Coastline Trust Co Diversified Active

CIK: 0001324279 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 18, 2019

Total Value ($000): $687,932 (100.0% shares, 0.0% debt)

Holdings (324)

AMZN AMAZON COM INC 1.6%
Value ($000) $11,044 Shares 5,832 Est. Cost $47.12 Unrealized +97.7%
VEA VANGUARD FTSE DEVELOPED MARKET 1.4%
Value ($000) $9,520 Shares 228,228 Est. Cost $38.63 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $9,424 Shares 70,355 Est. Cost $28.69 Unrealized +316.5%
VCIT VANGUARD INTER TERM CORP BOND 1.3%
Value ($000) $8,977 Shares 99,916 Est. Cost $85.59 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $8,818 Shares 44,554 Est. Cost $24.73 Unrealized +88.6%
HYS PIMCO 0-5 YEAR H/Y CORP BD IND 1.2%
Value ($000) $8,493 Shares 84,590 Est. Cost $98.75 Unrealized
GOOGL ALPHABET INC CL A 1.2%
Value ($000) $8,221 Shares 7,592 Est. Cost $42.62 Unrealized +34.8%
VWOB VANGUARD EMERGING MARKETS 1.2%
Value ($000) $8,209 Shares 102,073 Est. Cost $77.87 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS 1.2%
Value ($000) $8,050 Shares 189,292 Est. Cost $41.73 Unrealized
CMCSA COMCAST CORP-CL A 1.1%
Value ($000) $7,903 Shares 186,913 Est. Cost $24.61 Unrealized +44.4%
VTI VANGUARD TOTAL STOCK MARKET ET 1.1%
Value ($000) $7,518 Shares 50,089 Est. Cost $88.56 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 1.1%
Value ($000) $7,445 Shares 45,030 Est. Cost $45.44 Unrealized +210.2%
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $7,298 Shares 24,850 Est. Cost $82.24 Unrealized +229.1%
VEU VANGUARD FTSE ALL-WORLD EX-US 1.0%
Value ($000) $7,022 Shares 137,703 Est. Cost $46.54 Unrealized
ADBE ADOBE INC 1.0%
Value ($000) $6,781 Shares 23,015 Est. Cost $71.80 Unrealized +286.8%
VRP INVESCO VARIABLE RATE PREFERRE 1.0%
Value ($000) $6,679 Shares 267,915 Est. Cost $24.84 Unrealized
CSCO CISCO SYSTEMS INC 1.0%
Value ($000) $6,559 Shares 119,828 Est. Cost $21.03 Unrealized +114.8%
EFA ISHARES MSCI EAFE ETF 0.9%
Value ($000) $6,481 Shares 98,593 Est. Cost $68.30 Unrealized
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $6,335 Shares 45,483 Est. Cost $68.89 Unrealized +66.6%
TIP ISHARES BARCLAYS TIPS BOND ETF 0.9%
Value ($000) $6,308 Shares 54,621 Est. Cost $111.52 Unrealized
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $6,089 Shares 55,534 Est. Cost $59.36 Unrealized +52.5%
IJH ISHARES CORE S&P MID-CAP ETF 0.9%
Value ($000) $6,055 Shares 31,167 Est. Cost $189.23 Unrealized
YUM YUM! BRANDS INC 0.9%
Value ($000) $6,037 Shares 54,545 Est. Cost $43.52 Unrealized +111.2%
DIS WALT DISNEY COMPANY 0.9%
Value ($000) $6,015 Shares 43,070 Est. Cost $98.33 Unrealized +30.2%
MRK MERCK & CO INC 0.8%
Value ($000) $5,756 Shares 68,644 Est. Cost $33.79 Unrealized +83.9%
SYY SYSCO CORP 0.8%
Value ($000) $5,564 Shares 78,669 Est. Cost $24.92 Unrealized +139.0%
TD TORONTO DOMINION BK ONT 0.8%
Value ($000) $5,533 Shares 94,820 Est. Cost $44.36 Unrealized +26.8%
BDX BECTON DICKINSON & CO 0.8%
Value ($000) $5,460 Shares 21,668 Est. Cost $105.29 Unrealized +99.2%
ACN ACCENTURE PLC CL A 0.8%
Value ($000) $5,453 Shares 29,511 Est. Cost $70.92 Unrealized +130.8%
JACOBS ENGR GROUP INC 0.8%
Value ($000) $5,394 Shares 63,920 Est. Cost $53.46 Unrealized
CB CHUBB LTD 0.8%
Value ($000) $5,161 Shares 35,035 Est. Cost $96.58 Unrealized +33.9%
ELV ANTHEM INC 0.7%
Value ($000) $5,116 Shares 18,128 Est. Cost $111.09 Unrealized +124.9%
PFE PFIZER INC 0.7%
Value ($000) $5,023 Shares 115,940 Est. Cost $18.59 Unrealized +57.2%
BIV VANGUARD INTERMEDIATE-TERM B 0.7%
Value ($000) $4,901 Shares 56,657 Est. Cost $84.11 Unrealized
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $4,868 Shares 19,950 Est. Cost $76.41 Unrealized +182.0%
ORCL ORACLE CORPORATION COM 0.7%
Value ($000) $4,793 Shares 84,135 Est. Cost $31.84 Unrealized +54.4%
NKE NIKE INC CLASS B 0.7%
Value ($000) $4,737 Shares 56,425 Est. Cost $44.89 Unrealized +71.7%
AFL AFLAC INC 0.7%
Value ($000) $4,697 Shares 85,700 Est. Cost $28.93 Unrealized +52.4%
VCSH VANGUARD SHORT TERM CORP BOND 0.7%
Value ($000) $4,691 Shares 58,149 Est. Cost $79.42 Unrealized
INTC INTEL CORP 0.7%
Value ($000) $4,634 Shares 96,785 Est. Cost $19.84 Unrealized +117.2%
VXF VANGUARD EXTENDED MARKET ETF 0.7%
Value ($000) $4,517 Shares 38,100 Est. Cost $92.41 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.6%
Value ($000) $4,461 Shares 79,842 Est. Cost $67.76 Unrealized
SHYG ISHARES 0-5 YR HY CORP BOND 0.6%
Value ($000) $4,321 Shares 92,530 Est. Cost $46.82 Unrealized
MTB M & T BK CORP 0.6%
Value ($000) $4,308 Shares 25,329 Est. Cost $78.00 Unrealized +71.6%
USB US BANCORP 0.6%
Value ($000) $4,302 Shares 82,095 Est. Cost $26.58 Unrealized +46.5%
PEP PEPSICO INC 0.6%
Value ($000) $4,298 Shares 32,774 Est. Cost $64.87 Unrealized +61.5%
MA MASTERCARD INC-A 0.6%
Value ($000) $4,178 Shares 15,795 Est. Cost $119.54 Unrealized +101.9%
KMB KIMBERLY-CLARK CORP 0.6%
Value ($000) $4,142 Shares 31,075 Est. Cost $65.55 Unrealized +55.9%
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $4,137 Shares 72,412 Est. Cost $30.41 Unrealized +31.6%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.6%
Value ($000) $4,074 Shares 52,037 Est. Cost $77.24 Unrealized
META FACEBOOK INC-A 0.6%
Value ($000) $4,037 Shares 20,915 Est. Cost $149.01 Unrealized +21.8%
VTIP VANGUARD SHORT-TERM TIPS 0.6%
Value ($000) $3,962 Shares 80,318 Est. Cost $48.94 Unrealized
AMGN AMGEN INC 0.6%
Value ($000) $3,919 Shares 21,264 Est. Cost $126.21 Unrealized +15.8%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $3,902 Shares 19,045 Est. Cost $18.03 Unrealized +131.8%
SJNK SPDR BLOOMBERG BARCLAYS S/T BD 0.6%
Value ($000) $3,870 Shares 142,125 Est. Cost $27.96 Unrealized
ITW ILLINOIS TOOL WORKS 0.6%
Value ($000) $3,821 Shares 25,338 Est. Cost $57.09 Unrealized +125.2%
JPM JP MORGAN CHASE & CO 0.6%
Value ($000) $3,792 Shares 33,917 Est. Cost $67.12 Unrealized +37.1%
T AT&T INC 0.5%
Value ($000) $3,751 Shares 111,935 Est. Cost $12.42 Unrealized +21.4%
VLO VALERO ENERGY CORPORATION 0.5%
Value ($000) $3,723 Shares 43,488 Est. Cost $34.51 Unrealized +82.5%
GNTX GENTEX CORP 0.5%
Value ($000) $3,475 Shares 141,215 Est. Cost $14.42 Unrealized +57.1%
HON HONEYWELL INTERNATIONAL INC 0.5%
Value ($000) $3,438 Shares 19,690 Est. Cost $86.54 Unrealized +60.2%
VBR VANGUARD SMALL CAP VALUE ETF 0.5%
Value ($000) $3,416 Shares 26,165 Est. Cost $104.46 Unrealized
ETN EATON CORP PLC 0.5%
Value ($000) $3,397 Shares 40,795 Est. Cost $50.93 Unrealized +40.2%
GPN GLOBAL PMTS INC 0.5%
Value ($000) $3,386 Shares 21,145 Est. Cost $46.72 Unrealized +203.0%
WM WASTE MGMT INC DEL 0.5%
Value ($000) $3,385 Shares 29,345 Est. Cost $36.80 Unrealized +164.2%
FLRN SPDR BLOOMBERG BARCLAYS INVEST 0.5%
Value ($000) $3,384 Shares 110,130 Est. Cost $30.63 Unrealized
V VISA INC CL A 0.5%
Value ($000) $3,378 Shares 19,466 Est. Cost $90.30 Unrealized +73.1%
RMD RESMED INC 0.5%
Value ($000) $3,369 Shares 27,610 Est. Cost $77.45 Unrealized +35.0%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.5%
Value ($000) $3,351 Shares 15,720 Est. Cost $124.83 Unrealized +65.8%
PAYX PAYCHEX INC 0.5%
Value ($000) $3,302 Shares 40,125 Est. Cost $26.73 Unrealized +160.2%
SRE SEMPRA ENERGY 0.5%
Value ($000) $3,258 Shares 23,700 Est. Cost $38.67 Unrealized +36.7%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.5%
Value ($000) $3,209 Shares 60,465 Est. Cost $51.06 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.5%
Value ($000) $3,169 Shares 36,260 Est. Cost $77.86 Unrealized
UNP UNION PAC CORP COM 0.5%
Value ($000) $3,150 Shares 18,625 Est. Cost $78.57 Unrealized +88.1%
NFLX NETFLIX INC 0.5%
Value ($000) $3,140 Shares 8,548 Est. Cost $34.85 Unrealized +3.5%
DLS WISDOMTREE INTL S/C DVD FUND 0.5%
Value ($000) $3,101 Shares 47,690 Est. Cost $60.45 Unrealized
CVX CHEVRON CORPORATION 0.4%
Value ($000) $3,064 Shares 24,624 Est. Cost $71.67 Unrealized +25.9%
FDS FACTSET 0.4%
Value ($000) $3,047 Shares 10,635 Est. Cost $102.02 Unrealized +154.4%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $3,015 Shares 14,520 Est. Cost $71.41 Unrealized +137.7%
CL COLGATE-PALMOLIVE 0.4%
Value ($000) $3,007 Shares 41,952 Est. Cost $46.56 Unrealized +30.6%
EEM ISHARES MSCI EMERGING MKT ETF 0.4%
Value ($000) $2,946 Shares 68,656 Est. Cost $45.85 Unrealized
BAX BAXTER INTERNATIONAL INC 0.4%
Value ($000) $2,888 Shares 35,264 Est. Cost $31.52 Unrealized +117.3%
STZ CONSTELLATION BRANDS INC 0.4%
Value ($000) $2,839 Shares 14,415 Est. Cost $95.78 Unrealized +82.9%
NVDA NVIDIA CORP 0.4%
Value ($000) $2,836 Shares 17,268 Est. Cost $4.23 Unrealized -2.8%
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $2,793 Shares 96,308 Est. Cost $19.84 Unrealized +23.4%
COST COSTCO WHOLESALE CORP NEW 0.4%
Value ($000) $2,759 Shares 10,440 Est. Cost $142.64 Unrealized +58.9%
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.4%
Value ($000) $2,743 Shares 19,194 Est. Cost $121.81 Unrealized
LQD ISHARES IBOXX INV GRD CORP BON 0.4%
Value ($000) $2,740 Shares 22,035 Est. Cost $116.89 Unrealized
AQUA AMERICA INC 0.4%
Value ($000) $2,696 Shares 65,163 Est. Cost $30.22 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.4%
Value ($000) $2,639 Shares 16,969 Est. Cost $100.63 Unrealized
COVANTA HOLDING CORP 0.4%
Value ($000) $2,632 Shares 146,930 Est. Cost $15.81 Unrealized
QCOM QUALCOMM INC COM 0.4%
Value ($000) $2,630 Shares 34,575 Est. Cost $45.02 Unrealized +39.3%
NATIONAL INSTRS CORP 0.4%
Value ($000) $2,607 Shares 62,075 Est. Cost $29.38 Unrealized
CFR CULLEN FROST BANKERS INC 0.4%
Value ($000) $2,543 Shares 27,155 Est. Cost $50.07 Unrealized +59.3%
AMCOR PLC 0.4%
Value ($000) $2,534 Shares 220,569 Est. Cost $8.56 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 0.4%
Value ($000) $2,531 Shares 17,505 Est. Cost $57.00 Unrealized +103.1%
OMC OMNICOM GROUP INC 0.4%
Value ($000) $2,520 Shares 30,750 Est. Cost $41.56 Unrealized +49.1%
WAT WATERS CORP 0.4%
Value ($000) $2,482 Shares 11,530 Est. Cost $103.58 Unrealized +111.0%
TSM TAIWAN SEMICONDUCTOR SPONS ADR 0.4%
Value ($000) $2,479 Shares 63,285 Est. Cost $19.91 Unrealized
BA BOEING CO 0.4%
Value ($000) $2,450 Shares 6,730 Est. Cost $261.01 Unrealized +36.9%
CITRIX SYS INC 0.4%
Value ($000) $2,448 Shares 24,945 Est. Cost $89.60 Unrealized
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $2,445 Shares 9,083 Est. Cost $212.00 Unrealized
BB&T CORP 0.4%
Value ($000) $2,432 Shares 49,485 Est. Cost $37.79 Unrealized
GIS GENERAL MILLS 0.3%
Value ($000) $2,378 Shares 45,290 Est. Cost $33.10 Unrealized +24.5%
ROYAL DUTCH-ADR A 0.3%
Value ($000) $2,377 Shares 36,535 Est. Cost $59.94 Unrealized
ZTS ZOETIS INC 0.3%
Value ($000) $2,357 Shares 20,765 Est. Cost $86.70 Unrealized +14.5%
ACTIVISION BLIZZARD, INC 0.3%
Value ($000) $2,357 Shares 49,935 Est. Cost $45.45 Unrealized
MSI MOTOROLA SOLUTIONS, INC 0.3%
Value ($000) $2,340 Shares 14,035 Est. Cost $103.76 Unrealized +32.9%
EMR EMERSON ELECTRIC 0.3%
Value ($000) $2,328 Shares 34,890 Est. Cost $41.90 Unrealized +37.1%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $2,312 Shares 10,215 Est. Cost $81.77 Unrealized +115.5%
ABT ABBOTT LABS INC 0.3%
Value ($000) $2,308 Shares 27,452 Est. Cost $39.72 Unrealized +76.8%
DGX QUEST DIAGNOSTICS INC 0.3%
Value ($000) $2,257 Shares 22,165 Est. Cost $59.89 Unrealized +40.8%
BNDX VANGUARD TOTAL INTERNATIONAL 0.3%
Value ($000) $2,235 Shares 39,003 Est. Cost $53.02 Unrealized
XOM EXXONMOBIL CORP 0.3%
Value ($000) $2,216 Shares 28,917 Est. Cost $55.15 Unrealized +3.1%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.3%
Value ($000) $2,208 Shares 6,228 Est. Cost $210.72 Unrealized
BSV VANGUARD SHORT TERM BOND ETF 0.3%
Value ($000) $2,173 Shares 26,987 Est. Cost $79.42 Unrealized
UNITED TECHNOLOGIES CORP 0.3%
Value ($000) $2,172 Shares 16,682 Est. Cost $101.30 Unrealized
RAYTHEON COMPANY 0.3%
Value ($000) $2,123 Shares 12,215 Est. Cost $80.78 Unrealized
TLK TELEKOMUNIKASI INDONESIA ADR 0.3%
Value ($000) $2,099 Shares 71,770 Est. Cost $33.35 Unrealized
MPC MARATHON PETROLEUM CORPORATION 0.3%
Value ($000) $2,093 Shares 37,470 Est. Cost $32.33 Unrealized +36.9%
HSIC SCHEIN HENRY INC 0.3%
Value ($000) $2,075 Shares 29,680 Est. Cost $56.84 Unrealized +16.3%
GLW CORNING INC 0.3%
Value ($000) $2,061 Shares 62,030 Est. Cost $14.21 Unrealized +87.3%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.3%
Value ($000) $2,047 Shares 16,089 Est. Cost $101.76 Unrealized
FICO FAIR ISAAC CORP 0.3%
Value ($000) $2,047 Shares 6,520 Est. Cost $46.20 Unrealized +527.9%
SCZ ISHARES MSCI EAFE SMALL CAP ET 0.3%
Value ($000) $2,008 Shares 34,974 Est. Cost $62.74 Unrealized
IVOO VANGUARD S&P MID CAP 400 ETF 0.3%
Value ($000) $2,007 Shares 15,288 Est. Cost $113.00 Unrealized
PGX INVESCO PREFERRED ETF 0.3%
Value ($000) $1,988 Shares 135,830 Est. Cost $14.56 Unrealized
CE CELANESE CORP COMMON 0.3%
Value ($000) $1,965 Shares 18,230 Est. Cost $88.79 Unrealized +2.9%
XT ISHARES EXPONENTIAL TECH ETF 0.3%
Value ($000) $1,954 Shares 50,655 Est. Cost $35.44 Unrealized
CSX CSX CORPORATION 0.3%
Value ($000) $1,929 Shares 24,935 Est. Cost $8.68 Unrealized +171.3%
DHR DANAHER CORP 0.3%
Value ($000) $1,912 Shares 13,375 Est. Cost $33.09 Unrealized +247.4%
HRL HORMEL FOODS CORP 0.3%
Value ($000) $1,900 Shares 46,885 Est. Cost $22.83 Unrealized +48.6%
AZO AUTOZONE INC 0.3%
Value ($000) $1,891 Shares 1,720 Est. Cost $407.86 Unrealized +158.0%
OXY OCCIDENTAL PETE CORP 0.3%
Value ($000) $1,868 Shares 37,140 Est. Cost $56.85 Unrealized -14.1%
MMM 3M CO 0.3%
Value ($000) $1,861 Shares 10,735 Est. Cost $94.26 Unrealized +28.0%
VNQI VANGUARD GLBL EX-US REAL EST 0.3%
Value ($000) $1,840 Shares 31,185 Est. Cost $54.23 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $1,826 Shares 18,095 Est. Cost $60.93 Unrealized +53.4%
TJX TJX COMPANIES 0.3%
Value ($000) $1,823 Shares 34,470 Est. Cost $41.13 Unrealized +18.3%
NVS NOVARTIS AG SPONSORED ADR 0.3%
Value ($000) $1,818 Shares 19,910 Est. Cost $75.97 Unrealized
AVY AVERY DENNISON CORP 0.3%
Value ($000) $1,810 Shares 15,650 Est. Cost $33.15 Unrealized +193.9%
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $1,791 Shares 17,753 Est. Cost $69.90 Unrealized
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,770 Shares 9,734 Est. Cost $64.90 Unrealized +127.6%
LNT ALLIANT ENERGY CORP 0.3%
Value ($000) $1,760 Shares 35,855 Est. Cost $32.74 Unrealized +18.5%
DEM WISDOMTREE EMERGING MARKETS 0.3%
Value ($000) $1,744 Shares 39,055 Est. Cost $42.43 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $1,727 Shares 31,694 Est. Cost $46.91 Unrealized -7.1%
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $1,725 Shares 22,982 Est. Cost $27.24 Unrealized 0.0%
IWF ISHARES RUSSELL 1000 GROWTH ET 0.2%
Value ($000) $1,719 Shares 10,925 Est. Cost $95.09 Unrealized
EATON VANCE CORP 0.2%
Value ($000) $1,714 Shares 39,740 Est. Cost $37.22 Unrealized
ALV AUTOLIV INC 0.2%
Value ($000) $1,708 Shares 24,225 Est. Cost $52.59 Unrealized +18.8%
ABBV ABBVIE INC 0.2%
Value ($000) $1,695 Shares 23,306 Est. Cost $44.28 Unrealized +34.1%
OLED UNIVERSAL DISPLAY CORP 0.2%
Value ($000) $1,672 Shares 8,890 Est. Cost $103.32 Unrealized +53.1%
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,660 Shares 17,045 Est. Cost $64.31 Unrealized +18.5%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,654 Shares 19,725 Est. Cost $48.35 Unrealized +40.5%
BLACKROCK INC CLASS A 0.2%
Value ($000) $1,627 Shares 3,467 Est. Cost $284.40 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,596 Shares 15,455 Est. Cost $60.84 Unrealized +31.7%
INGERSOLL-RAND PLC 0.2%
Value ($000) $1,586 Shares 12,520 Est. Cost $89.17 Unrealized
HD HOME DEPOT INC COM 0.2%
Value ($000) $1,581 Shares 7,605 Est. Cost $141.96 Unrealized +19.4%
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $1,577 Shares 14,375 Est. Cost $50.83 Unrealized +58.3%
LINDE PLC 0.2%
Value ($000) $1,572 Shares 7,830 Est. Cost $156.15 Unrealized
EA ELECTRONIC ARTS INC 0.2%
Value ($000) $1,562 Shares 15,430 Est. Cost $86.46 Unrealized +7.1%
EPD ENTERPRISE PRODS PARTNERS LP 0.2%
Value ($000) $1,553 Shares 53,800 Est. Cost $40.35 Unrealized
DUNKIN' BRANDS GROUP INC 0.2%
Value ($000) $1,534 Shares 19,250 Est. Cost $62.78 Unrealized
ADI ANALOG DEVICES INC 0.2%
Value ($000) $1,528 Shares 13,540 Est. Cost $40.95 Unrealized +134.4%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,525 Shares 12,348 Est. Cost $59.62 Unrealized +80.3%
PSX PHILLIPS 66 0.2%
Value ($000) $1,497 Shares 15,999 Est. Cost $45.32 Unrealized +51.1%
XLF FINANCIAL SELECT SECTOR SPDR 0.2%
Value ($000) $1,476 Shares 53,475 Est. Cost $21.80 Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.2%
Value ($000) $1,475 Shares 26,460 Est. Cost $57.68 Unrealized -5.2%
DRI DARDEN RESTAURANTS 0.2%
Value ($000) $1,444 Shares 11,865 Est. Cost $37.55 Unrealized +163.6%
CAT CATERPILLAR INC DEL 0.2%
Value ($000) $1,439 Shares 10,555 Est. Cost $63.46 Unrealized +80.7%
IWB ISHARES RUSSELL 1000 ETF 0.2%
Value ($000) $1,427 Shares 8,762 Est. Cost $106.61 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $1,425 Shares 31,415 Est. Cost $40.89 Unrealized -11.7%
UGI UGI CORP NEW 0.2%
Value ($000) $1,409 Shares 26,391 Est. Cost $29.11 Unrealized +82.8%
MAGELLAN MIDSTREAM PARTNERS LP 0.2%
Value ($000) $1,401 Shares 21,890 Est. Cost $64.91 Unrealized
ANADARKO PETROLEUM CORP. 0.2%
Value ($000) $1,396 Shares 19,780 Est. Cost $80.08 Unrealized
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $1,328 Shares 17,785 Est. Cost $60.10 Unrealized +17.6%
WHR WHIRLPOOL CORPORATION COM 0.2%
Value ($000) $1,277 Shares 8,970 Est. Cost $140.83 Unrealized -4.8%
BRK/A BERKSHIRE HATHAWAY, CLASS A 0.2%
Value ($000) $1,273 Shares 4 Est. Cost $165023.42 Unrealized +88.4%
FLOT ISHARES FLOATING RATE BOND ETF 0.2%
Value ($000) $1,273 Shares 24,995 Est. Cost $50.58 Unrealized
MCK MCKESSON HBOC INC 0.2%
Value ($000) $1,265 Shares 9,410 Est. Cost $131.28 Unrealized -9.5%
AWK AMERICAN WATER WORKS CO INC 0.2%
Value ($000) $1,248 Shares 10,760 Est. Cost $43.74 Unrealized +122.9%
CRM SALESFORCE.COM 0.2%
Value ($000) $1,240 Shares 8,175 Est. Cost $100.69 Unrealized +53.8%
JNK SPDR BBG BARC HIGH YIELD BND 0.2%
Value ($000) $1,217 Shares 11,175 Est. Cost $108.90 Unrealized
DE DEERE & CO. 0.2%
Value ($000) $1,208 Shares 7,290 Est. Cost $84.37 Unrealized +67.6%
PM PHILIP MORRIS INTERNATIONAL 0.2%
Value ($000) $1,193 Shares 15,190 Est. Cost $55.77 Unrealized +4.5%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $1,184 Shares 4,039 Est. Cost $174.15 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.2%
Value ($000) $1,151 Shares 13,854 Est. Cost $82.73 Unrealized
WFC WELLS FARGO & CO 0.2%
Value ($000) $1,136 Shares 24,002 Est. Cost $34.23 Unrealized +14.2%
HAS HASBRO INC COM 0.2%
Value ($000) $1,133 Shares 10,720 Est. Cost $63.38 Unrealized +21.4%
BF/B BROWN FORMAN CL B 0.2%
Value ($000) $1,095 Shares 19,751 Est. Cost $40.69 Unrealized +17.0%
WYNDHAM DESTINATIONS INC 0.2%
Value ($000) $1,092 Shares 24,880 Est. Cost $64.98 Unrealized
MTD METTLER-TOLEDO INTL INC COM 0.2%
Value ($000) $1,058 Shares 1,260 Est. Cost $591.68 Unrealized +27.5%
RPM RPM INTERNATIONAL INC 0.2%
Value ($000) $1,046 Shares 17,130 Est. Cost $37.48 Unrealized +57.5%
CAC CAMDEN NATIONAL CORP 0.2%
Value ($000) $1,041 Shares 22,692 Est. Cost $22.06 Unrealized +51.3%
MFC MANULIFE FINANCIAL 0.2%
Value ($000) $1,039 Shares 57,165 Est. Cost $15.62 Unrealized +13.9%
RCL ROYAL CARIBBEAN CRUISES LTD 0.2%
Value ($000) $1,035 Shares 8,535 Est. Cost $100.71 Unrealized +15.7%
VGK VANGUARD EUROPEAN ETF 0.1%
Value ($000) $1,000 Shares 18,200 Est. Cost $52.89 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $991 Shares 8,945 Est. Cost $57.31 Unrealized +88.5%
IBM IBM CORPORATION 0.1%
Value ($000) $982 Shares 7,123 Est. Cost $105.68 Unrealized -6.7%
TXN TEXAS INSTRUMENTS COM 0.1%
Value ($000) $976 Shares 8,505 Est. Cost $84.00 Unrealized +10.4%
MIDD MIDDLEBY CORP 0.1%
Value ($000) $963 Shares 7,095 Est. Cost $91.43 Unrealized +47.1%
CMI CUMMINS INC 0.1%
Value ($000) $961 Shares 5,605 Est. Cost $86.26 Unrealized +60.2%
PGR PROGRESSIVE CORP OHIO COM 0.1%
Value ($000) $908 Shares 11,360 Est. Cost $40.92 Unrealized +55.1%
ATLASSIAN CORP PLC CL A 0.1%
Value ($000) $890 Shares 6,800 Est. Cost $96.18 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $886 Shares 14,900 Est. Cost $27.05 Unrealized +73.5%
INTU INTUIT 0.1%
Value ($000) $883 Shares 3,377 Est. Cost $156.81 Unrealized +55.3%
DOW DOW INC 0.1%
Value ($000) $881 Shares 17,873 Est. Cost $36.37 Unrealized 0.0%
DWX SPDR S&P INTER DVD ETF 0.1%
Value ($000) $875 Shares 22,245 Est. Cost $40.86 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $865 Shares 6,300 Est. Cost $85.10 Unrealized +22.3%
ICE INTERCONTINENTAL EXCHANGE INC 0.1%
Value ($000) $859 Shares 10,000 Est. Cost $61.83 Unrealized +21.3%
ENB ENBRIDGE INCORPORATED 0.1%
Value ($000) $837 Shares 23,179 Est. Cost $23.88 Unrealized -1.6%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $834 Shares 9,515 Est. Cost $41.83 Unrealized +62.2%
SON SONOCO PRODUCTS CO 0.1%
Value ($000) $834 Shares 12,765 Est. Cost $25.09 Unrealized +99.4%
APH AMPHENOL CORP 0.1%
Value ($000) $830 Shares 8,651 Est. Cost $15.90 Unrealized +42.0%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $815 Shares 20,507 Est. Cost $45.97 Unrealized -26.8%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $804 Shares 9,643 Est. Cost $39.89 Unrealized +62.9%
OKE ONEOK INC NEW 0.1%
Value ($000) $795 Shares 11,555 Est. Cost $32.95 Unrealized +33.1%
AMT AMERICAN TOWER CORP REIT 0.1%
Value ($000) $780 Shares 3,815 Est. Cost $115.75 Unrealized +45.3%
EMB ISHARES JP MORGAN EM BOND ETF 0.1%
Value ($000) $779 Shares 6,880 Est. Cost $108.33 Unrealized
COVETRUS INC 0.1%
Value ($000) $774 Shares 31,645 Est. Cost $31.39 Unrealized
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $772 Shares 10,570 Est. Cost $37.24 Unrealized +84.5%
D DOMINION ENERGY INC 0.1%
Value ($000) $770 Shares 9,955 Est. Cost $45.92 Unrealized +23.8%
IBB ISHARES NASDAQ BIOTECH ETF 0.1%
Value ($000) $746 Shares 6,835 Est. Cost $172.29 Unrealized
KANSAS CITY SOUTHERN 0.1%
Value ($000) $733 Shares 6,020 Est. Cost $121.55 Unrealized
HARRIS CORP DEL COM 0.1%
Value ($000) $732 Shares 3,870 Est. Cost $56.12 Unrealized
SU SUNCOR ENERGY INC 0.1%
Value ($000) $724 Shares 23,250 Est. Cost $19.67 Unrealized +25.0%
VFC V F CORP 0.1%
Value ($000) $713 Shares 8,160 Est. Cost $57.98 Unrealized +48.6%
RIO RIO TINTO PLC SPNSD ADR 0.1%
Value ($000) $676 Shares 10,840 Est. Cost $50.08 Unrealized
BLACKROCK FLOAT RT INCOME ST 0.1%
Value ($000) $672 Shares 52,410 Est. Cost $14.18 Unrealized
UNILEVER N V -NY SHARES 0.1%
Value ($000) $642 Shares 10,570 Est. Cost $39.08 Unrealized
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $635 Shares 15,800 Est. Cost $42.12 Unrealized -5.8%
GOOG ALPHABET INC CL C 0.1%
Value ($000) $634 Shares 586 Est. Cost $49.41 Unrealized +15.9%
DGS WISDOMTREE EMERGING MKTS S/C D 0.1%
Value ($000) $630 Shares 13,400 Est. Cost $43.41 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP 0.1%
Value ($000) $625 Shares 12,950 Est. Cost $46.36 Unrealized 0.0%
PFF ISHARES PREFERRED & INCOME SEC 0.1%
Value ($000) $619 Shares 16,815 Est. Cost $39.30 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $599 Shares 11,755 Est. Cost $31.06 Unrealized +28.5%
BABA ALIBABA GROUP HOLDING LTD SPON 0.1%
Value ($000) $588 Shares 3,470 Est. Cost $179.74 Unrealized
HUBB HUBBELL INC 0.1%
Value ($000) $587 Shares 4,500 Est. Cost $98.94 Unrealized +9.9%
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $565 Shares 11,874 Est. Cost $39.93 Unrealized -17.9%
KMI KINDER MORGAN INC 0.1%
Value ($000) $562 Shares 26,911 Est. Cost $22.82 Unrealized -40.1%
DVA DAVITA INC 0.1%
Value ($000) $562 Shares 9,990 Est. Cost $60.40 Unrealized -14.2%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $550 Shares 6,340 Est. Cost $21.44 Unrealized +82.8%
EXC EXELON CORP 0.1%
Value ($000) $546 Shares 11,404 Est. Cost $21.66 Unrealized +28.9%
HOLLYFRONTIER CORPORATION 0.1%
Value ($000) $544 Shares 11,745 Est. Cost $34.05 Unrealized
VYM VANGUARD HIGH DVD YIELD ETF 0.1%
Value ($000) $543 Shares 6,215 Est. Cost $78.05 Unrealized
CLX CLOROX COMPANY 0.1%
Value ($000) $542 Shares 3,540 Est. Cost $73.11 Unrealized +71.9%
BEP BROOKFIELD RENEWABLE PARTNERS 0.1%
Value ($000) $541 Shares 15,650 Est. Cost $34.57 Unrealized
BHP BHP GROUP LTD SPONS ADR 0.1%
Value ($000) $534 Shares 9,180 Est. Cost $36.35 Unrealized
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $531 Shares 4,500 Est. Cost $65.21 Unrealized +54.5%
JHMM JOHN HANCOCK MULTI FACT MID 0.1%
Value ($000) $527 Shares 14,445 Est. Cost $34.73 Unrealized
CHINA MOBILE LIMITED SPONS ADR 0.1%
Value ($000) $518 Shares 11,440 Est. Cost $52.26 Unrealized
L3 TECHNOLOGIES INC 0.1%
Value ($000) $496 Shares 2,025 Est. Cost $165.40 Unrealized
IEMG ISHARES CORE MSCI EMERGING 0.1%
Value ($000) $490 Shares 9,525 Est. Cost $49.10 Unrealized
ILMN ILLUMINA INC 0.1%
Value ($000) $479 Shares 1,300 Est. Cost $309.79 Unrealized +1.9%
COP CONOCOPHILLIPS 0.1%
Value ($000) $475 Shares 7,780 Est. Cost $42.64 Unrealized +15.5%
AON PLC 0.1%
Value ($000) $470 Shares 2,435 Est. Cost $64.26 Unrealized
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $463 Shares 4,050 Est. Cost $81.29 Unrealized +36.0%
PANW PALO ALTO NETWORKS 0.1%
Value ($000) $461 Shares 2,265 Est. Cost $29.63 Unrealized +26.3%
SPEM SPDR PORTFOLIO EMERGING MARKET 0.1%
Value ($000) $460 Shares 12,855 Est. Cost $32.58 Unrealized
VXUS VANGUARD TOTAL INTL STOCK ET 0.1%
Value ($000) $458 Shares 8,685 Est. Cost $48.06 Unrealized
VOYA VOYA FINANCIAL, INC. 0.1%
Value ($000) $447 Shares 8,075 Est. Cost $38.59 Unrealized +24.8%
VFQY VANGUARD U.S. QUALITY FACTOR 0.1%
Value ($000) $434 Shares 5,451 Est. Cost $79.62 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $430 Shares 7,710 Est. Cost $39.44 Unrealized +15.6%
BP BP PLC SPONS ADR 0.1%
Value ($000) $429 Shares 10,285 Est. Cost $41.61 Unrealized
MNST MONSTER BEVERAGE CORP 0.1%
Value ($000) $421 Shares 6,600 Est. Cost $29.95 Unrealized +0.6%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $400 Shares 7,422 Est. Cost $34.48 Unrealized +27.9%
HAL HALLIBURTON CO COM 0.1%
Value ($000) $387 Shares 17,045 Est. Cost $37.87 Unrealized -40.1%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $384 Shares 1,685 Est. Cost $206.56 Unrealized 0.0%
WRB WR BERKLEY CORP 0.1%
Value ($000) $384 Shares 5,827 Est. Cost $15.14 Unrealized +55.8%
ALLERGAN PLC 0.1%
Value ($000) $381 Shares 2,275 Est. Cost $163.56 Unrealized
EQT EQT CORPORATION 0.1%
Value ($000) $372 Shares 23,515 Est. Cost $29.59 Unrealized -39.8%
MO ALTRIA GROUP INC 0.1%
Value ($000) $371 Shares 7,825 Est. Cost $22.66 Unrealized +36.5%
ICF ISHARES COHEN & STEERS RLTY ET 0.1%
Value ($000) $359 Shares 3,190 Est. Cost $95.61 Unrealized
WU WESTERN UNION CO 0.1%
Value ($000) $349 Shares 17,572 Est. Cost $18.74 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $345 Shares 3,905 Est. Cost $52.38 Unrealized +29.4%
SPLUNK INC 0.0%
Value ($000) $340 Shares 2,700 Est. Cost $120.74 Unrealized
SBAC SBA COMMUNICATIONS CORP CL A R 0.0%
Value ($000) $337 Shares 1,500 Est. Cost $120.02 Unrealized +62.4%
TMUS T-MOBILE US INC 0.0%
Value ($000) $334 Shares 4,500 Est. Cost $58.95 Unrealized +21.7%
STT STATE STREET CORP 0.0%
Value ($000) $334 Shares 5,955 Est. Cost $56.82 Unrealized -12.0%
LOGMEIN INC 0.0%
Value ($000) $326 Shares 4,420 Est. Cost $73.76 Unrealized
ARW ARROW ELECTRONICS INC 0.0%
Value ($000) $315 Shares 4,420 Est. Cost $71.56 Unrealized +3.0%
TKR TIMKEN CO 0.0%
Value ($000) $307 Shares 5,975 Est. Cost $38.04 Unrealized +25.6%
SO SOUTHERN CO 0.0%
Value ($000) $306 Shares 5,530 Est. Cost $29.04 Unrealized +42.4%
NUE NUCOR CORP 0.0%
Value ($000) $303 Shares 5,500 Est. Cost $48.98 Unrealized -2.3%
SVB FINANCIAL GROUP 0.0%
Value ($000) $303 Shares 1,350 Est. Cost $234.07 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $297 Shares 5,436 Est. Cost $75.35 Unrealized
ITT ITT INC 0.0%
Value ($000) $292 Shares 4,460 Est. Cost $41.12 Unrealized +48.5%
IDXX IDEXX LABS INC 0.0%
Value ($000) $286 Shares 1,040 Est. Cost $184.82 Unrealized +33.3%
MOO VANECK VECTORS AGRIBUSINESS ET 0.0%
Value ($000) $286 Shares 4,287 Est. Cost $48.10 Unrealized
LEG LEGGETT & PLATT COM 0.0%
Value ($000) $273 Shares 7,125 Est. Cost $42.04 Unrealized -6.2%
GLAXO SMITHKLINE SPONSORED ADR 0.0%
Value ($000) $272 Shares 6,785 Est. Cost $40.26 Unrealized
UNILEVER PLC SPONS ADR 0.0%
Value ($000) $271 Shares 4,375 Est. Cost $49.30 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $268 Shares 2,655 Est. Cost $56.92 Unrealized +25.6%
VYMI VANGUARD INT HIGH DVD YLD IN 0.0%
Value ($000) $265 Shares 4,325 Est. Cost $56.92 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $265 Shares 1,330 Est. Cost $150.47 Unrealized +15.2%
AZN ASTRAZENECA PLC ADR 0.0%
Value ($000) $265 Shares 6,415 Est. Cost $40.59 Unrealized
VEONEER INC 0.0%
Value ($000) $265 Shares 15,310 Est. Cost $55.08 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND 0.0%
Value ($000) $262 Shares 2,083 Est. Cost $122.45 Unrealized
CYANOTECH CORP 0.0%
Value ($000) $255 Shares 82,400 Est. Cost $6.41 Unrealized
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $250 Shares 2,935 Est. Cost $62.97 Unrealized +0.3%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $250 Shares 4,185 Est. Cost $40.98 Unrealized
NOC NORTHROP GRUMMAN CORPORATION 0.0%
Value ($000) $242 Shares 750 Est. Cost $243.65 Unrealized +9.7%
FLO FLOWERS FOODS INC 0.0%
Value ($000) $236 Shares 10,145 Est. Cost $13.66 Unrealized +23.7%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $233 Shares 850 Est. Cost $238.66 Unrealized +26.5%
WASH WASHINGTON TRUST BANCORP 0.0%
Value ($000) $232 Shares 4,450 Est. Cost $34.60 Unrealized -1.4%
PPL PPL CORPORATION 0.0%
Value ($000) $231 Shares 7,460 Est. Cost $17.49 Unrealized +33.3%
DTE DTE ENERGY CO 0.0%
Value ($000) $230 Shares 1,800 Est. Cost $80.08 Unrealized +7.1%
EQIX EQUINIX INC REIT 0.0%
Value ($000) $227 Shares 450 Est. Cost $358.00 Unrealized +18.5%
GM GENERAL MOTORS CO 0.0%
Value ($000) $227 Shares 5,890 Est. Cost $34.84 Unrealized -0.3%
FISV FISERV INC WISCONSIN 0.0%
Value ($000) $225 Shares 2,470 Est. Cost $82.51 Unrealized +6.2%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $218 Shares 3,225 Est. Cost $50.86 Unrealized -0.1%
ABBNY ABB LTD-SPON ADR 0.0%
Value ($000) $218 Shares 10,890 Est. Cost $20.02 Unrealized
WAB WABTEC CORP 0.0%
Value ($000) $215 Shares 3,000 Est. Cost $103.16 Unrealized -33.9%
FDX FEDEX CORP 0.0%
Value ($000) $214 Shares 1,300 Est. Cost $146.59 Unrealized +5.6%
SJM JM SMUCKER CO/THE-NEW COM 0.0%
Value ($000) $214 Shares 1,860 Est. Cost $83.62 Unrealized +17.7%
CTVA CORTEVA INC 0.0%
Value ($000) $210 Shares 7,127 Est. Cost $25.02 Unrealized 0.0%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $208 Shares 1,550 Est. Cost $108.95 Unrealized 0.0%
TEKLA HEALTHCARE INVESTORS 0.0%
Value ($000) $208 Shares 10,329 Est. Cost $23.14 Unrealized
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $208 Shares 1,625 Est. Cost $123.08 Unrealized
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $202 Shares 4,370 Est. Cost $43.42 Unrealized 0.0%
BOKF BOK FINANCIAL CORPORATION 0.0%
Value ($000) $202 Shares 2,670 Est. Cost $69.99 Unrealized -2.8%
WMT WALMART INC 0.0%
Value ($000) $201 Shares 1,815 Est. Cost $31.30 Unrealized 0.0%
ROYCE VALUE TR INC 0.0%
Value ($000) $188 Shares 13,474 Est. Cost $16.33 Unrealized
GENERAL ELECTRIC CORP 0.0%
Value ($000) $114 Shares 10,800 Est. Cost $23.89 Unrealized
NUVEEN PREFERRED & INCOME SEC 0.0%
Value ($000) $99 Shares 10,488 Est. Cost $8.77 Unrealized