Coastline Trust Co Diversified Active

CIK: 0001324279 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 15, 2020

Total Value ($000): $721,506 (100.0% shares, 0.0% debt)

Holdings (323)

MSFT MICROSOFT CORP 1.6%
Value ($000) $11,757 Shares 74,557 Est. Cost $34.33 Unrealized +305.6%
AAPL APPLE INC 1.4%
Value ($000) $10,457 Shares 35,611 Est. Cost $24.73 Unrealized +150.8%
VEA VANGUARD FTSE DEVELOPED MARKET 1.4%
Value ($000) $10,336 Shares 234,583 Est. Cost $38.69 Unrealized
AMZN AMAZON COM INC 1.4%
Value ($000) $10,287 Shares 5,567 Est. Cost $47.12 Unrealized +87.8%
VWOB VANGUARD EMERGING MARKETS 1.4%
Value ($000) $9,870 Shares 121,240 Est. Cost $78.34 Unrealized
VCIT VANGUARD INTER TERM CORP BOND 1.3%
Value ($000) $9,224 Shares 100,996 Est. Cost $85.59 Unrealized
HYS PIMCO 0-5 YEAR H/Y CORP BD IND 1.3%
Value ($000) $9,177 Shares 92,015 Est. Cost $98.83 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS 1.2%
Value ($000) $8,985 Shares 202,057 Est. Cost $41.72 Unrealized
GOOGL ALPHABET INC CL A 1.2%
Value ($000) $8,634 Shares 6,446 Est. Cost $42.62 Unrealized +50.2%
VRP INVESCO VARIABLE RATE PREFERRE 1.2%
Value ($000) $8,633 Shares 334,220 Est. Cost $24.97 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ET 1.1%
Value ($000) $7,820 Shares 47,795 Est. Cost $88.56 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 1.1%
Value ($000) $7,597 Shares 141,338 Est. Cost $46.71 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.0%
Value ($000) $7,499 Shares 23,083 Est. Cost $82.24 Unrealized +262.8%
ADP AUTOMATIC DATA PROCESSING INC 1.0%
Value ($000) $7,014 Shares 41,140 Est. Cost $45.44 Unrealized +219.3%
EFA ISHARES MSCI EAFE ETF 0.9%
Value ($000) $6,843 Shares 98,549 Est. Cost $68.30 Unrealized
CMCSA COMCAST CORP-CL A 0.9%
Value ($000) $6,803 Shares 151,288 Est. Cost $24.61 Unrealized +53.9%
IJH ISHARES CORE S&P MID-CAP ETF 0.9%
Value ($000) $6,463 Shares 31,402 Est. Cost $189.23 Unrealized
DIS WALT DISNEY COMPANY 0.9%
Value ($000) $6,399 Shares 44,245 Est. Cost $99.17 Unrealized +36.8%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $6,249 Shares 42,843 Est. Cost $68.89 Unrealized +65.6%
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $6,247 Shares 50,019 Est. Cost $59.36 Unrealized +77.3%
ACN ACCENTURE PLC CL A 0.8%
Value ($000) $6,108 Shares 29,006 Est. Cost $70.92 Unrealized +151.6%
TIP ISHARES BARCLAYS TIPS BOND ETF 0.8%
Value ($000) $6,102 Shares 52,345 Est. Cost $111.52 Unrealized
SYY SYSCO CORP 0.8%
Value ($000) $5,825 Shares 68,104 Est. Cost $24.92 Unrealized +174.9%
BDX BECTON DICKINSON & CO 0.8%
Value ($000) $5,807 Shares 21,353 Est. Cost $105.29 Unrealized +115.1%
MRK MERCK & CO INC 0.8%
Value ($000) $5,801 Shares 63,779 Est. Cost $33.79 Unrealized +99.9%
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $5,664 Shares 118,118 Est. Cost $21.46 Unrealized +79.7%
SHYG ISHARES 0-5 YR HY CORP BOND 0.8%
Value ($000) $5,508 Shares 118,625 Est. Cost $46.75 Unrealized
AMGN AMGEN INC 0.8%
Value ($000) $5,496 Shares 22,799 Est. Cost $129.97 Unrealized +40.6%
INTC INTEL CORP 0.7%
Value ($000) $5,342 Shares 89,260 Est. Cost $19.84 Unrealized +148.3%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $5,227 Shares 17,780 Est. Cost $76.41 Unrealized +209.7%
ADBE ADOBE INC 0.7%
Value ($000) $5,226 Shares 15,845 Est. Cost $71.80 Unrealized +309.8%
CB CHUBB LTD 0.7%
Value ($000) $5,147 Shares 33,060 Est. Cost $96.58 Unrealized +43.3%
NKE NIKE INC CLASS B 0.7%
Value ($000) $5,104 Shares 50,380 Est. Cost $44.89 Unrealized +93.4%
VXF VANGUARD EXTENDED MARKET ETF 0.7%
Value ($000) $5,085 Shares 40,360 Est. Cost $93.66 Unrealized
ELV ANTHEM INC 0.7%
Value ($000) $4,990 Shares 16,520 Est. Cost $111.09 Unrealized +128.0%
MA MASTERCARD INC-A 0.7%
Value ($000) $4,856 Shares 16,263 Est. Cost $122.62 Unrealized +122.3%
T AT&T INC 0.7%
Value ($000) $4,840 Shares 123,838 Est. Cost $13.12 Unrealized +43.8%
TD TORONTO DOMINION BK ONT 0.7%
Value ($000) $4,793 Shares 85,390 Est. Cost $44.36 Unrealized +27.8%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $4,734 Shares 19,550 Est. Cost $19.73 Unrealized +154.2%
ORCL ORACLE CORPORATION COM 0.6%
Value ($000) $4,576 Shares 86,385 Est. Cost $32.32 Unrealized +56.1%
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $4,573 Shares 74,482 Est. Cost $30.67 Unrealized +39.5%
IWR ISHARES RUSSELL MIDCAP ETF 0.6%
Value ($000) $4,567 Shares 76,607 Est. Cost $67.76 Unrealized
BIV VANGUARD INTERMEDIATE-TERM B 0.6%
Value ($000) $4,551 Shares 52,175 Est. Cost $84.21 Unrealized
JACOBS ENGR GROUP INC 0.6%
Value ($000) $4,509 Shares 50,200 Est. Cost $53.46 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 0.6%
Value ($000) $4,381 Shares 52,242 Est. Cost $77.24 Unrealized
YUM YUM! BRANDS INC 0.6%
Value ($000) $4,358 Shares 43,260 Est. Cost $43.52 Unrealized +112.2%
RMD RESMED INC 0.6%
Value ($000) $4,261 Shares 27,495 Est. Cost $77.45 Unrealized +76.6%
PFE PFIZER INC 0.6%
Value ($000) $4,234 Shares 108,050 Est. Cost $18.59 Unrealized +43.7%
V VISA INC CL A 0.6%
Value ($000) $4,206 Shares 22,385 Est. Cost $100.82 Unrealized +71.1%
VCSH VANGUARD SHORT TERM CORP BOND 0.6%
Value ($000) $4,202 Shares 51,854 Est. Cost $79.42 Unrealized
MTB M & T BK CORP 0.6%
Value ($000) $4,201 Shares 24,744 Est. Cost $78.53 Unrealized +69.2%
PEP PEPSICO INC 0.6%
Value ($000) $4,158 Shares 30,424 Est. Cost $64.87 Unrealized +73.9%
ITW ILLINOIS TOOL WORKS 0.6%
Value ($000) $4,114 Shares 22,898 Est. Cost $57.09 Unrealized +156.2%
META FACEBOOK INC-A 0.6%
Value ($000) $4,093 Shares 19,940 Est. Cost $149.01 Unrealized +29.1%
NFLX NETFLIX INC 0.5%
Value ($000) $3,926 Shares 12,132 Est. Cost $33.73 Unrealized -12.1%
VTIP VANGUARD SHORT-TERM TIPS 0.5%
Value ($000) $3,881 Shares 78,753 Est. Cost $48.94 Unrealized
SJNK SPDR BLOOMBERG BARCLAYS S/T BD 0.5%
Value ($000) $3,842 Shares 142,605 Est. Cost $27.93 Unrealized
AFL AFLAC INC 0.5%
Value ($000) $3,792 Shares 71,685 Est. Cost $28.93 Unrealized +58.5%
USB US BANCORP 0.5%
Value ($000) $3,765 Shares 63,515 Est. Cost $26.58 Unrealized +66.8%
VBR VANGUARD SMALL CAP VALUE ETF 0.5%
Value ($000) $3,710 Shares 27,065 Est. Cost $105.34 Unrealized
NVDA NVIDIA CORP 0.5%
Value ($000) $3,703 Shares 15,738 Est. Cost $4.24 Unrealized +22.0%
KMB KIMBERLY-CLARK CORP 0.5%
Value ($000) $3,622 Shares 26,330 Est. Cost $65.55 Unrealized +65.9%
ETN EATON CORP PLC 0.5%
Value ($000) $3,581 Shares 37,800 Est. Cost $50.93 Unrealized +56.5%
SRE SEMPRA ENERGY 0.5%
Value ($000) $3,561 Shares 23,510 Est. Cost $38.67 Unrealized +55.0%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.5%
Value ($000) $3,544 Shares 66,200 Est. Cost $51.28 Unrealized
DLS WISDOMTREE INTL S/C DVD FUND 0.5%
Value ($000) $3,485 Shares 49,000 Est. Cost $60.51 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.5%
Value ($000) $3,460 Shares 37,285 Est. Cost $78.27 Unrealized
GPN GLOBAL PMTS INC 0.5%
Value ($000) $3,424 Shares 18,755 Est. Cost $46.72 Unrealized +249.9%
BSV VANGUARD SHORT TERM BOND ETF 0.5%
Value ($000) $3,413 Shares 42,337 Est. Cost $79.91 Unrealized
CITRIX SYS INC 0.5%
Value ($000) $3,393 Shares 30,590 Est. Cost $91.36 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.5%
Value ($000) $3,360 Shares 18,980 Est. Cost $88.48 Unrealized +62.7%
CFG CITIZENS FINANCIAL GROUP INC 0.5%
Value ($000) $3,267 Shares 80,450 Est. Cost $26.80 Unrealized +6.3%
UNP UNION PAC CORP COM 0.5%
Value ($000) $3,262 Shares 18,040 Est. Cost $78.57 Unrealized +90.1%
COVANTA HOLDING CORP 0.4%
Value ($000) $3,158 Shares 212,775 Est. Cost $15.94 Unrealized
FLRN SPDR BLOOMBERG BARCLAYS INVEST 0.4%
Value ($000) $3,122 Shares 101,585 Est. Cost $30.63 Unrealized
ZTS ZOETIS INC 0.4%
Value ($000) $3,117 Shares 23,550 Est. Cost $89.78 Unrealized +31.5%
PAYX PAYCHEX INC 0.4%
Value ($000) $3,111 Shares 36,575 Est. Cost $26.73 Unrealized +164.4%
TSM TAIWAN SEMICONDUCTOR SPONS ADR 0.4%
Value ($000) $3,111 Shares 53,540 Est. Cost $20.71 Unrealized
ACTIVISION BLIZZARD, INC 0.4%
Value ($000) $3,103 Shares 52,220 Est. Cost $45.93 Unrealized
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.4%
Value ($000) $3,101 Shares 20,379 Est. Cost $123.45 Unrealized
QCOM QUALCOMM INC COM 0.4%
Value ($000) $3,085 Shares 34,966 Est. Cost $45.52 Unrealized +60.1%
EEM ISHARES MSCI EMERGING MKT ETF 0.4%
Value ($000) $3,082 Shares 68,676 Est. Cost $45.85 Unrealized
VLO VALERO ENERGY CORPORATION 0.4%
Value ($000) $3,028 Shares 32,333 Est. Cost $34.51 Unrealized +113.3%
XIFR NEXTERA ENERGY PARTNERS LP 0.4%
Value ($000) $3,022 Shares 57,395 Est. Cost $49.73 Unrealized +4.6%
WM WASTE MGMT INC DEL 0.4%
Value ($000) $3,015 Shares 26,460 Est. Cost $36.80 Unrealized +177.4%
GNTX GENTEX CORP 0.4%
Value ($000) $3,011 Shares 103,895 Est. Cost $14.42 Unrealized +95.3%
CVX CHEVRON CORPORATION 0.4%
Value ($000) $3,008 Shares 24,964 Est. Cost $72.12 Unrealized +24.4%
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $2,990 Shares 19,962 Est. Cost $108.96 Unrealized
LQD ISHARES IBOXX INV GRD CORP BON 0.4%
Value ($000) $2,962 Shares 23,150 Est. Cost $117.81 Unrealized
AQUA AMERICA INC 0.4%
Value ($000) $2,950 Shares 62,838 Est. Cost $30.22 Unrealized
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $2,940 Shares 83,474 Est. Cost $20.11 Unrealized +38.2%
IWM ISHARES RUSSELL 2000 ETF 0.4%
Value ($000) $2,840 Shares 17,144 Est. Cost $101.13 Unrealized
STZ CONSTELLATION BRANDS INC 0.4%
Value ($000) $2,804 Shares 14,775 Est. Cost $101.64 Unrealized +68.0%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.4%
Value ($000) $2,789 Shares 12,315 Est. Cost $124.83 Unrealized +74.0%
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $2,788 Shares 9,425 Est. Cost $214.44 Unrealized
JPM JP MORGAN CHASE & CO 0.4%
Value ($000) $2,779 Shares 19,937 Est. Cost $71.55 Unrealized +51.9%
FDS FACTSET 0.4%
Value ($000) $2,749 Shares 10,245 Est. Cost $102.02 Unrealized +137.3%
SWK STANLEY BLACK & DECKER INC 0.4%
Value ($000) $2,745 Shares 16,560 Est. Cost $57.00 Unrealized +125.6%
BAX BAXTER INTERNATIONAL INC 0.4%
Value ($000) $2,739 Shares 32,762 Est. Cost $31.52 Unrealized +132.8%
XT ISHARES EXPONENTIAL TECH ETF 0.4%
Value ($000) $2,654 Shares 62,065 Est. Cost $36.55 Unrealized
CFR CULLEN FROST BANKERS INC 0.4%
Value ($000) $2,651 Shares 27,115 Est. Cost $50.07 Unrealized +54.0%
EMR EMERSON ELECTRIC 0.4%
Value ($000) $2,611 Shares 34,235 Est. Cost $41.90 Unrealized +49.9%
CL COLGATE-PALMOLIVE 0.4%
Value ($000) $2,611 Shares 37,936 Est. Cost $46.56 Unrealized +26.9%
NATIONAL INSTRS CORP 0.4%
Value ($000) $2,600 Shares 61,405 Est. Cost $29.61 Unrealized
CVS CVS HEALTH CORP 0.4%
Value ($000) $2,571 Shares 34,614 Est. Cost $47.03 Unrealized +22.8%
RAYTHEON COMPANY 0.4%
Value ($000) $2,560 Shares 11,650 Est. Cost $80.78 Unrealized
TFC TRUIST FINANCIAL CORP 0.4%
Value ($000) $2,545 Shares 45,189 Est. Cost $40.89 Unrealized 0.0%
TJX TJX COMPANIES 0.3%
Value ($000) $2,496 Shares 40,875 Est. Cost $42.68 Unrealized +27.9%
COST COSTCO WHOLESALE CORP NEW 0.3%
Value ($000) $2,494 Shares 8,485 Est. Cost $142.64 Unrealized +90.4%
WAT WATERS CORP 0.3%
Value ($000) $2,424 Shares 10,375 Est. Cost $103.58 Unrealized +113.2%
ABT ABBOTT LABS INC 0.3%
Value ($000) $2,409 Shares 27,737 Est. Cost $40.61 Unrealized +85.4%
PGX INVESCO PREFERRED ETF 0.3%
Value ($000) $2,404 Shares 160,210 Est. Cost $14.63 Unrealized
MSI MOTOROLA SOLUTIONS, INC 0.3%
Value ($000) $2,379 Shares 14,765 Est. Cost $106.21 Unrealized +42.9%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.3%
Value ($000) $2,359 Shares 17,284 Est. Cost $103.67 Unrealized
BEP BROOKFIELD RENEWABLE PARTNERS 0.3%
Value ($000) $2,340 Shares 50,175 Est. Cost $39.16 Unrealized
GIS GENERAL MILLS 0.3%
Value ($000) $2,332 Shares 43,535 Est. Cost $33.10 Unrealized +29.3%
AMCOR PLC 0.3%
Value ($000) $2,323 Shares 214,239 Est. Cost $8.56 Unrealized -9.3%
DGX QUEST DIAGNOSTICS INC 0.3%
Value ($000) $2,303 Shares 21,570 Est. Cost $59.89 Unrealized +54.3%
CE CELANESE CORP COMMON 0.3%
Value ($000) $2,294 Shares 18,635 Est. Cost $88.95 Unrealized +23.4%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $2,293 Shares 11,605 Est. Cost $71.41 Unrealized +140.8%
LOW LOWES COS INC 0.3%
Value ($000) $2,268 Shares 18,935 Est. Cost $62.54 Unrealized +63.7%
IVOO VANGUARD S&P MID CAP 400 ETF 0.3%
Value ($000) $2,268 Shares 16,323 Est. Cost $114.34 Unrealized
MMM 3M CO 0.3%
Value ($000) $2,261 Shares 12,815 Est. Cost $97.02 Unrealized +15.2%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.3%
Value ($000) $2,259 Shares 6,018 Est. Cost $210.72 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $2,198 Shares 24,826 Est. Cost $46.88 Unrealized +37.8%
BNDX VANGUARD TOTAL INTERNATIONAL 0.3%
Value ($000) $2,190 Shares 38,708 Est. Cost $53.07 Unrealized
HSIC SCHEIN HENRY INC 0.3%
Value ($000) $2,188 Shares 32,795 Est. Cost $57.59 Unrealized +14.8%
SCZ ISHARES MSCI EAFE SMALL CAP ET 0.3%
Value ($000) $2,178 Shares 34,974 Est. Cost $62.74 Unrealized
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $2,163 Shares 9,205 Est. Cost $81.77 Unrealized +137.4%
TLK TELEKOMUNIKASI INDONESIA ADR 0.3%
Value ($000) $2,148 Shares 75,360 Est. Cost $33.11 Unrealized
BA BOEING CO 0.3%
Value ($000) $2,132 Shares 6,545 Est. Cost $267.42 Unrealized +31.3%
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $2,102 Shares 19,535 Est. Cost $72.96 Unrealized
VNQI VANGUARD GLBL EX-US REAL EST 0.3%
Value ($000) $2,075 Shares 35,110 Est. Cost $54.74 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.3%
Value ($000) $2,030 Shares 9,850 Est. Cost $111.31 Unrealized +61.6%
OMC OMNICOM GROUP INC 0.3%
Value ($000) $1,999 Shares 24,670 Est. Cost $41.56 Unrealized +50.4%
ALV AUTOLIV INC 0.3%
Value ($000) $1,981 Shares 23,475 Est. Cost $52.91 Unrealized +34.6%
EATON VANCE CORP 0.3%
Value ($000) $1,923 Shares 41,180 Est. Cost $37.53 Unrealized
HRL HORMEL FOODS CORP 0.3%
Value ($000) $1,920 Shares 42,570 Est. Cost $22.83 Unrealized +59.4%
JNK SPDR BBG BARC HIGH YIELD BND 0.3%
Value ($000) $1,915 Shares 17,485 Est. Cost $108.89 Unrealized
LNT ALLIANT ENERGY CORP 0.3%
Value ($000) $1,915 Shares 34,990 Est. Cost $32.92 Unrealized +33.1%
FICO FAIR ISAAC CORP 0.3%
Value ($000) $1,903 Shares 5,080 Est. Cost $46.20 Unrealized +628.3%
IWF ISHARES RUSSELL 1000 GROWTH ET 0.3%
Value ($000) $1,890 Shares 10,745 Est. Cost $95.09 Unrealized
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $1,886 Shares 29,376 Est. Cost $26.90 Unrealized -8.9%
DEM WISDOMTREE EMERGING MARKETS 0.3%
Value ($000) $1,862 Shares 40,685 Est. Cost $42.39 Unrealized
MPC MARATHON PETROLEUM CORPORATION 0.3%
Value ($000) $1,835 Shares 30,455 Est. Cost $32.33 Unrealized +59.8%
DUNKIN' BRANDS GROUP INC 0.3%
Value ($000) $1,822 Shares 24,120 Est. Cost $65.79 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.3%
Value ($000) $1,818 Shares 19,200 Est. Cost $75.97 Unrealized
XOM EXXONMOBIL CORP 0.3%
Value ($000) $1,818 Shares 26,056 Est. Cost $54.97 Unrealized -5.3%
CSX CSX CORPORATION 0.2%
Value ($000) $1,777 Shares 24,555 Est. Cost $8.68 Unrealized +150.8%
WH WYNDHAM HOTELS & RESORTS INC 0.2%
Value ($000) $1,777 Shares 28,295 Est. Cost $57.52 Unrealized -3.4%
EA ELECTRONIC ARTS INC 0.2%
Value ($000) $1,765 Shares 16,420 Est. Cost $86.84 Unrealized +11.1%
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $1,762 Shares 14,460 Est. Cost $50.83 Unrealized +80.0%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,732 Shares 19,705 Est. Cost $48.35 Unrealized +54.0%
BLACKROCK INC CLASS A 0.2%
Value ($000) $1,722 Shares 3,425 Est. Cost $284.40 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $1,718 Shares 26,760 Est. Cost $40.89 Unrealized +10.5%
DHR DANAHER CORP 0.2%
Value ($000) $1,709 Shares 11,135 Est. Cost $33.09 Unrealized +271.7%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $1,684 Shares 19,745 Est. Cost $61.16 Unrealized +23.4%
GLW CORNING INC 0.2%
Value ($000) $1,676 Shares 57,560 Est. Cost $14.21 Unrealized +71.9%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,676 Shares 9,503 Est. Cost $64.90 Unrealized +140.2%
LOGMEIN INC 0.2%
Value ($000) $1,624 Shares 18,945 Est. Cost $72.70 Unrealized
LINDE PLC 0.2%
Value ($000) $1,610 Shares 7,560 Est. Cost $157.27 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,606 Shares 13,725 Est. Cost $61.20 Unrealized +51.7%
CAT CATERPILLAR INC DEL 0.2%
Value ($000) $1,595 Shares 10,800 Est. Cost $64.56 Unrealized +90.5%
AZO AUTOZONE INC 0.2%
Value ($000) $1,549 Shares 1,300 Est. Cost $407.86 Unrealized +183.1%
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,518 Shares 13,380 Est. Cost $64.31 Unrealized +43.9%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $1,507 Shares 12,675 Est. Cost $40.95 Unrealized +146.3%
XLF FINANCIAL SELECT SECTOR SPDR 0.2%
Value ($000) $1,497 Shares 48,655 Est. Cost $21.80 Unrealized
OXY OCCIDENTAL PETE CORP 0.2%
Value ($000) $1,487 Shares 36,088 Est. Cost $56.85 Unrealized -36.7%
WASH WASHINGTON TRUST BANCORP 0.2%
Value ($000) $1,468 Shares 27,300 Est. Cost $33.95 Unrealized +3.7%
BF/B BROWN FORMAN CL B 0.2%
Value ($000) $1,461 Shares 21,611 Est. Cost $42.09 Unrealized +38.4%
AVY AVERY DENNISON CORP 0.2%
Value ($000) $1,456 Shares 11,130 Est. Cost $33.15 Unrealized +242.4%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,445 Shares 11,603 Est. Cost $59.62 Unrealized +84.7%
DE DEERE & CO. 0.2%
Value ($000) $1,445 Shares 8,340 Est. Cost $93.63 Unrealized +68.7%
INGERSOLL-RAND PLC 0.2%
Value ($000) $1,400 Shares 10,530 Est. Cost $89.17 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.2%
Value ($000) $1,393 Shares 7,807 Est. Cost $106.61 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.2%
Value ($000) $1,381 Shares 11,245 Est. Cost $46.97 Unrealized +130.0%
WYNDHAM DESTINATIONS INC 0.2%
Value ($000) $1,372 Shares 26,540 Est. Cost $63.94 Unrealized
BRK/A BERKSHIRE HATHAWAY, CLASS A 0.2%
Value ($000) $1,358 Shares 4 Est. Cost $165023.42 Unrealized +97.4%
PSX PHILLIPS 66 0.2%
Value ($000) $1,353 Shares 12,144 Est. Cost $45.32 Unrealized +92.8%
EPD ENTERPRISE PRODS PARTNERS LP 0.2%
Value ($000) $1,335 Shares 47,430 Est. Cost $40.35 Unrealized
WHR WHIRLPOOL CORPORATION COM 0.2%
Value ($000) $1,304 Shares 8,840 Est. Cost $140.83 Unrealized +7.2%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $1,295 Shares 4,024 Est. Cost $174.15 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $1,241 Shares 9,445 Est. Cost $59.78 Unrealized +79.9%
FLOT ISHARES FLOATING RATE BOND ETF 0.2%
Value ($000) $1,231 Shares 24,180 Est. Cost $50.58 Unrealized
UGI UGI CORP NEW 0.2%
Value ($000) $1,225 Shares 27,116 Est. Cost $29.62 Unrealized +54.7%
MAGELLAN MIDSTREAM PARTNERS LP 0.2%
Value ($000) $1,208 Shares 19,205 Est. Cost $64.91 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.2%
Value ($000) $1,199 Shares 14,299 Est. Cost $82.76 Unrealized
MCK MCKESSON HBOC INC 0.2%
Value ($000) $1,183 Shares 8,555 Est. Cost $131.28 Unrealized +3.2%
LHX L3 HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $1,175 Shares 5,940 Est. Cost $180.55 Unrealized -1.6%
MFC MANULIFE FINANCIAL 0.2%
Value ($000) $1,168 Shares 57,545 Est. Cost $15.62 Unrealized +22.3%
EMB ISHARES JP MORGAN EM BOND ETF 0.2%
Value ($000) $1,155 Shares 10,079 Est. Cost $110.02 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD 0.2%
Value ($000) $1,146 Shares 8,585 Est. Cost $100.71 Unrealized +12.0%
RPM RPM INTERNATIONAL INC 0.2%
Value ($000) $1,134 Shares 14,776 Est. Cost $37.48 Unrealized +93.5%
DRI DARDEN RESTAURANTS 0.2%
Value ($000) $1,130 Shares 10,365 Est. Cost $37.55 Unrealized +155.2%
BABA ALIBABA GROUP HOLDING LTD SPON 0.2%
Value ($000) $1,130 Shares 5,330 Est. Cost $176.40 Unrealized
VGK VANGUARD EUROPEAN ETF 0.2%
Value ($000) $1,118 Shares 19,085 Est. Cost $52.92 Unrealized
HAS HASBRO INC COM 0.2%
Value ($000) $1,114 Shares 10,545 Est. Cost $64.08 Unrealized +28.3%
DOW DOW INC 0.2%
Value ($000) $1,100 Shares 20,094 Est. Cost $36.25 Unrealized +1.2%
PM PHILIP MORRIS INTERNATIONAL 0.2%
Value ($000) $1,097 Shares 12,895 Est. Cost $55.77 Unrealized +7.6%
HD HOME DEPOT INC COM 0.2%
Value ($000) $1,096 Shares 5,020 Est. Cost $141.96 Unrealized +37.4%
KO COCA COLA CO 0.1%
Value ($000) $1,053 Shares 19,015 Est. Cost $36.19 Unrealized +23.0%
CAC CAMDEN NATIONAL CORP 0.1%
Value ($000) $1,045 Shares 22,692 Est. Cost $22.06 Unrealized +55.0%
INTU INTUIT 0.1%
Value ($000) $1,042 Shares 3,980 Est. Cost $173.33 Unrealized +45.1%
DWX SPDR S&P INTER DVD ETF 0.1%
Value ($000) $1,024 Shares 25,480 Est. Cost $40.65 Unrealized
MTD METTLER-TOLEDO INTL INC COM 0.1%
Value ($000) $996 Shares 1,255 Est. Cost $591.68 Unrealized +22.0%
VFQY VANGUARD U.S. QUALITY FACTOR 0.1%
Value ($000) $976 Shares 11,271 Est. Cost $80.97 Unrealized
APH AMPHENOL CORP 0.1%
Value ($000) $963 Shares 8,901 Est. Cost $16.07 Unrealized +49.9%
TXN TEXAS INSTRUMENTS COM 0.1%
Value ($000) $962 Shares 7,495 Est. Cost $87.90 Unrealized +18.0%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $958 Shares 3,510 Est. Cost $222.37 Unrealized +11.0%
HESS CORPORATION 0.1%
Value ($000) $953 Shares 14,270 Est. Cost $61.67 Unrealized
AMT AMERICAN TOWER CORP REIT 0.1%
Value ($000) $921 Shares 4,010 Est. Cost $118.86 Unrealized +54.7%
GOOG ALPHABET INC CL C 0.1%
Value ($000) $904 Shares 676 Est. Cost $51.20 Unrealized +25.1%
IBM IBM CORPORATION 0.1%
Value ($000) $902 Shares 6,728 Est. Cost $105.47 Unrealized -5.3%
PGR PROGRESSIVE CORP OHIO COM 0.1%
Value ($000) $895 Shares 12,370 Est. Cost $42.79 Unrealized +38.6%
OKE ONEOK INC NEW 0.1%
Value ($000) $889 Shares 11,750 Est. Cost $32.95 Unrealized +44.7%
HUBB HUBBELL INC 0.1%
Value ($000) $882 Shares 5,970 Est. Cost $102.74 Unrealized +23.8%
XEL XCEL ENERGY INC 0.1%
Value ($000) $862 Shares 13,580 Est. Cost $27.05 Unrealized +91.1%
CRM SALESFORCE.COM 0.1%
Value ($000) $852 Shares 5,240 Est. Cost $100.69 Unrealized +53.8%
CMI CUMMINS INC 0.1%
Value ($000) $844 Shares 4,715 Est. Cost $86.26 Unrealized +75.1%
KANSAS CITY SOUTHERN 0.1%
Value ($000) $819 Shares 5,350 Est. Cost $121.55 Unrealized
VFC V F CORP 0.1%
Value ($000) $815 Shares 8,180 Est. Cost $59.27 Unrealized +51.2%
IBB ISHARES NASDAQ BIOTECH ETF 0.1%
Value ($000) $794 Shares 6,585 Est. Cost $172.29 Unrealized
SON SONOCO PRODUCTS CO 0.1%
Value ($000) $792 Shares 12,835 Est. Cost $25.09 Unrealized +89.5%
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $785 Shares 14,600 Est. Cost $46.59 Unrealized 0.0%
DVA DAVITA INC 0.1%
Value ($000) $759 Shares 10,110 Est. Cost $60.35 Unrealized +9.9%
BLACKROCK FLOAT RT INCOME ST 0.1%
Value ($000) $728 Shares 54,190 Est. Cost $14.14 Unrealized
MIDD MIDDLEBY CORP 0.1%
Value ($000) $701 Shares 6,405 Est. Cost $91.43 Unrealized +25.5%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $695 Shares 7,538 Est. Cost $39.89 Unrealized +87.6%
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $691 Shares 10,874 Est. Cost $39.93 Unrealized +1.9%
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $686 Shares 6,345 Est. Cost $94.93 Unrealized +9.5%
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $682 Shares 9,695 Est. Cost $37.24 Unrealized +77.4%
ABBNY ABB LTD-SPON ADR 0.1%
Value ($000) $675 Shares 28,040 Est. Cost $19.82 Unrealized
RIO RIO TINTO PLC SPNSD ADR 0.1%
Value ($000) $669 Shares 11,275 Est. Cost $50.19 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $644 Shares 6,155 Est. Cost $21.44 Unrealized +100.5%
WFC WELLS FARGO & CO 0.1%
Value ($000) $640 Shares 11,905 Est. Cost $34.46 Unrealized +29.7%
PFF ISHARES PREFERRED & INCOME SEC 0.1%
Value ($000) $635 Shares 16,910 Est. Cost $39.30 Unrealized
JHMM JOHN HANCOCK MULTI FACT MID 0.1%
Value ($000) $608 Shares 15,525 Est. Cost $35.02 Unrealized
ENB ENBRIDGE INCORPORATED 0.1%
Value ($000) $601 Shares 15,114 Est. Cost $23.88 Unrealized +4.1%
VYM VANGUARD HIGH DVD YIELD ETF 0.1%
Value ($000) $594 Shares 6,340 Est. Cost $78.71 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $594 Shares 7,170 Est. Cost $45.92 Unrealized +35.9%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $590 Shares 6,520 Est. Cost $41.83 Unrealized +71.6%
KMI KINDER MORGAN INC 0.1%
Value ($000) $585 Shares 27,616 Est. Cost $22.63 Unrealized -37.9%
ATLASSIAN CORP PLC CL A 0.1%
Value ($000) $578 Shares 4,800 Est. Cost $96.18 Unrealized
CME CME GROUP INC. 0.1%
Value ($000) $562 Shares 2,800 Est. Cost $164.33 Unrealized -1.4%
CHINA MOBILE LIMITED SPONS ADR 0.1%
Value ($000) $553 Shares 13,085 Est. Cost $50.98 Unrealized
CLX CLOROX COMPANY 0.1%
Value ($000) $543 Shares 3,540 Est. Cost $73.11 Unrealized +70.4%
UNILEVER N V -NY SHARES 0.1%
Value ($000) $536 Shares 9,320 Est. Cost $39.08 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $519 Shares 11,379 Est. Cost $21.66 Unrealized +20.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $519 Shares 9,417 Est. Cost $40.70 Unrealized +12.7%
IEMG ISHARES CORE MSCI EMERGING 0.1%
Value ($000) $519 Shares 9,665 Est. Cost $49.17 Unrealized
LEG LEGGETT & PLATT COM 0.1%
Value ($000) $511 Shares 10,050 Est. Cost $41.22 Unrealized +18.9%
DGS WISDOMTREE EMERGING MKTS S/C D 0.1%
Value ($000) $504 Shares 10,540 Est. Cost $43.46 Unrealized
VOYA VOYA FINANCIAL, INC. 0.1%
Value ($000) $492 Shares 8,075 Est. Cost $38.59 Unrealized +32.0%
SPEM SPDR PORTFOLIO EMERGING MARKET 0.1%
Value ($000) $483 Shares 12,855 Est. Cost $32.58 Unrealized
VXUS VANGUARD TOTAL INTL STOCK ET 0.1%
Value ($000) $483 Shares 8,665 Est. Cost $48.06 Unrealized
BHP BHP GROUP LTD SPONS ADR 0.1%
Value ($000) $482 Shares 8,820 Est. Cost $36.35 Unrealized
HOLLYFRONTIER CORPORATION 0.1%
Value ($000) $478 Shares 9,430 Est. Cost $34.05 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $468 Shares 10,200 Est. Cost $31.36 Unrealized +17.4%
SUN SUNOCO LP 0.1%
Value ($000) $456 Shares 14,915 Est. Cost $31.31 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $452 Shares 10,000 Est. Cost $42.32 Unrealized -1.1%
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $449 Shares 13,500 Est. Cost $28.26 Unrealized +6.6%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $448 Shares 7,380 Est. Cost $39.44 Unrealized +32.7%
COP CONOCOPHILLIPS 0.1%
Value ($000) $433 Shares 6,655 Est. Cost $42.64 Unrealized +10.6%
PANW PALO ALTO NETWORKS 0.1%
Value ($000) $418 Shares 1,810 Est. Cost $29.63 Unrealized +27.7%
GLAXO SMITHKLINE SPONSORED ADR 0.1%
Value ($000) $400 Shares 8,515 Est. Cost $40.79 Unrealized
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $389 Shares 10,800 Est. Cost $29.25 Unrealized +5.0%
WRB WR BERKLEY CORP 0.1%
Value ($000) $378 Shares 5,467 Est. Cost $15.14 Unrealized +78.3%
KLAC KLA CORP 0.1%
Value ($000) $374 Shares 2,100 Est. Cost $155.73 Unrealized 0.0%
ICF ISHARES COHEN & STEERS RLTY ET 0.1%
Value ($000) $373 Shares 3,190 Est. Cost $95.61 Unrealized
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $373 Shares 7,850 Est. Cost $42.12 Unrealized -3.9%
DLTR DOLLAR TREE INC 0.1%
Value ($000) $372 Shares 3,955 Est. Cost $104.62 Unrealized +0.3%
MO ALTRIA GROUP INC 0.1%
Value ($000) $364 Shares 7,285 Est. Cost $22.66 Unrealized +27.1%
WU WESTERN UNION CO 0.1%
Value ($000) $363 Shares 13,542 Est. Cost $18.74 Unrealized
SBAC SBA COMMUNICATIONS CORP CL A R 0.1%
Value ($000) $361 Shares 1,500 Est. Cost $120.02 Unrealized +82.9%
MARVELL TECHNOLOGY GROUP LTD 0.0%
Value ($000) $359 Shares 13,500 Est. Cost $24.96 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $358 Shares 6,066 Est. Cost $73.65 Unrealized
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $357 Shares 6,950 Est. Cost $46.65 Unrealized -3.3%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $357 Shares 3,905 Est. Cost $52.89 Unrealized +35.8%
SO SOUTHERN CO 0.0%
Value ($000) $354 Shares 5,555 Est. Cost $29.04 Unrealized +68.4%
AON PLC 0.0%
Value ($000) $353 Shares 1,695 Est. Cost $64.26 Unrealized
GM GENERAL MOTORS CO 0.0%
Value ($000) $344 Shares 9,410 Est. Cost $35.14 Unrealized -2.2%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $339 Shares 1,550 Est. Cost $176.91 Unrealized +14.4%
XYZ SQUARE INC CL A 0.0%
Value ($000) $338 Shares 5,400 Est. Cost $67.93 Unrealized -5.9%
TKR TIMKEN CO 0.0%
Value ($000) $334 Shares 5,925 Est. Cost $38.04 Unrealized +32.9%
ARW ARROW ELECTRONICS INC 0.0%
Value ($000) $331 Shares 3,910 Est. Cost $71.56 Unrealized +11.1%
ITT ITT INC 0.0%
Value ($000) $327 Shares 4,430 Est. Cost $41.41 Unrealized +60.5%
BP BP PLC SPONS ADR 0.0%
Value ($000) $326 Shares 8,625 Est. Cost $41.61 Unrealized
WMT WALMART INC 0.0%
Value ($000) $310 Shares 2,605 Est. Cost $32.73 Unrealized +11.1%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $302 Shares 3,220 Est. Cost $58.61 Unrealized +15.0%
VYMI VANGUARD INT HIGH DVD YLD IN 0.0%
Value ($000) $301 Shares 4,720 Est. Cost $58.30 Unrealized
SU SUNCOR ENERGY INC 0.0%
Value ($000) $297 Shares 9,040 Est. Cost $19.67 Unrealized +24.6%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $296 Shares 7,372 Est. Cost $45.58 Unrealized -32.6%
MOO VANECK VECTORS AGRIBUSINESS ET 0.0%
Value ($000) $295 Shares 4,287 Est. Cost $48.10 Unrealized
AZN ASTRAZENECA PLC ADR 0.0%
Value ($000) $289 Shares 5,800 Est. Cost $40.59 Unrealized
IP INTERNATIONAL PAPER COM 0.0%
Value ($000) $271 Shares 5,890 Est. Cost $29.34 Unrealized +8.7%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $270 Shares 4,170 Est. Cost $40.98 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $267 Shares 1,375 Est. Cost $150.93 Unrealized +9.7%
UNILEVER PLC SPONS ADR 0.0%
Value ($000) $267 Shares 4,660 Est. Cost $49.79 Unrealized
EQIX EQUINIX INC REIT 0.0%
Value ($000) $263 Shares 450 Est. Cost $358.00 Unrealized +40.1%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $263 Shares 1,585 Est. Cost $154.53 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $261 Shares 2,825 Est. Cost $65.21 Unrealized +34.8%
FISV FISERV INC WISCONSIN 0.0%
Value ($000) $258 Shares 2,230 Est. Cost $82.51 Unrealized +33.8%
TRP TC ENERGY CORP 0.0%
Value ($000) $256 Shares 4,805 Est. Cost $36.04 Unrealized +3.8%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $249 Shares 1,560 Est. Cost $120.17 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $247 Shares 2,900 Est. Cost $64.06 Unrealized +11.1%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $237 Shares 850 Est. Cost $249.35 Unrealized 0.0%
UHT UNIVERSAL HEALTH REALTY INCOME 0.0%
Value ($000) $235 Shares 2,000 Est. Cost $103.00 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $234 Shares 1,800 Est. Cost $80.08 Unrealized +9.2%
NOC NORTHROP GRUMMAN CORPORATION 0.0%
Value ($000) $234 Shares 681 Est. Cost $243.65 Unrealized +30.4%
BOKF BOK FINANCIAL CORPORATION 0.0%
Value ($000) $233 Shares 2,670 Est. Cost $69.99 Unrealized -1.2%
WAB WABTEC CORP 0.0%
Value ($000) $233 Shares 3,000 Est. Cost $103.16 Unrealized -30.8%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $227 Shares 1,550 Est. Cost $108.95 Unrealized +17.9%
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $218 Shares 1,625 Est. Cost $123.08 Unrealized
FLO FLOWERS FOODS INC 0.0%
Value ($000) $216 Shares 9,930 Est. Cost $13.76 Unrealized +22.5%
TEKLA HEALTHCARE INVESTORS 0.0%
Value ($000) $215 Shares 10,329 Est. Cost $20.82 Unrealized
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $210 Shares 4,370 Est. Cost $44.44 Unrealized 0.0%
SJM JM SMUCKER CO/THE-NEW COM 0.0%
Value ($000) $204 Shares 1,955 Est. Cost $86.62 Unrealized 0.0%
ROYCE VALUE TR INC 0.0%
Value ($000) $199 Shares 13,474 Est. Cost $16.33 Unrealized
GT GOODYEAR TIRE & RUBBER CO 0.0%
Value ($000) $197 Shares 12,700 Est. Cost $13.54 Unrealized +15.4%
CYANOTECH CORP 0.0%
Value ($000) $189 Shares 82,400 Est. Cost $6.41 Unrealized
PEOPLES UNITED FINANCIAL, INC 0.0%
Value ($000) $188 Shares 11,120 Est. Cost $16.91 Unrealized
HARBORONE BANCORP INC 0.0%
Value ($000) $175 Shares 15,897 Est. Cost $10.12 Unrealized
NUVEEN PREFERRED & INCOME SEC 0.0%
Value ($000) $105 Shares 10,488 Est. Cost $8.77 Unrealized