Coastline Trust Co Diversified Active

CIK: 0001324279 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 10, 2021

Total Value ($000): $807,992 (100.0% shares, 0.0% debt)

Holdings (321)

MSFT MICROSOFT CORP 2.7%
Value ($000) $21,634 Shares 79,859 Est. Cost $64.26 Unrealized +280.8%
AMZN AMAZON COM INC 2.5%
Value ($000) $20,032 Shares 5,823 Est. Cost $55.17 Unrealized +201.3%
AAPL APPLE INC 2.2%
Value ($000) $18,099 Shares 132,152 Est. Cost $90.58 Unrealized +39.6%
GOOGL ALPHABET INC CL A 1.8%
Value ($000) $14,870 Shares 6,090 Est. Cost $53.08 Unrealized +118.4%
VWOB VANGUARD EMERGING MARKETS 1.6%
Value ($000) $12,844 Shares 160,892 Est. Cost $77.97 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 1.4%
Value ($000) $11,341 Shares 220,123 Est. Cost $38.93 Unrealized
NVDA NVIDIA CORP 1.3%
Value ($000) $10,791 Shares 13,487 Est. Cost $4.50 Unrealized +255.7%
META FACEBOOK INC-A 1.3%
Value ($000) $10,185 Shares 29,291 Est. Cost $213.26 Unrealized +49.4%
VWO VANGUARD FTSE EMERGING MARKETS 1.2%
Value ($000) $9,851 Shares 181,377 Est. Cost $41.97 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 1.2%
Value ($000) $9,460 Shares 149,241 Est. Cost $47.86 Unrealized
VCIT VANGUARD INTER TERM CORP BOND 1.2%
Value ($000) $9,397 Shares 98,847 Est. Cost $87.25 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ET 1.2%
Value ($000) $9,297 Shares 41,725 Est. Cost $88.56 Unrealized
BSV VANGUARD SHORT TERM BOND ETF 1.1%
Value ($000) $9,012 Shares 109,695 Est. Cost $82.05 Unrealized
IWM ISHARES RUSSELL 2000 ETF 1.1%
Value ($000) $8,995 Shares 39,214 Est. Cost $129.35 Unrealized
BIV VANGUARD INTERMEDIATE-TERM B 1.1%
Value ($000) $8,779 Shares 97,587 Est. Cost $88.09 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 1.1%
Value ($000) $8,484 Shares 44,985 Est. Cost $97.50 Unrealized
VRP INVESCO VARIABLE RATE PREFERRE 1.0%
Value ($000) $8,437 Shares 320,800 Est. Cost $25.37 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP 1.0%
Value ($000) $7,886 Shares 103,270 Est. Cost $57.72 Unrealized +23.8%
XT ISHARES EXPONENTIAL TECH ETF 0.9%
Value ($000) $7,601 Shares 120,175 Est. Cost $42.89 Unrealized
V VISA INC CL A 0.9%
Value ($000) $7,061 Shares 30,198 Est. Cost $125.92 Unrealized +75.5%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $6,858 Shares 41,630 Est. Cost $79.29 Unrealized +82.8%
ADBE ADOBE INC 0.8%
Value ($000) $6,772 Shares 11,564 Est. Cost $116.21 Unrealized +343.6%
HYS PIMCO 0-5 YEAR H/Y CORP BD IND 0.8%
Value ($000) $6,635 Shares 66,390 Est. Cost $98.94 Unrealized
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $6,564 Shares 123,853 Est. Cost $24.65 Unrealized +85.9%
TMO THERMO FISHER SCIENTIFIC INC 0.8%
Value ($000) $6,335 Shares 12,558 Est. Cost $82.24 Unrealized +466.6%
ADP AUTOMATIC DATA PROCESSING INC 0.8%
Value ($000) $6,225 Shares 31,345 Est. Cost $47.92 Unrealized +267.8%
SHYG ISHARES 0-5 YR HY CORP BOND 0.8%
Value ($000) $6,156 Shares 133,655 Est. Cost $46.21 Unrealized
DIS WALT DISNEY COMPANY 0.8%
Value ($000) $6,129 Shares 34,865 Est. Cost $99.75 Unrealized +76.1%
TIP ISHARES BARCLAYS TIPS BOND ETF 0.8%
Value ($000) $6,093 Shares 47,600 Est. Cost $112.67 Unrealized
NFLX NETFLIX INC 0.7%
Value ($000) $6,049 Shares 11,451 Est. Cost $34.10 Unrealized +49.9%
VTEB VANGUARD TAX-EXEMPT BOND INDEX 0.7%
Value ($000) $5,964 Shares 107,850 Est. Cost $52.55 Unrealized
ACN ACCENTURE PLC CL A 0.7%
Value ($000) $5,842 Shares 19,815 Est. Cost $70.92 Unrealized +278.1%
EFA ISHARES MSCI EAFE ETF 0.7%
Value ($000) $5,615 Shares 71,179 Est. Cost $70.25 Unrealized
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $5,609 Shares 41,566 Est. Cost $59.36 Unrealized +103.4%
RMD RESMED INC 0.7%
Value ($000) $5,598 Shares 22,705 Est. Cost $77.45 Unrealized +160.9%
TD TORONTO DOMINION BK ONT 0.7%
Value ($000) $5,586 Shares 79,735 Est. Cost $46.90 Unrealized +49.2%
MA MASTERCARD INC-A 0.7%
Value ($000) $5,494 Shares 15,049 Est. Cost $141.84 Unrealized +155.4%
LQD ISHARES IBOXX INV GRD CORP BON 0.7%
Value ($000) $5,493 Shares 40,880 Est. Cost $124.53 Unrealized
ZTS ZOETIS INC 0.7%
Value ($000) $5,454 Shares 29,265 Est. Cost $100.44 Unrealized +65.8%
AMGN AMGEN INC 0.7%
Value ($000) $5,383 Shares 22,084 Est. Cost $131.74 Unrealized +61.3%
BLV VANGUARD LONG-TERM BOND ETF 0.7%
Value ($000) $5,348 Shares 51,910 Est. Cost $111.71 Unrealized
NKE NIKE INC CLASS B 0.7%
Value ($000) $5,340 Shares 34,568 Est. Cost $47.09 Unrealized +166.9%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $5,310 Shares 13,260 Est. Cost $80.47 Unrealized +358.6%
CMCSA COMCAST CORP-CL A 0.7%
Value ($000) $5,307 Shares 93,081 Est. Cost $24.61 Unrealized +99.4%
IJH ISHARES CORE S&P MID-CAP ETF 0.6%
Value ($000) $5,066 Shares 18,850 Est. Cost $189.23 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.6%
Value ($000) $4,831 Shares 60,972 Est. Cost $67.79 Unrealized
ORCL ORACLE CORPORATION COM 0.6%
Value ($000) $4,791 Shares 61,556 Est. Cost $32.66 Unrealized +125.4%
ACTIVISION BLIZZARD, INC 0.6%
Value ($000) $4,784 Shares 50,125 Est. Cost $47.43 Unrealized
SBUX STARBUCKS CORP 0.6%
Value ($000) $4,676 Shares 41,820 Est. Cost $67.41 Unrealized +50.8%
YUM YUM! BRANDS INC 0.6%
Value ($000) $4,670 Shares 40,599 Est. Cost $45.58 Unrealized +137.1%
SPGI S&P GLOBAL INC 0.6%
Value ($000) $4,626 Shares 11,270 Est. Cost $290.30 Unrealized +27.4%
CB CHUBB LTD 0.6%
Value ($000) $4,522 Shares 28,449 Est. Cost $96.72 Unrealized +60.5%
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $4,476 Shares 79,886 Est. Cost $31.65 Unrealized +37.2%
QCOM QUALCOMM INC COM 0.5%
Value ($000) $4,398 Shares 30,770 Est. Cost $46.38 Unrealized +163.4%
CITRIX SYS INC 0.5%
Value ($000) $4,308 Shares 36,731 Est. Cost $99.05 Unrealized
SYY SYSCO CORP 0.5%
Value ($000) $4,297 Shares 55,259 Est. Cost $25.50 Unrealized +179.6%
VTIP VANGUARD SHORT-TERM TIPS 0.5%
Value ($000) $4,292 Shares 81,894 Est. Cost $49.20 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $4,216 Shares 107,656 Est. Cost $19.77 Unrealized +56.8%
ABBV ABBVIE INC 0.5%
Value ($000) $4,198 Shares 37,276 Est. Cost $59.62 Unrealized +59.0%
BDX BECTON DICKINSON & CO 0.5%
Value ($000) $4,140 Shares 17,025 Est. Cost $105.29 Unrealized +111.0%
ELV ANTHEM INC 0.5%
Value ($000) $4,120 Shares 10,790 Est. Cost $111.09 Unrealized +222.7%
COHERENT INC 0.5%
Value ($000) $4,084 Shares 15,450 Est. Cost $119.16 Unrealized
AFL AFLAC INC 0.5%
Value ($000) $4,069 Shares 75,820 Est. Cost $29.47 Unrealized +66.4%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.5%
Value ($000) $3,983 Shares 14,330 Est. Cost $162.04 Unrealized +72.4%
WM WASTE MGMT INC DEL 0.5%
Value ($000) $3,967 Shares 28,315 Est. Cost $48.38 Unrealized +165.7%
PAYX PAYCHEX INC 0.5%
Value ($000) $3,923 Shares 36,555 Est. Cost $31.33 Unrealized +181.7%
PEP PEPSICO INC 0.5%
Value ($000) $3,903 Shares 26,344 Est. Cost $67.58 Unrealized +86.7%
PGX INVESCO PREFERRED ETF 0.5%
Value ($000) $3,892 Shares 254,060 Est. Cost $14.82 Unrealized
MMM 3M CO 0.5%
Value ($000) $3,823 Shares 19,250 Est. Cost $104.62 Unrealized +34.2%
JACOBS ENGR GROUP INC 0.5%
Value ($000) $3,787 Shares 28,385 Est. Cost $53.46 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND 0.5%
Value ($000) $3,749 Shares 45,328 Est. Cost $79.97 Unrealized
ITW ILLINOIS TOOL WORKS 0.5%
Value ($000) $3,679 Shares 16,456 Est. Cost $60.21 Unrealized +240.5%
TSLA TESLA INC 0.5%
Value ($000) $3,674 Shares 5,405 Est. Cost $192.44 Unrealized +12.8%
VBR VANGUARD SMALL CAP VALUE ETF 0.5%
Value ($000) $3,666 Shares 21,109 Est. Cost $105.34 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $3,634 Shares 46,720 Est. Cost $34.57 Unrealized +85.5%
TFC TRUIST FINANCIAL CORP 0.4%
Value ($000) $3,593 Shares 64,749 Est. Cost $41.13 Unrealized +14.4%
TARGET CORP 0.4%
Value ($000) $3,574 Shares 14,785 Est. Cost $198.08 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY ET 0.4%
Value ($000) $3,509 Shares 149,590 Est. Cost $22.47 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $3,445 Shares 15,705 Est. Cost $90.40 Unrealized +112.6%
VNQ VANGUARD REAL ESTATE ETF 0.4%
Value ($000) $3,419 Shares 33,588 Est. Cost $79.88 Unrealized
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $3,412 Shares 46,560 Est. Cost $54.16 Unrealized +22.8%
SRE SEMPRA ENERGY 0.4%
Value ($000) $3,394 Shares 25,620 Est. Cost $40.81 Unrealized +44.2%
INTC INTEL CORP 0.4%
Value ($000) $3,352 Shares 59,700 Est. Cost $21.15 Unrealized +153.3%
OLED UNIVERSAL DISPLAY CORP 0.4%
Value ($000) $3,312 Shares 14,895 Est. Cost $130.28 Unrealized +60.9%
KMB KIMBERLY-CLARK CORP 0.4%
Value ($000) $3,241 Shares 24,225 Est. Cost $69.50 Unrealized +61.7%
MSI MOTOROLA SOLUTIONS, INC 0.4%
Value ($000) $3,205 Shares 14,780 Est. Cost $109.42 Unrealized +72.6%
EA ELECTRONIC ARTS INC 0.4%
Value ($000) $3,174 Shares 22,070 Est. Cost $98.57 Unrealized +40.4%
SJNK SPDR BLOOMBERG BARCLAYS S/T BD 0.4%
Value ($000) $3,157 Shares 114,480 Est. Cost $27.54 Unrealized
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $3,152 Shares 76,461 Est. Cost $20.28 Unrealized +80.3%
UNP UNION PAC CORP COM 0.4%
Value ($000) $3,092 Shares 14,060 Est. Cost $82.89 Unrealized +141.7%
DGX QUEST DIAGNOSTICS INC 0.4%
Value ($000) $3,083 Shares 23,360 Est. Cost $67.22 Unrealized +78.2%
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.4%
Value ($000) $3,080 Shares 14,849 Est. Cost $124.21 Unrealized
DWX SPDR S&P INTER DVD ETF 0.4%
Value ($000) $3,032 Shares 76,960 Est. Cost $38.89 Unrealized
JPM JP MORGAN CHASE & CO 0.4%
Value ($000) $3,011 Shares 19,361 Est. Cost $71.55 Unrealized +95.3%
MTB M & T BK CORP 0.4%
Value ($000) $2,942 Shares 20,244 Est. Cost $78.63 Unrealized +71.1%
A AGILENT TECHNOLOGIES INC 0.4%
Value ($000) $2,913 Shares 19,705 Est. Cost $65.42 Unrealized +102.2%
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $2,833 Shares 7,200 Est. Cost $226.01 Unrealized
TJX TJX COMPANIES 0.3%
Value ($000) $2,826 Shares 41,925 Est. Cost $43.24 Unrealized +47.2%
ABT ABBOTT LABS INC 0.3%
Value ($000) $2,815 Shares 24,277 Est. Cost $43.12 Unrealized +148.8%
LOW LOWES COS INC 0.3%
Value ($000) $2,780 Shares 14,332 Est. Cost $63.48 Unrealized +182.8%
GLW CORNING INC 0.3%
Value ($000) $2,779 Shares 67,940 Est. Cost $16.59 Unrealized +130.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $2,769 Shares 32,454 Est. Cost $54.57 Unrealized +38.7%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $2,732 Shares 11,826 Est. Cost $88.58 Unrealized +136.3%
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $2,723 Shares 22,270 Est. Cost $83.80 Unrealized
COST COSTCO WHOLESALE CORP NEW 0.3%
Value ($000) $2,665 Shares 6,735 Est. Cost $148.10 Unrealized +142.4%
EMR EMERSON ELECTRIC 0.3%
Value ($000) $2,615 Shares 27,175 Est. Cost $41.90 Unrealized +104.1%
NATIONAL INSTRS CORP 0.3%
Value ($000) $2,601 Shares 61,515 Est. Cost $30.48 Unrealized
FDS FACTSET 0.3%
Value ($000) $2,599 Shares 7,745 Est. Cost $102.02 Unrealized +207.2%
CL COLGATE-PALMOLIVE 0.3%
Value ($000) $2,599 Shares 31,946 Est. Cost $46.56 Unrealized +57.7%
WH WYNDHAM HOTELS & RESORTS INC 0.3%
Value ($000) $2,580 Shares 35,690 Est. Cost $56.88 Unrealized +29.9%
STZ CONSTELLATION BRANDS INC 0.3%
Value ($000) $2,536 Shares 10,845 Est. Cost $101.64 Unrealized +113.9%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $2,527 Shares 8,785 Est. Cost $97.28 Unrealized +168.0%
PYPL PAYPAL HOLDINGS INC 0.3%
Value ($000) $2,501 Shares 8,578 Est. Cost $105.75 Unrealized +149.2%
DE DEERE & CO. 0.3%
Value ($000) $2,479 Shares 7,027 Est. Cost $93.63 Unrealized +266.1%
INTU INTUIT 0.3%
Value ($000) $2,470 Shares 5,039 Est. Cost $201.57 Unrealized +109.1%
WAT WATERS CORP 0.3%
Value ($000) $2,442 Shares 7,065 Est. Cost $107.06 Unrealized +195.6%
GIS GENERAL MILLS 0.3%
Value ($000) $2,442 Shares 40,075 Est. Cost $34.04 Unrealized +55.4%
IVOO VANGUARD S&P MID CAP 400 ETF 0.3%
Value ($000) $2,388 Shares 13,123 Est. Cost $114.91 Unrealized
BAX BAXTER INTERNATIONAL INC 0.3%
Value ($000) $2,327 Shares 28,904 Est. Cost $32.53 Unrealized +132.7%
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $2,314 Shares 29,894 Est. Cost $26.58 Unrealized +15.1%
DHR DANAHER CORP 0.3%
Value ($000) $2,311 Shares 8,610 Est. Cost $49.27 Unrealized +340.7%
SWK STANLEY BLACK & DECKER INC 0.3%
Value ($000) $2,299 Shares 11,215 Est. Cost $57.00 Unrealized +209.9%
HSIC SCHEIN HENRY INC 0.3%
Value ($000) $2,285 Shares 30,800 Est. Cost $58.20 Unrealized +29.5%
CVS CVS HEALTH CORP 0.3%
Value ($000) $2,281 Shares 27,334 Est. Cost $47.43 Unrealized +48.6%
GPN GLOBAL PMTS INC 0.3%
Value ($000) $2,281 Shares 12,165 Est. Cost $52.76 Unrealized +265.6%
XLF FINANCIAL SELECT SECTOR SPDR 0.3%
Value ($000) $2,271 Shares 61,890 Est. Cost $22.07 Unrealized
EEM ISHARES MSCI EMERGING MKT ETF 0.3%
Value ($000) $2,252 Shares 40,830 Est. Cost $45.99 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ET 0.3%
Value ($000) $2,240 Shares 8,250 Est. Cost $113.35 Unrealized
TROW PRICE T ROWE GROUP INC 0.3%
Value ($000) $2,219 Shares 11,210 Est. Cost $50.83 Unrealized +197.9%
PFF ISHARES PREFERRED & INCOME SEC 0.3%
Value ($000) $2,217 Shares 56,355 Est. Cost $37.74 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.3%
Value ($000) $2,204 Shares 4,489 Est. Cost $210.72 Unrealized
WTRG ESSENTIAL UTILITIES INC 0.3%
Value ($000) $2,196 Shares 48,046 Est. Cost $47.11 Unrealized -0.4%
ABBNY ABB LTD-SPON ADR 0.3%
Value ($000) $2,174 Shares 63,960 Est. Cost $24.30 Unrealized
CSX CSX CORPORATION 0.3%
Value ($000) $2,146 Shares 66,885 Est. Cost $23.64 Unrealized +31.0%
BNDX VANGUARD TOTAL INTERNATIONAL 0.3%
Value ($000) $2,101 Shares 36,806 Est. Cost $53.12 Unrealized
FISV FISERV INC WISCONSIN 0.3%
Value ($000) $2,063 Shares 19,295 Est. Cost $101.56 Unrealized +14.5%
ADI ANALOG DEVICES INC 0.3%
Value ($000) $2,049 Shares 11,900 Est. Cost $44.42 Unrealized +232.5%
LLY ELI LILLY & CO 0.2%
Value ($000) $1,991 Shares 8,676 Est. Cost $93.34 Unrealized +105.6%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $1,987 Shares 29,735 Est. Cost $42.29 Unrealized +27.4%
CFR CULLEN FROST BANKERS INC 0.2%
Value ($000) $1,985 Shares 17,725 Est. Cost $50.07 Unrealized +103.4%
LNT ALLIANT ENERGY CORP 0.2%
Value ($000) $1,938 Shares 34,750 Est. Cost $33.73 Unrealized +44.7%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $1,936 Shares 12,204 Est. Cost $106.98 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,932 Shares 9,290 Est. Cost $61.20 Unrealized +168.2%
HAS HASBRO INC COM 0.2%
Value ($000) $1,873 Shares 19,820 Est. Cost $68.92 Unrealized +15.6%
BF/B BROWN FORMAN CL B 0.2%
Value ($000) $1,841 Shares 24,561 Est. Cost $49.07 Unrealized +41.3%
HUBB HUBBELL INC 0.2%
Value ($000) $1,840 Shares 9,850 Est. Cost $119.30 Unrealized +46.8%
VFQY VANGUARD U.S. QUALITY FACTOR 0.2%
Value ($000) $1,806 Shares 15,186 Est. Cost $80.08 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,785 Shares 14,379 Est. Cost $69.09 Unrealized +58.5%
LEG LEGGETT & PLATT COM 0.2%
Value ($000) $1,780 Shares 34,370 Est. Cost $42.17 Unrealized +23.4%
CE CELANESE CORP COMMON 0.2%
Value ($000) $1,757 Shares 11,593 Est. Cost $88.95 Unrealized +65.0%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,749 Shares 9,292 Est. Cost $68.37 Unrealized +149.9%
MTD METTLER-TOLEDO INTL INC COM 0.2%
Value ($000) $1,732 Shares 1,250 Est. Cost $611.48 Unrealized +110.9%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $1,688 Shares 3,943 Est. Cost $174.15 Unrealized
BRK/A BERKSHIRE HATHAWAY, CLASS A 0.2%
Value ($000) $1,674 Shares 4 Est. Cost $165023.42 Unrealized +154.7%
AMCOR PLC 0.2%
Value ($000) $1,673 Shares 145,979 Est. Cost $8.56 Unrealized +14.9%
DEM WISDOMTREE EMERGING MARKETS 0.2%
Value ($000) $1,638 Shares 35,860 Est. Cost $42.54 Unrealized
WHR WHIRLPOOL CORPORATION COM 0.2%
Value ($000) $1,634 Shares 7,495 Est. Cost $146.08 Unrealized +59.5%
T AT&T INC 0.2%
Value ($000) $1,586 Shares 55,113 Est. Cost $13.21 Unrealized +28.6%
NVS NOVARTIS AG SPONSORED ADR 0.2%
Value ($000) $1,579 Shares 17,300 Est. Cost $76.30 Unrealized
ALV AUTOLIV INC 0.2%
Value ($000) $1,547 Shares 15,820 Est. Cost $53.00 Unrealized +67.9%
TSM TAIWAN SEMICONDUCTOR SPONS ADR 0.2%
Value ($000) $1,513 Shares 12,595 Est. Cost $20.71 Unrealized
DRI DARDEN RESTAURANTS 0.2%
Value ($000) $1,510 Shares 10,345 Est. Cost $39.63 Unrealized +205.9%
CAT CATERPILLAR INC DEL 0.2%
Value ($000) $1,499 Shares 6,885 Est. Cost $64.56 Unrealized +228.2%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $1,496 Shares 597 Est. Cost $51.20 Unrealized +131.1%
HRL HORMEL FOODS CORP 0.2%
Value ($000) $1,453 Shares 30,440 Est. Cost $23.45 Unrealized +77.0%
WASH WASHINGTON TRUST BANCORP 0.2%
Value ($000) $1,446 Shares 28,167 Est. Cost $32.74 Unrealized +19.0%
LINDE PLC 0.2%
Value ($000) $1,440 Shares 4,980 Est. Cost $157.27 Unrealized
BLACKROCK INC CLASS A 0.2%
Value ($000) $1,425 Shares 1,629 Est. Cost $284.40 Unrealized
HD HOME DEPOT INC COM 0.2%
Value ($000) $1,406 Shares 4,410 Est. Cost $154.61 Unrealized +83.6%
TXN TEXAS INSTRUMENTS COM 0.2%
Value ($000) $1,375 Shares 7,150 Est. Cost $98.64 Unrealized +66.5%
MS MORGAN STANLEY 0.2%
Value ($000) $1,373 Shares 14,980 Est. Cost $65.74 Unrealized +12.1%
RIO RIO TINTO PLC SPNSD ADR 0.2%
Value ($000) $1,331 Shares 15,875 Est. Cost $55.28 Unrealized
AVY AVERY DENNISON CORP 0.2%
Value ($000) $1,331 Shares 6,330 Est. Cost $33.15 Unrealized +485.6%
DOW DOW INC 0.2%
Value ($000) $1,318 Shares 20,824 Est. Cost $36.36 Unrealized +40.4%
BND VANGUARD TOTAL BOND MARKET ETF 0.2%
Value ($000) $1,299 Shares 15,129 Est. Cost $83.04 Unrealized
CVX CHEVRON CORPORATION 0.2%
Value ($000) $1,255 Shares 11,974 Est. Cost $72.12 Unrealized +20.8%
LHX L3 HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $1,253 Shares 5,795 Est. Cost $178.44 Unrealized +9.6%
MU MICRON TECHNOLOGY INC COM 0.2%
Value ($000) $1,248 Shares 14,683 Est. Cost $46.59 Unrealized +76.8%
UGI UGI CORP NEW 0.2%
Value ($000) $1,236 Shares 26,701 Est. Cost $29.94 Unrealized +50.3%
KO COCA COLA CO 0.2%
Value ($000) $1,232 Shares 22,775 Est. Cost $37.76 Unrealized +25.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,206 Shares 7,300 Est. Cost $60.18 Unrealized +145.7%
AWK AMERICAN WATER WORKS CO INC 0.1%
Value ($000) $1,203 Shares 7,805 Est. Cost $46.97 Unrealized +202.4%
TLK TELEKOMUNIKASI INDONESIA ADR 0.1%
Value ($000) $1,188 Shares 54,830 Est. Cost $31.26 Unrealized
RPM RPM INTERNATIONAL INC 0.1%
Value ($000) $1,182 Shares 13,331 Est. Cost $39.73 Unrealized +134.2%
KANSAS CITY SOUTHERN 0.1%
Value ($000) $1,158 Shares 4,085 Est. Cost $126.25 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $1,150 Shares 11,610 Est. Cost $55.77 Unrealized +37.0%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $1,138 Shares 6,182 Est. Cost $93.73 Unrealized +79.2%
APH AMPHENOL CORP 0.1%
Value ($000) $1,118 Shares 16,342 Est. Cost $23.86 Unrealized +35.4%
MFC MANULIFE FINANCIAL 0.1%
Value ($000) $1,109 Shares 56,290 Est. Cost $15.80 Unrealized +32.6%
CAC CAMDEN NATIONAL CORP 0.1%
Value ($000) $1,084 Shares 22,692 Est. Cost $22.06 Unrealized +76.1%
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value ($000) $1,041 Shares 6,360 Est. Cost $171.30 Unrealized
CFG CITIZENS FINANCIAL GROUP INC 0.1%
Value ($000) $1,039 Shares 22,655 Est. Cost $27.35 Unrealized +41.8%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $1,018 Shares 12,730 Est. Cost $42.08 Unrealized +63.9%
DLS WISDOMTREE INTL S/C DVD FUND 0.1%
Value ($000) $1,017 Shares 13,620 Est. Cost $60.44 Unrealized
FICO FAIR ISAAC CORP 0.1%
Value ($000) $995 Shares 1,980 Est. Cost $46.20 Unrealized +995.1%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $979 Shares 4,042 Est. Cost $106.61 Unrealized
GNTX GENTEX CORP 0.1%
Value ($000) $978 Shares 29,550 Est. Cost $14.42 Unrealized +140.6%
PGR PROGRESSIVE CORP OHIO COM 0.1%
Value ($000) $973 Shares 9,900 Est. Cost $42.79 Unrealized +106.8%
MIDD MIDDLEBY CORP 0.1%
Value ($000) $965 Shares 5,570 Est. Cost $91.42 Unrealized +86.4%
DVA DAVITA INC 0.1%
Value ($000) $959 Shares 7,960 Est. Cost $61.26 Unrealized +93.2%
IBM IBM CORPORATION 0.1%
Value ($000) $932 Shares 6,363 Est. Cost $103.28 Unrealized +9.8%
VFC V F CORP 0.1%
Value ($000) $925 Shares 11,275 Est. Cost $65.99 Unrealized +26.3%
MCK MCKESSON HBOC INC 0.1%
Value ($000) $906 Shares 4,740 Est. Cost $131.28 Unrealized +43.3%
AIG AMERICAN INTERNATIONAL GROUP 0.1%
Value ($000) $896 Shares 18,820 Est. Cost $35.43 Unrealized +25.5%
PANW PALO ALTO NETWORKS 0.1%
Value ($000) $888 Shares 2,395 Est. Cost $31.79 Unrealized +86.4%
VLO VALERO ENERGY CORPORATION 0.1%
Value ($000) $864 Shares 11,061 Est. Cost $34.98 Unrealized +88.6%
JNK SPDR BBG BARC HIGH YIELD BND 0.1%
Value ($000) $861 Shares 7,830 Est. Cost $108.82 Unrealized
VGK VANGUARD EUROPEAN ETF 0.1%
Value ($000) $859 Shares 12,765 Est. Cost $52.20 Unrealized
FLRN SPDR BLOOMBERG BARCLAYS INVEST 0.1%
Value ($000) $843 Shares 27,505 Est. Cost $30.63 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $833 Shares 3,415 Est. Cost $91.46 Unrealized +149.6%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.1%
Value ($000) $821 Shares 7,264 Est. Cost $77.24 Unrealized
XYZ SQUARE INC CL A 0.1%
Value ($000) $794 Shares 3,258 Est. Cost $67.93 Unrealized +241.5%
XEL XCEL ENERGY INC 0.1%
Value ($000) $761 Shares 11,550 Est. Cost $28.67 Unrealized +109.0%
SON SONOCO PRODUCTS CO 0.1%
Value ($000) $753 Shares 11,260 Est. Cost $25.09 Unrealized +123.1%
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $752 Shares 15,500 Est. Cost $30.75 Unrealized +33.5%
WU WESTERN UNION CO 0.1%
Value ($000) $727 Shares 31,655 Est. Cost $21.98 Unrealized
USB US BANCORP 0.1%
Value ($000) $715 Shares 12,555 Est. Cost $26.88 Unrealized +77.6%
EQIX EQUINIX INC REIT 0.1%
Value ($000) $711 Shares 886 Est. Cost $469.74 Unrealized +44.5%
IEMG ISHARES CORE MSCI EMERGING 0.1%
Value ($000) $709 Shares 10,580 Est. Cost $49.33 Unrealized
BHP BHP GROUP LTD SPONS ADR 0.1%
Value ($000) $706 Shares 9,700 Est. Cost $44.79 Unrealized
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $690 Shares 9,695 Est. Cost $36.29 Unrealized +48.4%
UNILEVER PLC SPONS ADR 0.1%
Value ($000) $679 Shares 11,600 Est. Cost $57.16 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $662 Shares 10,612 Est. Cost $42.07 Unrealized +29.8%
AZO AUTOZONE INC 0.1%
Value ($000) $657 Shares 440 Est. Cost $407.86 Unrealized +255.4%
JHMM JOHN HANCOCK MULTI FACT MID 0.1%
Value ($000) $618 Shares 11,930 Est. Cost $36.08 Unrealized
CME CME GROUP INC. 0.1%
Value ($000) $596 Shares 2,800 Est. Cost $163.15 Unrealized +7.6%
AZN ASTRAZENECA PLC SPONS ADR 0.1%
Value ($000) $595 Shares 9,934 Est. Cost $45.31 Unrealized
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $590 Shares 6,920 Est. Cost $37.24 Unrealized +119.9%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $589 Shares 1,550 Est. Cost $207.27 Unrealized +54.1%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $586 Shares 6,592 Est. Cost $41.94 Unrealized +92.3%
EPD ENTERPRISE PRODS PARTNERS LP 0.1%
Value ($000) $579 Shares 23,995 Est. Cost $40.35 Unrealized
CHTR CHARTER COMMUNICATIONS INC CL 0.1%
Value ($000) $577 Shares 800 Est. Cost $489.07 Unrealized +37.6%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $574 Shares 3,830 Est. Cost $21.94 Unrealized +215.1%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $573 Shares 6,105 Est. Cost $31.36 Unrealized +157.7%
MPC MARATHON PETROLEUM CORPORATION 0.1%
Value ($000) $567 Shares 9,390 Est. Cost $32.33 Unrealized +61.7%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $548 Shares 10,705 Est. Cost $39.46 Unrealized +11.1%
CLX CLOROX COMPANY 0.1%
Value ($000) $545 Shares 3,030 Est. Cost $73.11 Unrealized +115.3%
AMT AMERICAN TOWER CORP REIT 0.1%
Value ($000) $519 Shares 1,920 Est. Cost $118.86 Unrealized +86.2%
SPEM SPDR PORTFOLIO EMERGING MARKET 0.1%
Value ($000) $514 Shares 11,310 Est. Cost $33.66 Unrealized
ORLY O REILLY AUTOMOTIVE INC 0.1%
Value ($000) $510 Shares 900 Est. Cost $26.14 Unrealized +37.3%
VOYA VOYA FINANCIAL, INC. 0.1%
Value ($000) $497 Shares 8,075 Est. Cost $38.59 Unrealized +56.3%
ETN EATON CORP PLC 0.1%
Value ($000) $494 Shares 3,330 Est. Cost $50.93 Unrealized +162.9%
EMB ISHARES JP MORGAN EM BOND ETF 0.1%
Value ($000) $484 Shares 4,299 Est. Cost $110.42 Unrealized
VXUS VANGUARD TOTAL INTL STOCK ET 0.1%
Value ($000) $479 Shares 7,298 Est. Cost $49.01 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $474 Shares 4,805 Est. Cost $56.40 Unrealized +48.7%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $472 Shares 7,486 Est. Cost $54.82 Unrealized -8.7%
PSX PHILLIPS 66 0.1%
Value ($000) $455 Shares 5,299 Est. Cost $45.32 Unrealized +55.7%
SBAC SBA COMMUNICATIONS CORP CL A R 0.1%
Value ($000) $451 Shares 1,415 Est. Cost $120.02 Unrealized +133.7%
SPYX SPDR S&P 500 FOSSIL FUEL RES E 0.1%
Value ($000) $448 Shares 4,225 Est. Cost $83.72 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.1%
Value ($000) $447 Shares 9,155 Est. Cost $64.91 Unrealized
CRWD CROWDSTRIKE HOLDINGS INC CL A 0.1%
Value ($000) $438 Shares 1,742 Est. Cost $116.53 Unrealized +84.7%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $423 Shares 5,890 Est. Cost $41.83 Unrealized +55.8%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $412 Shares 2,150 Est. Cost $128.41 Unrealized +21.9%
HORIZON THERAPEUTICS PLC 0.1%
Value ($000) $412 Shares 4,400 Est. Cost $73.18 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $395 Shares 1,585 Est. Cost $200.84 Unrealized +17.1%
AMAT APPLIED MATERIALS 0.0%
Value ($000) $393 Shares 2,757 Est. Cost $70.69 Unrealized +82.2%
VNQI VANGUARD GLBL EX-US REAL EST 0.0%
Value ($000) $393 Shares 6,735 Est. Cost $54.27 Unrealized
ENB ENBRIDGE INCORPORATED 0.0%
Value ($000) $393 Shares 9,816 Est. Cost $23.88 Unrealized +19.9%
MOO VANECK VECTORS AGRIBUSINESS ET 0.0%
Value ($000) $390 Shares 4,287 Est. Cost $48.10 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $388 Shares 1,198 Est. Cost $160.31 Unrealized +90.2%
ATLASSIAN CORP PLC CL A 0.0%
Value ($000) $380 Shares 1,480 Est. Cost $96.18 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $374 Shares 5,080 Est. Cost $47.20 Unrealized +32.8%
TTD THE TRADE DESK INC CL A 0.0%
Value ($000) $372 Shares 4,810 Est. Cost $62.08 Unrealized +2.9%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $371 Shares 1,395 Est. Cost $150.93 Unrealized +65.8%
WRB WR BERKLEY CORP 0.0%
Value ($000) $368 Shares 4,952 Est. Cost $15.14 Unrealized +103.4%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $367 Shares 6,980 Est. Cost $67.10 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $356 Shares 6,395 Est. Cost $32.95 Unrealized +25.3%
SJM JM SMUCKER CO/THE-NEW COM 0.0%
Value ($000) $351 Shares 2,710 Est. Cost $88.80 Unrealized +28.2%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $350 Shares 1,835 Est. Cost $106.49 Unrealized +49.0%
TKR TIMKEN CO 0.0%
Value ($000) $349 Shares 4,330 Est. Cost $39.49 Unrealized +114.4%
CRM SALESFORCE.COM 0.0%
Value ($000) $347 Shares 1,420 Est. Cost $100.69 Unrealized +126.2%
VFMF VANGUARD US MULTIFACTOR ETF 0.0%
Value ($000) $347 Shares 3,440 Est. Cost $71.27 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $344 Shares 1,153 Est. Cost $180.94 Unrealized +49.4%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $343 Shares 8,010 Est. Cost $41.54 Unrealized +1.3%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $342 Shares 2,985 Est. Cost $66.77 Unrealized +63.1%
LITE LUMENTUM HOLDINGS INC 0.0%
Value ($000) $336 Shares 4,100 Est. Cost $80.16 Unrealized +4.9%
MO ALTRIA GROUP INC 0.0%
Value ($000) $335 Shares 7,025 Est. Cost $22.66 Unrealized +49.9%
SPG SIMON PROPERTY GROUP INC REIT 0.0%
Value ($000) $326 Shares 2,500 Est. Cost $79.96 Unrealized +20.4%
EXC EXELON CORP 0.0%
Value ($000) $323 Shares 7,289 Est. Cost $21.66 Unrealized +26.3%
TMUS T-MOBILE US INC 0.0%
Value ($000) $319 Shares 2,200 Est. Cost $92.61 Unrealized +43.8%
IDXX IDEXX LABS INC 0.0%
Value ($000) $318 Shares 504 Est. Cost $447.44 Unrealized +23.4%
NEM NEWMONT CORP 0.0%
Value ($000) $317 Shares 5,000 Est. Cost $55.14 Unrealized +5.1%
WMT WALMART INC 0.0%
Value ($000) $316 Shares 2,242 Est. Cost $33.18 Unrealized +32.0%
KMI KINDER MORGAN INC 0.0%
Value ($000) $313 Shares 17,151 Est. Cost $22.63 Unrealized -39.4%
CNC CENTENE CORP 0.0%
Value ($000) $311 Shares 4,260 Est. Cost $60.80 Unrealized +12.7%
VYMI VANGUARD INT HIGH DVD YLD IN 0.0%
Value ($000) $305 Shares 4,480 Est. Cost $58.30 Unrealized
XILINX INC 0.0%
Value ($000) $302 Shares 2,090 Est. Cost $141.69 Unrealized
ARW ARROW ELECTRONICS INC 0.0%
Value ($000) $302 Shares 2,650 Est. Cost $71.95 Unrealized +62.8%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $299 Shares 4,830 Est. Cost $39.32 Unrealized +51.6%
ICF ISHARES COHEN & STEERS RLTY ET 0.0%
Value ($000) $299 Shares 4,580 Est. Cost $78.90 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $298 Shares 4,936 Est. Cost $29.82 Unrealized +80.3%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $298 Shares 136 Est. Cost $2185.19 Unrealized +5.1%
COP CONOCOPHILLIPS 0.0%
Value ($000) $297 Shares 4,887 Est. Cost $41.39 Unrealized +14.0%
AON AON PLC 0.0%
Value ($000) $295 Shares 1,235 Est. Cost $178.56 Unrealized +32.3%
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $294 Shares 1,625 Est. Cost $134.77 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $293 Shares 1,800 Est. Cost $113.89 Unrealized
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $286 Shares 1,270 Est. Cost $148.16 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $270 Shares 1,550 Est. Cost $108.95 Unrealized +38.3%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $269 Shares 4,260 Est. Cost $42.54 Unrealized
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $268 Shares 4,040 Est. Cost $52.92 Unrealized +20.5%
ITT ITT INC 0.0%
Value ($000) $267 Shares 2,910 Est. Cost $52.99 Unrealized +75.7%
TEKLA HEALTHCARE INVESTORS 0.0%
Value ($000) $266 Shares 10,329 Est. Cost $20.82 Unrealized
SYK STRYKER CORP COM 0.0%
Value ($000) $262 Shares 1,010 Est. Cost $214.57 Unrealized +13.5%
ROYCE VALUE TR INC 0.0%
Value ($000) $256 Shares 13,474 Est. Cost $16.33 Unrealized
SHY ISHARES BARCLAYS 1-3 YEAR TR E 0.0%
Value ($000) $251 Shares 2,910 Est. Cost $86.32 Unrealized
VGSH VANGUARD SHORT-TERM GOV BND 0.0%
Value ($000) $251 Shares 4,080 Est. Cost $61.58 Unrealized
BA BOEING CO 0.0%
Value ($000) $250 Shares 1,045 Est. Cost $193.17 Unrealized +25.2%
CCOI COGENT COMMUNICATIONS HOLDINGS 0.0%
Value ($000) $250 Shares 3,245 Est. Cost $46.19 Unrealized +23.2%
CYANOTECH CORP 0.0%
Value ($000) $250 Shares 82,400 Est. Cost $6.41 Unrealized
WAB WABTEC CORP 0.0%
Value ($000) $247 Shares 3,000 Est. Cost $66.42 Unrealized +19.0%
NOC NORTHROP GRUMMAN CORPORATION 0.0%
Value ($000) $238 Shares 656 Est. Cost $278.19 Unrealized +20.0%
WFC WELLS FARGO & CO 0.0%
Value ($000) $236 Shares 5,221 Est. Cost $31.62 Unrealized +26.4%
AEP AMERICAN ELEC POWER 0.0%
Value ($000) $234 Shares 2,770 Est. Cost $71.79 Unrealized +1.3%
DTE DTE ENERGY CO 0.0%
Value ($000) $233 Shares 1,800 Est. Cost $81.54 Unrealized +22.9%
HARBORONE BANCORP INC 0.0%
Value ($000) $228 Shares 15,897 Est. Cost $10.12 Unrealized
BP BP PLC SPONS ADR 0.0%
Value ($000) $228 Shares 8,625 Est. Cost $24.35 Unrealized
TRP TC ENERGY CORP 0.0%
Value ($000) $224 Shares 4,530 Est. Cost $34.41 Unrealized +14.3%
CC THE CHEMOURS COMPANY 0.0%
Value ($000) $220 Shares 6,310 Est. Cost $28.12 Unrealized 0.0%
WIP SPDR FTSE INTERNATIONAL GOVERN 0.0%
Value ($000) $210 Shares 3,720 Est. Cost $56.45 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $203 Shares 1,200 Est. Cost $146.46 Unrealized 0.0%
NUVEEN PREFERRED & INCOME SEC 0.0%
Value ($000) $104 Shares 10,488 Est. Cost $8.77 Unrealized