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CIK: 0001662212 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 31, 2020

Total Value ($000): $303,642 (100.0% shares, 0.0% debt)

Holdings (176)

IJH ISHARES CORE S&P MID-CAP (MKT) 7.0%
Value ($000) $21,343 Shares 120,028 Est. Cost $186.80 Unrealized
IJR ISHARES CORE S&P SMALL-CAP (MKT) 6.8%
Value ($000) $20,754 Shares 303,918 Est. Cost $79.82 Unrealized
VOO VANGUARD S&P 500 ETF 5.7%
Value ($000) $17,277 Shares 60,956 Est. Cost $252.15 Unrealized
IEFA ISHARES CORE MSCI EAFE 3.2%
Value ($000) $9,710 Shares 169,865 Est. Cost $59.21 Unrealized
LMBS FIRST TRUST LOW 3.2%
Value ($000) $9,574 Shares 185,252 Est. Cost $51.04 Unrealized
AAPL APPLE INC 3.0%
Value ($000) $9,049 Shares 24,806 Est. Cost $35.49 Unrealized +111.6%
IEMG ISHARES CORE MSCI EMERGING 2.9%
Value ($000) $8,684 Shares 182,446 Est. Cost $49.81 Unrealized
IVV ISHARES CORE S&P 500 (MKT) 2.4%
Value ($000) $7,260 Shares 23,443 Est. Cost $263.58 Unrealized
MDY SPDR S&P MIDCAP 400 (MKT) 2.3%
Value ($000) $6,962 Shares 21,457 Est. Cost $295.38 Unrealized
SPY SPDR S&P 500 (MKT) 2.2%
Value ($000) $6,600 Shares 21,402 Est. Cost $269.16 Unrealized
MSFT MICROSOFT CORP 2.0%
Value ($000) $5,929 Shares 29,134 Est. Cost $86.56 Unrealized +99.9%
AMZN AMAZON COM INC 1.8%
Value ($000) $5,515 Shares 1,999 Est. Cost $54.30 Unrealized +122.4%
IDV ISHARES INTERNATIONAL SELECT DIV 1.5%
Value ($000) $4,671 Shares 185,952 Est. Cost $30.42 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK 1.3%
Value ($000) $4,066 Shares 58,560 Est. Cost $57.84 Unrealized
VTV VANGUARD VALUE INDEX 1.3%
Value ($000) $3,850 Shares 38,660 Est. Cost $101.62 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 1.2%
Value ($000) $3,695 Shares 19,250 Est. Cost $127.03 Unrealized
EFA ISHARES MSCI EAFE (MKT) 1.2%
Value ($000) $3,617 Shares 59,420 Est. Cost $67.92 Unrealized
VCSH VANGUARD SHORT-TERM CORP BD IDX 1.2%
Value ($000) $3,609 Shares 43,666 Est. Cost $80.20 Unrealized
GOOGL ALPHABET INC 1.1%
Value ($000) $3,452 Shares 2,434 Est. Cost $45.67 Unrealized +46.5%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $3,322 Shares 74,280 Est. Cost $51.55 Unrealized -32.5%
ADBE ADOBE SYSTEMS INC 1.1%
Value ($000) $3,216 Shares 7,387 Est. Cost $198.61 Unrealized +86.6%
META FACEBOOK INC 1.1%
Value ($000) $3,211 Shares 14,141 Est. Cost $161.85 Unrealized +28.1%
V VISA INC 0.9%
Value ($000) $2,819 Shares 14,592 Est. Cost $121.64 Unrealized +44.3%
EEM ISHARES MSCI EMERGING MARKETS 0.9%
Value ($000) $2,808 Shares 70,205 Est. Cost $44.22 Unrealized
VO VANGUARD MID-CAP ETF (MKT) 0.9%
Value ($000) $2,761 Shares 16,840 Est. Cost $152.82 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.9%
Value ($000) $2,705 Shares 30,623 Est. Cost $83.99 Unrealized
ABT ABBOTT LABORATORIES 0.9%
Value ($000) $2,618 Shares 28,633 Est. Cost $51.39 Unrealized +59.4%
VB VANGUARD SMALL CAP ETF (MKT) 0.8%
Value ($000) $2,556 Shares 17,545 Est. Cost $142.40 Unrealized
MUB ISHARES NATIONAL AMT-FREE MUNI 0.8%
Value ($000) $2,490 Shares 21,578 Est. Cost $112.84 Unrealized
AGG ISHARES CORE TOTAL US BOND 0.8%
Value ($000) $2,398 Shares 20,285 Est. Cost $112.12 Unrealized
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $2,176 Shares 18,196 Est. Cost $64.67 Unrealized +57.0%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $2,146 Shares 38,941 Est. Cost $29.47 Unrealized +38.3%
ABBV ABBVIE INC SR NT 0.7%
Value ($000) $2,139 Shares 21,792 Est. Cost $48.77 Unrealized +44.6%
MRK MERCK & CO INC 0.7%
Value ($000) $2,049 Shares 26,500 Est. Cost $42.86 Unrealized +46.7%
VNQ VANGUARD REAL ESTATE ETF 0.7%
Value ($000) $2,025 Shares 25,777 Est. Cost $86.40 Unrealized
CVX CHEVRON CORP NEW 0.7%
Value ($000) $1,994 Shares 22,346 Est. Cost $68.03 Unrealized +2.6%
HD HOME DEPOT INC 0.6%
Value ($000) $1,953 Shares 7,798 Est. Cost $126.20 Unrealized +58.3%
VEA VANGUARD FTSE DEVELOPED MARKETS 0.6%
Value ($000) $1,933 Shares 49,845 Est. Cost $43.73 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.6%
Value ($000) $1,903 Shares 10,884 Est. Cost $121.61 Unrealized +17.5%
T AT&T INC 0.6%
Value ($000) $1,877 Shares 62,089 Est. Cost $13.64 Unrealized +13.6%
JPM JP MORGAN CHASE & CO 0.6%
Value ($000) $1,864 Shares 19,820 Est. Cost $69.36 Unrealized +17.9%
VDE VANGUARD ENERGY ETF (MKT) 0.6%
Value ($000) $1,828 Shares 36,337 Est. Cost $72.76 Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $1,824 Shares 13,794 Est. Cost $85.47 Unrealized +29.6%
GOOG ALPHABET INC 0.6%
Value ($000) $1,805 Shares 1,277 Est. Cost $52.04 Unrealized +28.7%
SUB ISHARES ST NATIONAL AMTFREE 0.6%
Value ($000) $1,772 Shares 16,425 Est. Cost $105.93 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $1,708 Shares 5,792 Est. Cost $159.03 Unrealized +64.2%
PFE PFIZER INC 0.6%
Value ($000) $1,671 Shares 51,110 Est. Cost $23.95 Unrealized +8.5%
PM PHILIP MORRIS INTERNATIONAL INC 0.5%
Value ($000) $1,648 Shares 23,518 Est. Cost $57.96 Unrealized -5.5%
XLE ENERGY SELECT SECTOR SPDR FUND 0.5%
Value ($000) $1,559 Shares 41,191 Est. Cost $51.84 Unrealized
BK THE BANK OF NEW YORK COMPANY INC 0.5%
Value ($000) $1,546 Shares 40,000 Est. Cost $31.07 Unrealized 0.0%
CRM SALESFORCE.COM INC 0.5%
Value ($000) $1,515 Shares 8,086 Est. Cost $119.49 Unrealized +39.3%
ACN ACCENTURE PLC 0.5%
Value ($000) $1,488 Shares 6,928 Est. Cost $142.02 Unrealized +23.0%
VWO VANGUARD EMERGING MARKETS STOCK 0.5%
Value ($000) $1,488 Shares 37,568 Est. Cost $43.39 Unrealized
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $1,453 Shares 61,188 Est. Cost $20.31 Unrealized +1.3%
NKE NIKE INC 0.5%
Value ($000) $1,443 Shares 14,718 Est. Cost $62.87 Unrealized +35.9%
IWR ISHARES RUSSELL MID-CAP (MKT) 0.5%
Value ($000) $1,402 Shares 26,155 Est. Cost $79.72 Unrealized
D DOMINION ENERGY INC 0.5%
Value ($000) $1,401 Shares 17,255 Est. Cost $48.36 Unrealized +29.6%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $1,387 Shares 5,776 Est. Cost $27.53 Unrealized +88.8%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,321 Shares 9,393 Est. Cost $96.70 Unrealized +28.5%
HEFA HDG MSCI EAFE 0.4%
Value ($000) $1,311 Shares 47,500 Est. Cost $29.94 Unrealized
AVGO BROADCOM INC COM 0.4%
Value ($000) $1,284 Shares 4,069 Est. Cost $19.73 Unrealized +24.3%
AMT AMERICAN TOWER CORP 0.4%
Value ($000) $1,237 Shares 4,784 Est. Cost $118.11 Unrealized +78.3%
IWD ISHARES RUSSELL 1000 VALUE (MKT) 0.4%
Value ($000) $1,194 Shares 10,600 Est. Cost $118.53 Unrealized
CSCO CISCO SYSTEMS INC 0.4%
Value ($000) $1,174 Shares 25,169 Est. Cost $34.50 Unrealized +7.2%
IWM ISHARES RUSSELL 2000 (MKT) 0.4%
Value ($000) $1,138 Shares 7,950 Est. Cost $143.97 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $1,115 Shares 24,962 Est. Cost $33.21 Unrealized +16.6%
DUK DUKE ENERGY CORP 0.4%
Value ($000) $1,107 Shares 13,855 Est. Cost $53.07 Unrealized +27.4%
DIS DISNEY WALT CO 0.4%
Value ($000) $1,101 Shares 9,871 Est. Cost $105.57 Unrealized +2.2%
VBR VANGUARD SMALL CAP VALUE ETF 0.4%
Value ($000) $1,096 Shares 10,250 Est. Cost $131.22 Unrealized
GLAXOSMITHKLINE PLC 0.4%
Value ($000) $1,089 Shares 26,699 Est. Cost $40.83 Unrealized
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.4%
Value ($000) $1,079 Shares 11,277 Est. Cost $109.34 Unrealized
BCE BCE INC 0.3%
Value ($000) $1,042 Shares 24,942 Est. Cost $25.53 Unrealized +10.1%
LLY ELI LILLY & CO 0.3%
Value ($000) $1,032 Shares 6,288 Est. Cost $76.08 Unrealized +89.2%
MA MASTERCARD INC 0.3%
Value ($000) $1,020 Shares 3,449 Est. Cost $195.09 Unrealized +40.1%
COST COSTCO WHOLESALE CORP NEW 0.3%
Value ($000) $1,020 Shares 3,364 Est. Cost $158.91 Unrealized +75.7%
NGG NATIONAL GRID PLC 0.3%
Value ($000) $1,003 Shares 16,503 Est. Cost $61.44 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $997 Shares 6,899 Est. Cost $91.03 Unrealized +29.5%
CSX CSX CORP 0.3%
Value ($000) $993 Shares 14,235 Est. Cost $15.87 Unrealized +29.3%
SO SOUTHERN CO 0.3%
Value ($000) $984 Shares 18,979 Est. Cost $33.18 Unrealized +34.9%
MCD MCDONALDS CORP 0.3%
Value ($000) $945 Shares 5,121 Est. Cost $101.92 Unrealized +58.0%
INTC INTEL CORP 0.3%
Value ($000) $926 Shares 15,479 Est. Cost $32.36 Unrealized +64.4%
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $916 Shares 17,775 Est. Cost $30.44 Unrealized +51.1%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $901 Shares 5,169 Est. Cost $117.59 Unrealized +17.3%
CMCSA COMCAST CORP 0.3%
Value ($000) $872 Shares 22,372 Est. Cost $29.28 Unrealized +11.9%
UPS UNITED PARCEL SERVICE 0.3%
Value ($000) $863 Shares 7,758 Est. Cost $82.15 Unrealized -2.9%
TSM TAIWAN SEMICONDUCTOR 0.3%
Value ($000) $824 Shares 14,515 Est. Cost $35.66 Unrealized
CM CDN IMPERIAL BK 0.3%
Value ($000) $820 Shares 12,252 Est. Cost $28.10 Unrealized -14.1%
ETN EATON CORP PLC 0.3%
Value ($000) $817 Shares 9,335 Est. Cost $61.48 Unrealized +21.6%
VOD VODAFONE GROUP PLC 0.3%
Value ($000) $806 Shares 50,613 Est. Cost $24.06 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $800 Shares 6,625 Est. Cost $95.46 Unrealized -4.3%
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $737 Shares 8,284 Est. Cost $93.73 Unrealized -13.9%
AMGN AMGEN INC 0.2%
Value ($000) $728 Shares 3,087 Est. Cost $149.23 Unrealized +28.4%
ZTS ZOETIS INC 0.2%
Value ($000) $725 Shares 5,294 Est. Cost $120.58 Unrealized +3.2%
NVDA NVIDIA CORP 0.2%
Value ($000) $723 Shares 1,902 Est. Cost $3.27 Unrealized +146.2%
MO ALTRIA GROUP INC 0.2%
Value ($000) $713 Shares 18,162 Est. Cost $31.21 Unrealized -20.0%
ICE INTERCONTINENTALEXCHANGE GROUP 0.2%
Value ($000) $712 Shares 7,771 Est. Cost $55.70 Unrealized +52.9%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $693 Shares 5,461 Est. Cost $71.52 Unrealized +39.1%
BTI BRITISH AMERICAN TOBACCO PLC 0.2%
Value ($000) $667 Shares 17,181 Est. Cost $50.71 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.2%
Value ($000) $652 Shares 4,379 Est. Cost $115.55 Unrealized +9.9%
AZN ASTRAZENECA PLC 0.2%
Value ($000) $646 Shares 12,215 Est. Cost $33.75 Unrealized
DG DOLLAR GENERAL CORP 0.2%
Value ($000) $641 Shares 3,366 Est. Cost $143.34 Unrealized +16.6%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $628 Shares 7,102 Est. Cost $50.85 Unrealized +55.1%
PPL PPL CORP 0.2%
Value ($000) $618 Shares 23,920 Est. Cost $22.33 Unrealized -7.6%
CCI CROWN CASTLE INTL CORP 0.2%
Value ($000) $613 Shares 3,664 Est. Cost $63.34 Unrealized +97.5%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $597 Shares 3,815 Est. Cost $135.59 Unrealized
CE CELANESE CORP 0.2%
Value ($000) $595 Shares 6,893 Est. Cost $78.94 Unrealized -4.6%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $579 Shares 11,327 Est. Cost $39.75 Unrealized +12.1%
ALGN ALIGN TECHNOLOGY INC 0.2%
Value ($000) $566 Shares 2,061 Est. Cost $251.84 Unrealized -10.6%
NOW SERVICENOW INC COM 0.2%
Value ($000) $558 Shares 1,377 Est. Cost $66.02 Unrealized +7.0%
ENB ENBRIDGE INC 0.2%
Value ($000) $556 Shares 18,279 Est. Cost $22.43 Unrealized -6.0%
MMM 3M CO 0.2%
Value ($000) $538 Shares 3,448 Est. Cost $104.40 Unrealized -1.9%
WMT WALMART, INC 0.2%
Value ($000) $537 Shares 4,485 Est. Cost $24.02 Unrealized +58.5%
REGN REGENERON PHARMACEUTICALS INC 0.2%
Value ($000) $529 Shares 848 Est. Cost $460.42 Unrealized +22.6%
MNST MONSTER BEVERAGE CORP 0.2%
Value ($000) $520 Shares 7,506 Est. Cost $25.18 Unrealized +29.7%
UNILEVER PLC 0.2%
Value ($000) $518 Shares 9,441 Est. Cost $54.87 Unrealized
VLO VALERO ENERGY CORP NEW 0.2%
Value ($000) $508 Shares 8,633 Est. Cost $48.31 Unrealized -1.2%
SBUX STARBUCKS CORP 0.2%
Value ($000) $506 Shares 6,871 Est. Cost $58.15 Unrealized +14.1%
XLF FINANCIAL SELECT SECTOR SPDRR 0.2%
Value ($000) $498 Shares 21,511 Est. Cost $22.94 Unrealized
YUM YUM! BRANDS INC 0.2%
Value ($000) $496 Shares 5,709 Est. Cost $70.78 Unrealized +8.6%
VOYA VOYA FINL INC 0.2%
Value ($000) $485 Shares 10,403 Est. Cost $36.59 Unrealized +10.2%
SPDR S&P 600 SMALL CAP 0.2%
Value ($000) $485 Shares 8,214 Est. Cost $60.59 Unrealized
LOW LOWES COMPANIES INC 0.2%
Value ($000) $477 Shares 3,530 Est. Cost $70.74 Unrealized +46.0%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $473 Shares 3,347 Est. Cost $87.22 Unrealized +29.2%
NFLX NETFLIX INC 0.1%
Value ($000) $450 Shares 989 Est. Cost $20.95 Unrealized +103.2%
IGIB ISHARES INTERMEDIATE-TERM 0.1%
Value ($000) $448 Shares 7,425 Est. Cost $73.49 Unrealized
SCHW SCHWAB CHARLES CORP NEW 0.1%
Value ($000) $447 Shares 13,253 Est. Cost $36.04 Unrealized -7.9%
ADSK AUTODESK INC 0.1%
Value ($000) $438 Shares 1,831 Est. Cost $196.57 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $436 Shares 1,194 Est. Cost $224.24 Unrealized +44.4%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $432 Shares 7,336 Est. Cost $43.11 Unrealized +11.2%
BP BP PLC 0.1%
Value ($000) $429 Shares 18,377 Est. Cost $37.25 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $408 Shares 2,285 Est. Cost $163.62 Unrealized +11.6%
SNY SANOFI 0.1%
Value ($000) $380 Shares 7,440 Est. Cost $42.80 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $375 Shares 3,849 Est. Cost $67.89 Unrealized +22.3%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $369 Shares 4,795 Est. Cost $52.69 Unrealized +16.6%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $362 Shares 40,047 Est. Cost $9.32 Unrealized -26.9%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $358 Shares 3,405 Est. Cost $98.28 Unrealized -12.5%
IT GARTNER INC 0.1%
Value ($000) $356 Shares 2,933 Est. Cost $115.55 Unrealized 0.0%
ISHARES GOLD TRUST (MKT) 0.1%
Value ($000) $353 Shares 20,777 Est. Cost $14.64 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.1%
Value ($000) $352 Shares 4,412 Est. Cost $50.77 Unrealized +31.2%
EXC EXELON CORP 0.1%
Value ($000) $351 Shares 9,675 Est. Cost $22.63 Unrealized -4.1%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $345 Shares 1,970 Est. Cost $156.04 Unrealized -2.7%
IGSB ISHARES SHORT-TERM 0.1%
Value ($000) $344 Shares 6,285 Est. Cost $53.74 Unrealized
LUV SOUTHWEST AIRLINES CO 0.1%
Value ($000) $337 Shares 9,847 Est. Cost $48.23 Unrealized -38.7%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $327 Shares 3,430 Est. Cost $79.66 Unrealized +7.5%
MSCI MSCI INC 0.1%
Value ($000) $325 Shares 975 Est. Cost $305.66 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $321 Shares 887 Est. Cost $262.93 Unrealized +25.6%
DHR DANAHER CORP 0.1%
Value ($000) $317 Shares 1,792 Est. Cost $103.27 Unrealized +35.6%
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $312 Shares 12,202 Est. Cost $41.12 Unrealized -41.7%
CI CIGNA CORP 0.1%
Value ($000) $303 Shares 1,615 Est. Cost $184.07 Unrealized -5.7%
USMV ISHARES MSCI USA MINIMUM 0.1%
Value ($000) $303 Shares 5,000 Est. Cost $54.00 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $300 Shares 26,972 Est. Cost $10.13 Unrealized -16.6%
VGT VANGUARD INFORMATION TECHNOLOGY 0.1%
Value ($000) $266 Shares 955 Est. Cost $215.71 Unrealized
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $255 Shares 2,964 Est. Cost $65.07 Unrealized +19.4%
LEN LENNAR CORP 0.1%
Value ($000) $249 Shares 4,047 Est. Cost $47.29 Unrealized 0.0%
GLD SPDR GOLD SHARES (MKT) 0.1%
Value ($000) $246 Shares 1,472 Est. Cost $143.00 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $245 Shares 743 Est. Cost $287.01 Unrealized 0.0%
DEO DIAGEO PLC 0.1%
Value ($000) $244 Shares 1,820 Est. Cost $109.96 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $244 Shares 1,991 Est. Cost $99.37 Unrealized 0.0%
CITRIX SYSTEMS INC 0.1%
Value ($000) $244 Shares 1,647 Est. Cost $141.76 Unrealized
SAP SAP AKTIENGESELLSCHAFT 0.1%
Value ($000) $235 Shares 1,677 Est. Cost $140.13 Unrealized
CVS CVS HEALTH CORPORATION 0.1%
Value ($000) $232 Shares 3,569 Est. Cost $52.60 Unrealized 0.0%
ASML ASML HOLDING NV 0.1%
Value ($000) $226 Shares 614 Est. Cost $368.08 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $226 Shares 1,509 Est. Cost $116.82 Unrealized 0.0%
SPLUNK INC 0.1%
Value ($000) $225 Shares 1,131 Est. Cost $198.94 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $223 Shares 4,230 Est. Cost $53.02 Unrealized 0.0%
CME CME GROUP INC 0.1%
Value ($000) $222 Shares 1,367 Est. Cost $164.24 Unrealized -12.1%
GIS GENERAL MILLS INC 0.1%
Value ($000) $221 Shares 3,589 Est. Cost $49.89 Unrealized 0.0%
IJT ISHARES S&P SMALL-CAP 600 GROWTH 0.1%
Value ($000) $221 Shares 1,300 Est. Cost $170.00 Unrealized
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $214 Shares 3,532 Est. Cost $51.23 Unrealized 0.0%
HYG ISHARES IBOXX $ HIGH YIELD 0.1%
Value ($000) $211 Shares 2,590 Est. Cost $81.47 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $204 Shares 2,240 Est. Cost $70.96 Unrealized 0.0%
TRP TC ENERGY CORP COM 0.1%
Value ($000) $203 Shares 4,738 Est. Cost $33.46 Unrealized 0.0%
KLAC KLA-TENCOR CORP 0.1%
Value ($000) $203 Shares 1,046 Est. Cost $160.31 Unrealized 0.0%
DE DEERE & CO 0.1%
Value ($000) $201 Shares 1,276 Est. Cost $146.01 Unrealized -8.1%
APLE APPLE HOSPITALITY REIT INC 0.0%
Value ($000) $131 Shares 13,523 Est. Cost $9.69 Unrealized
IVZ INVESCO LTD 0.0%
Value ($000) $111 Shares 10,281 Est. Cost $13.75 Unrealized -48.7%