Dorsey & Whitney Trust CO LLC Diversified Active

CIK: 0001384042 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 13, 2020

Total Value ($000): $714,494 (100.0% shares, 0.0% debt)

Holdings (437)

MSFT Microsoft Corp 3.2%
Value ($000) $22,710 Shares 111,591 Est. Cost $52.07 Unrealized +232.3%
GOOG Alphabet Inc 2.2%
Value ($000) $16,036 Shares 11,343 Est. Cost $48.06 Unrealized +39.4%
JNJ Johnson & Johnson 2.2%
Value ($000) $15,492 Shares 110,163 Est. Cost $68.05 Unrealized +82.6%
ECL Ecolab Inc 2.1%
Value ($000) $15,109 Shares 75,935 Est. Cost $84.32 Unrealized +116.0%
MDT Medtronic PLC 1.8%
Value ($000) $13,089 Shares 142,717 Est. Cost $65.22 Unrealized +25.4%
AAPL Apple Inc 1.8%
Value ($000) $12,953 Shares 35,503 Est. Cost $25.73 Unrealized +191.9%
HD Home Depot Inc/The 1.8%
Value ($000) $12,850 Shares 51,296 Est. Cost $66.85 Unrealized +198.8%
HON Honeywell International Inc 1.7%
Value ($000) $12,357 Shares 85,458 Est. Cost $59.89 Unrealized +96.8%
SPY SPDR S&P 500 ETF Trust 1.7%
Value ($000) $12,283 Shares 39,835 Est. Cost $234.55 Unrealized
USB US Bancorp 1.6%
Value ($000) $11,526 Shares 313,018 Est. Cost $26.30 Unrealized +5.9%
ABT Abbott Laboratories 1.6%
Value ($000) $11,512 Shares 125,912 Est. Cost $35.31 Unrealized +132.1%
FISV Fiserv Inc 1.6%
Value ($000) $11,255 Shares 115,296 Est. Cost $50.01 Unrealized +101.3%
TECH Bio-Techne Corp 1.5%
Value ($000) $10,859 Shares 41,123 Est. Cost $21.29 Unrealized +174.8%
MMM 3M Co 1.5%
Value ($000) $10,751 Shares 68,914 Est. Cost $87.61 Unrealized +16.9%
HRL Hormel Foods Corp 1.5%
Value ($000) $10,736 Shares 222,415 Est. Cost $24.38 Unrealized +67.4%
VTI Vanguard Total Stock Market ETF 1.5%
Value ($000) $10,604 Shares 67,744 Est. Cost $130.93 Unrealized
GGG Graco Inc 1.5%
Value ($000) $10,477 Shares 218,343 Est. Cost $31.84 Unrealized +37.9%
IVV iShares Core S&P 500 ETF 1.4%
Value ($000) $10,221 Shares 32,996 Est. Cost $238.69 Unrealized
DIS Walt Disney Co/The 1.4%
Value ($000) $10,053 Shares 90,152 Est. Cost $73.18 Unrealized +47.4%
FAST Fastenal Co 1.4%
Value ($000) $9,795 Shares 228,642 Est. Cost $11.36 Unrealized +46.1%
UNH UnitedHealth Group Inc 1.2%
Value ($000) $8,383 Shares 28,420 Est. Cost $153.53 Unrealized +70.1%
LLY Eli Lilly and Co 1.1%
Value ($000) $8,093 Shares 49,282 Est. Cost $64.99 Unrealized +121.4%
V Visa Inc 1.1%
Value ($000) $8,068 Shares 41,764 Est. Cost $124.06 Unrealized +41.5%
DCI Donaldson Co Inc 1.1%
Value ($000) $7,681 Shares 165,132 Est. Cost $30.10 Unrealized +34.1%
AMZN Amazon.com Inc 0.9%
Value ($000) $6,754 Shares 2,449 Est. Cost $58.33 Unrealized +107.1%
AXP American Express Co 0.9%
Value ($000) $6,742 Shares 70,812 Est. Cost $68.26 Unrealized +25.4%
PG Procter & Gamble Co/The 0.9%
Value ($000) $6,502 Shares 54,377 Est. Cost $57.85 Unrealized +75.5%
INTC Intel Corp 0.9%
Value ($000) $6,398 Shares 106,957 Est. Cost $19.94 Unrealized +166.7%
ACWI iShares MSCI ACWI ETF 0.9%
Value ($000) $6,187 Shares 83,925 Est. Cost $62.64 Unrealized
ZBH ZIMMER BIOMET HLDGS 0.8%
Value ($000) $5,974 Shares 50,047 Est. Cost $79.59 Unrealized +38.2%
CHRW CH Robinson Worldwide Inc 0.8%
Value ($000) $5,927 Shares 74,977 Est. Cost $50.05 Unrealized +32.0%
Broadmark Realty Capital Inc 0.8%
Value ($000) $5,660 Shares 597,729 Est. Cost $12.18 Unrealized
UPS United Parcel Service Inc 0.8%
Value ($000) $5,645 Shares 50,781 Est. Cost $58.61 Unrealized +36.1%
NVDA NVIDIA Corp 0.8%
Value ($000) $5,605 Shares 14,754 Est. Cost $4.43 Unrealized +82.0%
GIS General Mills Inc 0.8%
Value ($000) $5,565 Shares 90,271 Est. Cost $32.54 Unrealized +53.3%
JPM JPMorgan Chase & Co 0.7%
Value ($000) $5,238 Shares 55,686 Est. Cost $49.45 Unrealized +65.3%
PFG Principal Financial Group Inc 0.7%
Value ($000) $5,150 Shares 123,984 Est. Cost $27.29 Unrealized +8.1%
TGT Target Corp 0.7%
Value ($000) $5,124 Shares 42,728 Est. Cost $54.76 Unrealized +79.3%
TTC Toro Co/The 0.7%
Value ($000) $4,874 Shares 73,466 Est. Cost $49.33 Unrealized +33.1%
PFE Pfizer Inc 0.6%
Value ($000) $4,421 Shares 135,184 Est. Cost $18.47 Unrealized +40.7%
CVX Chevron Corp 0.6%
Value ($000) $4,176 Shares 46,788 Est. Cost $69.77 Unrealized +0.1%
QCOM Qualcomm Inc 0.6%
Value ($000) $4,061 Shares 44,536 Est. Cost $48.73 Unrealized +45.6%
GSEW Goldman Sachs Equal Weight US Large Cap Equity ETF 0.6%
Value ($000) $3,968 Shares 85,420 Est. Cost $46.27 Unrealized
EFA iShares MSCI EAFE ETF 0.6%
Value ($000) $3,960 Shares 65,063 Est. Cost $63.73 Unrealized
GOOGL Alphabet Inc 0.5%
Value ($000) $3,923 Shares 2,767 Est. Cost $47.84 Unrealized +39.9%
VEU Vanguard FTSE All-World ex-US ETF 0.5%
Value ($000) $3,810 Shares 80,029 Est. Cost $47.61 Unrealized
BAX Baxter International Inc 0.5%
Value ($000) $3,707 Shares 43,056 Est. Cost $31.21 Unrealized +148.8%
LFUS Littelfuse Inc 0.5%
Value ($000) $3,693 Shares 21,641 Est. Cost $176.33 Unrealized -13.9%
CoreSite Realty Corp 0.5%
Value ($000) $3,575 Shares 29,532 Est. Cost $105.86 Unrealized
VUG Vanguard Growth ETF 0.5%
Value ($000) $3,521 Shares 17,428 Est. Cost $169.89 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.5%
Value ($000) $3,473 Shares 72,960 Est. Cost $53.80 Unrealized
SCHW Charles Schwab Corp/The 0.5%
Value ($000) $3,264 Shares 96,687 Est. Cost $33.07 Unrealized +0.3%
EWJ iShares MSCI Japan ETF 0.4%
Value ($000) $3,178 Shares 57,878 Est. Cost $57.21 Unrealized
MRK Merck & Co Inc 0.4%
Value ($000) $3,141 Shares 40,612 Est. Cost $43.10 Unrealized +45.9%
PEP PepsiCo Inc 0.4%
Value ($000) $3,106 Shares 23,477 Est. Cost $77.56 Unrealized +42.8%
IWM iShares Russell 2000 ETF 0.4%
Value ($000) $3,061 Shares 21,385 Est. Cost $134.25 Unrealized
VZ Verizon Communications Inc 0.4%
Value ($000) $3,006 Shares 54,536 Est. Cost $31.09 Unrealized +31.1%
CSCO Cisco Systems Inc 0.4%
Value ($000) $2,973 Shares 63,751 Est. Cost $23.89 Unrealized +54.8%
IJR iShares Core S&P Small-Cap ETF 0.4%
Value ($000) $2,922 Shares 42,788 Est. Cost $81.62 Unrealized
WFC Wells Fargo & Co 0.4%
Value ($000) $2,855 Shares 111,505 Est. Cost $29.41 Unrealized -18.5%
ADBE Adobe Inc 0.4%
Value ($000) $2,825 Shares 6,495 Est. Cost $166.80 Unrealized +122.1%
TNC Tennant Co 0.4%
Value ($000) $2,804 Shares 43,129 Est. Cost $61.67 Unrealized -8.6%
PNR Pentair PLC 0.4%
Value ($000) $2,754 Shares 72,513 Est. Cost $30.97 Unrealized +5.4%
DSI iShares MSCI KLD 400 Social ETF 0.4%
Value ($000) $2,743 Shares 23,247 Est. Cost $108.29 Unrealized
IOO iShares Global 100 ETF 0.4%
Value ($000) $2,726 Shares 51,640 Est. Cost $53.79 Unrealized
BMI Badger Meter Inc 0.4%
Value ($000) $2,685 Shares 42,660 Est. Cost $26.46 Unrealized +114.7%
QUAL iShares Edge MSCI USA Quality Factor ETF 0.4%
Value ($000) $2,644 Shares 27,555 Est. Cost $94.51 Unrealized
OEF iShares S&P 100 ETF 0.4%
Value ($000) $2,598 Shares 18,240 Est. Cost $81.53 Unrealized
SHW Sherwin-Williams Co/The 0.4%
Value ($000) $2,595 Shares 4,490 Est. Cost $137.47 Unrealized +24.8%
IEUR iShares Core MSCI Europe ETF 0.4%
Value ($000) $2,582 Shares 60,379 Est. Cost $47.79 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 0.4%
Value ($000) $2,566 Shares 14,394 Est. Cost $143.68 Unrealized +27.1%
IWF iShares Russell 1000 Growth ETF 0.3%
Value ($000) $2,490 Shares 12,974 Est. Cost $142.37 Unrealized
MCD McDonald's Corp 0.3%
Value ($000) $2,478 Shares 13,436 Est. Cost $113.57 Unrealized +41.8%
VWO Vanguard FTSE Emerging Markets ETF 0.3%
Value ($000) $2,445 Shares 61,704 Est. Cost $40.42 Unrealized
IVW iShares S&P 500 Growth ETF 0.3%
Value ($000) $2,435 Shares 11,734 Est. Cost $165.08 Unrealized
FUL HB Fuller Co 0.3%
Value ($000) $2,422 Shares 54,299 Est. Cost $37.45 Unrealized -9.8%
Nevro Corp 0.3%
Value ($000) $2,379 Shares 19,912 Est. Cost $38.66 Unrealized
IEI iShares 3-7 Year Treasury Bond ETF 0.3%
Value ($000) $2,341 Shares 17,513 Est. Cost $126.74 Unrealized
NVT nVent Electric PLC 0.3%
Value ($000) $2,331 Shares 124,446 Est. Cost $20.94 Unrealized -21.7%
VTV Vanguard Value ETF 0.3%
Value ($000) $2,212 Shares 22,214 Est. Cost $108.03 Unrealized
ABBV AbbVie Inc 0.3%
Value ($000) $2,159 Shares 21,990 Est. Cost $42.57 Unrealized +65.6%
VGT Vanguard Information Technology ETF 0.3%
Value ($000) $2,146 Shares 7,699 Est. Cost $176.29 Unrealized
IVE iShares S&P 500 Value ETF 0.3%
Value ($000) $2,130 Shares 19,686 Est. Cost $96.24 Unrealized
VYM Vanguard High Dividend Yield ETF 0.3%
Value ($000) $2,122 Shares 26,943 Est. Cost $62.04 Unrealized
COST Costco Wholesale Corp 0.3%
Value ($000) $2,116 Shares 6,979 Est. Cost $169.70 Unrealized +64.5%
UNP Union Pacific Corp 0.3%
Value ($000) $2,107 Shares 12,457 Est. Cost $80.64 Unrealized +75.4%
AMT American Tower Corp 0.3%
Value ($000) $2,106 Shares 8,146 Est. Cost $122.20 Unrealized +72.3%
MA Mastercard Inc 0.3%
Value ($000) $2,105 Shares 7,120 Est. Cost $144.09 Unrealized +89.7%
META Facebook Inc 0.3%
Value ($000) $2,070 Shares 9,114 Est. Cost $150.65 Unrealized +37.6%
XLI Industrial Select Sector SPDR Fund 0.3%
Value ($000) $2,065 Shares 30,049 Est. Cost $66.91 Unrealized
XOM Exxon Mobil Corp 0.3%
Value ($000) $2,055 Shares 45,972 Est. Cost $54.99 Unrealized -36.7%
EMQQ Emerging Markets Internet and Ecommerce ETF 0.3%
Value ($000) $2,052 Shares 43,935 Est. Cost $31.51 Unrealized
CMCSA Comcast Corp 0.3%
Value ($000) $2,020 Shares 51,808 Est. Cost $29.47 Unrealized +11.2%
BAC Bank of America Corp 0.3%
Value ($000) $2,018 Shares 84,935 Est. Cost $19.59 Unrealized +5.0%
BMY Bristol-Myers Squibb Co 0.3%
Value ($000) $1,967 Shares 33,438 Est. Cost $34.60 Unrealized +38.5%
IWD iShares Russell 1000 Value ETF 0.3%
Value ($000) $1,960 Shares 17,400 Est. Cost $99.88 Unrealized
MSI Motorola Solutions Inc 0.3%
Value ($000) $1,885 Shares 13,450 Est. Cost $141.51 Unrealized -7.0%
XLF Financial Select Sector SPDR Fund 0.3%
Value ($000) $1,882 Shares 81,368 Est. Cost $24.25 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 0.3%
Value ($000) $1,879 Shares 18,465 Est. Cost $101.20 Unrealized
GLW Corning Inc 0.3%
Value ($000) $1,869 Shares 72,128 Est. Cost $13.87 Unrealized +39.9%
IEFA iShares Core MSCI EAFE ETF 0.3%
Value ($000) $1,825 Shares 31,940 Est. Cost $60.71 Unrealized
T AT&T Inc 0.2%
Value ($000) $1,780 Shares 58,915 Est. Cost $14.76 Unrealized +5.0%
SYY Sysco Corp 0.2%
Value ($000) $1,760 Shares 32,179 Est. Cost $45.82 Unrealized -1.4%
KMB Kimberly-Clark Corp 0.2%
Value ($000) $1,756 Shares 12,421 Est. Cost $69.16 Unrealized +62.9%
XLV Health Care Select Sector SPDR Fund 0.2%
Value ($000) $1,751 Shares 17,489 Est. Cost $85.98 Unrealized
NDSN Nordson Corp 0.2%
Value ($000) $1,751 Shares 9,233 Est. Cost $121.22 Unrealized +31.6%
JPMorgan BetaBuilders Canada ETF 0.2%
Value ($000) $1,662 Shares 73,518 Est. Cost $22.38 Unrealized
AMGN Amgen Inc 0.2%
Value ($000) $1,630 Shares 6,912 Est. Cost $115.98 Unrealized +65.3%
VOX Vanguard Communication Services ETF 0.2%
Value ($000) $1,628 Shares 17,495 Est. Cost $87.67 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.2%
Value ($000) $1,612 Shares 41,551 Est. Cost $35.92 Unrealized
EFV iShares MSCI EAFE Value ETF 0.2%
Value ($000) $1,609 Shares 40,247 Est. Cost $39.98 Unrealized
RODM Hartford Multifactor Developed Markets ex-US ETF 0.2%
Value ($000) $1,589 Shares 64,535 Est. Cost $26.12 Unrealized
EMR Emerson Electric Co 0.2%
Value ($000) $1,524 Shares 24,585 Est. Cost $40.47 Unrealized +24.3%
PYPL PayPal Holdings Inc 0.2%
Value ($000) $1,511 Shares 8,674 Est. Cost $90.47 Unrealized +52.4%
WMT Walmart Inc 0.2%
Value ($000) $1,504 Shares 12,552 Est. Cost $24.47 Unrealized +55.6%
IXUS iShares Core MSCI Total International Stock ETF 0.2%
Value ($000) $1,471 Shares 26,985 Est. Cost $59.91 Unrealized
IEF iShares 7-10 Year Treasury Bond ETF 0.2%
Value ($000) $1,464 Shares 12,012 Est. Cost $112.35 Unrealized
PRLB Proto Labs Inc 0.2%
Value ($000) $1,438 Shares 12,780 Est. Cost $61.04 Unrealized +68.2%
ELAN Elanco Animal Health Inc 0.2%
Value ($000) $1,434 Shares 66,851 Est. Cost $30.26 Unrealized -27.0%
VT Vanguard Total World Stock ETF 0.2%
Value ($000) $1,430 Shares 19,115 Est. Cost $78.04 Unrealized
RTX RAYTHEON TECHNOLOGIES CO 0.2%
Value ($000) $1,419 Shares 23,051 Est. Cost $54.61 Unrealized 0.0%
TMO Thermo Fisher Scientific Inc 0.2%
Value ($000) $1,413 Shares 3,893 Est. Cost $189.23 Unrealized +74.6%
DHR Danaher Corp 0.2%
Value ($000) $1,402 Shares 7,928 Est. Cost $67.56 Unrealized +107.3%
IBM IBM CORP 0.2%
Value ($000) $1,389 Shares 11,502 Est. Cost $109.59 Unrealized -16.6%
CHD Church & Dwight Co Inc 0.2%
Value ($000) $1,386 Shares 17,912 Est. Cost $46.84 Unrealized +45.4%
SBUX Starbucks Corp 0.2%
Value ($000) $1,369 Shares 18,600 Est. Cost $47.19 Unrealized +40.5%
SLB Schlumberger Ltd 0.2%
Value ($000) $1,361 Shares 74,000 Est. Cost $47.12 Unrealized -67.2%
ORCL Oracle Corp 0.2%
Value ($000) $1,305 Shares 23,606 Est. Cost $36.23 Unrealized +35.2%
VB Vanguard Small-Cap ETF 0.2%
Value ($000) $1,266 Shares 8,692 Est. Cost $121.99 Unrealized
VGK Vanguard FTSE Europe ETF 0.2%
Value ($000) $1,257 Shares 24,948 Est. Cost $52.65 Unrealized
NEE NextEra Energy Inc 0.2%
Value ($000) $1,255 Shares 5,227 Est. Cost $25.59 Unrealized +103.1%
VIG Vanguard Dividend Appreciation ETF 0.2%
Value ($000) $1,235 Shares 10,535 Est. Cost $79.74 Unrealized
XEL Xcel Energy Inc 0.2%
Value ($000) $1,222 Shares 19,541 Est. Cost $20.78 Unrealized +154.2%
SNA Snap-on Inc 0.2%
Value ($000) $1,220 Shares 8,808 Est. Cost $117.76 Unrealized -6.9%
ACN Accenture PLC 0.2%
Value ($000) $1,219 Shares 5,671 Est. Cost $136.38 Unrealized +28.0%
NVS Novartis AG 0.2%
Value ($000) $1,212 Shares 13,876 Est. Cost $77.44 Unrealized
SHM SPDR Nuveen Bloomberg Barclays Short Term Municipal Bond ETF 0.2%
Value ($000) $1,198 Shares 24,014 Est. Cost $48.71 Unrealized
ASML ASML HLDGS NV FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $1,193 Shares 3,239 Est. Cost $155.06 Unrealized
CVS CVS Health Corp 0.2%
Value ($000) $1,177 Shares 18,135 Est. Cost $54.58 Unrealized -3.6%
MDY SPDR S&P MidCap 400 ETF Trust 0.2%
Value ($000) $1,134 Shares 3,493 Est. Cost $260.15 Unrealized
GNRC Generac Holdings Inc 0.2%
Value ($000) $1,132 Shares 9,286 Est. Cost $44.25 Unrealized +138.0%
CHTR Charter Communications Inc 0.2%
Value ($000) $1,131 Shares 2,218 Est. Cost $339.20 Unrealized +49.5%
JPMorgan BetaBuilders Europe ETF 0.2%
Value ($000) $1,127 Shares 50,815 Est. Cost $23.00 Unrealized
SNY Sanofi 0.2%
Value ($000) $1,127 Shares 22,081 Est. Cost $43.48 Unrealized
COP ConocoPhillips 0.2%
Value ($000) $1,124 Shares 26,753 Est. Cost $42.50 Unrealized -22.6%
BlackRock Inc 0.2%
Value ($000) $1,094 Shares 2,011 Est. Cost $339.13 Unrealized
VOO Vanguard S&P 500 ETF 0.2%
Value ($000) $1,086 Shares 3,831 Est. Cost $271.42 Unrealized
SAP SAP SE 0.2%
Value ($000) $1,080 Shares 7,715 Est. Cost $114.13 Unrealized
LOW Lowe's Cos Inc 0.1%
Value ($000) $998 Shares 7,385 Est. Cost $74.07 Unrealized +39.5%
NKE NIKE Inc 0.1%
Value ($000) $995 Shares 10,151 Est. Cost $68.83 Unrealized +24.2%
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $975 Shares 6,551 Est. Cost $94.80 Unrealized +34.0%
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $960 Shares 5,855 Est. Cost $162.87 Unrealized
ITW Illinois Tool Works Inc 0.1%
Value ($000) $958 Shares 5,480 Est. Cost $91.91 Unrealized +55.5%
VV Vanguard Large-Cap ETF 0.1%
Value ($000) $921 Shares 6,441 Est. Cost $126.83 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $913 Shares 7,221 Est. Cost $78.31 Unrealized +35.6%
KO Coca-Cola Co/The 0.1%
Value ($000) $901 Shares 20,155 Est. Cost $36.41 Unrealized +6.4%
IJH iShares Core S&P Mid-Cap ETF 0.1%
Value ($000) $900 Shares 5,058 Est. Cost $190.45 Unrealized
Core Laboratories NV 0.1%
Value ($000) $898 Shares 44,174 Est. Cost $50.51 Unrealized
XLP Consumer Staples Select Sector SPDR Fund 0.1%
Value ($000) $862 Shares 14,694 Est. Cost $60.35 Unrealized
VNQ Vanguard Real Estate ETF 0.1%
Value ($000) $858 Shares 10,923 Est. Cost $77.75 Unrealized
ELV Anthem Inc 0.1%
Value ($000) $830 Shares 3,154 Est. Cost $192.14 Unrealized +28.6%
JPMorgan BetaBuilders Developed Asia EX-Japan ETF 0.1%
Value ($000) $829 Shares 37,003 Est. Cost $23.77 Unrealized
AVGO Broadcom Inc 0.1%
Value ($000) $814 Shares 2,579 Est. Cost $20.29 Unrealized +20.9%
Activision Blizzard Inc 0.1%
Value ($000) $808 Shares 10,642 Est. Cost $61.95 Unrealized
Great Western Bancorp Inc 0.1%
Value ($000) $807 Shares 58,675 Est. Cost $36.48 Unrealized
CME CME Group Inc 0.1%
Value ($000) $807 Shares 4,961 Est. Cost $97.30 Unrealized +48.3%
NVEC NVE Corp 0.1%
Value ($000) $782 Shares 12,662 Est. Cost $61.83 Unrealized -7.6%
TSM Taiwan Semiconductor Manufacturing Co Ltd 0.1%
Value ($000) $774 Shares 13,617 Est. Cost $33.99 Unrealized
CI Cigna Corp 0.1%
Value ($000) $768 Shares 4,097 Est. Cost $180.31 Unrealized -3.7%
BA BOEING CO 0.1%
Value ($000) $747 Shares 4,076 Est. Cost $157.18 Unrealized -2.2%
PCAR PACCAR Inc 0.1%
Value ($000) $744 Shares 9,944 Est. Cost $24.55 Unrealized +55.4%
XLY Consumer Discretionary Select Sector SPDR Fund 0.1%
Value ($000) $744 Shares 5,824 Est. Cost $119.30 Unrealized
ROP ROPER TECHNOLOGIES 0.1%
Value ($000) $740 Shares 1,919 Est. Cost $272.02 Unrealized +27.4%
CFR Cullen/Frost Bankers Inc 0.1%
Value ($000) $735 Shares 9,838 Est. Cost $69.82 Unrealized -15.8%
Laboratory Corp of America Holdings 0.1%
Value ($000) $733 Shares 4,415 Est. Cost $163.48 Unrealized
APD Air Products and Chemicals Inc 0.1%
Value ($000) $728 Shares 3,018 Est. Cost $140.10 Unrealized +41.8%
GS GOLDMAN SACHS GROUP 0.1%
Value ($000) $728 Shares 3,696 Est. Cost $165.67 Unrealized -0.9%
VSS Vanguard FTSE All World ex-US Small-Cap ETF 0.1%
Value ($000) $726 Shares 7,511 Est. Cost $104.07 Unrealized
CRM SALESFORCE COM 0.1%
Value ($000) $721 Shares 3,848 Est. Cost $154.52 Unrealized +7.7%
HEFA iShares Currency Hedged MSCI EAFE ETF 0.1%
Value ($000) $711 Shares 25,766 Est. Cost $28.36 Unrealized
SCHF Schwab International Equity ETF 0.1%
Value ($000) $709 Shares 23,838 Est. Cost $31.22 Unrealized
C Citigroup Inc 0.1%
Value ($000) $707 Shares 13,839 Est. Cost $48.05 Unrealized -19.5%
DEO Diageo PLC 0.1%
Value ($000) $689 Shares 5,125 Est. Cost $126.73 Unrealized
HPQ HP Inc 0.1%
Value ($000) $686 Shares 39,374 Est. Cost $12.76 Unrealized +2.5%
NVO Novo Nordisk A/S 0.1%
Value ($000) $680 Shares 10,370 Est. Cost $52.42 Unrealized
SONY Sony Corp 0.1%
Value ($000) $677 Shares 9,789 Est. Cost $55.39 Unrealized
DGII Digi International Inc 0.1%
Value ($000) $675 Shares 57,957 Est. Cost $12.96 Unrealized -17.5%
EEM iShares MSCI Emerging Markets ETF 0.1%
Value ($000) $673 Shares 16,819 Est. Cost $38.38 Unrealized
SPGI S&P Global Inc 0.1%
Value ($000) $667 Shares 2,020 Est. Cost $142.02 Unrealized +102.1%
MDLZ Mondelez International Inc 0.1%
Value ($000) $667 Shares 13,041 Est. Cost $33.31 Unrealized +33.7%
BDX Becton Dickinson and Co 0.1%
Value ($000) $664 Shares 2,775 Est. Cost $146.00 Unrealized +50.9%
TXN Texas Instruments Inc 0.1%
Value ($000) $664 Shares 5,235 Est. Cost $74.57 Unrealized +33.5%
Xilinx Inc 0.1%
Value ($000) $653 Shares 6,641 Est. Cost $76.33 Unrealized
ITM VanEck Vectors AMT-Free Intermediate Municipal Index ETF 0.1%
Value ($000) $652 Shares 12,797 Est. Cost $50.34 Unrealized
Limelight Networks Inc 0.1%
Value ($000) $647 Shares 87,920 Est. Cost $2.86 Unrealized
WY Weyerhaeuser Co 0.1%
Value ($000) $642 Shares 28,546 Est. Cost $20.03 Unrealized -17.9%
WM Waste Management Inc 0.1%
Value ($000) $637 Shares 6,005 Est. Cost $48.73 Unrealized +89.1%
DVY iShares Select Dividend ETF 0.1%
Value ($000) $632 Shares 7,819 Est. Cost $71.32 Unrealized
NXPI NXP Semiconductors NV 0.1%
Value ($000) $630 Shares 5,514 Est. Cost $92.54 Unrealized -1.8%
PNC PNC Financial Services Group Inc/The 0.1%
Value ($000) $627 Shares 5,960 Est. Cost $70.98 Unrealized +21.1%
ESGD iShares Trust iShares ESG MSCI EAFE ETF 0.1%
Value ($000) $627 Shares 10,341 Est. Cost $60.68 Unrealized
FDX FedEx Corp 0.1%
Value ($000) $625 Shares 4,452 Est. Cost $159.03 Unrealized -28.8%
EWC iShares MSCI Canada ETF 0.1%
Value ($000) $623 Shares 24,059 Est. Cost $27.63 Unrealized
AON Aon PLC 0.1%
Value ($000) $622 Shares 3,233 Est. Cost $178.56 Unrealized 0.0%
ZTS Zoetis Inc 0.1%
Value ($000) $615 Shares 4,489 Est. Cost $84.50 Unrealized +47.3%
SHOP Shopify Inc 0.1%
Value ($000) $614 Shares 648 Est. Cost $34.24 Unrealized +102.7%
GILD Gilead Sciences Inc 0.1%
Value ($000) $614 Shares 7,981 Est. Cost $51.98 Unrealized +18.2%
Linde PLC 0.1%
Value ($000) $589 Shares 2,775 Est. Cost $173.61 Unrealized
AZN AstraZeneca PLC 0.1%
Value ($000) $588 Shares 11,125 Est. Cost $34.42 Unrealized
ICE INTERCONTINENTAL EXC 0.1%
Value ($000) $581 Shares 6,349 Est. Cost $62.53 Unrealized +36.2%
BlackRock MuniHoldings Quality Fund II Inc 0.1%
Value ($000) $579 Shares 46,720 Est. Cost $12.14 Unrealized
TM Toyota Motor Corp 0.1%
Value ($000) $570 Shares 4,534 Est. Cost $124.72 Unrealized
IVOO Vanguard S&P Mid-Cap 400 ETF 0.1%
Value ($000) $570 Shares 4,740 Est. Cost $115.61 Unrealized
GlaxoSmithKline PLC 0.1%
Value ($000) $567 Shares 13,921 Est. Cost $40.43 Unrealized
PLD Prologis Inc 0.1%
Value ($000) $558 Shares 5,977 Est. Cost $61.09 Unrealized +24.9%
VTWO Vanguard Russell 2000 ETF 0.1%
Value ($000) $557 Shares 4,825 Est. Cost $115.44 Unrealized
NFLX Netflix Inc 0.1%
Value ($000) $538 Shares 1,182 Est. Cost $34.38 Unrealized +23.8%
PZA Invesco National AMT-Free Municipal Bond ETF 0.1%
Value ($000) $537 Shares 20,205 Est. Cost $26.25 Unrealized
JPMorgan BetaBuilders Japan ETF 0.1%
Value ($000) $537 Shares 23,402 Est. Cost $24.50 Unrealized
PGR Progressive Corp/The 0.1%
Value ($000) $535 Shares 6,698 Est. Cost $58.60 Unrealized +13.2%
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 0.1%
Value ($000) $525 Shares 5,734 Est. Cost $91.58 Unrealized
D Dominion Resources Inc/VA 0.1%
Value ($000) $519 Shares 6,387 Est. Cost $50.73 Unrealized +23.5%
CTAS Cintas Corp 0.1%
Value ($000) $504 Shares 1,895 Est. Cost $54.66 Unrealized 0.0%
MUB iShares National Muni Bond ETF 0.1%
Value ($000) $501 Shares 4,345 Est. Cost $113.82 Unrealized
CB Chubb Limited Com 0.1%
Value ($000) $500 Shares 3,959 Est. Cost $115.85 Unrealized -8.3%
TJX TJX Cos Inc/The 0.1%
Value ($000) $500 Shares 9,896 Est. Cost $42.25 Unrealized +10.4%
ALLETE Inc 0.1%
Value ($000) $496 Shares 9,090 Est. Cost $52.44 Unrealized
BlackRock Debt Strategies Fund Inc 0.1%
Value ($000) $494 Shares 52,910 Est. Cost $10.63 Unrealized
CCI Crown Castle International Corp 0.1%
Value ($000) $493 Shares 2,953 Est. Cost $72.31 Unrealized +72.9%
Invesco Senior Income Trust 0.1%
Value ($000) $487 Shares 140,845 Est. Cost $4.05 Unrealized
ASB Associated Banc-Corp 0.1%
Value ($000) $483 Shares 35,259 Est. Cost $10.65 Unrealized +1.8%
VPL Vanguard FTSE Pacific ETF 0.1%
Value ($000) $478 Shares 7,510 Est. Cost $63.65 Unrealized
PIMCO Dynamic Credit and Mortgage Income Fund 0.1%
Value ($000) $475 Shares 25,760 Est. Cost $22.40 Unrealized
DUK Duke Energy Corp 0.1%
Value ($000) $474 Shares 5,931 Est. Cost $57.68 Unrealized +17.2%
DE Deere & Co 0.1%
Value ($000) $471 Shares 2,995 Est. Cost $133.88 Unrealized +0.3%
Unilever NV 0.1%
Value ($000) $470 Shares 8,816 Est. Cost $54.72 Unrealized
DON WisdomTree US MidCap Dividend Fund 0.1%
Value ($000) $464 Shares 16,355 Est. Cost $50.83 Unrealized
TRV Travelers Cos Inc/The 0.1%
Value ($000) $456 Shares 3,999 Est. Cost $96.61 Unrealized -3.2%
XLK Technology Select Sector SPDR Fund 0.1%
Value ($000) $449 Shares 4,300 Est. Cost $91.63 Unrealized
IGSB iShares Short-Term Corporate Bond ETF 0.1%
Value ($000) $438 Shares 8,000 Est. Cost $76.43 Unrealized
NSC Norfolk Southern Corp 0.1%
Value ($000) $434 Shares 2,472 Est. Cost $84.46 Unrealized +78.8%
VICR Vicor Corp 0.1%
Value ($000) $423 Shares 5,892 Est. Cost $31.72 Unrealized +77.0%
IDOG ALPS International Sector Dividend Dogs ETF 0.1%
Value ($000) $423 Shares 19,050 Est. Cost $23.83 Unrealized
A Agilent Technologies Inc 0.1%
Value ($000) $414 Shares 4,670 Est. Cost $58.26 Unrealized +35.4%
ADI Analog Devices Inc 0.1%
Value ($000) $413 Shares 3,365 Est. Cost $78.71 Unrealized +26.2%
LMT Lockheed Martin Corp 0.1%
Value ($000) $412 Shares 1,131 Est. Cost $248.70 Unrealized +30.2%
CL Colgate-Palmolive Co 0.1%
Value ($000) $409 Shares 5,584 Est. Cost $53.08 Unrealized +17.5%
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.1%
Value ($000) $405 Shares 5,859 Est. Cost $73.77 Unrealized
MO Altria Group Inc 0.1%
Value ($000) $401 Shares 10,217 Est. Cost $24.96 Unrealized 0.0%
TROW T Rowe Price Group Inc 0.1%
Value ($000) $400 Shares 3,241 Est. Cost $77.67 Unrealized +15.7%
BHP BHP Group Ltd 0.1%
Value ($000) $399 Shares 8,027 Est. Cost $46.15 Unrealized
USMV iShares Edge MSCI Min Vol USA ETF 0.1%
Value ($000) $396 Shares 6,515 Est. Cost $65.59 Unrealized
DOMO Domo Inc 0.1%
Value ($000) $396 Shares 12,300 Est. Cost $22.25 Unrealized 0.0%
FIS Fidelity National Information Services Inc 0.1%
Value ($000) $393 Shares 2,923 Est. Cost $117.20 Unrealized -0.4%
ADSK Autodesk Inc 0.1%
Value ($000) $386 Shares 1,612 Est. Cost $167.73 Unrealized +17.2%
ROK Rockwell Automation Inc 0.1%
Value ($000) $385 Shares 1,810 Est. Cost $175.54 Unrealized 0.0%
LULU Lululemon Athletica Inc 0.1%
Value ($000) $384 Shares 1,234 Est. Cost $217.02 Unrealized +17.8%
BK Bank of New York Mellon Corp/The 0.1%
Value ($000) $378 Shares 9,796 Est. Cost $36.35 Unrealized -14.5%
BABA Alibaba Group Holding Ltd 0.1%
Value ($000) $378 Shares 1,748 Est. Cost $174.47 Unrealized
ANSYS Inc 0.1%
Value ($000) $374 Shares 1,297 Est. Cost $188.05 Unrealized
TMUS T-Mobile US Inc 0.1%
Value ($000) $374 Shares 3,591 Est. Cost $92.61 Unrealized 0.0%
SCHA Schwab US Small-Cap ETF 0.1%
Value ($000) $374 Shares 5,725 Est. Cost $69.87 Unrealized
AWK American Water Works Co Inc 0.1%
Value ($000) $366 Shares 2,842 Est. Cost $37.61 Unrealized +197.6%
Royal Dutch Shell PLC 0.1%
Value ($000) $365 Shares 11,179 Est. Cost $55.63 Unrealized
GPN Global Payments Inc 0.1%
Value ($000) $364 Shares 2,147 Est. Cost $147.91 Unrealized +7.4%
Magellan Midstream Partners LP 0.1%
Value ($000) $361 Shares 8,366 Est. Cost $55.74 Unrealized
EPD Enterprise Products Partners LP 0.1%
Value ($000) $361 Shares 19,812 Est. Cost $44.89 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $359 Shares 7,441 Est. Cost $27.60 Unrealized +27.6%
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $357 Shares 14,672 Est. Cost $26.00 Unrealized
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $356 Shares 13,096 Est. Cost $27.18 Unrealized
COF Capital One Financial Corp 0.0%
Value ($000) $353 Shares 5,648 Est. Cost $73.42 Unrealized -22.9%
DOW Dow Inc 0.0%
Value ($000) $351 Shares 8,599 Est. Cost $36.20 Unrealized -25.8%
GXC SPDR S&P China ETF 0.0%
Value ($000) $351 Shares 3,350 Est. Cost $108.35 Unrealized
RMD ResMed Inc 0.0%
Value ($000) $350 Shares 1,819 Est. Cost $123.97 Unrealized +25.8%
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $350 Shares 615 Est. Cost $179.26 Unrealized 0.0%
CSX CSX Corp 0.0%
Value ($000) $349 Shares 4,985 Est. Cost $22.59 Unrealized -9.2%
BSX Boston Scientific Corp 0.0%
Value ($000) $348 Shares 9,925 Est. Cost $31.05 Unrealized +16.0%
RIO Rio Tinto PLC 0.0%
Value ($000) $347 Shares 6,181 Est. Cost $47.59 Unrealized
EQNR Equinor ASA 0.0%
Value ($000) $347 Shares 23,944 Est. Cost $12.18 Unrealized
Blackrock Science & Technology Trust 0.0%
Value ($000) $345 Shares 9,127 Est. Cost $27.55 Unrealized
FTV Fortive Corp 0.0%
Value ($000) $343 Shares 5,088 Est. Cost $45.31 Unrealized -15.9%
Lam Research Corp 0.0%
Value ($000) $342 Shares 1,054 Est. Cost $237.58 Unrealized
SO Southern Co/The 0.0%
Value ($000) $340 Shares 6,575 Est. Cost $45.67 Unrealized -2.0%
MCHP Microchip Technology Inc 0.0%
Value ($000) $339 Shares 3,223 Est. Cost $40.35 Unrealized 0.0%
SMFG Sumitomo Mitsui Financial Group Inc 0.0%
Value ($000) $338 Shares 60,186 Est. Cost $6.31 Unrealized
General Electric Co 0.0%
Value ($000) $337 Shares 49,423 Est. Cost $15.53 Unrealized
NEM Newmont Corp 0.0%
Value ($000) $334 Shares 5,403 Est. Cost $33.23 Unrealized +50.1%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $333 Shares 1,150 Est. Cost $237.05 Unrealized +14.4%
TE Connectivity Ltd 0.0%
Value ($000) $333 Shares 4,090 Est. Cost $71.03 Unrealized
PM Philip Morris International Inc 0.0%
Value ($000) $333 Shares 4,754 Est. Cost $57.52 Unrealized -4.8%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $328 Shares 17,940 Est. Cost $30.17 Unrealized -50.9%
USRT iShares Core US REIT ETF 0.0%
Value ($000) $326 Shares 7,498 Est. Cost $47.69 Unrealized
ACWX iShares MSCI ACWI ex US ETF 0.0%
Value ($000) $325 Shares 7,518 Est. Cost $49.08 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $325 Shares 8,954 Est. Cost $20.05 Unrealized +8.3%
DD DuPont de Nemours Inc 0.0%
Value ($000) $325 Shares 6,132 Est. Cost $27.07 Unrealized -35.6%
SYK Stryker Corp 0.0%
Value ($000) $323 Shares 1,786 Est. Cost $192.14 Unrealized -9.6%
FRCB FIRST REPUBLIC BANK 0.0%
Value ($000) $323 Shares 3,035 Est. Cost $104.75 Unrealized -3.7%
BTI British American Tobacco PLC 0.0%
Value ($000) $322 Shares 8,282 Est. Cost $40.13 Unrealized
Marvell Technology Group Ltd 0.0%
Value ($000) $322 Shares 9,206 Est. Cost $23.79 Unrealized
SCHG Schwab U.S. Large-Cap Growth ETF 0.0%
Value ($000) $319 Shares 3,140 Est. Cost $79.30 Unrealized
SCHV Schwab U.S. Large-Cap Value ETF 0.0%
Value ($000) $319 Shares 6,360 Est. Cost $54.72 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $318 Shares 6,174 Est. Cost $44.32 Unrealized +3.8%
MRSH Marsh & McLennan Cos Inc 0.0%
Value ($000) $316 Shares 2,935 Est. Cost $76.93 Unrealized +20.9%
VIOO Vanguard S&P Small-Cap 600 ETF 0.0%
Value ($000) $312 Shares 2,494 Est. Cost $126.69 Unrealized
HUM Humana Inc 0.0%
Value ($000) $311 Shares 802 Est. Cost $304.31 Unrealized +16.9%
AGG iShares Core U.S. Aggregate Bond ETF 0.0%
Value ($000) $309 Shares 2,613 Est. Cost $109.16 Unrealized
Amcor PLC 0.0%
Value ($000) $306 Shares 29,957 Est. Cost $8.56 Unrealized -13.5%
NGG National Grid PLC 0.0%
Value ($000) $303 Shares 4,983 Est. Cost $62.38 Unrealized
KR Kroger Co/The 0.0%
Value ($000) $299 Shares 8,818 Est. Cost $20.61 Unrealized +39.6%
HAL Halliburton Co 0.0%
Value ($000) $294 Shares 22,601 Est. Cost $9.78 Unrealized 0.0%
AZO AutoZone Inc 0.0%
Value ($000) $294 Shares 260 Est. Cost $1063.38 Unrealized -0.9%
DES WisdomTree US SmallCap Dividend Fund 0.0%
Value ($000) $294 Shares 13,886 Est. Cost $40.04 Unrealized
DY Dycom Industries Inc 0.0%
Value ($000) $293 Shares 7,155 Est. Cost $34.55 Unrealized 0.0%
BMO Bank of Montreal 0.0%
Value ($000) $293 Shares 5,522 Est. Cost $38.70 Unrealized +3.7%
BKR Baker Hughes Co 0.0%
Value ($000) $292 Shares 18,981 Est. Cost $17.02 Unrealized -26.5%
PSX Phillips 66 0.0%
Value ($000) $291 Shares 4,052 Est. Cost $57.31 Unrealized -1.9%
ALL Allstate Corp/The 0.0%
Value ($000) $290 Shares 2,994 Est. Cost $84.74 Unrealized +1.1%
MAS Masco Corp 0.0%
Value ($000) $290 Shares 5,776 Est. Cost $39.39 Unrealized 0.0%
LHX L3Harris Technologies Inc 0.0%
Value ($000) $290 Shares 1,707 Est. Cost $174.42 Unrealized -3.8%
BKNG Booking Holdings Inc 0.0%
Value ($000) $289 Shares 181 Est. Cost $1898.51 Unrealized -21.1%
HWKN Hawkins Inc 0.0%
Value ($000) $284 Shares 6,670 Est. Cost $19.46 Unrealized -2.5%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $283 Shares 6,677 Est. Cost $64.08 Unrealized
CARR Carrier Global Corp 0.0%
Value ($000) $280 Shares 12,622 Est. Cost $17.13 Unrealized 0.0%
TOTAL SA 0.0%
Value ($000) $280 Shares 7,304 Est. Cost $52.19 Unrealized
HDB HDFC Bank Ltd 0.0%
Value ($000) $278 Shares 6,120 Est. Cost $58.75 Unrealized
AKAM Akamai Technologies Inc 0.0%
Value ($000) $274 Shares 2,563 Est. Cost $92.71 Unrealized +8.4%
CCK Crown Holdings Inc 0.0%
Value ($000) $272 Shares 4,179 Est. Cost $42.59 Unrealized +40.4%
CANADIAN PAC RAILWAY F 0.0%
Value ($000) $271 Shares 1,060 Est. Cost $222.86 Unrealized
KHC Kraft Heinz Co/The 0.0%
Value ($000) $271 Shares 8,508 Est. Cost $23.07 Unrealized 0.0%
Brookfield Asset Management Inc 0.0%
Value ($000) $271 Shares 8,380 Est. Cost $50.96 Unrealized
Nuveen Select Maturities Municipal Fund 0.0%
Value ($000) $267 Shares 26,100 Est. Cost $9.79 Unrealized
BRK/A BERKSHIRE HATHAWAY CLASS B 0.0%
Value ($000) $267 Shares 1 Est. Cost $199512.94 Unrealized +37.4%
iShares Gold Trust 0.0%
Value ($000) $267 Shares 15,690 Est. Cost $17.02 Unrealized
CLX Clorox Co/The 0.0%
Value ($000) $266 Shares 1,214 Est. Cost $168.73 Unrealized 0.0%
XLE Energy Select Sector SPDR Fund 0.0%
Value ($000) $266 Shares 7,027 Est. Cost $37.85 Unrealized
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $263 Shares 7,001 Est. Cost $34.97 Unrealized
VMC Vulcan Materials Co 0.0%
Value ($000) $262 Shares 2,254 Est. Cost $104.50 Unrealized 0.0%
TAK Takeda Pharmaceutical Co Ltd 0.0%
Value ($000) $262 Shares 14,610 Est. Cost $17.93 Unrealized
CTSH Cognizant Technology Solutions Corp 0.0%
Value ($000) $260 Shares 4,562 Est. Cost $64.27 Unrealized -23.3%
Avalara Inc 0.0%
Value ($000) $257 Shares 1,934 Est. Cost $132.89 Unrealized
VLO Valero Energy Corp 0.0%
Value ($000) $255 Shares 4,307 Est. Cost $60.68 Unrealized -21.3%
MCO MOODYS CORP 0.0%
Value ($000) $255 Shares 953 Est. Cost $242.42 Unrealized 0.0%
INTU Intuit Inc 0.0%
Value ($000) $254 Shares 859 Est. Cost $263.21 Unrealized +0.6%
LEN Lennar Corp 0.0%
Value ($000) $252 Shares 4,095 Est. Cost $47.29 Unrealized 0.0%
LASR nLight Inc 0.0%
Value ($000) $251 Shares 11,270 Est. Cost $17.24 Unrealized +9.9%
SWKS SKYWORKS SOLUTIONS 0.0%
Value ($000) $251 Shares 1,968 Est. Cost $96.49 Unrealized 0.0%
RACE FERRARI N V F 0.0%
Value ($000) $250 Shares 1,467 Est. Cost $161.78 Unrealized -0.4%
INDA iShares MSCI India ETF 0.0%
Value ($000) $247 Shares 8,500 Est. Cost $34.10 Unrealized
EW Edwards Lifesciences Corp 0.0%
Value ($000) $247 Shares 3,577 Est. Cost $70.87 Unrealized +0.3%
EXPD Expeditors International of Washington Inc 0.0%
Value ($000) $246 Shares 3,248 Est. Cost $66.84 Unrealized +2.2%
ESGU iShares Trust iShares ESG MSCI USA ETF 0.0%
Value ($000) $245 Shares 3,500 Est. Cost $70.00 Unrealized
ESML iShares ESG MSCI USA Small-Cap 0.0%
Value ($000) $243 Shares 9,700 Est. Cost $25.05 Unrealized
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $243 Shares 7,705 Est. Cost $42.19 Unrealized
GPC Genuine Parts Co 0.0%
Value ($000) $242 Shares 2,824 Est. Cost $72.19 Unrealized -6.7%
New Relic Inc 0.0%
Value ($000) $241 Shares 3,500 Est. Cost $68.86 Unrealized
KMI Kinder Morgan Inc 0.0%
Value ($000) $241 Shares 15,901 Est. Cost $11.11 Unrealized -2.4%
Dasan Zhone Solutions Inc 0.0%
Value ($000) $241 Shares 26,990 Est. Cost $10.82 Unrealized
Vonage Holdings Corp 0.0%
Value ($000) $240 Shares 23,883 Est. Cost $8.87 Unrealized
WMB Williams Cos Inc/The 0.0%
Value ($000) $240 Shares 12,580 Est. Cost $16.08 Unrealized -14.2%
IDV iShares International Select Dividend ETF 0.0%
Value ($000) $239 Shares 9,535 Est. Cost $33.13 Unrealized
TFC Truist Financial Corp 0.0%
Value ($000) $237 Shares 6,464 Est. Cost $40.49 Unrealized -31.5%
LITE Lumentum Holdings Inc 0.0%
Value ($000) $236 Shares 2,906 Est. Cost $48.38 Unrealized +57.5%
EQIX Equinix Inc 0.0%
Value ($000) $235 Shares 335 Est. Cost $608.81 Unrealized 0.0%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $234 Shares 1,020 Est. Cost $35.23 Unrealized 0.0%
PRU Prudential Financial Inc 0.0%
Value ($000) $233 Shares 3,834 Est. Cost $44.25 Unrealized 0.0%
MTD Mettler-Toledo International Inc 0.0%
Value ($000) $233 Shares 290 Est. Cost $735.30 Unrealized +1.2%
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $232 Shares 2,171 Est. Cost $106.86 Unrealized
EOG EOG Resources Inc 0.0%
Value ($000) $232 Shares 4,598 Est. Cost $37.36 Unrealized 0.0%
WAFD Washington Federal Inc 0.0%
Value ($000) $230 Shares 8,550 Est. Cost $16.60 Unrealized +28.0%
CMI Cummins Inc 0.0%
Value ($000) $229 Shares 1,319 Est. Cost $139.25 Unrealized 0.0%
FEZ SPDR Euro STOXX 50 ETF 0.0%
Value ($000) $226 Shares 6,375 Est. Cost $35.45 Unrealized
EL Estee Lauder Cos Inc/The 0.0%
Value ($000) $226 Shares 1,194 Est. Cost $165.58 Unrealized 0.0%
ETN Eaton Corp PLC 0.0%
Value ($000) $225 Shares 2,626 Est. Cost $74.77 Unrealized 0.0%
VGSH Vanguard Short-Term Treasury ETF 0.0%
Value ($000) $225 Shares 3,620 Est. Cost $62.25 Unrealized
MKC McCormick & Co Inc/MD 0.0%
Value ($000) $224 Shares 1,250 Est. Cost $73.49 Unrealized 0.0%
SHV iShares Short Treasury Bond ETF 0.0%
Value ($000) $224 Shares 2,027 Est. Cost $110.51 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $224 Shares 22,947 Est. Cost $10.06 Unrealized -18.3%
PAYX Paychex Inc 0.0%
Value ($000) $224 Shares 2,964 Est. Cost $58.96 Unrealized 0.0%
MET MetLife Inc 0.0%
Value ($000) $220 Shares 6,016 Est. Cost $35.60 Unrealized -18.6%
WTRG Essential Utilities Inc 0.0%
Value ($000) $218 Shares 5,158 Est. Cost $47.18 Unrealized -10.5%
SVB Financial Group 0.0%
Value ($000) $215 Shares 998 Est. Cost $215.43 Unrealized
HMS Holdings Corp 0.0%
Value ($000) $214 Shares 6,604 Est. Cost $32.40 Unrealized
ORLY O REILLY AUTOMOTIVE 0.0%
Value ($000) $213 Shares 504 Est. Cost $26.14 Unrealized 0.0%
TFX Teleflex Inc 0.0%
Value ($000) $213 Shares 585 Est. Cost $74.59 Unrealized +347.5%
MNST Monster Beverage Corp 0.0%
Value ($000) $211 Shares 3,044 Est. Cost $32.65 Unrealized 0.0%
MUFG Mitsubishi UFJ Financial Group Inc 0.0%
Value ($000) $208 Shares 53,054 Est. Cost $3.92 Unrealized
ATO Atmos Energy Corp 0.0%
Value ($000) $206 Shares 2,079 Est. Cost $87.57 Unrealized 0.0%
QAI IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF 0.0%
Value ($000) $205 Shares 6,750 Est. Cost $30.71 Unrealized
KMX CarMax Inc 0.0%
Value ($000) $204 Shares 2,276 Est. Cost $78.36 Unrealized 0.0%
TT Trane Technologies PLC 0.0%
Value ($000) $203 Shares 2,298 Est. Cost $80.66 Unrealized 0.0%
AFL Aflac Inc 0.0%
Value ($000) $202 Shares 5,606 Est. Cost $31.58 Unrealized 0.0%
PGEN Precigen Inc 0.0%
Value ($000) $202 Shares 40,420 Est. Cost $4.32 Unrealized -21.2%
HMC Honda Motor Co Ltd 0.0%
Value ($000) $202 Shares 7,891 Est. Cost $25.60 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $202 Shares 3,903 Est. Cost $53.79 Unrealized -22.3%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $202 Shares 3,842 Est. Cost $53.02 Unrealized 0.0%
Nuveen Quality Municipal Income Fund 0.0%
Value ($000) $189 Shares 13,500 Est. Cost $14.67 Unrealized
CTRA Cabot Oil & Gas Corp 0.0%
Value ($000) $185 Shares 10,754 Est. Cost $12.77 Unrealized +15.6%
Brightcove Inc 0.0%
Value ($000) $181 Shares 22,945 Est. Cost $8.13 Unrealized
RRC Range Resources Corp 0.0%
Value ($000) $179 Shares 31,814 Est. Cost $3.19 Unrealized +74.1%
Synchronoss Technologies Inc 0.0%
Value ($000) $169 Shares 47,855 Est. Cost $6.01 Unrealized
DB Deutsche Bank AG 0.0%
Value ($000) $168 Shares 17,658 Est. Cost $7.34 Unrealized -5.4%
UCIB UBS ETRACS BLMBRG CONSTNT SRS B ETN 0.0%
Value ($000) $167 Shares 13,640 Est. Cost $11.00 Unrealized
OSUR OraSure Technologies Inc 0.0%
Value ($000) $167 Shares 14,330 Est. Cost $12.99 Unrealized 0.0%
ING ING Groep NV 0.0%
Value ($000) $167 Shares 24,101 Est. Cost $5.64 Unrealized
Royal Bank of Scotland Group PLC 0.0%
Value ($000) $154 Shares 50,589 Est. Cost $2.73 Unrealized
GAP Gap Inc/The 0.0%
Value ($000) $154 Shares 12,123 Est. Cost $7.43 Unrealized 0.0%
CUK Carnival PLC 0.0%
Value ($000) $153 Shares 12,142 Est. Cost $11.96 Unrealized
Energous Corp 0.0%
Value ($000) $151 Shares 53,634 Est. Cost $4.36 Unrealized
IVZ Invesco Ltd 0.0%
Value ($000) $148 Shares 13,833 Est. Cost $7.05 Unrealized 0.0%
KEY KeyCorp 0.0%
Value ($000) $143 Shares 11,799 Est. Cost $13.63 Unrealized -35.3%
NMR Nomura Holdings Inc 0.0%
Value ($000) $142 Shares 31,927 Est. Cost $4.25 Unrealized
Nuveen Arizona Quality Municipal Income Fund 0.0%
Value ($000) $141 Shares 10,371 Est. Cost $13.25 Unrealized
AKTSQ Akoustis Technologies Inc 0.0%
Value ($000) $141 Shares 17,012 Est. Cost $7.77 Unrealized -0.5%
RF Regions Financial Corp 0.0%
Value ($000) $140 Shares 12,591 Est. Cost $7.99 Unrealized +5.7%
GENNQ Genesis Healthcare Inc 0.0%
Value ($000) $132 Shares 190,560 Est. Cost $1.67 Unrealized -51.8%
BBVA BANCO BILBAO VIZCAYA A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $129 Shares 37,764 Est. Cost $4.19 Unrealized
RLJ RLJ Lodging Trust 0.0%
Value ($000) $127 Shares 13,482 Est. Cost $7.71 Unrealized
TELFY Telefonica SA 0.0%
Value ($000) $123 Shares 25,427 Est. Cost $4.84 Unrealized
First Trust MLP and Energy Income Fund 0.0%
Value ($000) $113 Shares 20,165 Est. Cost $14.83 Unrealized
CenturyLink Inc 0.0%
Value ($000) $111 Shares 11,072 Est. Cost $11.37 Unrealized
M Macy's Inc 0.0%
Value ($000) $106 Shares 15,384 Est. Cost $6.16 Unrealized 0.0%
ERIC Telefonaktiebolaget LM Ericsson 0.0%
Value ($000) $104 Shares 11,238 Est. Cost $7.06 Unrealized
Qurate Retail Inc 0.0%
Value ($000) $103 Shares 10,831 Est. Cost $6.08 Unrealized
SAN Banco Santander SA 0.0%
Value ($000) $101 Shares 41,915 Est. Cost $2.41 Unrealized
TCW Strategic Income Fund Inc 0.0%
Value ($000) $101 Shares 18,499 Est. Cost $5.42 Unrealized
Tupperware Brands Corp 0.0%
Value ($000) $101 Shares 21,219 Est. Cost $1.61 Unrealized
F Ford Motor Co 0.0%
Value ($000) $101 Shares 16,640 Est. Cost $5.87 Unrealized -28.4%
GT Goodyear Tire & Rubber Co/The 0.0%
Value ($000) $100 Shares 11,136 Est. Cost $7.60 Unrealized 0.0%
MRCC Monroe Capital Corp 0.0%
Value ($000) $95 Shares 13,605 Est. Cost $3.74 Unrealized 0.0%
MFG Mizuho Financial Group Inc 0.0%
Value ($000) $92 Shares 37,257 Est. Cost $2.47 Unrealized
BCS Barclays PLC 0.0%
Value ($000) $90 Shares 15,837 Est. Cost $4.50 Unrealized
SVC Service Properties Trust 0.0%
Value ($000) $89 Shares 12,566 Est. Cost $7.08 Unrealized
Aegon NV 0.0%
Value ($000) $82 Shares 27,678 Est. Cost $4.43 Unrealized
Michaels Cos Inc/The 0.0%
Value ($000) $77 Shares 10,918 Est. Cost $7.05 Unrealized
Marathon Oil Corp 0.0%
Value ($000) $65 Shares 10,570 Est. Cost $6.15 Unrealized
LYG Lloyds Banking Group PLC 0.0%
Value ($000) $51 Shares 33,756 Est. Cost $2.45 Unrealized
Office Depot Inc 0.0%
Value ($000) $47 Shares 19,819 Est. Cost $2.60 Unrealized