BRIDGES INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001007295 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 15, 2018

Total Value ($000): $2,023,113 (100.0% shares, 0.0% debt)

Holdings (270)

BRK/A BERKSHIRE HATHAWAY INC CLASS A 5.5%
Value ($000) $112,000 Shares 350 Est. Cost $208878.84 Unrealized +48.3%
AAPL APPLE INC COM 4.8%
Value ($000) $97,512 Shares 431,966 Est. Cost $29.06 Unrealized +69.6%
IJH ISHARES CORE S&P MID CAP ETF 4.0%
Value ($000) $80,581 Shares 400,328 Est. Cost $157.66 Unrealized
UNP UNION PACIFIC CORP COM 3.6%
Value ($000) $73,498 Shares 451,374 Est. Cost $95.39 Unrealized +34.0%
IJR ISHARES CORE S&P SMALL CAP ETF 3.6%
Value ($000) $72,814 Shares 834,648 Est. Cost $80.11 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 3.4%
Value ($000) $69,295 Shares 1,331,316 Est. Cost $50.40 Unrealized
MA MASTERCARD 3.3%
Value ($000) $66,603 Shares 299,195 Est. Cost $104.41 Unrealized +91.9%
BRK/B BERKSHIRE HATHAWAY INC CLASS B 3.0%
Value ($000) $60,543 Shares 282,761 Est. Cost $159.77 Unrealized +28.4%
IWF ISHARES RUSSELL 1000 GROWTH ET 2.8%
Value ($000) $57,164 Shares 366,484 Est. Cost $87.58 Unrealized
FINN FIRST NATIONAL OF NEBRASKA INC 2.4%
Value ($000) $48,504 Shares 5,944 Est. Cost $3927.14 Unrealized +79.9%
IWD ISHARES RUSSELL 1000 VALUE ETF 2.2%
Value ($000) $44,551 Shares 351,853 Est. Cost $100.38 Unrealized
AMZN AMAZON.COM INC 2.0%
Value ($000) $40,645 Shares 20,292 Est. Cost $44.95 Unrealized +109.2%
GOOGL ALPHABET INC CL A 1.6%
Value ($000) $33,075 Shares 27,400 Est. Cost $48.35 Unrealized +24.3%
V VISA INC. CLASS A 1.5%
Value ($000) $30,725 Shares 204,709 Est. Cost $90.02 Unrealized +50.1%
CVX CHEVRON CORP COM 1.4%
Value ($000) $28,670 Shares 234,464 Est. Cost $79.37 Unrealized +10.8%
CELGENE CORP COM 1.4%
Value ($000) $28,603 Shares 319,611 Est. Cost $98.37 Unrealized
MSFT MICROSOFT CORP COM 1.4%
Value ($000) $28,240 Shares 246,915 Est. Cost $71.89 Unrealized +40.2%
BA BOEING CO COM 1.4%
Value ($000) $27,644 Shares 74,334 Est. Cost $262.59 Unrealized +29.1%
JNJ JOHNSON & JOHNSON COM 1.3%
Value ($000) $26,791 Shares 193,899 Est. Cost $95.74 Unrealized +12.8%
BLACKROCK, INC. 1.3%
Value ($000) $25,722 Shares 54,573 Est. Cost $400.18 Unrealized
DIS DISNEY (WALT) 1.2%
Value ($000) $24,751 Shares 211,659 Est. Cost $82.77 Unrealized +28.8%
BKNG BOOKING HOLDINGS INC 1.2%
Value ($000) $24,740 Shares 12,470 Est. Cost $1935.61 Unrealized +0.1%
JPM JPMORGAN CHASE & CO COM 1.2%
Value ($000) $24,376 Shares 216,021 Est. Cost $69.43 Unrealized +33.4%
HD HOME DEPOT INC COM 1.2%
Value ($000) $24,179 Shares 116,722 Est. Cost $125.34 Unrealized +34.0%
WESTWOOD LARGE CAP VALUE EQUIT 1.2%
Value ($000) $24,072 Shares 23,565 Est. Cost $952.82 Unrealized
FDX FEDEX CORPORATION COM 1.1%
Value ($000) $22,828 Shares 94,805 Est. Cost $182.94 Unrealized +16.0%
GOOG ALPHABET INC CL C 1.1%
Value ($000) $21,775 Shares 18,245 Est. Cost $43.32 Unrealized +37.2%
COF CAPITAL ONE FINANCIAL COM 1.0%
Value ($000) $20,955 Shares 220,737 Est. Cost $70.95 Unrealized +20.7%
PEP PEPSICO INC COM 1.0%
Value ($000) $20,522 Shares 183,563 Est. Cost $74.58 Unrealized +21.1%
WFC WELLS FARGO & CO DEL COM (NEW) 0.9%
Value ($000) $18,550 Shares 352,913 Est. Cost $39.32 Unrealized +18.3%
VWO VANGUARD FTSE EMERGING MARKETS 0.8%
Value ($000) $15,580 Shares 380,005 Est. Cost $45.84 Unrealized
WESTWOOD ALLCAP VALUE EQUITY - 0.8%
Value ($000) $15,434 Shares 52,122 Est. Cost $280.17 Unrealized
PYPL PAYPAL HOLDINGS INC 0.7%
Value ($000) $15,016 Shares 170,956 Est. Cost $53.26 Unrealized +65.0%
META FACEBOOK, INC. 0.7%
Value ($000) $14,118 Shares 85,842 Est. Cost $142.36 Unrealized +26.3%
CMCSA COMCAST CORP CL A 0.7%
Value ($000) $13,737 Shares 387,963 Est. Cost $29.34 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.7%
Value ($000) $13,223 Shares 44,642 Est. Cost $185.63 Unrealized +52.1%
ETN EATON CORP PLC 0.7%
Value ($000) $13,201 Shares 152,212 Est. Cost $71.13 Unrealized 0.0%
LOW LOWES COMPANIES COM 0.6%
Value ($000) $12,968 Shares 112,945 Est. Cost $76.14 Unrealized +19.5%
MCD MCDONALDS CORP COM 0.6%
Value ($000) $12,100 Shares 72,328 Est. Cost $103.25 Unrealized +30.6%
ABBV ABBVIE INC 0.6%
Value ($000) $11,962 Shares 126,484 Est. Cost $58.34 Unrealized +18.6%
XOM EXXON MOBIL CORP COM 0.6%
Value ($000) $11,671 Shares 137,273 Est. Cost $56.45 Unrealized +3.1%
PM PHILIP MORRIS INTERNATIONAL IN 0.6%
Value ($000) $11,635 Shares 142,684 Est. Cost $59.30 Unrealized -6.4%
MO ALTRIA GROUP INC 0.6%
Value ($000) $11,473 Shares 190,227 Est. Cost $27.46 Unrealized +22.2%
SHW SHERWIN WILLIAMS CO COM 0.6%
Value ($000) $11,294 Shares 24,811 Est. Cost $124.25 Unrealized +11.6%
TMO THERMO FISHER SCIENTIFIC 0.6%
Value ($000) $11,240 Shares 46,050 Est. Cost $186.30 Unrealized +21.1%
WESTWOOD SMIDCAP PLUS - PT COM 0.5%
Value ($000) $10,660 Shares 42,397 Est. Cost $239.62 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value ($000) $10,478 Shares 39,384 Est. Cost $212.39 Unrealized +8.6%
ABT ABBOTT LABS COM 0.5%
Value ($000) $10,424 Shares 142,096 Est. Cost $45.88 Unrealized +26.0%
IVV ISHARES CORE S&P 500 ETF 0.5%
Value ($000) $10,418 Shares 35,587 Est. Cost $271.60 Unrealized
AMGN AMGEN INC COM 0.5%
Value ($000) $10,140 Shares 48,918 Est. Cost $114.13 Unrealized +37.9%
GILD GILEAD SCIENCES, INC 0.5%
Value ($000) $10,124 Shares 131,124 Est. Cost $57.75 Unrealized -1.6%
ING ING GROEP NV ADR 0.5%
Value ($000) $10,052 Shares 775,030 Est. Cost $16.98 Unrealized
HON HONEYWELL INTERNATIONAL INC CO 0.5%
Value ($000) $9,952 Shares 59,806 Est. Cost $104.79 Unrealized +16.0%
CONTINENTAL RESOURCES INC 0.5%
Value ($000) $9,718 Shares 142,316 Est. Cost $49.09 Unrealized
WESTWOOD SMALL CAP VALUE EQUIT 0.5%
Value ($000) $9,266 Shares 21,926 Est. Cost $397.76 Unrealized
BIIB BIOGEN INC COM 0.4%
Value ($000) $9,044 Shares 25,597 Est. Cost $311.73 Unrealized +10.4%
EOG EOG RESOURCES INC. 0.4%
Value ($000) $8,991 Shares 70,478 Est. Cost $91.41 Unrealized 0.0%
FISV FISERV INC WISCONSIN COM 0.4%
Value ($000) $8,988 Shares 109,097 Est. Cost $60.79 Unrealized +29.1%
MMM 3M CO COM 0.4%
Value ($000) $8,747 Shares 41,509 Est. Cost $110.89 Unrealized +19.2%
USB U.S. BANCORP COM (NEW) 0.4%
Value ($000) $8,539 Shares 161,690 Est. Cost $34.21 Unrealized +14.4%
UNITED TECHNOLOGIES CORP COM 0.4%
Value ($000) $8,186 Shares 58,551 Est. Cost $115.43 Unrealized
ECL ECOLAB INC 0.4%
Value ($000) $7,936 Shares 50,625 Est. Cost $97.39 Unrealized +40.7%
ALLERGAN PLC 0.4%
Value ($000) $7,784 Shares 40,861 Est. Cost $266.74 Unrealized
COST COSTCO WHOLESALE CORP 0.4%
Value ($000) $7,563 Shares 32,199 Est. Cost $160.55 Unrealized +26.5%
QCOM QUALCOMM INC COM 0.4%
Value ($000) $7,426 Shares 103,101 Est. Cost $47.45 Unrealized +15.1%
PNC PNC FINANCIAL SERVICES GROUP 0.3%
Value ($000) $6,965 Shares 51,138 Est. Cost $113.64 Unrealized -3.7%
AMP AMERIPRISE FINANCIAL INC COM 0.3%
Value ($000) $6,956 Shares 47,110 Est. Cost $102.37 Unrealized +21.6%
DOWDUPONT INC 0.3%
Value ($000) $6,891 Shares 107,155 Est. Cost $64.31 Unrealized
ACN ACCENTURE LTD 0.3%
Value ($000) $6,806 Shares 39,986 Est. Cost $149.23 Unrealized 0.0%
EXPRESS SCRIPTS HOLDING CO COM 0.3%
Value ($000) $6,773 Shares 71,290 Est. Cost $67.10 Unrealized
WESTWOOD EMERGING MARKETS - PT 0.3%
Value ($000) $6,743 Shares 96,263 Est. Cost $77.51 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.3%
Value ($000) $6,700 Shares 50,377 Est. Cost $127.59 Unrealized
PFE PFIZER INC COM 0.3%
Value ($000) $6,530 Shares 148,162 Est. Cost $22.24 Unrealized +24.3%
ODFL OLD DOMINION FREIGHT LINE, INC 0.3%
Value ($000) $6,381 Shares 39,568 Est. Cost $44.82 Unrealized +9.2%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $6,350 Shares 130,524 Est. Cost $25.48 Unrealized +41.5%
VZ VERIZON COMMUNICATIONS COM 0.3%
Value ($000) $6,229 Shares 116,669 Est. Cost $30.08 Unrealized +18.5%
IBM INTERNATIONAL BUS MACH COM 0.3%
Value ($000) $6,158 Shares 40,725 Est. Cost $106.60 Unrealized -5.0%
MRK MERCK & CO INC COM 0.3%
Value ($000) $6,101 Shares 86,009 Est. Cost $50.65 Unrealized 0.0%
TGT TARGET CORP COM 0.3%
Value ($000) $6,038 Shares 68,446 Est. Cost $50.17 Unrealized +35.4%
MLM MARTIN MARIETTA MATERIALS 0.3%
Value ($000) $5,424 Shares 29,811 Est. Cost $199.87 Unrealized -2.2%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $5,358 Shares 94,263 Est. Cost $39.41 Unrealized +14.4%
PG PROCTER & GAMBLE CO COM 0.3%
Value ($000) $5,283 Shares 63,480 Est. Cost $62.72 Unrealized +8.1%
IQV IQVIA HOLDINGS INC 0.3%
Value ($000) $5,235 Shares 40,353 Est. Cost $103.59 Unrealized +15.9%
IWS ISHARES RUSSELL MID CAP VALUE 0.3%
Value ($000) $5,058 Shares 56,034 Est. Cost $88.71 Unrealized
BAC BANK OF AMERICA CORPORATION 0.2%
Value ($000) $5,031 Shares 170,766 Est. Cost $25.76 Unrealized -1.1%
CCL CARNIVAL CORP CL A 0.2%
Value ($000) $4,739 Shares 74,313 Est. Cost $60.66 Unrealized -6.3%
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $4,616 Shares 68,947 Est. Cost $56.45 Unrealized -0.8%
TXN TEXAS INSTRUMENTS INC COM 0.2%
Value ($000) $4,584 Shares 42,722 Est. Cost $86.08 Unrealized +4.8%
ISHARES EDGE MSCI USA QUALITY 0.2%
Value ($000) $4,518 Shares 49,996 Est. Cost $83.55 Unrealized
WMT WALMART INC 0.2%
Value ($000) $4,316 Shares 45,959 Est. Cost $23.07 Unrealized +18.5%
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $4,210 Shares 20,570 Est. Cost $181.99 Unrealized -9.2%
SYF SYNCHRONY FINANCIAL 0.2%
Value ($000) $4,194 Shares 134,940 Est. Cost $28.74 Unrealized -8.0%
SLB SCHLUMBERGER LTD COM 0.2%
Value ($000) $4,178 Shares 68,585 Est. Cost $56.57 Unrealized -8.0%
T AT&T INC COM 0.2%
Value ($000) $4,134 Shares 123,109 Est. Cost $14.86 Unrealized -2.6%
IWR ISHARES RUSSELL MID CAP ETF 0.2%
Value ($000) $4,108 Shares 18,631 Est. Cost $172.54 Unrealized
ADBE ADOBE INC COM 0.2%
Value ($000) $4,104 Shares 15,203 Est. Cost $218.34 Unrealized +18.1%
NKE NIKE INC CL B 0.2%
Value ($000) $4,001 Shares 47,225 Est. Cost $50.76 Unrealized +43.8%
DOX AMDOCS LTD 0.2%
Value ($000) $3,943 Shares 59,754 Est. Cost $57.35 Unrealized -0.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.2%
Value ($000) $3,805 Shares 49,315 Est. Cost $58.92 Unrealized +19.2%
STZ CONSTELLATION BRANDS, INC. 0.2%
Value ($000) $3,739 Shares 17,338 Est. Cost $192.61 Unrealized -2.1%
DBEF DEUTSCHE X-TRACKERS MSCI EAFE 0.2%
Value ($000) $3,729 Shares 115,301 Est. Cost $31.40 Unrealized
WESTON INVESTMENTS, LTD. 11.20 0.2%
Value ($000) $3,607 Shares 1 Est. Cost $3607000.00 Unrealized
NIC INC 0.2%
Value ($000) $3,600 Shares 243,224 Est. Cost $13.34 Unrealized
ORCL ORACLE CORP COM 0.2%
Value ($000) $3,457 Shares 67,056 Est. Cost $44.05 Unrealized -1.1%
SPGI S & P GLOBAL INC 0.2%
Value ($000) $3,452 Shares 17,674 Est. Cost $179.49 Unrealized +7.9%
EL ESTEE LAUDER COMPANY COM 0.2%
Value ($000) $3,435 Shares 23,633 Est. Cost $126.91 Unrealized -0.4%
ALK ALASKA AIR GROUP INC 0.2%
Value ($000) $3,414 Shares 49,575 Est. Cost $62.63 Unrealized -0.1%
WESTWOOD CONCENTRATED LARGE CA 0.2%
Value ($000) $3,315 Shares 19,562 Est. Cost $158.90 Unrealized
BDX BECTON DICKINSON & CO COM 0.2%
Value ($000) $3,285 Shares 12,588 Est. Cost $190.45 Unrealized +15.7%
TEXAS PACIFIC LAND TRUST 0.2%
Value ($000) $3,105 Shares 3,600 Est. Cost $446.83 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $2,977 Shares 62,941 Est. Cost $34.91 Unrealized +18.9%
CB CHUBB CORP COM 0.1%
Value ($000) $2,963 Shares 22,170 Est. Cost $126.19 Unrealized -5.5%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $2,897 Shares 8,373 Est. Cost $261.26 Unrealized +1.1%
EEM ISHARES MSCI EMERGING MKTS ETF 0.1%
Value ($000) $2,844 Shares 66,263 Est. Cost $45.10 Unrealized
UPS UNITED PARCEL SERVICE CL B 0.1%
Value ($000) $2,751 Shares 23,558 Est. Cost $70.94 Unrealized +24.7%
IJS ISHARES S&P SMALL CAP 600 VALU 0.1%
Value ($000) $2,490 Shares 14,916 Est. Cost $132.39 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY 0.1%
Value ($000) $2,441 Shares 24,017 Est. Cost $101.64 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $2,439 Shares 52,820 Est. Cost $31.46 Unrealized +15.4%
ISHARES CORE MSCI EMERGING MKT 0.1%
Value ($000) $2,419 Shares 46,718 Est. Cost $52.51 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $2,380 Shares 24,199 Est. Cost $66.05 Unrealized +15.5%
TJX TJX COMPANIES INC 0.1%
Value ($000) $2,327 Shares 20,765 Est. Cost $35.48 Unrealized +31.0%
BP BP PLC SPONS ADR 0.1%
Value ($000) $2,306 Shares 50,015 Est. Cost $40.15 Unrealized
LEG LEGGETT & PLATT INC COM 0.1%
Value ($000) $2,289 Shares 52,279 Est. Cost $43.83 Unrealized +2.6%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.1%
Value ($000) $2,194 Shares 16,625 Est. Cost $86.94 Unrealized +28.6%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $2,075 Shares 12,380 Est. Cost $35.46 Unrealized 0.0%
TE CONNECTIVITY LTD 0.1%
Value ($000) $2,042 Shares 23,227 Est. Cost $87.91 Unrealized
CONCHO RESOURCES INC 0.1%
Value ($000) $1,967 Shares 12,878 Est. Cost $152.74 Unrealized
WHG WESTWOOD HOLDINGS GROUP INC 0.1%
Value ($000) $1,959 Shares 37,862 Est. Cost $60.68 Unrealized -5.6%
SWK STANLEY BLACK & DECKER, INC. 0.1%
Value ($000) $1,942 Shares 13,258 Est. Cost $97.07 Unrealized +18.6%
SVB FINANCIAL GROUP 0.1%
Value ($000) $1,931 Shares 6,215 Est. Cost $264.07 Unrealized
BMY BRISTOL MYERS SQUIBB COM 0.1%
Value ($000) $1,926 Shares 31,041 Est. Cost $42.56 Unrealized +5.7%
WESTWOOD ALLCAP GROWTH EQUITY 0.1%
Value ($000) $1,916 Shares 11,819 Est. Cost $145.08 Unrealized
AETNA INC COM 0.1%
Value ($000) $1,905 Shares 9,390 Est. Cost $169.02 Unrealized
BUCKEYE PARTNERS L P UNIT LTD 0.1%
Value ($000) $1,895 Shares 53,062 Est. Cost $53.00 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L 0.1%
Value ($000) $1,782 Shares 62,022 Est. Cost $34.58 Unrealized
IWC ISHARES MICRO - CAP ETF 0.1%
Value ($000) $1,782 Shares 16,764 Est. Cost $105.64 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $1,743 Shares 22,762 Est. Cost $50.08 Unrealized +23.7%
AVGO BROADCOM INC 0.1%
Value ($000) $1,740 Shares 7,053 Est. Cost $18.27 Unrealized 0.0%
TD TORONTO-DOMINION BANK 0.1%
Value ($000) $1,634 Shares 26,875 Est. Cost $56.89 Unrealized +4.7%
ANADARKO PETROLEUM CORP COM 0.1%
Value ($000) $1,615 Shares 23,958 Est. Cost $66.22 Unrealized
AIG AMERICAN INTL GROUP COM 0.1%
Value ($000) $1,535 Shares 28,834 Est. Cost $48.06 Unrealized -8.1%
DE DEERE & CO COM 0.1%
Value ($000) $1,527 Shares 10,156 Est. Cost $127.73 Unrealized +0.7%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $1,512 Shares 13,840 Est. Cost $60.39 Unrealized +43.5%
VFC V F CORP COM 0.1%
Value ($000) $1,495 Shares 15,990 Est. Cost $59.24 Unrealized +44.0%
ICE INTERCONTINENTAL EXCHANGE INC. 0.1%
Value ($000) $1,484 Shares 19,804 Est. Cost $68.35 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,395 Shares 6,226 Est. Cost $202.90 Unrealized -3.2%
MSI MOTOROLA SOLUTIONS INC COM 0.1%
Value ($000) $1,352 Shares 10,396 Est. Cost $91.54 Unrealized +22.2%
MKC MCCORMICK & COMPANY, INC. 0.1%
Value ($000) $1,347 Shares 10,230 Est. Cost $45.28 Unrealized +18.4%
SU SUNCOR ENERGY 0.1%
Value ($000) $1,337 Shares 34,563 Est. Cost $23.63 Unrealized +28.9%
MDLZ MONDELEZ INTERNATIONAL INC CL 0.1%
Value ($000) $1,323 Shares 30,795 Est. Cost $34.07 Unrealized +4.5%
GENERAL ELEC CO COM 0.1%
Value ($000) $1,293 Shares 114,497 Est. Cost $24.17 Unrealized
ADP AUTOMATIC DATA PROCESSING COM 0.1%
Value ($000) $1,271 Shares 8,436 Est. Cost $87.95 Unrealized +37.4%
DHI HORTON (D.R.), INC COM 0.1%
Value ($000) $1,267 Shares 30,053 Est. Cost $41.28 Unrealized -3.3%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $1,255 Shares 15,948 Est. Cost $56.34 Unrealized +0.3%
LAM RESEARCH CORP 0.1%
Value ($000) $1,255 Shares 8,275 Est. Cost $203.14 Unrealized
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $1,229 Shares 10,815 Est. Cost $88.07 Unrealized -1.7%
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $1,205 Shares 7,905 Est. Cost $98.39 Unrealized +22.5%
STT STATE STREET CORP COM 0.1%
Value ($000) $1,167 Shares 13,930 Est. Cost $68.81 Unrealized +0.7%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $1,157 Shares 29,375 Est. Cost $27.67 Unrealized +14.1%
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $1,146 Shares 11,530 Est. Cost $76.83 Unrealized +3.0%
HAL HALLIBURTON CO COM 0.1%
Value ($000) $1,137 Shares 28,048 Est. Cost $41.42 Unrealized -14.1%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $1,123 Shares 10,465 Est. Cost $72.26 Unrealized +24.9%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $1,117 Shares 14,435 Est. Cost $40.24 Unrealized +40.1%
VB VANGUARD SMALL CAP INDEX FUND 0.1%
Value ($000) $1,094 Shares 6,728 Est. Cost $155.82 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $1,087 Shares 4,072 Est. Cost $249.94 Unrealized
KHC KRAFT HEINZ COMPANY COM 0.0%
Value ($000) $991 Shares 17,967 Est. Cost $47.85 Unrealized -12.6%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $971 Shares 13,823 Est. Cost $52.21 Unrealized -2.3%
ADSK AUTODESK INC 0.0%
Value ($000) $952 Shares 6,097 Est. Cost $135.08 Unrealized +4.5%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $950 Shares 11,769 Est. Cost $80.73 Unrealized
ISHARES CURRENCY HEDGED MSCI E 0.0%
Value ($000) $933 Shares 31,154 Est. Cost $29.95 Unrealized
ALIBABA GROUP HOLDING LTD 0.0%
Value ($000) $916 Shares 5,563 Est. Cost $164.66 Unrealized
TIFFANY & CO NEW COM 0.0%
Value ($000) $916 Shares 7,100 Est. Cost $72.86 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $914 Shares 12,538 Est. Cost $73.12 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $825 Shares 24,302 Est. Cost $26.58 Unrealized +2.8%
MAGELLAN MIDSTREAM PARTNERS 0.0%
Value ($000) $818 Shares 12,078 Est. Cost $56.93 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $815 Shares 18,685 Est. Cost $30.83 Unrealized +11.2%
BAH BOOZ ALLEN HAMILTON HOLDINGS 0.0%
Value ($000) $809 Shares 16,305 Est. Cost $33.64 Unrealized +27.1%
PAA PLAINS ALL AMERICAN PIPELINE L 0.0%
Value ($000) $794 Shares 31,750 Est. Cost $33.98 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $766 Shares 11,479 Est. Cost $43.50 Unrealized +21.2%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $743 Shares 6,981 Est. Cost $82.83 Unrealized +13.6%
SRE SEMPRA ENERGY COM 0.0%
Value ($000) $728 Shares 6,400 Est. Cost $41.80 Unrealized +9.0%
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $627 Shares 17,911 Est. Cost $32.33 Unrealized -3.2%
ENBRIDGE ENERGY PARTNERS L P 0.0%
Value ($000) $627 Shares 57,095 Est. Cost $21.24 Unrealized
ROYAL DUTCH SHELL PLC SPONS AD 0.0%
Value ($000) $625 Shares 9,183 Est. Cost $63.79 Unrealized
SPY SPDR S&P 500 SER 1 ETF TR 0.0%
Value ($000) $615 Shares 2,116 Est. Cost $262.81 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $600 Shares 4,627 Est. Cost $109.99 Unrealized -0.1%
TRN TRINITY INDS INC COM 0.0%
Value ($000) $597 Shares 16,300 Est. Cost $15.54 Unrealized +28.4%
ELV ANTHEM INC COM 0.0%
Value ($000) $596 Shares 2,176 Est. Cost $207.88 Unrealized +13.3%
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $591 Shares 13,783 Est. Cost $40.79 Unrealized -14.3%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $576 Shares 3,833 Est. Cost $106.77 Unrealized +7.4%
YUM YUM! BRANDS INC 0.0%
Value ($000) $569 Shares 6,268 Est. Cost $66.81 Unrealized +9.1%
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $565 Shares 7,970 Est. Cost $53.26 Unrealized +3.0%
BROOKFIELD ASSET MANAGE - CL A 0.0%
Value ($000) $564 Shares 12,670 Est. Cost $43.51 Unrealized
MONSTER BEVERAGE CORP 0.0%
Value ($000) $557 Shares 9,563 Est. Cost $58.25 Unrealized
AJG ARTHUR J. GALLAGHER & CO. 0.0%
Value ($000) $557 Shares 7,490 Est. Cost $57.06 Unrealized +13.8%
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $543 Shares 1,345 Est. Cost $378.49 Unrealized 0.0%
KANSAS CITY SOUTHERN IND INC C 0.0%
Value ($000) $540 Shares 4,771 Est. Cost $105.56 Unrealized
IVW ISHARES S&P 500 GROWTH INDEX F 0.0%
Value ($000) $537 Shares 3,030 Est. Cost $122.83 Unrealized
AEROJET ROCKETDYNE HOLDINGS 0.0%
Value ($000) $527 Shares 15,500 Est. Cost $31.23 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $508 Shares 5,650 Est. Cost $66.69 Unrealized +14.0%
DISCOVERY INC SER C 0.0%
Value ($000) $503 Shares 17,000 Est. Cost $21.20 Unrealized
SYK STRYKER CORP COM 0.0%
Value ($000) $496 Shares 2,791 Est. Cost $136.51 Unrealized +15.4%
RAVI FLEXSHARES READY ACCESS VARIAB 0.0%
Value ($000) $492 Shares 6,500 Est. Cost $75.69 Unrealized
OEC ORION ENGINEERED CARBONS SA 0.0%
Value ($000) $481 Shares 15,000 Est. Cost $23.63 Unrealized +40.3%
EXPD EXPEDITORS INTL WASHINGTON 0.0%
Value ($000) $476 Shares 6,474 Est. Cost $67.55 Unrealized 0.0%
BUD ANHEUSER-BUSCH INBEV SPONSORED 0.0%
Value ($000) $470 Shares 5,360 Est. Cost $87.69 Unrealized
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $468 Shares 14,481 Est. Cost $26.00 Unrealized -0.3%
VMI VALMONT INDS INC COM 0.0%
Value ($000) $455 Shares 3,286 Est. Cost $153.23 Unrealized -8.1%
DANONE - SPONS ADR 0.0%
Value ($000) $450 Shares 29,039 Est. Cost $15.50 Unrealized
AWR AMERICAN STATES WATER CO COM 0.0%
Value ($000) $441 Shares 7,212 Est. Cost $44.03 Unrealized +18.7%
NVO NOVO NORDISK A/S SPONS ADR 0.0%
Value ($000) $432 Shares 9,158 Est. Cost $47.17 Unrealized
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $414 Shares 6,215 Est. Cost $61.44 Unrealized 0.0%
LUV SOUTHWEST AIRLINES CO COM 0.0%
Value ($000) $413 Shares 6,613 Est. Cost $53.62 Unrealized -0.7%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $411 Shares 4,763 Est. Cost $86.29 Unrealized
HSY HERSHEY COMPANY 0.0%
Value ($000) $408 Shares 4,000 Est. Cost $90.64 Unrealized -8.3%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $407 Shares 2,412 Est. Cost $163.65 Unrealized
SEIC SEI INVESTMENTS CO 0.0%
Value ($000) $406 Shares 6,653 Est. Cost $56.20 Unrealized 0.0%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $396 Shares 7,055 Est. Cost $54.62 Unrealized
IVE ISHARES S&P 500 VALUE INDEX FU 0.0%
Value ($000) $387 Shares 3,345 Est. Cost $114.20 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $376 Shares 5,082 Est. Cost $16.12 Unrealized +33.8%
LECO LINCOLN ELECTRIC HOLDINGS 0.0%
Value ($000) $374 Shares 4,000 Est. Cost $91.42 Unrealized +1.2%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $374 Shares 2,235 Est. Cost $126.46 Unrealized +7.5%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $373 Shares 1,850 Est. Cost $142.07 Unrealized +12.0%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $362 Shares 1,139 Est. Cost $294.31 Unrealized -8.3%
XPO XPO LOGISTICS INC 0.0%
Value ($000) $348 Shares 3,044 Est. Cost $34.18 Unrealized +6.4%
TLTD FLEXSHARES MORNINGSTAR DEVELOP 0.0%
Value ($000) $337 Shares 5,172 Est. Cost $65.16 Unrealized
CERNER CORP COM 0.0%
Value ($000) $333 Shares 5,174 Est. Cost $64.36 Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $333 Shares 3,475 Est. Cost $77.04 Unrealized -0.9%
DUK DUKE ENERGY CORP COM NEW 0.0%
Value ($000) $332 Shares 4,159 Est. Cost $60.03 Unrealized 0.0%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $331 Shares 5,000 Est. Cost $46.87 Unrealized +7.1%
SCHH SCHWAB US REIT ETF 0.0%
Value ($000) $328 Shares 7,849 Est. Cost $41.77 Unrealized
LKQ LKQ CORPORATION 0.0%
Value ($000) $325 Shares 10,250 Est. Cost $34.36 Unrealized -13.2%
TILT FLEXSHARES MORNINGSTAR US MARK 0.0%
Value ($000) $322 Shares 2,700 Est. Cost $119.26 Unrealized
WM WASTE MANAGEMENT INC COM 0.0%
Value ($000) $320 Shares 3,535 Est. Cost $67.21 Unrealized +16.4%
VMC VULCAN MATERIALS CO 0.0%
Value ($000) $311 Shares 2,800 Est. Cost $113.72 Unrealized -4.4%
OXY OCCIDENTAL PETROLEUM CORP COM 0.0%
Value ($000) $300 Shares 3,643 Est. Cost $57.44 Unrealized +17.9%
NSRGY NESTLE SA-SPONS ADR FOR REG 0.0%
Value ($000) $298 Shares 3,563 Est. Cost $86.00 Unrealized
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $293 Shares 8,341 Est. Cost $35.63 Unrealized 0.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $286 Shares 3,885 Est. Cost $51.54 Unrealized +12.4%
FDS FACTSET RESEARCH SYSTEMS INC 0.0%
Value ($000) $285 Shares 1,275 Est. Cost $201.85 Unrealized 0.0%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $283 Shares 5,760 Est. Cost $36.82 Unrealized -3.2%
CMP COMPASS MINERALS INTERNATIONAL 0.0%
Value ($000) $269 Shares 4,000 Est. Cost $53.24 Unrealized 0.0%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $264 Shares 6,212 Est. Cost $24.81 Unrealized +37.5%
VARIAN MED SYS INC COM 0.0%
Value ($000) $260 Shares 2,322 Est. Cost $111.97 Unrealized
SPG SIMON PROPERTY GROUP INC COM 0.0%
Value ($000) $260 Shares 1,470 Est. Cost $103.84 Unrealized +14.0%
PRAXAIR INC COM 0.0%
Value ($000) $258 Shares 1,608 Est. Cost $133.14 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $256 Shares 3,322 Est. Cost $58.91 Unrealized +10.2%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $253 Shares 2,250 Est. Cost $69.43 Unrealized +23.9%
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $249 Shares 4,373 Est. Cost $51.38 Unrealized -2.7%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $247 Shares 1,550 Est. Cost $146.61 Unrealized 0.0%
IJK ISHARES S&P MID CAP 400 GROWTH 0.0%
Value ($000) $245 Shares 1,053 Est. Cost $216.23 Unrealized
JEF JEFFERIES FINANCIAL GROUP INC 0.0%
Value ($000) $242 Shares 11,000 Est. Cost $16.63 Unrealized -0.0%
BROOKFIELD INFRASTRUCTURE PART 0.0%
Value ($000) $239 Shares 6,000 Est. Cost $38.33 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $233 Shares 300 Est. Cost $645.21 Unrealized +14.1%
GAP GAP INC DEL COM 0.0%
Value ($000) $231 Shares 8,000 Est. Cost $18.35 Unrealized +25.7%
DHR DANAHER CORP DEL 0.0%
Value ($000) $227 Shares 2,095 Est. Cost $84.28 Unrealized +4.4%
MCO MOODY'S CORP 0.0%
Value ($000) $217 Shares 1,300 Est. Cost $151.00 Unrealized +9.2%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $207 Shares 3,126 Est. Cost $62.05 Unrealized 0.0%
NFLX NETFLIX 0.0%
Value ($000) $205 Shares 547 Est. Cost $34.15 Unrealized +6.3%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $202 Shares 2,020 Est. Cost $100.00 Unrealized
JOE ST. JOE COMPANY 0.0%
Value ($000) $202 Shares 12,000 Est. Cost $18.51 Unrealized -5.3%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $201 Shares 2,037 Est. Cost $80.71 Unrealized +1.7%
KMI KINDER MORGAN INC 0.0%
Value ($000) $189 Shares 10,634 Est. Cost $11.69 Unrealized 0.0%
KHTRF KNIGHT THERAPEUTICS INC 0.0%
Value ($000) $106 Shares 16,700 Est. Cost $6.29 Unrealized +1.4%
AMERICA FIRST TAX EXEMPT INVES 0.0%
Value ($000) $93 Shares 16,371 Est. Cost $6.17 Unrealized
BALLANTYNE OF OMAHA 0.0%
Value ($000) $60 Shares 15,100 Est. Cost $4.42 Unrealized
NOVATION COMPANIES INC 0.0%
Value ($000) $11 Shares 478,766 Est. Cost $0.04 Unrealized
AMERICAN GOLF CAR INC COM 0.0%
Value ($000) $0 Shares 100,000 Est. Cost Unrealized
CGTV MEDIA GROUP, INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
U.S. GLOBAL NANOSPACE INC 0.0%
Value ($000) $0 Shares 107,000 Est. Cost Unrealized