Grove Bank & Trust Diversified Active

CIK: 0001662212 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 11, 2020

Total Value ($000): $332,784 (100.0% shares, 0.0% debt)

Holdings (182)

IJR ISHARES CORE S&P SMALL-CAP (MKT) 6.8%
Value ($000) $22,625 Shares 269,820 Est. Cost $81.38 Unrealized
IJH ISHARES CORE S&P MID-CAP (MKT) 6.7%
Value ($000) $22,196 Shares 107,842 Est. Cost $187.94 Unrealized
RSP INVESCO EXCHANGE TRADED FD TR 4.5%
Value ($000) $14,866 Shares 128,471 Est. Cost $104.45 Unrealized
VOO VANGUARD S&P 500 ETF 4.4%
Value ($000) $14,590 Shares 49,324 Est. Cost $245.46 Unrealized
LMBS FIRST TRUST LOW 3.1%
Value ($000) $10,338 Shares 199,578 Est. Cost $51.04 Unrealized
MDY SPDR S&P MIDCAP 400 (MKT) 2.9%
Value ($000) $9,501 Shares 25,311 Est. Cost $295.38 Unrealized
IGIB ISHARES INTERMEDIATE-TERM 2.7%
Value ($000) $8,896 Shares 153,443 Est. Cost $73.49 Unrealized
VNQ VANGUARD REAL ESTATE ETF 2.6%
Value ($000) $8,599 Shares 92,672 Est. Cost $86.40 Unrealized
SPY SPDR S&P 500 (MKT) 2.3%
Value ($000) $7,726 Shares 24,004 Est. Cost $269.16 Unrealized
AAPL APPLE INC 2.3%
Value ($000) $7,603 Shares 25,893 Est. Cost $35.49 Unrealized +74.7%
IDV ISHARES INTERNATIONAL SELECT DIV 2.2%
Value ($000) $7,167 Shares 213,491 Est. Cost $30.42 Unrealized
VTV VANGUARD VALUE INDEX 1.7%
Value ($000) $5,619 Shares 46,886 Est. Cost $102.65 Unrealized
IEFA ISHARES CORE MSCI EAFE 1.6%
Value ($000) $5,468 Shares 83,817 Est. Cost $63.99 Unrealized
EFA ISHARES MSCI EAFE (MKT) 1.6%
Value ($000) $5,318 Shares 76,591 Est. Cost $67.92 Unrealized
IEMG ISHARES CORE MSCI EMERGING 1.6%
Value ($000) $5,166 Shares 96,104 Est. Cost $55.06 Unrealized
XOM EXXON MOBIL CORP 1.4%
Value ($000) $4,755 Shares 68,143 Est. Cost $52.71 Unrealized -1.2%
IVV ISHARES CORE S&P 500 (MKT) 1.3%
Value ($000) $4,204 Shares 13,007 Est. Cost $255.27 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $3,906 Shares 24,765 Est. Cost $72.25 Unrealized +92.7%
ITOT ISHARES CORE S&P TOTAL US STOCK 1.1%
Value ($000) $3,704 Shares 50,950 Est. Cost $57.08 Unrealized
AMZN AMAZON COM INC 1.1%
Value ($000) $3,613 Shares 1,955 Est. Cost $52.25 Unrealized +69.4%
GOOGL ALPHABET INC 1.0%
Value ($000) $3,414 Shares 2,549 Est. Cost $44.83 Unrealized +42.8%
IWF ISHARES RUSSELL 1000 GROWTH 1.0%
Value ($000) $3,252 Shares 18,486 Est. Cost $126.06 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.9%
Value ($000) $3,151 Shares 70,222 Est. Cost $44.73 Unrealized
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $2,665 Shares 21,339 Est. Cost $64.67 Unrealized +62.7%
JPM JP MORGAN CHASE & CO 0.8%
Value ($000) $2,658 Shares 19,065 Est. Cost $68.25 Unrealized +59.2%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $2,652 Shares 22,006 Est. Cost $67.91 Unrealized +32.0%
VCSH VANGUARD SHORT-TERM CORP BD IDX 0.8%
Value ($000) $2,639 Shares 32,568 Est. Cost $79.72 Unrealized
T AT&T INC 0.8%
Value ($000) $2,511 Shares 64,255 Est. Cost $13.64 Unrealized +38.3%
META FACEBOOK INC 0.7%
Value ($000) $2,356 Shares 11,481 Est. Cost $152.07 Unrealized +26.5%
BAC BANK OF AMERICA CORP 0.7%
Value ($000) $2,313 Shares 65,687 Est. Cost $20.31 Unrealized +36.8%
V VISA INC 0.7%
Value ($000) $2,288 Shares 12,175 Est. Cost $110.61 Unrealized +56.0%
MRK MERCK & CO INC 0.7%
Value ($000) $2,278 Shares 25,051 Est. Cost $41.03 Unrealized +64.6%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $2,269 Shares 36,951 Est. Cost $28.82 Unrealized +48.5%
ITW ILLINOIS TOOL WORKS INC 0.7%
Value ($000) $2,180 Shares 12,137 Est. Cost $121.61 Unrealized +20.3%
MUB ISHARES NATIONAL AMT-FREE MUNI 0.7%
Value ($000) $2,169 Shares 19,038 Est. Cost $112.66 Unrealized
ADBE ADOBE SYSTEMS INC 0.6%
Value ($000) $2,062 Shares 6,251 Est. Cost $168.43 Unrealized +74.7%
VEA VANGUARD FTSE DEVELOPED MARKETS 0.6%
Value ($000) $2,036 Shares 46,202 Est. Cost $44.16 Unrealized
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $2,016 Shares 23,210 Est. Cost $44.83 Unrealized +67.9%
PM PHILIP MORRIS INTERNATIONAL INC 0.6%
Value ($000) $2,014 Shares 23,668 Est. Cost $58.14 Unrealized +3.2%
VBR VANGUARD SMALL CAP VALUE ETF 0.6%
Value ($000) $2,011 Shares 14,669 Est. Cost $131.22 Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $1,969 Shares 14,404 Est. Cost $85.06 Unrealized +32.6%
SCHH SCHWAB US REIT ETF 0.6%
Value ($000) $1,928 Shares 41,949 Est. Cost $46.78 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $1,884 Shares 6,407 Est. Cost $159.03 Unrealized +48.8%
IWR ISHARES RUSSELL MID-CAP (MKT) 0.5%
Value ($000) $1,812 Shares 30,400 Est. Cost $80.28 Unrealized
SPDR S&P 600 SMALL CAP 0.5%
Value ($000) $1,741 Shares 24,037 Est. Cost $60.59 Unrealized
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.5%
Value ($000) $1,705 Shares 14,304 Est. Cost $109.34 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $1,701 Shares 7,790 Est. Cost $125.12 Unrealized +55.8%
ABBV ABBVIE INC SR NT 0.5%
Value ($000) $1,659 Shares 18,741 Est. Cost $45.38 Unrealized +42.4%
DIS DISNEY WALT CO 0.5%
Value ($000) $1,656 Shares 11,447 Est. Cost $105.57 Unrealized +28.5%
VDE VANGUARD ENERGY ETF (MKT) 0.5%
Value ($000) $1,639 Shares 20,118 Est. Cost $93.29 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $1,593 Shares 40,673 Est. Cost $23.44 Unrealized +13.9%
BND VANGUARD TOTAL BOND MARKET ETF 0.5%
Value ($000) $1,543 Shares 18,397 Est. Cost $82.23 Unrealized
AGG ISHARES CORE TOTAL US BOND 0.4%
Value ($000) $1,487 Shares 13,231 Est. Cost $109.66 Unrealized
AVGO BROADCOM INC COM 0.4%
Value ($000) $1,456 Shares 4,609 Est. Cost $19.73 Unrealized +31.2%
HEFA HDG MSCI EAFE 0.4%
Value ($000) $1,449 Shares 47,500 Est. Cost $29.94 Unrealized
VWO VANGUARD EMERGING MARKETS STOCK 0.4%
Value ($000) $1,425 Shares 32,043 Est. Cost $44.22 Unrealized
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $1,397 Shares 5,771 Est. Cost $27.53 Unrealized +82.2%
MO ALTRIA GROUP INC 0.4%
Value ($000) $1,397 Shares 27,987 Est. Cost $31.21 Unrealized -7.8%
KO COCA COLA CO 0.4%
Value ($000) $1,386 Shares 25,041 Est. Cost $33.21 Unrealized +34.0%
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $1,383 Shares 7,812 Est. Cost $91.03 Unrealized +58.1%
GLD SPDR GOLD SHARES (MKT) 0.4%
Value ($000) $1,382 Shares 9,672 Est. Cost $142.89 Unrealized
IWD ISHARES RUSSELL 1000 VALUE (MKT) 0.4%
Value ($000) $1,377 Shares 10,087 Est. Cost $119.52 Unrealized
D DOMINION ENERGY INC 0.4%
Value ($000) $1,358 Shares 16,399 Est. Cost $47.60 Unrealized +31.1%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,350 Shares 9,255 Est. Cost $96.70 Unrealized +18.0%
NKE NIKE INC 0.4%
Value ($000) $1,341 Shares 13,237 Est. Cost $60.33 Unrealized +43.9%
IWM ISHARES RUSSELL 2000 (MKT) 0.4%
Value ($000) $1,330 Shares 8,027 Est. Cost $144.01 Unrealized
GLAXOSMITHKLINE PLC 0.4%
Value ($000) $1,300 Shares 27,662 Est. Cost $40.87 Unrealized
INGERSOLL RAND PLC 0.4%
Value ($000) $1,283 Shares 9,651 Est. Cost $94.63 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $1,231 Shares 921 Est. Cost $46.22 Unrealized +38.6%
SUB ISHARES ST NATIONAL AMTFREE 0.4%
Value ($000) $1,209 Shares 11,320 Est. Cost $105.56 Unrealized
DUK DUKE ENERGY CORP 0.4%
Value ($000) $1,197 Shares 13,121 Est. Cost $52.17 Unrealized +37.7%
SO SOUTHERN CO 0.4%
Value ($000) $1,190 Shares 18,693 Est. Cost $32.41 Unrealized +50.9%
MU MICRON TECHNOLOGY INC 0.4%
Value ($000) $1,188 Shares 22,095 Est. Cost $30.44 Unrealized +53.1%
AMT AMERICAN TOWER CORP 0.4%
Value ($000) $1,177 Shares 5,120 Est. Cost $118.11 Unrealized +55.6%
CSX CSX CORP 0.3%
Value ($000) $1,151 Shares 15,901 Est. Cost $15.87 Unrealized +37.3%
CMCSA COMCAST CORP 0.3%
Value ($000) $1,120 Shares 24,906 Est. Cost $29.28 Unrealized +29.3%
XLE ENERGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $1,115 Shares 18,561 Est. Cost $69.95 Unrealized
ACN ACCENTURE PLC 0.3%
Value ($000) $1,068 Shares 5,073 Est. Cost $129.72 Unrealized +37.5%
COST COSTCO WHOLESALE CORP NEW 0.3%
Value ($000) $1,064 Shares 3,621 Est. Cost $156.69 Unrealized +73.3%
BCE BCE INC 0.3%
Value ($000) $1,063 Shares 22,945 Est. Cost $25.28 Unrealized +25.5%
VB VANGUARD SMALL CAP ETF (MKT) 0.3%
Value ($000) $1,061 Shares 6,401 Est. Cost $150.93 Unrealized
NGG NATIONAL GRID PLC 0.3%
Value ($000) $1,023 Shares 16,312 Est. Cost $61.46 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $1,013 Shares 5,124 Est. Cost $101.92 Unrealized +68.7%
CRM SALESFORCE.COM INC 0.3%
Value ($000) $985 Shares 6,058 Est. Cost $103.40 Unrealized +49.8%
VLO VALERO ENERGY CORP NEW 0.3%
Value ($000) $978 Shares 10,444 Est. Cost $48.31 Unrealized +52.4%
ETN EATON CORP PLC 0.3%
Value ($000) $973 Shares 10,271 Est. Cost $61.48 Unrealized +29.6%
CE CELANESE CORP 0.3%
Value ($000) $969 Shares 7,871 Est. Cost $78.94 Unrealized +39.1%
VO VANGUARD MID-CAP ETF (MKT) 0.3%
Value ($000) $943 Shares 5,291 Est. Cost $157.36 Unrealized
ISHARES GOLD TRUST (MKT) 0.3%
Value ($000) $935 Shares 64,467 Est. Cost $14.50 Unrealized
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $907 Shares 6,594 Est. Cost $87.22 Unrealized +24.7%
TSM TAIWAN SEMICONDUCTOR 0.3%
Value ($000) $890 Shares 15,322 Est. Cost $34.58 Unrealized
XLF FINANCIAL SELECT SECTOR SPDRR 0.3%
Value ($000) $885 Shares 28,768 Est. Cost $22.94 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $881 Shares 14,723 Est. Cost $31.44 Unrealized +56.7%
PPL PPL CORP 0.3%
Value ($000) $857 Shares 23,902 Est. Cost $22.37 Unrealized +15.8%
LLY ELI LILLY & CO 0.3%
Value ($000) $835 Shares 6,357 Est. Cost $74.07 Unrealized +45.2%
ICE INTERCONTINENTALEXCHANGE GROUP 0.2%
Value ($000) $815 Shares 8,809 Est. Cost $55.70 Unrealized +53.9%
VOD VODAFONE GROUP PLC 0.2%
Value ($000) $788 Shares 40,798 Est. Cost $26.01 Unrealized
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $772 Shares 6,018 Est. Cost $71.52 Unrealized +45.0%
SCHW SCHWAB CHARLES CORP NEW 0.2%
Value ($000) $770 Shares 16,181 Est. Cost $36.04 Unrealized +12.3%
VOYA VOYA FINL INC 0.2%
Value ($000) $767 Shares 12,578 Est. Cost $36.59 Unrealized +39.2%
BP BP PLC 0.2%
Value ($000) $715 Shares 18,967 Est. Cost $38.22 Unrealized
YUM YUM! BRANDS INC 0.2%
Value ($000) $710 Shares 7,048 Est. Cost $70.78 Unrealized +30.5%
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $706 Shares 13,130 Est. Cost $41.12 Unrealized +8.7%
CCI CROWN CASTLE INTL CORP 0.2%
Value ($000) $704 Shares 4,953 Est. Cost $63.34 Unrealized +64.5%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $694 Shares 8,130 Est. Cost $50.85 Unrealized +48.4%
CM CDN IMPERIAL BK 0.2%
Value ($000) $660 Shares 7,929 Est. Cost $29.69 Unrealized +6.7%
AMGN AMGEN INC 0.2%
Value ($000) $652 Shares 2,706 Est. Cost $143.04 Unrealized +27.7%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $649 Shares 4,845 Est. Cost $97.97 Unrealized +2.0%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $647 Shares 11,747 Est. Cost $39.59 Unrealized +15.9%
AZN ASTRAZENECA PLC 0.2%
Value ($000) $647 Shares 12,986 Est. Cost $33.75 Unrealized
LUV SOUTHWEST AIRLINES CO 0.2%
Value ($000) $640 Shares 11,847 Est. Cost $48.23 Unrealized +6.3%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $624 Shares 3,815 Est. Cost $135.59 Unrealized
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $615 Shares 5,250 Est. Cost $83.28 Unrealized +11.5%
BRK/B BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $605 Shares 2,673 Est. Cost $163.62 Unrealized +32.7%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $591 Shares 12,315 Est. Cost $31.92 Unrealized +20.8%
MA MASTERCARD INC 0.2%
Value ($000) $589 Shares 1,974 Est. Cost $132.11 Unrealized +106.3%
BTI BRITISH AMERICAN TOBACCO PLC 0.2%
Value ($000) $587 Shares 13,813 Est. Cost $53.67 Unrealized
BA BOEING CO 0.2%
Value ($000) $580 Shares 1,780 Est. Cost $251.47 Unrealized +39.6%
EXC EXELON CORP 0.2%
Value ($000) $568 Shares 12,464 Est. Cost $22.63 Unrealized +15.0%
MMM 3M CO 0.2%
Value ($000) $560 Shares 3,178 Est. Cost $105.16 Unrealized +6.3%
MNST MONSTER BEVERAGE CORP 0.2%
Value ($000) $558 Shares 8,780 Est. Cost $25.18 Unrealized +16.7%
WELL WELLTOWER INC 0.2%
Value ($000) $533 Shares 6,512 Est. Cost $49.37 Unrealized +44.1%
WMT WALMART, INC 0.2%
Value ($000) $516 Shares 4,345 Est. Cost $23.53 Unrealized +54.6%
VTR VENTAS INC 0.2%
Value ($000) $509 Shares 8,825 Est. Cost $39.73 Unrealized +23.7%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $497 Shares 1,276 Est. Cost $222.93 Unrealized +45.7%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $493 Shares 2,600 Est. Cost $156.04 Unrealized +9.4%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $489 Shares 32,442 Est. Cost $9.84 Unrealized +11.5%
SBUX STARBUCKS CORP 0.1%
Value ($000) $472 Shares 5,367 Est. Cost $55.49 Unrealized +34.2%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $459 Shares 2,693 Est. Cost $104.07 Unrealized +39.4%
NVDA NVIDIA CORP 0.1%
Value ($000) $453 Shares 1,927 Est. Cost $3.17 Unrealized +63.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $446 Shares 3,580 Est. Cost $79.66 Unrealized +38.2%
LOW LOWES COMPANIES INC 0.1%
Value ($000) $432 Shares 3,607 Est. Cost $69.50 Unrealized +47.3%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $428 Shares 6,677 Est. Cost $41.75 Unrealized +8.2%
SNY SANOFI 0.1%
Value ($000) $419 Shares 8,345 Est. Cost $42.80 Unrealized
SYF SYNCHRONY FINL 0.1%
Value ($000) $403 Shares 11,189 Est. Cost $26.75 Unrealized +14.9%
L LOEWS CORP 0.1%
Value ($000) $382 Shares 7,282 Est. Cost $45.83 Unrealized +7.3%
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $377 Shares 9,281 Est. Cost $24.17 Unrealized +17.8%
ENB ENBRIDGE INC 0.1%
Value ($000) $376 Shares 9,463 Est. Cost $22.87 Unrealized +8.7%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $372 Shares 3,906 Est. Cost $67.89 Unrealized +25.4%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $371 Shares 1,142 Est. Cost $254.94 Unrealized +17.0%
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $351 Shares 1,259 Est. Cost $265.43 Unrealized -6.1%
IVZ INVESCO LTD 0.1%
Value ($000) $346 Shares 19,228 Est. Cost $13.78 Unrealized -6.1%
O REALTY INCOME CORP 0.1%
Value ($000) $346 Shares 4,708 Est. Cost $43.90 Unrealized +25.2%
ALLY ALLY FINL INC 0.1%
Value ($000) $343 Shares 11,240 Est. Cost $15.75 Unrealized +62.1%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $342 Shares 2,144 Est. Cost $102.53 Unrealized +17.2%
NFLX NETFLIX INC 0.1%
Value ($000) $338 Shares 1,045 Est. Cost $20.36 Unrealized +45.6%
IGSB ISHARES SHORT-TERM 0.1%
Value ($000) $338 Shares 6,308 Est. Cost $53.74 Unrealized
CI CIGNA CORP 0.1%
Value ($000) $330 Shares 1,615 Est. Cost $184.07 Unrealized -8.9%
TOTAL S A 0.1%
Value ($000) $317 Shares 5,723 Est. Cost $53.00 Unrealized
HIG HARTFORD FINANCIAL SERVICES 0.1%
Value ($000) $316 Shares 5,208 Est. Cost $40.40 Unrealized +29.6%
CME CME GROUP INC 0.1%
Value ($000) $314 Shares 1,565 Est. Cost $164.24 Unrealized -1.4%
NUE NUCOR CORP 0.1%
Value ($000) $313 Shares 5,562 Est. Cost $48.03 Unrealized +0.4%
DEO DIAGEO PLC 0.1%
Value ($000) $306 Shares 1,820 Est. Cost $109.67 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value ($000) $301 Shares 7,306 Est. Cost $53.18 Unrealized -32.3%
ZTS ZOETIS INC 0.1%
Value ($000) $298 Shares 2,253 Est. Cost $114.78 Unrealized +2.9%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $294 Shares 4,900 Est. Cost $60.00 Unrealized
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $294 Shares 1,967 Est. Cost $105.36 Unrealized
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $291 Shares 1,864 Est. Cost $133.40 Unrealized +9.4%
AEP AMERICAN ELECTRIC POWER INC 0.1%
Value ($000) $288 Shares 3,037 Est. Cost $40.94 Unrealized +81.4%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $283 Shares 2,618 Est. Cost $109.50 Unrealized -5.0%
DHR DANAHER CORP 0.1%
Value ($000) $278 Shares 1,814 Est. Cost $102.01 Unrealized +20.6%
DE DEERE & CO 0.1%
Value ($000) $271 Shares 1,564 Est. Cost $146.01 Unrealized +8.2%
SPLUNK INC 0.1%
Value ($000) $271 Shares 1,811 Est. Cost $117.74 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $268 Shares 1,609 Est. Cost $109.35 Unrealized +27.5%
ORLY O REILLY AUTOMOTIVE INC 0.1%
Value ($000) $264 Shares 603 Est. Cost $25.99 Unrealized +10.1%
CVS CVS HEALTH CORPORATION 0.1%
Value ($000) $258 Shares 3,479 Est. Cost $48.37 Unrealized +19.4%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $248 Shares 2,964 Est. Cost $65.07 Unrealized +12.8%
VSS VANGUARD FTSE ALL WORLD 0.1%
Value ($000) $236 Shares 2,124 Est. Cost $102.22 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $235 Shares 13,684 Est. Cost $11.70 Unrealized +9.3%
VGT VANGUARD INFORMATION TECHNOLOGY 0.1%
Value ($000) $234 Shares 955 Est. Cost $215.71 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $233 Shares 1,960 Est. Cost $88.44 Unrealized +14.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $232 Shares 3,572 Est. Cost $51.27 Unrealized 0.0%
HYG ISHARES IBOXX $ HIGH YIELD 0.1%
Value ($000) $228 Shares 2,590 Est. Cost $87.31 Unrealized
LEN LENNAR CORP 0.1%
Value ($000) $226 Shares 4,047 Est. Cost $44.86 Unrealized +17.1%
SAP SAP AKTIENGESELLSCHAFT 0.1%
Value ($000) $225 Shares 1,677 Est. Cost $134.17 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $219 Shares 1,926 Est. Cost $87.54 Unrealized +5.7%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $213 Shares 3,482 Est. Cost $53.00 Unrealized 0.0%
STWD STARWOOD PPTY TR INC COM 0.1%
Value ($000) $210 Shares 8,440 Est. Cost $24.23 Unrealized
HIGHLAND IBOXX SRLN ETF 0.1%
Value ($000) $207 Shares 11,778 Est. Cost $17.49 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $205 Shares 749 Est. Cost $246.86 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $201 Shares 1,840 Est. Cost $90.64 Unrealized +5.7%
QCOM QUALCOMM INC 0.1%
Value ($000) $200 Shares 2,270 Est. Cost $72.86 Unrealized 0.0%