BRIDGES INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001007295 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 18, 2020

Total Value ($000): $2,696,527 (100.0% shares, 0.0% debt)

Holdings (269)

AAPL APPLE INC 5.8%
Value ($000) $157,224 Shares 535,412 Est. Cost $33.10 Unrealized +87.4%
IJH ISHARES CORE S&P MID CAP ETF 4.1%
Value ($000) $110,679 Shares 537,750 Est. Cost $164.27 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CLASS A 4.1%
Value ($000) $110,027 Shares 324 Est. Cost $211207.44 Unrealized +54.2%
MA MASTERCARD 3.9%
Value ($000) $104,662 Shares 350,520 Est. Cost $125.13 Unrealized +117.8%
IJR ISHARES CORE S&P SMALL CAP ETF 3.8%
Value ($000) $102,468 Shares 1,222,037 Est. Cost $78.02 Unrealized
MSFT MICROSOFT CORP COM 3.2%
Value ($000) $85,796 Shares 544,050 Est. Cost $91.32 Unrealized +52.5%
UNP UNION PACIFIC CORP COM 3.2%
Value ($000) $85,565 Shares 473,285 Est. Cost $99.36 Unrealized +50.3%
BRK/B BERKSHIRE HATHAWAY INC CLASS B 2.8%
Value ($000) $75,008 Shares 331,163 Est. Cost $167.45 Unrealized +29.7%
GOOGL ALPHABET INC CL A 2.7%
Value ($000) $72,727 Shares 54,299 Est. Cost $51.62 Unrealized +24.0%
FINN FIRST NATL NEB INC COM 2.5%
Value ($000) $66,886 Shares 5,972 Est. Cost $3927.14 Unrealized +145.0%
AMZN AMAZON.COM INC 2.4%
Value ($000) $64,546 Shares 34,931 Est. Cost $62.02 Unrealized +42.7%
V VISA INC. CLASS A 2.4%
Value ($000) $64,475 Shares 343,130 Est. Cost $109.28 Unrealized +57.9%
IWF ISHARES RUSSELL 1000 GROWTH ET 2.3%
Value ($000) $61,674 Shares 350,581 Est. Cost $91.64 Unrealized
BLACKROCK, INC. 1.8%
Value ($000) $49,173 Shares 97,819 Est. Cost $407.54 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 1.8%
Value ($000) $48,583 Shares 355,977 Est. Cost $101.71 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 1.7%
Value ($000) $46,637 Shares 867,663 Est. Cost $50.40 Unrealized
BKNG BOOKING HOLDINGS INC 1.7%
Value ($000) $45,336 Shares 22,075 Est. Cost $1877.65 Unrealized +2.9%
JPM JPMORGAN CHASE & CO COM 1.7%
Value ($000) $44,621 Shares 320,094 Est. Cost $76.39 Unrealized +42.3%
DIS DISNEY (WALT) 1.6%
Value ($000) $41,931 Shares 289,916 Est. Cost $91.10 Unrealized +49.0%
UNH UNITEDHEALTH GROUP INC COM 1.5%
Value ($000) $41,166 Shares 140,033 Est. Cost $226.02 Unrealized +4.7%
VWO VANGUARD FTSE EMERGING MARKETS 1.3%
Value ($000) $34,669 Shares 779,595 Est. Cost $43.46 Unrealized
HD HOME DEPOT INC COM 1.2%
Value ($000) $32,781 Shares 150,111 Est. Cost $132.78 Unrealized +46.8%
LOW LOWES COMPANIES COM 1.2%
Value ($000) $31,807 Shares 265,589 Est. Cost $82.05 Unrealized +24.8%
META FACEBOOK, INC. 1.2%
Value ($000) $31,090 Shares 151,476 Est. Cost $150.99 Unrealized +27.4%
CVX CHEVRON CORP COM 1.1%
Value ($000) $30,601 Shares 253,936 Est. Cost $79.94 Unrealized +12.2%
WFC WELLS FARGO & CO DEL COM (NEW) 1.1%
Value ($000) $29,199 Shares 542,729 Est. Cost $39.87 Unrealized +12.1%
COF CAPITAL ONE FINANCIAL COM 1.1%
Value ($000) $28,906 Shares 280,895 Est. Cost $73.17 Unrealized +18.6%
TMO THERMO FISHER SCIENTIFIC 1.0%
Value ($000) $27,787 Shares 85,531 Est. Cost $210.15 Unrealized +42.0%
GOOG ALPHABET INC CL C 1.0%
Value ($000) $26,017 Shares 19,458 Est. Cost $44.42 Unrealized +44.2%
BA BOEING CO COM 1.0%
Value ($000) $25,955 Shares 79,677 Est. Cost $274.07 Unrealized +28.1%
VEA VANGUARD FTSE DEVELOPED MARKET 0.9%
Value ($000) $24,861 Shares 564,258 Est. Cost $39.55 Unrealized
PEP PEPSICO INC COM 0.9%
Value ($000) $24,509 Shares 179,327 Est. Cost $74.58 Unrealized +51.2%
JNJ JOHNSON & JOHNSON COM 0.9%
Value ($000) $23,968 Shares 164,309 Est. Cost $97.52 Unrealized +17.0%
CMCSA COMCAST CORP CL A 0.8%
Value ($000) $22,635 Shares 503,339 Est. Cost $29.80 Unrealized +27.0%
IVV ISHARES CORE S&P 500 ETF 0.8%
Value ($000) $21,811 Shares 67,477 Est. Cost $265.85 Unrealized
PYPL PAYPAL HOLDINGS INC 0.8%
Value ($000) $20,903 Shares 193,238 Est. Cost $58.26 Unrealized +78.5%
ADBE ADOBE INC COM 0.8%
Value ($000) $20,734 Shares 62,864 Est. Cost $260.29 Unrealized +13.0%
ODFL OLD DOMINION FREIGHT LINE, INC 0.7%
Value ($000) $19,313 Shares 101,768 Est. Cost $45.01 Unrealized +32.6%
ROP ROPER TECHNOLOGIES INC 0.7%
Value ($000) $18,299 Shares 51,656 Est. Cost $203.62 Unrealized +63.6%
SVB FINANCIAL GROUP 0.7%
Value ($000) $18,187 Shares 72,448 Est. Cost $227.39 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.7%
Value ($000) $17,783 Shares 30,474 Est. Cost $125.19 Unrealized +44.3%
SCHW CHARLES SCHWAB CORP 0.7%
Value ($000) $17,636 Shares 370,829 Est. Cost $39.57 Unrealized +2.3%
FISV FISERV INC WISCONSIN COM 0.6%
Value ($000) $16,069 Shares 138,963 Est. Cost $66.97 Unrealized +64.9%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.6%
Value ($000) $15,554 Shares 120,969 Est. Cost $117.10 Unrealized
DAL DELTA AIR LINES INC 0.6%
Value ($000) $15,409 Shares 263,509 Est. Cost $48.98 Unrealized +10.4%
IWS ISHARES RUSSELL MID CAP VALUE 0.6%
Value ($000) $15,246 Shares 160,873 Est. Cost $81.77 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.6%
Value ($000) $15,215 Shares 65,796 Est. Cost $36.93 Unrealized +2.4%
MCD MCDONALDS CORP COM 0.6%
Value ($000) $15,001 Shares 75,916 Est. Cost $110.65 Unrealized +55.4%
SPGI S & P GLOBAL INC 0.6%
Value ($000) $14,992 Shares 54,907 Est. Cost $172.17 Unrealized +43.4%
IQV IQVIA HOLDINGS INC 0.5%
Value ($000) $14,608 Shares 94,544 Est. Cost $119.58 Unrealized +22.1%
ALC ALCON INC 0.5%
Value ($000) $14,121 Shares 249,620 Est. Cost $56.76 Unrealized -0.5%
TRU TRANSUNION 0.5%
Value ($000) $13,803 Shares 161,239 Est. Cost $79.03 Unrealized +2.4%
IAA INC. 0.5%
Value ($000) $13,802 Shares 293,286 Est. Cost $46.89 Unrealized
SBUX STARBUCKS CORP COM 0.5%
Value ($000) $12,526 Shares 142,480 Est. Cost $48.47 Unrealized +53.6%
AMGN AMGEN INC COM 0.5%
Value ($000) $12,485 Shares 51,787 Est. Cost $118.43 Unrealized +54.3%
EOG EOG RESOURCES INC. 0.4%
Value ($000) $11,819 Shares 141,109 Est. Cost $82.20 Unrealized -32.1%
PGR PROGRESSIVE CORP 0.4%
Value ($000) $11,710 Shares 161,754 Est. Cost $59.81 Unrealized -0.9%
ABT ABBOTT LABS COM 0.4%
Value ($000) $11,537 Shares 132,826 Est. Cost $47.03 Unrealized +60.1%
ADSK AUTODESK INC 0.4%
Value ($000) $11,515 Shares 62,766 Est. Cost $155.23 Unrealized +4.4%
ABBV ABBVIE INC 0.4%
Value ($000) $11,377 Shares 128,493 Est. Cost $58.72 Unrealized +10.1%
PM PHILIP MORRIS INTERNATIONAL IN 0.4%
Value ($000) $11,138 Shares 130,901 Est. Cost $59.21 Unrealized +1.4%
PNC PNC FINANCIAL SERVICES GROUP 0.4%
Value ($000) $10,847 Shares 67,952 Est. Cost $107.67 Unrealized +11.6%
USB U.S. BANCORP COM (NEW) 0.4%
Value ($000) $9,579 Shares 161,555 Est. Cost $34.52 Unrealized +28.4%
HON HONEYWELL INTERNATIONAL INC CO 0.3%
Value ($000) $9,400 Shares 53,106 Est. Cost $104.95 Unrealized +37.1%
ECL ECOLAB INC 0.3%
Value ($000) $9,050 Shares 46,894 Est. Cost $98.04 Unrealized +81.2%
CONTINENTAL RESOURCES INC 0.3%
Value ($000) $8,969 Shares 261,478 Est. Cost $45.51 Unrealized
TGT TARGET CORP COM 0.3%
Value ($000) $8,672 Shares 67,637 Est. Cost $52.75 Unrealized +89.3%
ACN ACCENTURE LTD 0.3%
Value ($000) $8,448 Shares 40,121 Est. Cost $150.32 Unrealized +18.7%
EEM ISHARES MSCI EMERGING MKTS ETF 0.3%
Value ($000) $8,337 Shares 185,796 Est. Cost $42.22 Unrealized
QDF FLEXSHARES QUALITY DIVIDEND IN 0.3%
Value ($000) $7,870 Shares 162,353 Est. Cost $41.95 Unrealized
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $7,844 Shares 112,418 Est. Cost $56.45 Unrealized -7.8%
ING ING GROEP NV ADR 0.3%
Value ($000) $7,769 Shares 644,720 Est. Cost $16.98 Unrealized
ETN EATON CORP PLC 0.3%
Value ($000) $7,695 Shares 81,243 Est. Cost $69.89 Unrealized +14.0%
MMM 3M CO COM 0.3%
Value ($000) $7,695 Shares 43,624 Est. Cost $111.76 Unrealized -0.0%
UNITED TECHNOLOGIES CORP COM 0.3%
Value ($000) $7,590 Shares 50,681 Est. Cost $115.39 Unrealized
PG PROCTER & GAMBLE CO COM 0.3%
Value ($000) $7,218 Shares 57,786 Est. Cost $64.35 Unrealized +63.5%
MRK MERCK & CO INC COM 0.3%
Value ($000) $6,986 Shares 76,805 Est. Cost $50.84 Unrealized +32.9%
MO ALTRIA GROUP INC 0.3%
Value ($000) $6,821 Shares 136,675 Est. Cost $27.65 Unrealized +4.1%
IBM INTERNATIONAL BUS MACH COM 0.2%
Value ($000) $6,509 Shares 48,558 Est. Cost $105.33 Unrealized -5.2%
VZ VERIZON COMMUNICATIONS COM 0.2%
Value ($000) $6,477 Shares 105,505 Est. Cost $31.43 Unrealized +36.1%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $6,346 Shares 132,320 Est. Cost $27.81 Unrealized +38.7%
CRM SALESFORCE.COM INC 0.2%
Value ($000) $6,326 Shares 38,894 Est. Cost $151.98 Unrealized +1.9%
AMP AMERIPRISE FINANCIAL INC COM 0.2%
Value ($000) $5,667 Shares 34,017 Est. Cost $102.37 Unrealized +36.2%
ISHARES EDGE MSCI USA QUALITY 0.2%
Value ($000) $5,628 Shares 55,723 Est. Cost $84.10 Unrealized
ULTA ULTA SALON COSMETICS & FRAGRAN 0.2%
Value ($000) $5,494 Shares 21,705 Est. Cost $291.20 Unrealized -16.1%
WMT WALMART INC 0.2%
Value ($000) $5,448 Shares 45,846 Est. Cost $23.32 Unrealized +56.0%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $5,406 Shares 18,390 Est. Cost $174.42 Unrealized +55.7%
VMI VALMONT INDS INC COM 0.2%
Value ($000) $5,293 Shares 35,339 Est. Cost $142.36 Unrealized -0.7%
TXN TEXAS INSTRUMENTS INC COM 0.2%
Value ($000) $5,178 Shares 40,358 Est. Cost $87.32 Unrealized +18.8%
NKE NIKE INC CL B 0.2%
Value ($000) $5,174 Shares 51,069 Est. Cost $53.84 Unrealized +61.3%
PFE PFIZER INC COM 0.2%
Value ($000) $4,546 Shares 116,035 Est. Cost $22.24 Unrealized +20.1%
TLTD FLEXSHARES MORNINGSTAR DEVELOP 0.2%
Value ($000) $4,341 Shares 66,855 Est. Cost $57.15 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $4,245 Shares 10,902 Est. Cost $269.33 Unrealized +20.6%
FDX FEDEX CORPORATION COM 0.2%
Value ($000) $4,214 Shares 27,867 Est. Cost $177.07 Unrealized -22.3%
SERVICEMASTER GLOBAL HOLDINGS 0.1%
Value ($000) $3,987 Shares 103,121 Est. Cost $39.38 Unrealized
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $3,933 Shares 114,860 Est. Cost $24.69 Unrealized -9.0%
INTC INTEL CORP 0.1%
Value ($000) $3,931 Shares 65,669 Est. Cost $35.66 Unrealized +38.1%
DBEF XTRACKERS MSCI EAFE HEDGED EQU 0.1%
Value ($000) $3,862 Shares 114,322 Est. Cost $31.38 Unrealized
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $3,855 Shares 109,432 Est. Cost $25.76 Unrealized +7.9%
ZFSVF ZURICH INSURANCE GROUP AG 0.1%
Value ($000) $3,600 Shares 8,831 Est. Cost $359.22 Unrealized +9.7%
IJS ISHARES S&P SMALL CAP 600 VALU 0.1%
Value ($000) $3,546 Shares 22,051 Est. Cost $135.44 Unrealized
IWR ISHARES RUSSELL MID CAP ETF 0.1%
Value ($000) $3,501 Shares 58,713 Est. Cost $78.57 Unrealized
MLM MARTIN MARIETTA MATERIALS 0.1%
Value ($000) $3,429 Shares 12,266 Est. Cost $189.05 Unrealized +35.2%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $3,422 Shares 12,578 Est. Cost $193.90 Unrealized +16.8%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $3,246 Shares 47,154 Est. Cost $56.08 Unrealized +5.4%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $2,943 Shares 33,350 Est. Cost $47.82 Unrealized +52.4%
TEXAS PACIFIC LAND TRUST 0.1%
Value ($000) $2,889 Shares 3,699 Est. Cost $455.65 Unrealized
ISHARES CORE MSCI EMERGING MKT 0.1%
Value ($000) $2,886 Shares 53,690 Est. Cost $52.52 Unrealized
BMY BRISTOL MYERS SQUIBB COM 0.1%
Value ($000) $2,885 Shares 44,946 Est. Cost $39.95 Unrealized +13.1%
TJX TJX COMPANIES INC 0.1%
Value ($000) $2,832 Shares 46,394 Est. Cost $41.88 Unrealized +30.4%
LW LAMB WESTON HOLDINGS INC 0.1%
Value ($000) $2,830 Shares 32,901 Est. Cost $67.77 Unrealized +7.9%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $2,654 Shares 10,960 Est. Cost $35.46 Unrealized +41.5%
KO COCA COLA CO COM 0.1%
Value ($000) $2,553 Shares 46,128 Est. Cost $33.47 Unrealized +33.0%
MLI MUELLER INDUSTRIES INC 0.1%
Value ($000) $2,549 Shares 80,290 Est. Cost $11.21 Unrealized +25.3%
ORCL ORACLE CORP COM 0.1%
Value ($000) $2,507 Shares 47,334 Est. Cost $43.83 Unrealized +15.1%
LEG LEGGETT & PLATT INC COM 0.1%
Value ($000) $2,435 Shares 47,904 Est. Cost $43.83 Unrealized +11.8%
TILT FLEXSHARES MORNINGSTAR US MARK 0.1%
Value ($000) $2,296 Shares 18,071 Est. Cost $107.93 Unrealized
TE CONNECTIVITY LTD 0.1%
Value ($000) $2,248 Shares 23,460 Est. Cost $86.09 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC CL 0.1%
Value ($000) $2,072 Shares 37,622 Est. Cost $35.27 Unrealized +30.1%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.1%
Value ($000) $2,051 Shares 16,600 Est. Cost $87.35 Unrealized +26.0%
TLTE FLEXSHARES MORNINGSTAR EMERGIN 0.1%
Value ($000) $2,020 Shares 38,031 Est. Cost $48.46 Unrealized
BP BP PLC SPONS ADR 0.1%
Value ($000) $1,983 Shares 52,531 Est. Cost $40.07 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $1,915 Shares 29,827 Est. Cost $27.19 Unrealized -9.9%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $1,862 Shares 6,296 Est. Cost $254.12 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $1,851 Shares 10,681 Est. Cost $129.29 Unrealized +22.2%
UPS UNITED PARCEL SERVICE CL B 0.1%
Value ($000) $1,845 Shares 15,758 Est. Cost $73.17 Unrealized +26.9%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $1,817 Shares 23,834 Est. Cost $52.71 Unrealized +19.2%
SWK STANLEY BLACK & DECKER, INC. 0.1%
Value ($000) $1,787 Shares 10,779 Est. Cost $98.62 Unrealized +30.4%
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $1,750 Shares 12,720 Est. Cost $89.24 Unrealized +21.9%
EPD ENTERPRISE PRODUCTS PARTNERS L 0.1%
Value ($000) $1,747 Shares 62,028 Est. Cost $33.16 Unrealized
MKC MCCORMICK & COMPANY, INC. 0.1%
Value ($000) $1,704 Shares 10,040 Est. Cost $45.91 Unrealized +59.6%
ADP AUTOMATIC DATA PROCESSING COM 0.1%
Value ($000) $1,692 Shares 9,924 Est. Cost $97.04 Unrealized +49.5%
T AT&T INC COM 0.1%
Value ($000) $1,661 Shares 42,510 Est. Cost $14.86 Unrealized +26.9%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $1,620 Shares 17,466 Est. Cost $83.67 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $1,592 Shares 14,038 Est. Cost $70.96 Unrealized +30.5%
INTERACTIVE BROKERS GROUPS, IN 0.1%
Value ($000) $1,585 Shares 34,000 Est. Cost $54.64 Unrealized
DOW DOW INC 0.1%
Value ($000) $1,537 Shares 28,063 Est. Cost $36.37 Unrealized +0.9%
STT STATE STREET CORP COM 0.1%
Value ($000) $1,511 Shares 19,111 Est. Cost $57.82 Unrealized -0.3%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $1,490 Shares 11,333 Est. Cost $76.93 Unrealized +39.8%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $1,485 Shares 12,190 Est. Cost $60.39 Unrealized +51.5%
VB VANGUARD SMALL CAP INDEX FUND 0.1%
Value ($000) $1,355 Shares 8,185 Est. Cost $155.54 Unrealized
VFC V F CORP COM 0.1%
Value ($000) $1,355 Shares 13,600 Est. Cost $59.24 Unrealized +51.3%
CB CHUBB CORP COM 0.0%
Value ($000) $1,316 Shares 8,450 Est. Cost $124.18 Unrealized +11.5%
IVW ISHARES S&P 500 GROWTH INDEX F 0.0%
Value ($000) $1,305 Shares 6,736 Est. Cost $159.12 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $1,290 Shares 20,247 Est. Cost $32.35 Unrealized +51.2%
DOX AMDOCS LTD 0.0%
Value ($000) $1,256 Shares 17,397 Est. Cost $56.92 Unrealized +5.1%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $1,172 Shares 7,936 Est. Cost $102.99 Unrealized +19.4%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $1,113 Shares 8,123 Est. Cost $115.59 Unrealized +3.2%
ICE INTERCONTINENTAL EXCHANGE INC. 0.0%
Value ($000) $1,108 Shares 11,986 Est. Cost $69.86 Unrealized +22.7%
SYK STRYKER CORP COM 0.0%
Value ($000) $1,098 Shares 5,233 Est. Cost $164.65 Unrealized +17.9%
IVE ISHARES S&P 500 VALUE INDEX FU 0.0%
Value ($000) $1,076 Shares 8,273 Est. Cost $115.70 Unrealized
GENERAL ELEC CO COM 0.0%
Value ($000) $1,075 Shares 96,335 Est. Cost $22.97 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $1,065 Shares 6,040 Est. Cost $181.99 Unrealized -14.4%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $1,025 Shares 12,375 Est. Cost $52.21 Unrealized +19.5%
AVGO BROADCOM INC 0.0%
Value ($000) $1,024 Shares 3,239 Est. Cost $20.69 Unrealized +25.1%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $1,003 Shares 6,534 Est. Cost $114.75 Unrealized +8.5%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $988 Shares 10,714 Est. Cost $43.50 Unrealized +72.1%
ISHARES CURRENCY HEDGED MSCI E 0.0%
Value ($000) $951 Shares 31,154 Est. Cost $29.95 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $926 Shares 15,698 Est. Cost $70.57 Unrealized
ROYAL DUTCH SHELL PLC SPONS AD 0.0%
Value ($000) $922 Shares 15,636 Est. Cost $61.40 Unrealized
TD TORONTO-DOMINION BANK 0.0%
Value ($000) $907 Shares 16,155 Est. Cost $56.83 Unrealized -0.2%
EL ESTEE LAUDER COMPANY COM 0.0%
Value ($000) $887 Shares 4,292 Est. Cost $156.56 Unrealized +14.5%
LAM RESEARCH CORP 0.0%
Value ($000) $856 Shares 2,926 Est. Cost $188.39 Unrealized
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $849 Shares 8,977 Est. Cost $55.99 Unrealized +32.6%
RAYTHEON CO COM 0.0%
Value ($000) $841 Shares 3,826 Est. Cost $211.21 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $831 Shares 3,537 Est. Cost $139.76 Unrealized +38.9%
YUM YUM! BRANDS INC 0.0%
Value ($000) $807 Shares 8,016 Est. Cost $79.21 Unrealized +16.6%
TIFFANY & CO NEW COM 0.0%
Value ($000) $802 Shares 6,000 Est. Cost $72.86 Unrealized
LUV SOUTHWEST AIRLINES CO COM 0.0%
Value ($000) $789 Shares 14,619 Est. Cost $50.55 Unrealized +1.4%
MAGELLAN MIDSTREAM PARTNERS 0.0%
Value ($000) $749 Shares 11,908 Est. Cost $56.93 Unrealized
CMI CUMMINS ENGINE INC COM 0.0%
Value ($000) $735 Shares 4,109 Est. Cost $122.91 Unrealized +22.9%
AEROJET ROCKETDYNE HOLDINGS 0.0%
Value ($000) $708 Shares 15,500 Est. Cost $31.36 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $707 Shares 2,698 Est. Cost $261.47 Unrealized -3.8%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $697 Shares 6,562 Est. Cost $77.57 Unrealized +11.1%
ELV ANTHEM INC COM 0.0%
Value ($000) $680 Shares 2,250 Est. Cost $212.61 Unrealized +19.1%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $669 Shares 5,375 Est. Cost $86.22 Unrealized +27.7%
ENB ENBRIDGE INC 0.0%
Value ($000) $653 Shares 16,436 Est. Cost $20.25 Unrealized +22.7%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $625 Shares 12,355 Est. Cost $42.04 Unrealized +3.7%
CTAS CINTAS CORP COM 0.0%
Value ($000) $623 Shares 2,315 Est. Cost $60.74 Unrealized +1.9%
MCO MOODY'S CORP 0.0%
Value ($000) $618 Shares 2,600 Est. Cost $158.62 Unrealized +33.1%
RSP INVESCO S&P 500 EQUAL WEIGHT E 0.0%
Value ($000) $613 Shares 5,295 Est. Cost $104.44 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $584 Shares 9,563 Est. Cost $31.70 Unrealized +67.2%
KANSAS CITY SOUTHERN IND INC C 0.0%
Value ($000) $583 Shares 3,806 Est. Cost $105.83 Unrealized
DUK DUKE ENERGY CORP COM NEW 0.0%
Value ($000) $580 Shares 6,361 Est. Cost $62.81 Unrealized +14.3%
HSY HERSHEY COMPANY 0.0%
Value ($000) $575 Shares 3,912 Est. Cost $96.94 Unrealized +32.5%
IJK ISHARES S&P MID CAP 400 GROWTH 0.0%
Value ($000) $570 Shares 2,397 Est. Cost $225.83 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $567 Shares 14,133 Est. Cost $55.94 Unrealized -45.1%
VTV VANGUARD VALUE INDEX FUND - ET 0.0%
Value ($000) $559 Shares 4,667 Est. Cost $119.78 Unrealized
IJT ISHARES S&P SMALL CAP 600 GROW 0.0%
Value ($000) $558 Shares 2,885 Est. Cost $185.08 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $542 Shares 8,336 Est. Cost $41.86 Unrealized +12.6%
PHM PULTE HOMES INC. 0.0%
Value ($000) $521 Shares 13,437 Est. Cost $22.96 Unrealized +58.8%
MAR MARRIOTT INTL INC CL A 0.0%
Value ($000) $514 Shares 3,391 Est. Cost $115.64 Unrealized +11.1%
CNC CENTENE CORP 0.0%
Value ($000) $509 Shares 8,100 Est. Cost $54.06 Unrealized +0.3%
BIIB BIOGEN INC COM 0.0%
Value ($000) $505 Shares 1,700 Est. Cost $313.76 Unrealized -11.6%
SNA SNAP-ON INC COM 0.0%
Value ($000) $503 Shares 2,970 Est. Cost $131.87 Unrealized +5.2%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $502 Shares 5,550 Est. Cost $66.69 Unrealized +19.9%
AJG ARTHUR J. GALLAGHER & CO. 0.0%
Value ($000) $501 Shares 5,260 Est. Cost $57.50 Unrealized +48.0%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $487 Shares 4,374 Est. Cost $71.68 Unrealized +21.9%
SYY SYSCO CORP 0.0%
Value ($000) $474 Shares 5,546 Est. Cost $56.00 Unrealized +22.3%
CTVA CORTEVA INC 0.0%
Value ($000) $473 Shares 15,989 Est. Cost $25.02 Unrealized -2.1%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $459 Shares 2,770 Est. Cost $155.33 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $454 Shares 8,448 Est. Cost $37.26 Unrealized +25.0%
GILD GILEAD SCIENCES, INC 0.0%
Value ($000) $445 Shares 6,843 Est. Cost $57.17 Unrealized -10.3%
MONSTER BEVERAGE CORP 0.0%
Value ($000) $436 Shares 6,856 Est. Cost $55.12 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE L 0.0%
Value ($000) $421 Shares 22,934 Est. Cost $33.98 Unrealized
MCK MCKESSON CORP INC COM 0.0%
Value ($000) $412 Shares 2,977 Est. Cost $117.92 Unrealized +14.9%
GWW W W GRAINGER INC 0.0%
Value ($000) $411 Shares 1,213 Est. Cost $264.86 Unrealized +11.1%
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $410 Shares 10,081 Est. Cost $30.64 Unrealized +21.1%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $404 Shares 3,545 Est. Cost $67.21 Unrealized +51.9%
COR AMERISOURCEBERGEN CORPORATION 0.0%
Value ($000) $404 Shares 4,751 Est. Cost $66.86 Unrealized +6.5%
EXPD EXPEDITORS INTL WASHINGTON 0.0%
Value ($000) $381 Shares 4,877 Est. Cost $65.46 Unrealized +6.3%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $381 Shares 3,400 Est. Cost $91.47 Unrealized 0.0%
SPY SPDR S&P 500 SER 1 ETF TR 0.0%
Value ($000) $381 Shares 1,185 Est. Cost $262.47 Unrealized
OMC OMNICOM GROUP INC. 0.0%
Value ($000) $380 Shares 4,683 Est. Cost $58.05 Unrealized +7.7%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $378 Shares 2,075 Est. Cost $182.17 Unrealized
LYB LYONDELLBASELL INDUSTRIES CL A 0.0%
Value ($000) $378 Shares 4,002 Est. Cost $57.98 Unrealized +5.5%
CHRW C.H. ROBINSON WORLDWIDE INC 0.0%
Value ($000) $370 Shares 4,728 Est. Cost $73.71 Unrealized -6.8%
AWR AMERICAN STATES WATER CO COM 0.0%
Value ($000) $365 Shares 4,212 Est. Cost $44.03 Unrealized +78.6%
PAYX PAYCHEX INC 0.0%
Value ($000) $363 Shares 4,260 Est. Cost $52.53 Unrealized +34.6%
VMC VULCAN MATERIALS CO 0.0%
Value ($000) $360 Shares 2,500 Est. Cost $113.41 Unrealized +19.8%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $359 Shares 3,194 Est. Cost $87.37 Unrealized +7.8%
BAH BOOZ ALLEN HAMILTON HOLDINGS 0.0%
Value ($000) $354 Shares 4,980 Est. Cost $33.64 Unrealized +88.9%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $350 Shares 5,825 Est. Cost $54.62 Unrealized
IJJ ISHARES S&P MID CAP VALUE ETF 0.0%
Value ($000) $348 Shares 2,035 Est. Cost $159.21 Unrealized
KLAC KLA CORP COM 0.0%
Value ($000) $347 Shares 1,948 Est. Cost $109.94 Unrealized +41.7%
NTAP NETAPP INC. 0.0%
Value ($000) $345 Shares 5,548 Est. Cost $59.04 Unrealized -16.4%
MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $342 Shares 6,356 Est. Cost $53.81 Unrealized
VOE VANGUARD MID CAP VALUE INDEX F 0.0%
Value ($000) $340 Shares 2,851 Est. Cost $113.88 Unrealized
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $339 Shares 6,323 Est. Cost $40.79 Unrealized +4.9%
CCL CARNIVAL CORP CL A 0.0%
Value ($000) $337 Shares 6,632 Est. Cost $55.45 Unrealized -20.9%
KHC KRAFT HEINZ COMPANY COM 0.0%
Value ($000) $337 Shares 10,482 Est. Cost $41.80 Unrealized -45.9%
SCHH SCHWAB US REIT ETF 0.0%
Value ($000) $328 Shares 7,143 Est. Cost $41.77 Unrealized
TRN TRINITY INDS INC COM 0.0%
Value ($000) $328 Shares 14,800 Est. Cost $15.54 Unrealized +3.3%
VRSN VERISIGN INC COM 0.0%
Value ($000) $321 Shares 1,667 Est. Cost $203.76 Unrealized -8.6%
HPQ HP INC COM 0.0%
Value ($000) $321 Shares 15,616 Est. Cost $18.10 Unrealized -15.4%
LINDE PLC 0.0%
Value ($000) $319 Shares 1,500 Est. Cost $156.65 Unrealized
MSI MOTOROLA SOLUTIONS INC COM 0.0%
Value ($000) $316 Shares 1,960 Est. Cost $91.54 Unrealized +65.9%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $311 Shares 906 Est. Cost $281.73 Unrealized +12.8%
PPG PPG INDS INC COM 0.0%
Value ($000) $311 Shares 2,332 Est. Cost $100.38 Unrealized +12.1%
BROOKFIELD INFRASTRUCTURE PART 0.0%
Value ($000) $300 Shares 6,000 Est. Cost $38.33 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $298 Shares 250 Est. Cost $901.97 Unrealized +28.0%
VTR VENTAS INC COM 0.0%
Value ($000) $292 Shares 5,055 Est. Cost $48.82 Unrealized +0.7%
SU SUNCOR ENERGY 0.0%
Value ($000) $292 Shares 8,920 Est. Cost $23.76 Unrealized +3.1%
MARATHON PETROLEUM CORP COM 0.0%
Value ($000) $291 Shares 4,833 Est. Cost $58.80 Unrealized
HOLLYFRONTIER CORP 0.0%
Value ($000) $291 Shares 5,739 Est. Cost $50.73 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $290 Shares 3,209 Est. Cost $67.85 Unrealized +5.8%
PROSHARES ULTRA TECHNOLOGY 0.0%
Value ($000) $286 Shares 1,800 Est. Cost $117.78 Unrealized
MRSH MARSH & MCLENNAN COS COM 0.0%
Value ($000) $285 Shares 2,559 Est. Cost $95.06 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $283 Shares 5,141 Est. Cost $42.59 Unrealized +1.4%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $281 Shares 4,045 Est. Cost $65.02 Unrealized
FFIV F5 NETWORKS INC 0.0%
Value ($000) $274 Shares 1,960 Est. Cost $171.58 Unrealized -17.9%
WELL WELLTOWER INC COM 0.0%
Value ($000) $274 Shares 3,349 Est. Cost $63.99 Unrealized +11.2%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $274 Shares 5,000 Est. Cost $24.81 Unrealized +76.6%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $271 Shares 3,350 Est. Cost $46.87 Unrealized +43.0%
BUD ANHEUSER-BUSCH INBEV SPONSORED 0.0%
Value ($000) $270 Shares 3,295 Est. Cost $87.53 Unrealized
CTRA CABOT OIL & GAS CORP 0.0%
Value ($000) $266 Shares 15,299 Est. Cost $14.36 Unrealized -8.9%
VIG VANGUARD DIVIDEND APPRECIATION 0.0%
Value ($000) $260 Shares 2,088 Est. Cost $97.78 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $251 Shares 3,466 Est. Cost $16.21 Unrealized +34.3%
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $244 Shares 8,078 Est. Cost $23.11 Unrealized 0.0%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $239 Shares 1,642 Est. Cost $124.24 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $238 Shares 1,588 Est. Cost $131.26 Unrealized 0.0%
DHR DANAHER CORP DEL 0.0%
Value ($000) $236 Shares 1,540 Est. Cost $119.38 Unrealized +3.0%
ACA ARCOSA INC 0.0%
Value ($000) $219 Shares 4,933 Est. Cost $37.69 Unrealized 0.0%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $206 Shares 1,953 Est. Cost $105.48 Unrealized
FDT FIRST TRUST DEVELP MKT EX. US 0.0%
Value ($000) $202 Shares 3,638 Est. Cost $55.53 Unrealized
AIR NEW ZEALAND LTD 0.0%
Value ($000) $52 Shares 26,315 Est. Cost $1.98 Unrealized
AMERICAN GOLF CAR INC COM 0.0%
Value ($000) $0 Shares 100,000 Est. Cost Unrealized
U.S. GLOBAL NANOSPACE INC 0.0%
Value ($000) $0 Shares 107,000 Est. Cost Unrealized
CGTV MEDIA GROUP, INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized