Rock Creek Group, LP Diversified Active

CIK: 0001484067 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 9, 2023

Total Value ($000): $689,814 (100.0% shares, 0.0% debt)

Holdings (173)

ITOT ISHARES CORE S&P TOTAL U.S. 22.7%
Value ($000) $156,262 Shares 1,597,216 Est. Cost $95.49 Unrealized
CHH Choice Hotels Intl Inc 17.8%
Value ($000) $122,994 Shares 1,046,579 Est. Cost $126.40 Unrealized -7.5%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 6.9%
Value ($000) $47,330 Shares 483,274 Est. Cost $104.27 Unrealized
IDEV ISHARES CORE MSCI DEV MKTS 5.6%
Value ($000) $38,622 Shares 631,864 Est. Cost $60.42 Unrealized
GBIL Goldman Saches Access Treasury 0 ETF 4.5%
Value ($000) $31,042 Shares 310,258 Est. Cost $100.12 Unrealized
GFF GRIFFON ORD (NYS) 3.6%
Value ($000) $24,859 Shares 616,843 Est. Cost $22.94 Unrealized +36.0%
KSA ISHARES MSCI SAUDI ARABIA ETF (PSE) 3.2%
Value ($000) $21,947 Shares 531,018 Est. Cost $41.33 Unrealized
EPOL Ishares MSCI Poland ETF 2.7%
Value ($000) $18,694 Shares 974,637 Est. Cost $15.19 Unrealized
EWW Ishares MSCI Mexico ETF 2.7%
Value ($000) $18,641 Shares 299,831 Est. Cost $60.99 Unrealized
IEMG ISHARES CORE MSCI EMERGING 2.7%
Value ($000) $18,525 Shares 374,487 Est. Cost $53.59 Unrealized
GLD SPDR GOLD SHARES ETF 2.7%
Value ($000) $18,340 Shares 102,876 Est. Cost $132.51 Unrealized
TIP iShares TIPS Bond ETF 2.1%
Value ($000) $14,171 Shares 131,700 Est. Cost $123.19 Unrealized
JPST JP Morgan Ultra Short Income ETF 1.8%
Value ($000) $12,442 Shares 248,146 Est. Cost $50.31 Unrealized
ASHR Xtrackers Harvest CSI 300 China ETF 1.7%
Value ($000) $11,938 Shares 446,126 Est. Cost $29.48 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 1.6%
Value ($000) $11,121 Shares 154,707 Est. Cost $74.72 Unrealized
EWZ Ishares MSCI Brazil ETF 1.2%
Value ($000) $8,055 Shares 248,372 Est. Cost $28.69 Unrealized
BXC BLUELINX ORD (NYS) 1.0%
Value ($000) $7,221 Shares 77,000 Est. Cost $49.61 Unrealized +61.1%
EXTR EXTREME NETWORKS ORD (NMS) 0.9%
Value ($000) $6,252 Shares 240,000 Est. Cost $7.81 Unrealized +152.6%
ABG ASBURY AUTOMOTIVE GROUP ORD (NYS) 0.9%
Value ($000) $6,011 Shares 25,000 Est. Cost $171.69 Unrealized +22.5%
CRH ADR REPSG 1 ORD (NYS) 0.8%
Value ($000) $5,852 Shares 105,000 Est. Cost $55.73 Unrealized
ASO ACADEMY SPORTS AND OUTDOORS ORD (NMS) 0.8%
Value ($000) $5,405 Shares 100,000 Est. Cost $56.31 Unrealized -0.3%
ALTG ALTA EQUIPMENT GROUP CL A ORD (NYS) 0.6%
Value ($000) $4,333 Shares 250,000 Est. Cost $10.02 Unrealized +38.9%
THBRF THUNDERBIRD ENTERTAI ORD (CVE) 0.6%
Value ($000) $4,327 Shares 1,628,532 Est. Cost $2.34 Unrealized +11.1%
EEFT EURONET WORLDWIDE ORD (NMS) 0.6%
Value ($000) $4,172 Shares 35,542 Est. Cost $100.43 Unrealized +11.3%
PLAYA HOTELS RESORTS ORD (NMS) 0.6%
Value ($000) $4,070 Shares 500,000 Est. Cost $8.14 Unrealized
AAPL APPLE ORD (NMS) 0.6%
Value ($000) $3,989 Shares 20,563 Est. Cost $112.04 Unrealized +53.6%
IMXI INTERNATIONAL MONEY EXPRESS ORD (NMS) 0.5%
Value ($000) $3,680 Shares 150,000 Est. Cost $16.11 Unrealized +52.5%
MSFT MICROSOFT ORD (NMS) 0.5%
Value ($000) $3,313 Shares 9,730 Est. Cost $203.11 Unrealized +51.3%
SKY SKYLINE CHAMPION ORD (NYS) 0.5%
Value ($000) $3,273 Shares 50,000 Est. Cost $60.70 Unrealized +11.9%
SSNC SS AND C TECHNOLOGIES HOLDINGS ORD (NMS) 0.4%
Value ($000) $3,030 Shares 50,000 Est. Cost $57.65 Unrealized -1.4%
Eaton Vance Flting Rate Inc 0.4%
Value ($000) $2,886 Shares 287,073 Est. Cost $9.67 Unrealized
KKR KKR AND CO ORD (NYS) 0.4%
Value ($000) $2,800 Shares 50,000 Est. Cost $46.27 Unrealized +11.1%
WSM WILLIAMS SONOMA ORD (NYS) 0.4%
Value ($000) $2,503 Shares 20,000 Est. Cost $76.80 Unrealized -25.8%
GOOGL ALPHABET CL A ORD (NMS) 0.3%
Value ($000) $1,751 Shares 14,630 Est. Cost $109.66 Unrealized +4.2%
MCHI Ishares MSCI China ETF 0.2%
Value ($000) $1,510 Shares 33,741 Est. Cost $44.74 Unrealized
AMZN AMAZON COM ORD (NMS) 0.2%
Value ($000) $1,394 Shares 10,691 Est. Cost $125.49 Unrealized -9.0%
IIIV I3 VERTICALS CL A ORD (NMS) 0.2%
Value ($000) $1,356 Shares 59,336 Est. Cost $24.54 Unrealized -5.0%
MNSO MINISO GROUP HOLD ADR REP 4 ORD (NYS) 0.2%
Value ($000) $1,318 Shares 77,562 Est. Cost $24.48 Unrealized
NVDA NVIDIA ORD (NMS) 0.2%
Value ($000) $1,244 Shares 2,941 Est. Cost $19.66 Unrealized +68.8%
ACIW ACI WORLDWIDE ORD (NMS) 0.2%
Value ($000) $1,171 Shares 50,548 Est. Cost $26.47 Unrealized -8.6%
LEGH LEGACY HOUSING ORD (NMS) 0.2%
Value ($000) $1,160 Shares 50,000 Est. Cost $13.82 Unrealized +56.6%
PFSWEB ORD (NMS) 0.2%
Value ($000) $1,130 Shares 250,000 Est. Cost $11.80 Unrealized
KNF KNIFE RIVER ORD (NYS) 0.2%
Value ($000) $1,088 Shares 25,000 Est. Cost $44.43 Unrealized 0.0%
CVX CHEVRON ORD (NYS) 0.1%
Value ($000) $980 Shares 6,229 Est. Cost $106.91 Unrealized +34.0%
R1 RCM ORD (NMS) 0.1%
Value ($000) $905 Shares 49,069 Est. Cost $15.00 Unrealized
WD WALKER & DUNLOP ORD (NYS) 0.1%
Value ($000) $903 Shares 11,416 Est. Cost $66.59 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY CL B ORD (NYS) 0.1%
Value ($000) $857 Shares 2,514 Est. Cost $308.18 Unrealized +5.9%
MERIDIANLINK ORD (NYS) 0.1%
Value ($000) $832 Shares 40,000 Est. Cost $17.30 Unrealized
TSLA TESLA ORD (NMS) 0.1%
Value ($000) $803 Shares 3,067 Est. Cost $256.46 Unrealized -22.0%
JNJ JOHNSON & JOHNSON ORD (NYS) 0.1%
Value ($000) $801 Shares 4,838 Est. Cost $135.22 Unrealized +10.1%
V VISA CL A ORD (NYS) 0.1%
Value ($000) $688 Shares 2,897 Est. Cost $189.68 Unrealized +18.3%
JPM JPMORGAN CHASE ORD (NYS) 0.1%
Value ($000) $673 Shares 4,630 Est. Cost $117.24 Unrealized +10.6%
UNH UNITEDHEALTH GRP ORD (NYS) 0.1%
Value ($000) $660 Shares 1,373 Est. Cost $304.44 Unrealized +52.7%
META META PLATFORMS CL A ORD (NMS) 0.1%
Value ($000) $659 Shares 2,298 Est. Cost $236.70 Unrealized +3.5%
YMM FULL TRUCK ALLIANCE CO LTD 0.1%
Value ($000) $560 Shares 90,000 Est. Cost $8.00 Unrealized
MCD MCDONALD'S ORD (NYS) 0.1%
Value ($000) $526 Shares 1,764 Est. Cost $196.72 Unrealized +38.8%
HD HOME DEPOT ORD (NYS) 0.1%
Value ($000) $524 Shares 1,688 Est. Cost $243.58 Unrealized +13.5%
MA MASTERCARD CL A ORD (NYS) 0.1%
Value ($000) $481 Shares 1,224 Est. Cost $306.16 Unrealized +20.8%
VALE VALE ADR REPTG ONE ORD (NYS) 0.1%
Value ($000) $478 Shares 35,625 Est. Cost $13.42 Unrealized
LLY ELI LILLY ORD (NYS) 0.1%
Value ($000) $468 Shares 998 Est. Cost $312.47 Unrealized +31.7%
IBM INTERNATIONAL BUSINESS MACHINES ORD (NYS) 0.1%
Value ($000) $455 Shares 3,404 Est. Cost $111.89 Unrealized +5.5%
AVGO BROADCOM ORD (NMS) 0.1%
Value ($000) $453 Shares 522 Est. Cost $51.19 Unrealized +34.3%
PDD PDD HOLDINGS ADS (NMS) 0.1%
Value ($000) $442 Shares 6,399 Est. Cost $62.59 Unrealized
PBR PETROLEO BRASILEIRO ADR REPSTG 2 ORD (NYS) 0.1%
Value ($000) $442 Shares 31,979 Est. Cost $13.83 Unrealized
PG PROCTER & GAMBLE ORD (NYS) 0.1%
Value ($000) $433 Shares 2,856 Est. Cost $116.38 Unrealized +21.4%
CSCO CISCO SYSTEMS ORD (NMS) 0.1%
Value ($000) $427 Shares 8,249 Est. Cost $42.29 Unrealized +7.6%
VITRU ORD (NMS) 0.1%
Value ($000) $425 Shares 26,543 Est. Cost $22.76 Unrealized
KO COCA-COLA ORD (NYS) 0.1%
Value ($000) $416 Shares 6,904 Est. Cost $47.56 Unrealized +20.6%
IVV iShares Core S&P 500 ETF 0.1%
Value ($000) $406 Shares 912 Est. Cost $294.74 Unrealized
QAT ISHARES MSCI QATAR ETF (NMS) 0.1%
Value ($000) $369 Shares 20,627 Est. Cost $17.90 Unrealized
MRK MERCK & CO ORD (NYS) 0.1%
Value ($000) $356 Shares 3,087 Est. Cost $69.50 Unrealized +50.3%
TMUS T MOBILE US ORD (NMS) 0.1%
Value ($000) $354 Shares 2,545 Est. Cost $130.07 Unrealized +4.2%
PEP PEPSICO ORD (NMS) 0.1%
Value ($000) $349 Shares 1,883 Est. Cost $124.13 Unrealized +37.4%
TMO THERMO FISHER SCIENTIFIC ORD (NYS) 0.0%
Value ($000) $345 Shares 661 Est. Cost $558.70 Unrealized -4.2%
KWT ISHARES MSCI KUWAIT ETF (BAT) 0.0%
Value ($000) $333 Shares 10,384 Est. Cost $32.09 Unrealized
YUMC YUM CHINA ORD (NYS) 0.0%
Value ($000) $329 Shares 5,823 Est. Cost $60.37 Unrealized -0.1%
VZ VERIZON COMMUNICATIONS ORD (NYS) 0.0%
Value ($000) $320 Shares 8,612 Est. Cost $38.96 Unrealized -19.9%
BAC BANK OF AMERICA ORD (NYS) 0.0%
Value ($000) $309 Shares 10,771 Est. Cost $30.43 Unrealized -12.5%
LMT LOCKHEED MARTIN ORD (NYS) 0.0%
Value ($000) $288 Shares 625 Est. Cost $354.44 Unrealized +21.7%
ITUB ITAU UNIBANCO HOLDING ADR REP 1 PRF (NYS) 0.0%
Value ($000) $281 Shares 47,676 Est. Cost $5.90 Unrealized
ABBV ABBVIE ORD (NYS) 0.0%
Value ($000) $281 Shares 2,087 Est. Cost $100.18 Unrealized +33.5%
PBR/A PETROLEO BRASILEIRO ADR REPSTG 2 PRF (NYS) 0.0%
Value ($000) $272 Shares 22,027 Est. Cost $12.37 Unrealized
LOW LOWE'S COMPANIES ORD (NYS) 0.0%
Value ($000) $272 Shares 1,204 Est. Cost $169.28 Unrealized +16.8%
CMCSA COMCAST CL A ORD (NMS) 0.0%
Value ($000) $271 Shares 6,521 Est. Cost $40.28 Unrealized -9.0%
TXN TEXAS INSTRUMENTS ORD (NMS) 0.0%
Value ($000) $266 Shares 1,480 Est. Cost $146.28 Unrealized +8.7%
WMT WALMART ORD (NYS) 0.0%
Value ($000) $263 Shares 1,672 Est. Cost $41.79 Unrealized +17.2%
COST COSTCO WHOLESALE ORD (NMS) 0.0%
Value ($000) $263 Shares 488 Est. Cost $472.41 Unrealized +3.1%
HON HONEYWELL INTERNATIONAL ORD (NMS) 0.0%
Value ($000) $263 Shares 1,266 Est. Cost $139.87 Unrealized +25.5%
ACN ACCENTURE CL A ORD (NYS) 0.0%
Value ($000) $240 Shares 778 Est. Cost $267.05 Unrealized +4.7%
ORCL ORACLE ORD (NYS) 0.0%
Value ($000) $221 Shares 1,852 Est. Cost $69.98 Unrealized +43.5%
BMY BRISTOL MYERS SQUIBB ORD (NYS) 0.0%
Value ($000) $209 Shares 3,263 Est. Cost $52.85 Unrealized +11.5%
RTX RAYTHEON TECHNOLOGIES ORD (NYS) 0.0%
Value ($000) $199 Shares 2,036 Est. Cost $64.87 Unrealized +42.3%
ABT ABBOTT LABORATORIES ORD (NYS) 0.0%
Value ($000) $187 Shares 1,711 Est. Cost $90.29 Unrealized +12.4%
SO SOUTHERN ORD (NYS) 0.0%
Value ($000) $186 Shares 2,644 Est. Cost $57.43 Unrealized +13.7%
BBD BANCO BRADESCO ADR REPSTG 1 PRF (NYS) 0.0%
Value ($000) $183 Shares 52,892 Est. Cost $3.46 Unrealized
FDX FEDEX ORD (NYS) 0.0%
Value ($000) $181 Shares 729 Est. Cost $216.04 Unrealized 0.0%
DHR DANAHER ORD (NYS) 0.0%
Value ($000) $180 Shares 749 Est. Cost $187.57 Unrealized +11.3%
UAE ISHARES MSCI UAE ETF (NMS) 0.0%
Value ($000) $178 Shares 12,163 Est. Cost $14.65 Unrealized
PM PHILIP MORRIS INTERNATIONAL ORD (NYS) 0.0%
Value ($000) $171 Shares 1,751 Est. Cost $71.19 Unrealized +18.7%
WFC WELLS FARGO ORD (NYS) 0.0%
Value ($000) $163 Shares 3,825 Est. Cost $35.65 Unrealized +5.6%
CRM SALESFORCE ORD (NYS) 0.0%
Value ($000) $162 Shares 765 Est. Cost $196.25 Unrealized +2.8%
XLRE REAL ESTATE SELECT SCTR SPDR ETF (PSE) 0.0%
Value ($000) $160 Shares 4,237 Est. Cost $34.67 Unrealized
ZTO ZTO EXPRESS CAYMAN ADR REP CL A ORD (NYS) 0.0%
Value ($000) $159 Shares 6,350 Est. Cost $28.58 Unrealized
PFE PFIZER ORD (NYS) 0.0%
Value ($000) $155 Shares 4,230 Est. Cost $35.72 Unrealized -7.0%
AMGN AMGEN ORD (NMS) 0.0%
Value ($000) $155 Shares 697 Est. Cost $212.13 Unrealized +0.7%
UNP UNION PACIFIC ORD (NYS) 0.0%
Value ($000) $149 Shares 729 Est. Cost $174.39 Unrealized +7.2%
XLB SPDR FUND MATERIALS SELECT SECTR ETF (PSE) 0.0%
Value ($000) $146 Shares 1,761 Est. Cost $83.55 Unrealized
ADBE ADOBE ORD (NMS) 0.0%
Value ($000) $146 Shares 298 Est. Cost $361.12 Unrealized +11.6%
ABEV AMBEV ADR REP ONE ORD (NYS) 0.0%
Value ($000) $139 Shares 43,681 Est. Cost $3.18 Unrealized
MS MORGAN STANLEY ORD (NYS) 0.0%
Value ($000) $135 Shares 1,585 Est. Cost $80.81 Unrealized -3.0%
GD GENERAL DYNAMICS ORD (NYS) 0.0%
Value ($000) $134 Shares 623 Est. Cost $184.63 Unrealized +10.8%
DUK DUKE ENERGY ORD (NYS) 0.0%
Value ($000) $132 Shares 1,470 Est. Cost $80.42 Unrealized +5.9%
SBUX STARBUCKS ORD (NMS) 0.0%
Value ($000) $130 Shares 1,308 Est. Cost $81.59 Unrealized +19.2%
GS GOLDMAN SACHS GROUP ORD (NYS) 0.0%
Value ($000) $126 Shares 390 Est. Cost $254.65 Unrealized +20.9%
T AT&T ORD (NYS) 0.0%
Value ($000) $124 Shares 7,772 Est. Cost $16.36 Unrealized -9.6%
AXP AMERICAN EXPRESS ORD (NYS) 0.0%
Value ($000) $122 Shares 702 Est. Cost $136.49 Unrealized +14.4%
XLP SPDR FUND CONSUMER STAPLES ETF (PSE) 0.0%
Value ($000) $119 Shares 1,604 Est. Cost $68.88 Unrealized
IN8BIO, INC. (NMS) 0.0%
Value ($000) $118 Shares 76,314 Est. Cost $2.31 Unrealized
MDLZ MONDELEZ INTERNATIONAL CL A ORD (NMS) 0.0%
Value ($000) $113 Shares 1,552 Est. Cost $50.62 Unrealized +35.4%
NFLX NETFLIX ORD (NMS) 0.0%
Value ($000) $113 Shares 256 Est. Cost $29.25 Unrealized +25.9%
DIS WALT DISNEY ORD (NYS) 0.0%
Value ($000) $113 Shares 1,262 Est. Cost $120.93 Unrealized -23.5%
SQM SOCIEDAD QUIMICA ADR REP 1 SRS B ORD (NYS) 0.0%
Value ($000) $111 Shares 1,531 Est. Cost $72.62 Unrealized
UPS UNITED PARCEL SERVICE CL B ORD (NYS) 0.0%
Value ($000) $107 Shares 595 Est. Cost $135.06 Unrealized +14.4%
LINDE ORD (NYS) 0.0%
Value ($000) $95 Shares 249 Est. Cost $302.06 Unrealized
CAT CATERPILLAR ORD (NYS) 0.0%
Value ($000) $95 Shares 385 Est. Cost $147.73 Unrealized +44.7%
BLACKROCK ORD (NYS) 0.0%
Value ($000) $91 Shares 132 Est. Cost $675.69 Unrealized
MO ALTRIA GROUP ORD (NYS) 0.0%
Value ($000) $86 Shares 1,890 Est. Cost $30.94 Unrealized +18.2%
C CITIGROUP ORD (NYS) 0.0%
Value ($000) $85 Shares 1,840 Est. Cost $46.69 Unrealized -8.5%
GE GENERAL ELECTRIC ORD (NYS) 0.0%
Value ($000) $78 Shares 714 Est. Cost $66.19 Unrealized +20.6%
NKE NIKE CL B ORD (NYS) 0.0%
Value ($000) $74 Shares 666 Est. Cost $105.89 Unrealized +5.1%
NEE NEXTERA ENERGY ORD (NYS) 0.0%
Value ($000) $72 Shares 969 Est. Cost $72.19 Unrealized -3.0%
CL COLGATE PALMOLIVE ORD (NYS) 0.0%
Value ($000) $69 Shares 891 Est. Cost $68.96 Unrealized +5.7%
HCM HUTCHMED CHINA ADR (NMS) 0.0%
Value ($000) $66 Shares 5,473 Est. Cost $13.02 Unrealized
MDT MEDTRONIC ORD (NYS) 0.0%
Value ($000) $59 Shares 667 Est. Cost $73.46 Unrealized +8.1%
BA BOEING ORD (NYS) 0.0%
Value ($000) $58 Shares 273 Est. Cost $203.58 Unrealized +2.0%
XOM EXXON MOBIL ORD (NYS) 0.0%
Value ($000) $54 Shares 507 Est. Cost $88.86 Unrealized +12.1%
BKNG BOOKING HOLDINGS ORD (NMS) 0.0%
Value ($000) $54 Shares 20 Est. Cost $2394.16 Unrealized +8.6%
XLE ENERGY SELECT SECTOR SPDR ETF (PSE) 0.0%
Value ($000) $53 Shares 658 Est. Cost $81.17 Unrealized
AMD ADVANCED MICRO DEVICES ORD (NMS) 0.0%
Value ($000) $52 Shares 453 Est. Cost $90.02 Unrealized +15.5%
DOW DOW ORD (NYS) 0.0%
Value ($000) $50 Shares 937 Est. Cost $47.30 Unrealized -4.3%
SCHW CHARLES SCHWAB ORD (NYS) 0.0%
Value ($000) $47 Shares 823 Est. Cost $68.66 Unrealized -26.5%
QCOM QUALCOMM ORD (NMS) 0.0%
Value ($000) $43 Shares 361 Est. Cost $122.43 Unrealized -11.5%
XLU SELECT SECTOR UTI SELECT SPDR ETF (PSE) 0.0%
Value ($000) $43 Shares 653 Est. Cost $67.98 Unrealized
SPGI S&P GLOBAL ORD (NYS) 0.0%
Value ($000) $41 Shares 103 Est. Cost $357.76 Unrealized 0.0%
PYPL PAYPAL HOLDINGS ORD (NMS) 0.0%
Value ($000) $40 Shares 604 Est. Cost $80.86 Unrealized -15.9%
BEKE KE HOLDINGS ADR REP 3 CL A ORD (NYS) 0.0%
Value ($000) $38 Shares 2,565 Est. Cost $17.81 Unrealized
EMR EMERSON ELECTRIC ORD (NYS) 0.0%
Value ($000) $26 Shares 289 Est. Cost $73.57 Unrealized +8.9%
CHTR CHARTER COMMUNICATIONS CL A ORD (NMS) 0.0%
Value ($000) $22 Shares 61 Est. Cost $341.23 Unrealized 0.0%
BLACK KNIGHT ORD (NYS) 0.0%
Value ($000) $21 Shares 349 Est. Cost $59.73 Unrealized
CGTX COGNITION THERAPEUTICS ORD (NMS) 0.0%
Value ($000) $19 Shares 10,222 Est. Cost $4.96 Unrealized -57.3%
ELV ELEVANCE HEALTH ORD (NYS) 0.0%
Value ($000) $18 Shares 40 Est. Cost $354.16 Unrealized +25.0%
KHC KRAFT HEINZ ORD (NMS) 0.0%
Value ($000) $17 Shares 492 Est. Cost $32.71 Unrealized +2.6%
BSX BOSTON SCIENTIFIC ORD (NYS) 0.0%
Value ($000) $17 Shares 312 Est. Cost $44.31 Unrealized +17.9%
GILD GILEAD SCIENCES ORD (NMS) 0.0%
Value ($000) $16 Shares 206 Est. Cost $72.58 Unrealized 0.0%
BDX BECTON DICKINSON ORD (NYS) 0.0%
Value ($000) $16 Shares 60 Est. Cost $241.97 Unrealized 0.0%
TGT TARGET ORD (NYS) 0.0%
Value ($000) $15 Shares 110 Est. Cost $127.71 Unrealized +5.7%
MCK MCKESSON ORD (NYS) 0.0%
Value ($000) $14 Shares 32 Est. Cost $300.05 Unrealized +26.5%
ADI ANALOG DEVICES ORD (NMS) 0.0%
Value ($000) $14 Shares 70 Est. Cost $170.53 Unrealized +3.7%
GM GENERAL MOTORS ORD (NYS) 0.0%
Value ($000) $12 Shares 314 Est. Cost $33.63 Unrealized 0.0%
BK BANK OF NEW YORK MELLON ORD (NYS) 0.0%
Value ($000) $11 Shares 239 Est. Cost $40.07 Unrealized -0.4%
HUM HUMANA ORD (NYS) 0.0%
Value ($000) $10 Shares 22 Est. Cost $488.15 Unrealized 0.0%
AIG AMERICAN INTERNATIONAL GROUP ORD (NYS) 0.0%
Value ($000) $9 Shares 161 Est. Cost $52.91 Unrealized -4.3%
CMG CHIPOTLE MEXICAN GRILL ORD (NYS) 0.0%
Value ($000) $9 Shares 4 Est. Cost $39.56 Unrealized 0.0%
USB US BANCORP ORD (NYS) 0.0%
Value ($000) $8 Shares 241 Est. Cost $40.74 Unrealized -30.3%
NIO NIO ADS REP 1 CL A ORD (NYS) 0.0%
Value ($000) $8 Shares 798 Est. Cost $10.51 Unrealized
AMT AMERICAN TOWER REIT (NYS) 0.0%
Value ($000) $6 Shares 31 Est. Cost $228.80 Unrealized -22.2%
COF CAPITAL ONE FINANCIAL ORD (NYS) 0.0%
Value ($000) $5 Shares 44 Est. Cost $95.91 Unrealized 0.0%
MMM 3M ORD (NYS) 0.0%
Value ($000) $4 Shares 42 Est. Cost $112.87 Unrealized -31.3%
PANW PALO ALTO NETWORKS ORD (NMS) 0.0%
Value ($000) $4 Shares 16 Est. Cost $84.74 Unrealized +22.8%
ULTA ULTA BEAUTY ORD (NMS) 0.0%
Value ($000) $4 Shares 8 Est. Cost $489.83 Unrealized 0.0%
DXCM DEXCOM ORD (NMS) 0.0%
Value ($000) $2 Shares 18 Est. Cost $111.94 Unrealized +8.0%
BIIB BIOGEN ORD (NMS) 0.0%
Value ($000) $2 Shares 8 Est. Cost $297.86 Unrealized 0.0%
POLWQ POLISHED EQY WARRANT (ASE) 0.0%
Value ($000) $1 Shares 9,489 Est. Cost $0.08 Unrealized