Coastline Trust Co Diversified Active

CIK: 0001324279 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 10, 2021

Total Value ($000): $775,695 (100.0% shares, 0.0% debt)

Holdings (321)

AMZN AMAZON COM INC 2.3%
Value ($000) $18,091 Shares 5,847 Est. Cost $55.17 Unrealized +187.3%
MSFT MICROSOFT CORP 2.3%
Value ($000) $17,923 Shares 76,019 Est. Cost $55.15 Unrealized +304.2%
AAPL APPLE INC 1.9%
Value ($000) $15,028 Shares 123,027 Est. Cost $87.92 Unrealized +42.2%
VWOB VANGUARD EMERGING MARKETS 1.6%
Value ($000) $12,122 Shares 156,410 Est. Cost $77.92 Unrealized
GOOGL ALPHABET INC CL A 1.5%
Value ($000) $11,661 Shares 5,654 Est. Cost $48.23 Unrealized +103.1%
VEA VANGUARD FTSE DEVELOPED MARKET 1.4%
Value ($000) $10,918 Shares 222,320 Est. Cost $38.93 Unrealized
BSV VANGUARD SHORT TERM BOND ETF 1.2%
Value ($000) $9,639 Shares 117,285 Est. Cost $82.05 Unrealized
VCIT VANGUARD INTER TERM CORP BOND 1.2%
Value ($000) $9,431 Shares 101,372 Est. Cost $87.25 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS 1.2%
Value ($000) $9,085 Shares 174,537 Est. Cost $41.49 Unrealized
BIV VANGUARD INTERMEDIATE-TERM B 1.1%
Value ($000) $8,681 Shares 97,842 Est. Cost $88.09 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ET 1.1%
Value ($000) $8,655 Shares 41,875 Est. Cost $88.56 Unrealized
IWM ISHARES RUSSELL 2000 ETF 1.1%
Value ($000) $8,611 Shares 38,975 Est. Cost $129.35 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 1.1%
Value ($000) $8,495 Shares 139,998 Est. Cost $46.83 Unrealized
META FACEBOOK INC-A 1.1%
Value ($000) $8,333 Shares 28,291 Est. Cost $209.54 Unrealized +27.6%
VXF VANGUARD EXTENDED MARKET ETF 1.0%
Value ($000) $8,131 Shares 45,965 Est. Cost $97.50 Unrealized
VRP INVESCO VARIABLE RATE PREFERRE 1.0%
Value ($000) $8,118 Shares 314,035 Est. Cost $25.35 Unrealized
NVDA NVIDIA CORP 1.0%
Value ($000) $7,989 Shares 14,962 Est. Cost $4.50 Unrealized +198.2%
XT ISHARES EXPONENTIAL TECH ETF 1.0%
Value ($000) $7,977 Shares 134,690 Est. Cost $42.89 Unrealized
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $6,917 Shares 42,090 Est. Cost $79.29 Unrealized +77.6%
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $6,828 Shares 132,058 Est. Cost $24.65 Unrealized +64.8%
DIS WALT DISNEY COMPANY 0.9%
Value ($000) $6,754 Shares 36,604 Est. Cost $99.75 Unrealized +80.6%
ADP AUTOMATIC DATA PROCESSING INC 0.8%
Value ($000) $6,569 Shares 34,855 Est. Cost $47.92 Unrealized +226.9%
V VISA INC CL A 0.8%
Value ($000) $6,426 Shares 30,348 Est. Cost $125.92 Unrealized +61.4%
TMO THERMO FISHER SCIENTIFIC INC 0.8%
Value ($000) $6,407 Shares 14,038 Est. Cost $82.24 Unrealized +472.8%
HYS PIMCO 0-5 YEAR H/Y CORP BD IND 0.8%
Value ($000) $6,309 Shares 63,610 Est. Cost $98.90 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.8%
Value ($000) $6,208 Shares 113,611 Est. Cost $52.55 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP 0.8%
Value ($000) $5,964 Shares 81,840 Est. Cost $54.12 Unrealized +42.1%
NFLX NETFLIX INC 0.8%
Value ($000) $5,964 Shares 11,431 Est. Cost $34.10 Unrealized +55.5%
ACN ACCENTURE PLC CL A 0.8%
Value ($000) $5,853 Shares 21,185 Est. Cost $70.92 Unrealized +240.3%
AMGN AMGEN INC 0.7%
Value ($000) $5,788 Shares 23,264 Est. Cost $131.74 Unrealized +55.4%
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $5,698 Shares 42,071 Est. Cost $59.36 Unrealized +94.9%
TIP ISHARES BARCLAYS TIPS BOND ETF 0.7%
Value ($000) $5,687 Shares 45,320 Est. Cost $111.90 Unrealized
BLV VANGUARD LONG-TERM BOND ETF 0.7%
Value ($000) $5,523 Shares 56,280 Est. Cost $111.71 Unrealized
SHYG ISHARES 0-5 YR HY CORP BOND 0.7%
Value ($000) $5,404 Shares 117,960 Est. Cost $46.23 Unrealized
EFA ISHARES MSCI EAFE ETF 0.7%
Value ($000) $5,401 Shares 71,189 Est. Cost $70.25 Unrealized
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $5,395 Shares 14,500 Est. Cost $80.47 Unrealized +297.2%
ADBE ADOBE INC 0.7%
Value ($000) $5,348 Shares 11,249 Est. Cost $105.03 Unrealized +345.1%
ORCL ORACLE CORPORATION COM 0.7%
Value ($000) $5,252 Shares 74,836 Est. Cost $32.66 Unrealized +85.6%
MA MASTERCARD INC-A 0.7%
Value ($000) $5,214 Shares 14,644 Est. Cost $135.75 Unrealized +150.1%
CITRIX SYS INC 0.7%
Value ($000) $5,167 Shares 36,815 Est. Cost $99.05 Unrealized
TD TORONTO DOMINION BK ONT 0.7%
Value ($000) $5,057 Shares 77,545 Est. Cost $46.24 Unrealized +32.0%
LQD ISHARES IBOXX INV GRD CORP BON 0.7%
Value ($000) $5,050 Shares 38,828 Est. Cost $124.01 Unrealized
CMCSA COMCAST CORP-CL A 0.6%
Value ($000) $5,031 Shares 92,976 Est. Cost $24.61 Unrealized +87.5%
IJH ISHARES CORE S&P MID-CAP ETF 0.6%
Value ($000) $4,958 Shares 19,050 Est. Cost $189.23 Unrealized
ZTS ZOETIS INC 0.6%
Value ($000) $4,675 Shares 29,683 Est. Cost $100.44 Unrealized +51.0%
IWR ISHARES RUSSELL MIDCAP ETF 0.6%
Value ($000) $4,674 Shares 63,220 Est. Cost $67.79 Unrealized
ACTIVISION BLIZZARD, INC 0.6%
Value ($000) $4,672 Shares 50,245 Est. Cost $47.43 Unrealized
SYY SYSCO CORP 0.6%
Value ($000) $4,668 Shares 59,284 Est. Cost $25.50 Unrealized +166.9%
INTC INTEL CORP 0.6%
Value ($000) $4,589 Shares 71,710 Est. Cost $21.15 Unrealized +155.8%
RMD RESMED INC 0.6%
Value ($000) $4,569 Shares 23,550 Est. Cost $77.45 Unrealized +148.4%
ELV ANTHEM INC 0.6%
Value ($000) $4,539 Shares 12,645 Est. Cost $111.09 Unrealized +170.8%
SBUX STARBUCKS CORP 0.6%
Value ($000) $4,495 Shares 41,135 Est. Cost $66.84 Unrealized +40.7%
YUM YUM! BRANDS INC 0.6%
Value ($000) $4,493 Shares 41,534 Est. Cost $45.58 Unrealized +112.1%
NKE NIKE INC CLASS B 0.6%
Value ($000) $4,468 Shares 33,627 Est. Cost $44.89 Unrealized +188.6%
CB CHUBB LTD 0.6%
Value ($000) $4,455 Shares 28,199 Est. Cost $96.72 Unrealized +55.3%
COHERENT INC 0.6%
Value ($000) $4,408 Shares 17,430 Est. Cost $119.16 Unrealized
BDX BECTON DICKINSON & CO 0.6%
Value ($000) $4,304 Shares 17,700 Est. Cost $105.29 Unrealized +114.3%
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $4,290 Shares 73,766 Est. Cost $30.67 Unrealized +37.7%
QCOM QUALCOMM INC COM 0.5%
Value ($000) $4,230 Shares 31,905 Est. Cost $46.38 Unrealized +179.7%
JACOBS ENGR GROUP INC 0.5%
Value ($000) $3,957 Shares 30,610 Est. Cost $53.46 Unrealized
VTIP VANGUARD SHORT-TERM TIPS 0.5%
Value ($000) $3,926 Shares 76,179 Est. Cost $48.96 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $3,918 Shares 108,126 Est. Cost $19.77 Unrealized +41.8%
AFL AFLAC INC 0.5%
Value ($000) $3,867 Shares 75,565 Est. Cost $29.47 Unrealized +45.5%
WM WASTE MGMT INC DEL 0.5%
Value ($000) $3,792 Shares 29,390 Est. Cost $48.38 Unrealized +123.6%
PEP PEPSICO INC 0.5%
Value ($000) $3,789 Shares 26,784 Est. Cost $67.58 Unrealized +74.5%
ABBV ABBVIE INC 0.5%
Value ($000) $3,777 Shares 34,901 Est. Cost $57.23 Unrealized +55.4%
PAYX PAYCHEX INC 0.5%
Value ($000) $3,753 Shares 38,285 Est. Cost $31.33 Unrealized +156.5%
SPGI S&P GLOBAL INC 0.5%
Value ($000) $3,751 Shares 10,630 Est. Cost $285.51 Unrealized +11.9%
ITW ILLINOIS TOOL WORKS 0.5%
Value ($000) $3,730 Shares 16,836 Est. Cost $60.21 Unrealized +207.2%
VCSH VANGUARD SHORT TERM CORP BOND 0.5%
Value ($000) $3,729 Shares 45,198 Est. Cost $79.97 Unrealized
TFC TRUIST FINANCIAL CORP 0.5%
Value ($000) $3,700 Shares 63,434 Est. Cost $41.01 Unrealized +6.2%
MMM 3M CO 0.5%
Value ($000) $3,673 Shares 19,060 Est. Cost $104.62 Unrealized +19.6%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $3,664 Shares 48,465 Est. Cost $54.16 Unrealized +27.1%
MRK MERCK & CO INC 0.5%
Value ($000) $3,663 Shares 47,510 Est. Cost $34.57 Unrealized +82.4%
PGX INVESCO PREFERRED ETF 0.5%
Value ($000) $3,609 Shares 240,600 Est. Cost $14.80 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.5%
Value ($000) $3,499 Shares 21,125 Est. Cost $105.34 Unrealized
SRE SEMPRA ENERGY 0.5%
Value ($000) $3,499 Shares 26,390 Est. Cost $40.81 Unrealized +30.1%
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $3,490 Shares 16,075 Est. Cost $90.40 Unrealized +95.4%
OLED UNIVERSAL DISPLAY CORP 0.4%
Value ($000) $3,392 Shares 14,325 Est. Cost $127.12 Unrealized +73.7%
KMB KIMBERLY-CLARK CORP 0.4%
Value ($000) $3,382 Shares 24,320 Est. Cost $69.50 Unrealized +59.5%
ABT ABBOTT LABS INC 0.4%
Value ($000) $3,254 Shares 27,152 Est. Cost $43.12 Unrealized +151.9%
GLW CORNING INC 0.4%
Value ($000) $3,228 Shares 74,210 Est. Cost $16.59 Unrealized +102.5%
DGX QUEST DIAGNOSTICS INC 0.4%
Value ($000) $3,215 Shares 25,050 Est. Cost $67.22 Unrealized +66.8%
MTB M & T BK CORP 0.4%
Value ($000) $3,191 Shares 21,044 Est. Cost $78.63 Unrealized +60.4%
UNP UNION PAC CORP COM 0.4%
Value ($000) $3,172 Shares 14,395 Est. Cost $82.89 Unrealized +126.9%
TARGET CORP 0.4%
Value ($000) $3,102 Shares 15,660 Est. Cost $198.08 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.4%
Value ($000) $3,085 Shares 33,583 Est. Cost $79.88 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.4%
Value ($000) $3,012 Shares 11,790 Est. Cost $136.75 Unrealized +77.6%
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $3,001 Shares 77,556 Est. Cost $20.28 Unrealized +51.1%
SJNK SPDR BLOOMBERG BARCLAYS S/T BD 0.4%
Value ($000) $2,996 Shares 109,630 Est. Cost $27.54 Unrealized
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.4%
Value ($000) $2,995 Shares 15,058 Est. Cost $124.21 Unrealized
NATIONAL INSTRS CORP 0.4%
Value ($000) $2,995 Shares 69,345 Est. Cost $30.48 Unrealized
JPM JP MORGAN CHASE & CO 0.4%
Value ($000) $2,956 Shares 19,413 Est. Cost $71.55 Unrealized +77.8%
EA ELECTRONIC ARTS INC 0.4%
Value ($000) $2,946 Shares 21,760 Est. Cost $98.01 Unrealized +37.7%
LOW LOWES COS INC 0.4%
Value ($000) $2,936 Shares 15,437 Est. Cost $63.48 Unrealized +147.3%
TSLA TESLA INC 0.4%
Value ($000) $2,932 Shares 4,390 Est. Cost $186.74 Unrealized +34.4%
A AGILENT TECHNOLOGIES INC 0.4%
Value ($000) $2,855 Shares 22,455 Est. Cost $65.42 Unrealized +82.9%
DE DEERE & CO. 0.4%
Value ($000) $2,852 Shares 7,622 Est. Cost $93.63 Unrealized +228.4%
ICLN ISHARES GLOBAL CLEAN ENERGY ET 0.4%
Value ($000) $2,835 Shares 116,680 Est. Cost $22.19 Unrealized
TJX TJX COMPANIES 0.4%
Value ($000) $2,833 Shares 42,840 Est. Cost $43.24 Unrealized +44.0%
MSI MOTOROLA SOLUTIONS, INC 0.4%
Value ($000) $2,832 Shares 15,060 Est. Cost $109.42 Unrealized +53.6%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $2,752 Shares 12,281 Est. Cost $88.58 Unrealized +115.9%
STZ CONSTELLATION BRANDS INC 0.3%
Value ($000) $2,712 Shares 11,895 Est. Cost $101.64 Unrealized +104.7%
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $2,710 Shares 35,074 Est. Cost $54.57 Unrealized +19.6%
DWX SPDR S&P INTER DVD ETF 0.3%
Value ($000) $2,709 Shares 71,035 Est. Cost $38.85 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $2,697 Shares 22,850 Est. Cost $83.80 Unrealized
GPN GLOBAL PMTS INC 0.3%
Value ($000) $2,607 Shares 12,935 Est. Cost $52.76 Unrealized +261.6%
BAX BAXTER INTERNATIONAL INC 0.3%
Value ($000) $2,576 Shares 30,549 Est. Cost $32.53 Unrealized +119.7%
GIS GENERAL MILLS 0.3%
Value ($000) $2,543 Shares 41,485 Est. Cost $34.04 Unrealized +43.8%
CL COLGATE-PALMOLIVE 0.3%
Value ($000) $2,529 Shares 32,076 Est. Cost $46.56 Unrealized +50.3%
FDS FACTSET 0.3%
Value ($000) $2,516 Shares 8,155 Est. Cost $102.02 Unrealized +196.1%
EMR EMERSON ELECTRIC 0.3%
Value ($000) $2,503 Shares 27,735 Est. Cost $41.90 Unrealized +85.7%
WH WYNDHAM HOTELS & RESORTS INC 0.3%
Value ($000) $2,486 Shares 35,625 Est. Cost $56.88 Unrealized +12.3%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $2,466 Shares 8,765 Est. Cost $97.28 Unrealized +146.9%
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $2,460 Shares 6,754 Est. Cost $214.95 Unrealized
WAT WATERS CORP 0.3%
Value ($000) $2,454 Shares 8,635 Est. Cost $107.06 Unrealized +155.1%
SWK STANLEY BLACK & DECKER INC 0.3%
Value ($000) $2,353 Shares 11,785 Est. Cost $57.00 Unrealized +170.0%
HSIC SCHEIN HENRY INC 0.3%
Value ($000) $2,350 Shares 33,940 Est. Cost $58.20 Unrealized +16.2%
WTRG ESSENTIAL UTILITIES INC 0.3%
Value ($000) $2,342 Shares 52,328 Est. Cost $47.11 Unrealized -4.2%
IVOO VANGUARD S&P MID CAP 400 ETF 0.3%
Value ($000) $2,316 Shares 13,125 Est. Cost $114.91 Unrealized
COST COSTCO WHOLESALE CORP NEW 0.3%
Value ($000) $2,314 Shares 6,565 Est. Cost $142.64 Unrealized +131.2%
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $2,256 Shares 29,189 Est. Cost $26.49 Unrealized +9.8%
EEM ISHARES MSCI EMERGING MKT ETF 0.3%
Value ($000) $2,195 Shares 41,140 Est. Cost $45.99 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.3%
Value ($000) $2,193 Shares 4,606 Est. Cost $210.72 Unrealized
CSX CSX CORPORATION 0.3%
Value ($000) $2,178 Shares 22,590 Est. Cost $9.28 Unrealized +208.1%
PFF ISHARES PREFERRED & INCOME SEC 0.3%
Value ($000) $2,166 Shares 56,385 Est. Cost $37.74 Unrealized
FISV FISERV INC WISCONSIN 0.3%
Value ($000) $2,160 Shares 18,150 Est. Cost $100.63 Unrealized +14.0%
CVS CVS HEALTH CORP 0.3%
Value ($000) $2,123 Shares 28,214 Est. Cost $47.43 Unrealized +31.3%
BNDX VANGUARD TOTAL INTERNATIONAL 0.3%
Value ($000) $2,109 Shares 36,934 Est. Cost $53.12 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.3%
Value ($000) $2,098 Shares 61,600 Est. Cost $22.07 Unrealized
PYPL PAYPAL HOLDINGS INC 0.3%
Value ($000) $2,084 Shares 8,583 Est. Cost $105.75 Unrealized +138.2%
TSM TAIWAN SEMICONDUCTOR SPONS ADR 0.3%
Value ($000) $2,049 Shares 17,325 Est. Cost $20.71 Unrealized
ADI ANALOG DEVICES INC 0.3%
Value ($000) $2,027 Shares 13,070 Est. Cost $44.42 Unrealized +217.7%
CFR CULLEN FROST BANKERS INC 0.3%
Value ($000) $2,017 Shares 18,545 Est. Cost $50.07 Unrealized +78.4%
LNT ALLIANT ENERGY CORP 0.3%
Value ($000) $1,999 Shares 36,910 Est. Cost $33.73 Unrealized +26.1%
INTU INTUIT 0.3%
Value ($000) $1,976 Shares 5,160 Est. Cost $201.57 Unrealized +85.4%
TROW PRICE T ROWE GROUP INC 0.3%
Value ($000) $1,958 Shares 11,410 Est. Cost $50.83 Unrealized +159.5%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $1,952 Shares 30,925 Est. Cost $42.29 Unrealized +20.7%
DHR DANAHER CORP 0.3%
Value ($000) $1,951 Shares 8,670 Est. Cost $49.27 Unrealized +303.3%
IWF ISHARES RUSSELL 1000 GROWTH ET 0.2%
Value ($000) $1,913 Shares 7,870 Est. Cost $105.72 Unrealized
HAS HASBRO INC COM 0.2%
Value ($000) $1,909 Shares 19,860 Est. Cost $68.92 Unrealized +13.4%
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,846 Shares 15,625 Est. Cost $69.09 Unrealized +47.2%
ABBNY ABB LTD-SPON ADR 0.2%
Value ($000) $1,842 Shares 60,450 Est. Cost $23.74 Unrealized
CAT CATERPILLAR INC DEL 0.2%
Value ($000) $1,841 Shares 7,940 Est. Cost $64.56 Unrealized +192.9%
CE CELANESE CORP COMMON 0.2%
Value ($000) $1,779 Shares 11,878 Est. Cost $88.95 Unrealized +42.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $1,769 Shares 11,674 Est. Cost $104.63 Unrealized
HUBB HUBBELL INC 0.2%
Value ($000) $1,764 Shares 9,440 Est. Cost $116.87 Unrealized +36.5%
AMCOR PLC 0.2%
Value ($000) $1,763 Shares 151,009 Est. Cost $8.56 Unrealized +9.0%
VFQY VANGUARD U.S. QUALITY FACTOR 0.2%
Value ($000) $1,762 Shares 15,706 Est. Cost $80.08 Unrealized
BF/B BROWN FORMAN CL B 0.2%
Value ($000) $1,716 Shares 24,881 Est. Cost $49.07 Unrealized +35.7%
DEM WISDOMTREE EMERGING MARKETS 0.2%
Value ($000) $1,694 Shares 38,185 Est. Cost $42.54 Unrealized
WHR WHIRLPOOL CORPORATION COM 0.2%
Value ($000) $1,694 Shares 7,690 Est. Cost $146.08 Unrealized +35.9%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,687 Shares 9,294 Est. Cost $68.37 Unrealized +115.0%
GNTX GENTEX CORP 0.2%
Value ($000) $1,671 Shares 46,840 Est. Cost $14.42 Unrealized +146.4%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,636 Shares 9,625 Est. Cost $61.20 Unrealized +115.6%
T AT&T INC 0.2%
Value ($000) $1,628 Shares 53,803 Est. Cost $13.12 Unrealized +23.0%
HRL HORMEL FOODS CORP 0.2%
Value ($000) $1,627 Shares 34,035 Est. Cost $23.45 Unrealized +74.9%
LLY ELI LILLY & CO 0.2%
Value ($000) $1,626 Shares 8,706 Est. Cost $93.34 Unrealized +99.3%
ALV AUTOLIV INC 0.2%
Value ($000) $1,624 Shares 17,500 Est. Cost $53.00 Unrealized +53.7%
NVS NOVARTIS AG SPONSORED ADR 0.2%
Value ($000) $1,569 Shares 18,360 Est. Cost $76.30 Unrealized
FLRN SPDR BLOOMBERG BARCLAYS INVEST 0.2%
Value ($000) $1,559 Shares 50,900 Est. Cost $30.63 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $1,556 Shares 3,925 Est. Cost $174.15 Unrealized
BRK/A BERKSHIRE HATHAWAY, CLASS A 0.2%
Value ($000) $1,543 Shares 4 Est. Cost $165023.42 Unrealized +122.2%
LINDE PLC 0.2%
Value ($000) $1,532 Shares 5,470 Est. Cost $157.27 Unrealized
DRI DARDEN RESTAURANTS 0.2%
Value ($000) $1,524 Shares 10,735 Est. Cost $39.63 Unrealized +184.4%
CVX CHEVRON CORPORATION 0.2%
Value ($000) $1,509 Shares 14,403 Est. Cost $72.12 Unrealized +10.3%
MTD METTLER-TOLEDO INTL INC COM 0.2%
Value ($000) $1,479 Shares 1,280 Est. Cost $611.48 Unrealized +89.5%
AVY AVERY DENNISON CORP 0.2%
Value ($000) $1,434 Shares 7,810 Est. Cost $33.15 Unrealized +374.4%
LEG LEGGETT & PLATT COM 0.2%
Value ($000) $1,426 Shares 31,240 Est. Cost $41.18 Unrealized +8.1%
HD HOME DEPOT INC COM 0.2%
Value ($000) $1,382 Shares 4,525 Est. Cost $154.61 Unrealized +58.1%
TXN TEXAS INSTRUMENTS COM 0.2%
Value ($000) $1,355 Shares 7,170 Est. Cost $98.64 Unrealized +53.4%
DOW DOW INC 0.2%
Value ($000) $1,338 Shares 20,916 Est. Cost $36.36 Unrealized +26.0%
LHX L3 HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $1,295 Shares 6,390 Est. Cost $178.44 Unrealized -4.9%
MU MICRON TECHNOLOGY INC COM 0.2%
Value ($000) $1,288 Shares 14,600 Est. Cost $46.59 Unrealized +77.7%
BND VANGUARD TOTAL BOND MARKET ETF 0.2%
Value ($000) $1,260 Shares 14,869 Est. Cost $82.99 Unrealized
BLACKROCK INC CLASS A 0.2%
Value ($000) $1,257 Shares 1,667 Est. Cost $284.40 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.2%
Value ($000) $1,257 Shares 8,385 Est. Cost $46.97 Unrealized +193.1%
RIO RIO TINTO PLC SPNSD ADR 0.2%
Value ($000) $1,254 Shares 16,145 Est. Cost $55.28 Unrealized
GOOG ALPHABET INC CL C 0.2%
Value ($000) $1,245 Shares 602 Est. Cost $51.20 Unrealized +92.3%
UGI UGI CORP NEW 0.2%
Value ($000) $1,225 Shares 29,866 Est. Cost $29.94 Unrealized +29.1%
KO COCA COLA CO 0.2%
Value ($000) $1,204 Shares 22,835 Est. Cost $37.76 Unrealized +14.9%
WASH WASHINGTON TRUST BANCORP 0.2%
Value ($000) $1,195 Shares 23,137 Est. Cost $31.38 Unrealized +13.1%
TLK TELEKOMUNIKASI INDONESIA ADR 0.2%
Value ($000) $1,179 Shares 49,880 Est. Cost $32.22 Unrealized
FICO FAIR ISAAC CORP 0.2%
Value ($000) $1,176 Shares 2,420 Est. Cost $46.20 Unrealized +928.9%
RPM RPM INTERNATIONAL INC 0.2%
Value ($000) $1,175 Shares 12,791 Est. Cost $37.48 Unrealized +130.7%
MFC MANULIFE FINANCIAL 0.2%
Value ($000) $1,169 Shares 54,370 Est. Cost $15.62 Unrealized +27.6%
VLO VALERO ENERGY CORPORATION 0.1%
Value ($000) $1,152 Shares 16,081 Est. Cost $34.98 Unrealized +63.5%
MS MORGAN STANLEY 0.1%
Value ($000) $1,141 Shares 14,690 Est. Cost $65.58 Unrealized 0.0%
KANSAS CITY SOUTHERN 0.1%
Value ($000) $1,112 Shares 4,215 Est. Cost $126.25 Unrealized
CAC CAMDEN NATIONAL CORP 0.1%
Value ($000) $1,086 Shares 22,692 Est. Cost $22.06 Unrealized +54.0%
APH AMPHENOL CORP 0.1%
Value ($000) $1,065 Shares 16,152 Est. Cost $23.76 Unrealized +30.6%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,063 Shares 7,520 Est. Cost $60.18 Unrealized +106.7%
MCK MCKESSON HBOC INC 0.1%
Value ($000) $1,053 Shares 5,400 Est. Cost $131.28 Unrealized +35.1%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $1,037 Shares 13,980 Est. Cost $42.08 Unrealized +38.1%
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $1,030 Shares 11,610 Est. Cost $55.77 Unrealized +19.8%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $1,023 Shares 6,182 Est. Cost $93.73 Unrealized +55.2%
MIDD MIDDLEBY CORP 0.1%
Value ($000) $991 Shares 5,980 Est. Cost $91.42 Unrealized +61.0%
DLS WISDOMTREE INTL S/C DVD FUND 0.1%
Value ($000) $978 Shares 13,530 Est. Cost $60.44 Unrealized
PGR PROGRESSIVE CORP OHIO COM 0.1%
Value ($000) $958 Shares 10,025 Est. Cost $42.79 Unrealized +89.3%
IBB ISHARES NASDAQ BIOTECH ETF 0.1%
Value ($000) $957 Shares 6,360 Est. Cost $171.30 Unrealized
CFG CITIZENS FINANCIAL GROUP INC 0.1%
Value ($000) $945 Shares 21,400 Est. Cost $26.68 Unrealized +27.0%
AZO AUTOZONE INC 0.1%
Value ($000) $927 Shares 660 Est. Cost $407.86 Unrealized +203.5%
IBM IBM CORPORATION 0.1%
Value ($000) $925 Shares 6,943 Est. Cost $103.28 Unrealized -5.0%
DVA DAVITA INC 0.1%
Value ($000) $923 Shares 8,560 Est. Cost $61.26 Unrealized +81.4%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $919 Shares 4,107 Est. Cost $106.61 Unrealized
AIG AMERICAN INTERNATIONAL GROUP 0.1%
Value ($000) $870 Shares 18,820 Est. Cost $35.43 Unrealized +9.0%
CMI CUMMINS INC 0.1%
Value ($000) $852 Shares 3,290 Est. Cost $86.26 Unrealized +157.3%
JNK SPDR BBG BARC HIGH YIELD BND 0.1%
Value ($000) $848 Shares 7,795 Est. Cost $108.82 Unrealized
VGK VANGUARD EUROPEAN ETF 0.1%
Value ($000) $844 Shares 13,405 Est. Cost $52.20 Unrealized
VFC V F CORP 0.1%
Value ($000) $802 Shares 10,035 Est. Cost $63.84 Unrealized +27.1%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.1%
Value ($000) $790 Shares 7,279 Est. Cost $77.24 Unrealized
PANW PALO ALTO NETWORKS 0.1%
Value ($000) $768 Shares 2,385 Est. Cost $31.79 Unrealized +87.0%
XEL XCEL ENERGY INC 0.1%
Value ($000) $767 Shares 11,540 Est. Cost $28.67 Unrealized +88.5%
WU WESTERN UNION CO 0.1%
Value ($000) $763 Shares 30,945 Est. Cost $21.96 Unrealized
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $759 Shares 11,375 Est. Cost $36.29 Unrealized +28.4%
VGSH VANGUARD SHORT-TERM GOV BND 0.1%
Value ($000) $751 Shares 12,210 Est. Cost $61.58 Unrealized
SHY ISHARES BARCLAYS 1-3 YEAR TR E 0.1%
Value ($000) $750 Shares 8,700 Est. Cost $86.32 Unrealized
IEMG ISHARES CORE MSCI EMERGING 0.1%
Value ($000) $749 Shares 11,645 Est. Cost $49.33 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.1%
Value ($000) $741 Shares 14,600 Est. Cost $50.54 Unrealized
XYZ SQUARE INC CL A 0.1%
Value ($000) $740 Shares 3,258 Est. Cost $67.93 Unrealized +244.4%
SON SONOCO PRODUCTS CO 0.1%
Value ($000) $712 Shares 11,250 Est. Cost $25.09 Unrealized +103.3%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $711 Shares 4,580 Est. Cost $21.94 Unrealized +207.7%
USB US BANCORP 0.1%
Value ($000) $684 Shares 12,375 Est. Cost $26.58 Unrealized +51.7%
MPC MARATHON PETROLEUM CORPORATION 0.1%
Value ($000) $657 Shares 12,280 Est. Cost $32.33 Unrealized +38.0%
UNILEVER PLC SPONS ADR 0.1%
Value ($000) $650 Shares 11,650 Est. Cost $57.16 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $639 Shares 6,827 Est. Cost $41.94 Unrealized +76.6%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $639 Shares 10,922 Est. Cost $42.07 Unrealized +18.4%
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $630 Shares 15,500 Est. Cost $30.75 Unrealized +12.3%
CLX CLOROX COMPANY 0.1%
Value ($000) $627 Shares 3,250 Est. Cost $73.11 Unrealized +125.7%
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $625 Shares 7,150 Est. Cost $37.24 Unrealized +111.5%
EQIX EQUINIX INC REIT 0.1%
Value ($000) $612 Shares 901 Est. Cost $469.74 Unrealized +33.0%
CME CME GROUP INC. 0.1%
Value ($000) $572 Shares 2,800 Est. Cost $163.15 Unrealized 0.0%
JHMM JOHN HANCOCK MULTI FACT MID 0.1%
Value ($000) $564 Shares 11,485 Est. Cost $35.47 Unrealized
BHP BHP GROUP LTD SPONS ADR 0.1%
Value ($000) $546 Shares 7,875 Est. Cost $38.30 Unrealized
EPD ENTERPRISE PRODS PARTNERS LP 0.1%
Value ($000) $528 Shares 23,995 Est. Cost $40.35 Unrealized
VOYA VOYA FINANCIAL, INC. 0.1%
Value ($000) $514 Shares 8,075 Est. Cost $38.59 Unrealized +42.6%
SPEM SPDR PORTFOLIO EMERGING MARKET 0.1%
Value ($000) $499 Shares 11,380 Est. Cost $33.66 Unrealized
CHTR CHARTER COMMUNICATIONS INC CL 0.1%
Value ($000) $494 Shares 800 Est. Cost $489.07 Unrealized +27.8%
AZN ASTRAZENECA PLC SPONS ADR 0.1%
Value ($000) $491 Shares 9,884 Est. Cost $45.31 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $479 Shares 6,105 Est. Cost $31.36 Unrealized +174.6%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $474 Shares 4,905 Est. Cost $56.40 Unrealized +33.8%
ETN EATON CORP PLC 0.1%
Value ($000) $474 Shares 3,430 Est. Cost $50.93 Unrealized +133.5%
EMB ISHARES JP MORGAN EM BOND ETF 0.1%
Value ($000) $470 Shares 4,309 Est. Cost $110.42 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $465 Shares 1,420 Est. Cost $197.01 Unrealized +40.6%
AMT AMERICAN TOWER CORP REIT 0.1%
Value ($000) $460 Shares 1,925 Est. Cost $118.86 Unrealized +61.8%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $460 Shares 6,150 Est. Cost $41.83 Unrealized +41.4%
PSX PHILLIPS 66 0.1%
Value ($000) $458 Shares 5,609 Est. Cost $45.32 Unrealized +43.2%
ORLY O REILLY AUTOMOTIVE INC 0.1%
Value ($000) $457 Shares 900 Est. Cost $26.14 Unrealized +18.5%
VXUS VANGUARD TOTAL INTL STOCK ET 0.1%
Value ($000) $452 Shares 7,210 Est. Cost $48.81 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $418 Shares 7,486 Est. Cost $54.82 Unrealized -21.0%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $411 Shares 6,018 Est. Cost $49.63 Unrealized +22.4%
HORIZON THERAPEUTICS PLC 0.1%
Value ($000) $405 Shares 4,400 Est. Cost $73.18 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $405 Shares 5,335 Est. Cost $47.20 Unrealized +23.9%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $399 Shares 8,435 Est. Cost $38.28 Unrealized 0.0%
MAGELLAN MIDSTREAM PARTNERS LP 0.1%
Value ($000) $397 Shares 9,155 Est. Cost $64.91 Unrealized
KLAC KLA CORP 0.1%
Value ($000) $396 Shares 1,198 Est. Cost $160.31 Unrealized +78.3%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $394 Shares 2,150 Est. Cost $128.41 Unrealized +19.1%
SBAC SBA COMMUNICATIONS CORP CL A R 0.1%
Value ($000) $393 Shares 1,415 Est. Cost $120.02 Unrealized +105.9%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $387 Shares 7,060 Est. Cost $67.10 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $384 Shares 5,750 Est. Cost $39.32 Unrealized +24.3%
VNQI VANGUARD GLBL EX-US REAL EST 0.0%
Value ($000) $383 Shares 6,855 Est. Cost $54.27 Unrealized
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $383 Shares 3,245 Est. Cost $66.77 Unrealized +47.3%
SPYX SPDR S&P 500 FOSSIL FUEL RES E 0.0%
Value ($000) $380 Shares 3,865 Est. Cost $81.64 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $378 Shares 1,625 Est. Cost $200.84 Unrealized 0.0%
MOO VANECK VECTORS AGRIBUSINESS ET 0.0%
Value ($000) $376 Shares 4,287 Est. Cost $48.10 Unrealized
LITE LUMENTUM HOLDINGS INC 0.0%
Value ($000) $375 Shares 4,100 Est. Cost $80.16 Unrealized +15.5%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $375 Shares 1,395 Est. Cost $150.93 Unrealized +51.6%
WRB WR BERKLEY CORP 0.0%
Value ($000) $374 Shares 4,962 Est. Cost $15.14 Unrealized +80.9%
AMAT APPLIED MATERIALS 0.0%
Value ($000) $373 Shares 2,792 Est. Cost $70.69 Unrealized +49.5%
TKR TIMKEN CO 0.0%
Value ($000) $366 Shares 4,505 Est. Cost $39.49 Unrealized +102.1%
ENB ENBRIDGE INCORPORATED 0.0%
Value ($000) $360 Shares 9,891 Est. Cost $23.88 Unrealized +7.1%
MO ALTRIA GROUP INC 0.0%
Value ($000) $359 Shares 7,025 Est. Cost $22.66 Unrealized +34.2%
ARW ARROW ELECTRONICS INC 0.0%
Value ($000) $358 Shares 3,227 Est. Cost $71.95 Unrealized +44.5%
VFMF VANGUARD US MULTIFACTOR ETF 0.0%
Value ($000) $358 Shares 3,700 Est. Cost $71.27 Unrealized
SJM JM SMUCKER CO/THE-NEW COM 0.0%
Value ($000) $350 Shares 2,770 Est. Cost $88.80 Unrealized +13.2%
FDX FEDEX CORP 0.0%
Value ($000) $327 Shares 1,153 Est. Cost $180.94 Unrealized +29.4%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $325 Shares 1,855 Est. Cost $106.49 Unrealized +30.1%
OKE ONEOK INC NEW 0.0%
Value ($000) $324 Shares 6,395 Est. Cost $32.95 Unrealized +4.8%
EXC EXELON CORP 0.0%
Value ($000) $319 Shares 7,289 Est. Cost $21.66 Unrealized +16.6%
CRWD CROWDSTRIKE HOLDINGS INC CL A 0.0%
Value ($000) $318 Shares 1,742 Est. Cost $116.53 Unrealized +81.6%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $317 Shares 136 Est. Cost $2185.19 Unrealized 0.0%
TTD THE TRADE DESK INC CL A 0.0%
Value ($000) $313 Shares 481 Est. Cost $45.67 Unrealized +69.2%
ATLASSIAN CORP PLC CL A 0.0%
Value ($000) $312 Shares 1,480 Est. Cost $96.18 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $310 Shares 8,010 Est. Cost $41.54 Unrealized -8.9%
KMI KINDER MORGAN INC 0.0%
Value ($000) $304 Shares 18,276 Est. Cost $22.63 Unrealized -48.9%
NEM NEWMONT CORP 0.0%
Value ($000) $303 Shares 5,020 Est. Cost $55.14 Unrealized -7.0%
WMT WALMART INC 0.0%
Value ($000) $302 Shares 2,222 Est. Cost $33.18 Unrealized +30.5%
CRM SALESFORCE.COM 0.0%
Value ($000) $301 Shares 1,420 Est. Cost $100.69 Unrealized +118.5%
SO SOUTHERN CO 0.0%
Value ($000) $297 Shares 4,781 Est. Cost $29.04 Unrealized +71.6%
VYMI VANGUARD INT HIGH DVD YLD IN 0.0%
Value ($000) $293 Shares 4,480 Est. Cost $58.30 Unrealized
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $292 Shares 1,365 Est. Cost $148.16 Unrealized
AON AON PLC 0.0%
Value ($000) $286 Shares 1,245 Est. Cost $178.56 Unrealized +19.0%
PIONEER NAT RES CO 0.0%
Value ($000) $286 Shares 1,800 Est. Cost $113.89 Unrealized
SPG SIMON PROPERTY GROUP INC REIT 0.0%
Value ($000) $284 Shares 2,500 Est. Cost $79.96 Unrealized 0.0%
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $281 Shares 1,625 Est. Cost $134.77 Unrealized
ICF ISHARES COHEN & STEERS RLTY ET 0.0%
Value ($000) $279 Shares 4,820 Est. Cost $78.90 Unrealized
ITT ITT INC 0.0%
Value ($000) $278 Shares 3,060 Est. Cost $52.99 Unrealized +55.6%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $278 Shares 4,345 Est. Cost $42.54 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $276 Shares 2,200 Est. Cost $92.61 Unrealized +31.4%
CYANOTECH CORP 0.0%
Value ($000) $272 Shares 82,400 Est. Cost $6.41 Unrealized
CNC CENTENE CORP 0.0%
Value ($000) $268 Shares 4,190 Est. Cost $60.68 Unrealized +2.0%
BA BOEING CO 0.0%
Value ($000) $261 Shares 1,025 Est. Cost $192.22 Unrealized +15.6%
COP CONOCOPHILLIPS 0.0%
Value ($000) $259 Shares 4,887 Est. Cost $41.39 Unrealized 0.0%
TEKLA HEALTHCARE INVESTORS 0.0%
Value ($000) $253 Shares 10,329 Est. Cost $20.82 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $247 Shares 504 Est. Cost $447.44 Unrealized +12.0%
SYK STRYKER CORP COM 0.0%
Value ($000) $246 Shares 1,010 Est. Cost $214.57 Unrealized +6.2%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $245 Shares 1,550 Est. Cost $108.95 Unrealized +23.1%
ROYCE VALUE TR INC 0.0%
Value ($000) $244 Shares 13,474 Est. Cost $16.33 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $240 Shares 1,800 Est. Cost $81.54 Unrealized +9.5%
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $239 Shares 4,040 Est. Cost $52.92 Unrealized +12.9%
WAB WABTEC CORP 0.0%
Value ($000) $237 Shares 3,000 Est. Cost $66.42 Unrealized +13.7%
AEP AMERICAN ELEC POWER 0.0%
Value ($000) $235 Shares 2,770 Est. Cost $71.79 Unrealized -6.0%
XILINX INC 0.0%
Value ($000) $224 Shares 1,810 Est. Cost $141.25 Unrealized
CCOI COGENT COMMUNICATIONS HOLDINGS 0.0%
Value ($000) $223 Shares 3,245 Est. Cost $46.19 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORPORATION 0.0%
Value ($000) $216 Shares 666 Est. Cost $278.19 Unrealized 0.0%
HARBORONE BANCORP INC 0.0%
Value ($000) $214 Shares 15,897 Est. Cost $10.12 Unrealized
BP BP PLC SPONS ADR 0.0%
Value ($000) $210 Shares 8,625 Est. Cost $24.35 Unrealized
TRP TC ENERGY CORP 0.0%
Value ($000) $207 Shares 4,530 Est. Cost $34.41 Unrealized 0.0%
WFC WELLS FARGO & CO 0.0%
Value ($000) $204 Shares 5,221 Est. Cost $31.62 Unrealized 0.0%
BLACKROCK FLOAT RT INCOME ST 0.0%
Value ($000) $151 Shares 11,630 Est. Cost $14.14 Unrealized
NUVEEN PREFERRED & INCOME SEC 0.0%
Value ($000) $102 Shares 10,488 Est. Cost $8.77 Unrealized