%
Value ($000) $2,639 Shares 22,248 Est. Cost $67.91 Unrealized +34.8%
IEMG ISHARES CORE MSCI EMERGING 0.8%
Value ($000) $2,540 Shares 51,798 Est. Cost $56.17 Unrealized
T AT&T INC 0.8%
Value ($000) $2,490 Shares 65,806 Est. Cost $13.64 Unrealized +24.7%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $2,260 Shares 37,435 Est. Cost $28.82 Unrealized +40.3%
JPM JP MORGAN CHASE & CO COM 0.7%
Value ($000) $2,259 Shares 19,197 Est. Cost $68.25 Unrealized +39.3%
MRK MERCK & CO INC 0.7%
Value ($000) $2,204 Shares 26,183 Est. Cost $41.03 Unrealized +59.6%
PEP PEPSICO INC 0.7%
Value ($000) $2,079 Shares 15,164 Est. Cost $85.06 Unrealized +28.5%
V VISA INC 0.7%
Value ($000) $2,070 Shares 12,036 Est. Cost $109.89 Unrealized +55.0%
META FACEBOOK INC 0.7%
Value ($000) $2,061 Shares 11,573 Est. Cost $152.07 Unrealized +24.1%
BAC BANK OF AMERICA CORP 0.6%
Value ($000) $1,923 Shares 65,910 Est. Cost $20.31 Unrealized +21.0%
ITW ILLINOIS TOOL WORKS INC 0.6%
Value ($000) $1,913 Shares 12,223 Est. Cost $121.61 Unrealized +7.1%
VEA VANGUARD FTSE DEVELOPED MARKETS 0.6%
Value ($000) $1,886 Shares 45,907 Est. Cost $44.16 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.6%
Value ($000) $1,862 Shares 24,526 Est. Cost $58.14 Unrealized -2.4%
SCHH SCHWAB US REIT ETF 0.6%
Value ($000) $1,846 Shares 39,150 Est. Cost $46.83 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $1,826 Shares 7,872 Est. Cost $125.12 Unrealized +49.5%
VDE VANGUARD ENERGY ETF (MKT) 0.6%
Value ($000) $1,822 Shares 23,355 Est. Cost $93.29 Unrealized
SPDR S&P 600 SMALL CAP 0.6%
Value ($000) $1,808 Shares 26,905 Est. Cost $60.59 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.6%
Value ($000) $1,772 Shares 13,750 Est. Cost $130.83 Unrealized
ADBE ADOBE SYSTEMS INC 0.6%
Value ($000) $1,747 Shares 6,325 Est. Cost $168.43 Unrealized +73.3%
BND VANGUARD TOTAL BOND MARKET ETF 0.6%
Value ($000) $1,747 Shares 20,692 Est. Cost $82.23 Unrealized
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $1,733 Shares 20,708 Est. Cost $41.15 Unrealized +84.9%
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.6%
Value ($000) $1,725 Shares 15,271 Est. Cost $109.34 Unrealized
KO COCA COLA CO 0.5%
Value ($000) $1,630 Shares 29,942 Est. Cost $33.21 Unrealized +32.3%
AGG ISHARES CORE TOTAL US BOND 0.5%
Value ($000) $1,548 Shares 13,678 Est. Cost $109.66 Unrealized
DIS DISNEY WALT CO 0.5%
Value ($000) $1,516 Shares 11,627 Est. Cost $105.57 Unrealized +27.2%
IWR ISHARES RUSSELL MID-CAP (MKT) 0.5%
Value ($000) $1,432 Shares 25,600 Est. Cost $84.16 Unrealized
HEFA HDG MSCI EAFE 0.5%
Value ($000) $1,422 Shares 47,500 Est. Cost $29.94 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $1,409 Shares 39,216 Est. Cost $23.32 Unrealized +15.9%
ABBV ABBVIE INC SR NT 0.5%
Value ($000) $1,405 Shares 18,560 Est. Cost $45.38 Unrealized +15.9%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1,398 Shares 6,435 Est. Cost $159.03 Unrealized +36.5%
XLE ENERGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $1,392 Shares 23,522 Est. Cost $69.95 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $1,386 Shares 8,191 Est. Cost $91.03 Unrealized +53.0%
D DOMINION ENERGY INC 0.4%
Value ($000) $1,360 Shares 16,780 Est. Cost $47.60 Unrealized +22.7%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $1,335 Shares 5,729 Est. Cost $27.53 Unrealized +68.0%
IWD ISHARES RUSSELL 1000 VALUE (MKT) 0.4%
Value ($000) $1,294 Shares 10,087 Est. Cost $119.52 Unrealized
AVGO BROADCOM INC COM 0.4%
Value ($000) $1,291 Shares 4,676 Est. Cost $19.73 Unrealized +21.8%
DUK DUKE ENERGY CORP 0.4%
Value ($000) $1,268 Shares 13,228 Est. Cost $52.17 Unrealized +35.2%
MUB ISHARES NATIONAL AMT-FREE MUNI 0.4%
Value ($000) $1,266 Shares 11,095 Est. Cost $111.74 Unrealized
NKE NIKE INC 0.4%
Value ($000) $1,242 Shares 13,229 Est. Cost $60.33 Unrealized +30.6%
MCD MCDONALDS CORP 0.4%
Value ($000) $1,239 Shares 5,773 Est. Cost $101.92 Unrealized +81.3%
GOOG ALPHABET INC 0.4%
Value ($000) $1,239 Shares 1,016 Est. Cost $46.22 Unrealized +27.1%
GLAXOSMITHKLINE PLC 0.4%
Value ($000) $1,232 Shares 28,861 Est. Cost $40.87 Unrealized
IWM ISHARES RUSSELL 2000 (MKT) 0.4%
Value ($000) $1,215 Shares 8,027 Est. Cost $144.01 Unrealized
INGERSOLL RAND PLC 0.4%
Value ($000) $1,208 Shares 9,807 Est. Cost $94.63 Unrealized
SO SOUTHERN CO 0.4%
Value ($000) $1,202 Shares 19,451 Est. Cost $32.41 Unrealized +39.7%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,190 Shares 9,203 Est. Cost $96.70 Unrealized +13.8%
VO VANGUARD MID-CAP ETF (MKT) 0.4%
Value ($000) $1,185 Shares 7,070 Est. Cost $157.36 Unrealized
MO ALTRIA GROUP INC 0.4%
Value ($000) $1,180 Shares 28,848 Est. Cost $31.21 Unrealized -11.6%
CCI CROWN CASTLE INTL CORP 0.4%
Value ($000) $1,177 Shares 8,472 Est. Cost $63.34 Unrealized +65.4%
CMCSA COMCAST CORP 0.4%
Value ($000) $1,169 Shares 25,937 Est. Cost $29.28 Unrealized +28.1%
BCE BCE INC 0.4%
Value ($000) $1,138 Shares 23,489 Est. Cost $25.28 Unrealized +21.1%
AMT AMERICAN TOWER CORP 0.4%
Value ($000) $1,138 Shares 5,148 Est. Cost $118.11 Unrealized +55.3%
CSX CSX CORP 0.4%
Value ($000) $1,106 Shares 15,966 Est. Cost $15.87 Unrealized +34.6%
SUB ISHARES ST NATIONAL AMTFREE 0.4%
Value ($000) $1,090 Shares 10,233 Est. Cost $105.43 Unrealized
COST COSTCO WHOLESALE CORP NEW 0.3%
Value ($000) $1,064 Shares 3,693 Est. Cost $156.69 Unrealized +63.6%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $991 Shares 6,976 Est. Cost $87.22 Unrealized +25.8%
CE CELANESE CORP 0.3%
Value ($000) $965 Shares 7,889 Est. Cost $78.94 Unrealized +26.7%
ACN ACCENTURE PLC 0.3%
Value ($000) $964 Shares 5,013 Est. Cost $129.13 Unrealized +36.7%
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $961 Shares 22,416 Est. Cost $30.44 Unrealized +44.9%
VB VANGUARD SMALL CAP ETF (MKT) 0.3%
Value ($000) $959 Shares 6,230 Est. Cost $150.52 Unrealized
VOD VODAFONE GROUP PLC 0.3%
Value ($000) $901 Shares 45,257 Est. Cost $26.01 Unrealized
NGG NATIONAL GRID PLC 0.3%
Value ($000) $896 Shares 16,554 Est. Cost $61.46 Unrealized
VLO VALERO ENERGY CORP NEW 0.3%
Value ($000) $894 Shares 10,490 Est. Cost $48.31 Unrealized +29.3%
ETN EATON CORP PLC 0.3%
Value ($000) $862 Shares 10,365 Est. Cost $61.48 Unrealized +17.3%
ICE INTERCONTINENTALEXCHANGE GROUP 0.3%
Value ($000) $830 Shares 8,996 Est. Cost $55.70 Unrealized +51.0%
XLF FINANCIAL SELECT SECTOR SPDRR 0.3%
Value ($000) $827 Shares 29,553 Est. Cost $22.94 Unrealized
CRM SALESFORCE.COM INC 0.3%
Value ($000) $820 Shares 5,527 Est. Cost $98.46 Unrealized +52.5%
YUM YUM! BRANDS INC 0.3%
Value ($000) $806 Shares 7,108 Est. Cost $70.78 Unrealized +43.4%
INTC INTEL CORP 0.2%
Value ($000) $774 Shares 15,025 Est. Cost $31.44 Unrealized +36.8%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $774 Shares 5,991 Est. Cost $71.52 Unrealized +43.8%
PPL PPL CORP 0.2%
Value ($000) $766 Shares 24,330 Est. Cost $22.37 Unrealized +3.0%
BP BP PLC 0.2%
Value ($000) $754 Shares 19,868 Est. Cost $38.22 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $721 Shares 6,447 Est. Cost $74.07 Unrealized +38.7%
TSM TAIWAN SEMICONDUCTOR 0.2%
Value ($000) $711 Shares 15,287 Est. Cost $34.58 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $705 Shares 4,845 Est. Cost $97.97 Unrealized +4.6%
VOYA VOYA FINL INC 0.2%
Value ($000) $689 Shares 12,655 Est. Cost $36.59 Unrealized +31.3%
BA BOEING CO 0.2%
Value ($000) $686 Shares 1,802 Est. Cost $251.47 Unrealized +40.1%
SCHW SCHWAB CHARLES CORP NEW 0.2%
Value ($000) $684 Shares 16,352 Est. Cost $36.04 Unrealized +2.4%
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $669 Shares 13,256 Est. Cost $41.12 Unrealized -3.2%
VTR VENTAS INC 0.2%
Value ($000) $663 Shares 9,080 Est. Cost $39.73 Unrealized +38.3%
LUV SOUTHWEST AIRLINES CO 0.2%
Value ($000) $640 Shares 11,847 Est. Cost $48.23 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $640 Shares 11,577 Est. Cost $39.50 Unrealized +18.2%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $636 Shares 5,305 Est. Cost $83.28 Unrealized +6.8%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $633 Shares 8,266 Est. Cost $50.85 Unrealized +35.7%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $631 Shares 12,778 Est. Cost $31.92 Unrealized +34.0%
CM CDN IMPERIAL BK 0.2%
Value ($000) $630 Shares 7,638 Est. Cost $29.61 Unrealized -2.0%
AZN ASTRAZENECA PLC 0.2%
Value ($000) $625 Shares 14,023 Est. Cost $33.75 Unrealized
EXC EXELON CORP 0.2%
Value ($000) $614 Shares 12,717 Est. Cost $22.63 Unrealized +18.3%
WELL WELLTOWER INC 0.2%
Value ($000) $601 Shares 6,633 Est. Cost $49.37 Unrealized +45.0%
BTI BRITISH AMERICAN TOBACCO PLC 0.2%
Value ($000) $593 Shares 16,073 Est. Cost $53.67 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $585 Shares 2,821 Est. Cost $156.04 Unrealized +15.9%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $576 Shares 3,815 Est. Cost $135.59 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $556 Shares 2,673 Est. Cost $163.62 Unrealized +25.9%
MMM 3M CO 0.2%
Value ($000) $534 Shares 3,253 Est. Cost $105.16 Unrealized +5.2%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $526 Shares 1,348 Est. Cost $222.93 Unrealized +41.9%
MA MASTERCARD INC 0.2%
Value ($000) $523 Shares 1,924 Est. Cost $128.46 Unrealized +107.2%
MNST MONSTER BEVERAGE CORP 0.2%
Value ($000) $520 Shares 8,953 Est. Cost $25.18 Unrealized +20.3%
WMT WALMART, INC 0.2%
Value ($000) $516 Shares 4,345 Est. Cost $23.53 Unrealized +46.4%
ORCL ORACLE CORP 0.2%
Value ($000) $513 Shares 9,327 Est. Cost $38.59 Unrealized +30.5%
VWO VANGUARD EMERGING MARKETS STOCK 0.2%
Value ($000) $507 Shares 12,606 Est. Cost $43.82 Unrealized
SNY SANOFI 0.2%
Value ($000) $497 Shares 10,706 Est. Cost $42.80 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $484 Shares 5,474 Est. Cost $55.49 Unrealized +45.3%
AMGN AMGEN INC 0.2%
Value ($000) $483 Shares 2,496 Est. Cost $139.70 Unrealized +13.1%
TOTAL S A 0.2%
Value ($000) $473 Shares 9,097 Est. Cost $53.00 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $452 Shares 31,659 Est. Cost $9.81 Unrealized +3.3%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $447 Shares 2,771 Est. Cost $104.07 Unrealized +38.3%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $423 Shares 3,580 Est. Cost $79.66 Unrealized +41.3%
L LOEWS CORP 0.1%
Value ($000) $400 Shares 7,777 Est. Cost $45.83 Unrealized +9.6%
LOW LOWES COMPANIES INC 0.1%
Value ($000) $397 Shares 3,611 Est. Cost $69.50 Unrealized +35.3%
ALLY ALLY FINL INC 0.1%
Value ($000) $388 Shares 11,713 Est. Cost $15.75 Unrealized +67.4%
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value ($000) $380 Shares 8,550 Est. Cost $53.18 Unrealized -21.6%
O REALTY INCOME CORP 0.1%
Value ($000) $378 Shares 4,926 Est. Cost $43.90 Unrealized +16.8%
SYF SYNCHRONY FINL 0.1%
Value ($000) $372 Shares 10,909 Est. Cost $26.65 Unrealized +9.8%
NVDA NVIDIA CORP 0.1%
Value ($000) $356 Shares 2,045 Est. Cost $3.17 Unrealized +31.9%
NFLX NETFLIX INC 0.1%
Value ($000) $350 Shares 1,306 Est. Cost $20.36 Unrealized +53.7%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $350 Shares 3,910 Est. Cost $67.89 Unrealized +22.5%
IGSB ISHARES SHORT-TERM 0.1%
Value ($000) $339 Shares 6,308 Est. Cost $53.74 Unrealized
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $336 Shares 9,491 Est. Cost $24.17 Unrealized +8.7%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $336 Shares 2,461 Est. Cost $105.36 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $334 Shares 1,147 Est. Cost $254.94 Unrealized +10.5%
HIG HARTFORD FINANCIAL SERVICES 0.1%
Value ($000) $328 Shares 5,419 Est. Cost $40.40 Unrealized +25.8%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $322 Shares 6,356 Est. Cost $41.58 Unrealized -11.6%
CME CME GROUP INC 0.1%
Value ($000) $319 Shares 1,508 Est. Cost $164.33 Unrealized 0.0%
IVZ INVESCO LTD 0.1%
Value ($000) $314 Shares 18,544 Est. Cost $13.81 Unrealized -5.0%
AEP AMERICAN ELECTRIC POWER INC 0.1%
Value ($000) $307 Shares 3,272 Est. Cost $40.94 Unrealized +77.0%
ENB ENBRIDGE INC 0.1%
Value ($000) $300 Shares 8,555 Est. Cost $22.66 Unrealized 0.0%
DEO DIAGEO PLC 0.1%
Value ($000) $297 Shares 1,820 Est. Cost $109.67 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $291 Shares 5,723 Est. Cost $48.03 Unrealized -4.6%
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $282 Shares 1,777 Est. Cost $132.79 Unrealized 0.0%
DE DEERE & CO 0.1%
Value ($000) $263 Shares 1,560 Est. Cost $146.01 Unrealized 0.0%
ZTS ZOETIS INC 0.1%
Value ($000) $263 Shares 2,114 Est. Cost $114.57 Unrealized 0.0%
DHR DANAHER CORP 0.1%
Value ($000) $262 Shares 1,814 Est. Cost $102.01 Unrealized +19.3%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $260 Shares 1,853 Est. Cost $99.76 Unrealized +7.9%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $259 Shares 2,964 Est. Cost $65.07 Unrealized +16.1%
HYG ISHARES IBOXX $ HIGH YIELD 0.1%
Value ($000) $258 Shares 2,955 Est. Cost $87.31 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $253 Shares 2,440 Est. Cost $109.90 Unrealized 0.0%
CI CIGNA CORP 0.1%
Value ($000) $245 Shares 1,615 Est. Cost $184.07 Unrealized -19.1%
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $237 Shares 1,609 Est. Cost $109.35 Unrealized +14.5%
CVS CVS HEALTH CORPORATION 0.1%
Value ($000) $226 Shares 3,579 Est. Cost $48.37 Unrealized 0.0%
LEN LENNAR CORP 0.1%
Value ($000) $226 Shares 4,047 Est. Cost $44.86 Unrealized 0.0%
ORLY O REILLY AUTOMOTIVE INC 0.1%
Value ($000) $226 Shares 568 Est. Cost $25.83 Unrealized 0.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $222 Shares 2,047 Est. Cost $87.54 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $219 Shares 1,960 Est. Cost $88.44 Unrealized +14.0%
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $219 Shares 1,209 Est. Cost $266.10 Unrealized -21.9%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $218 Shares 1,840 Est. Cost $90.64 Unrealized +12.8%
SPLUNK INC 0.1%
Value ($000) $215 Shares 1,826 Est. Cost $117.74 Unrealized
VSS VANGUARD FTSE ALL WORLD 0.1%
Value ($000) $213 Shares 2,087 Est. Cost $102.06 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY 0.1%
Value ($000) $206 Shares 955 Est. Cost $215.71 Unrealized
HIGHLAND IBOXX SRLN ETF 0.1%
Value ($000) $206 Shares 11,778 Est. Cost $17.49 Unrealized
STWD STARWOOD PPTY TR INC COM 0.1%
Value ($000) $205 Shares 8,460 Est. Cost $24.23 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $204 Shares 1,196 Est. Cost $157.75 Unrealized 0.0%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $201 Shares 12,719 Est. Cost $11.61 Unrealized 0.0%
GIS GENERAL MILLS INC 0.1%
Value ($000) $200 Shares 3,634 Est. Cost $38.05 Unrealized +14.1%
GENERAL ELECTRIC CO 0.0%
Value ($000) $139 Shares 15,551 Est. Cost $10.90 Unrealized