LCNB CORP Diversified Active

CIK: 0001074902 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 12, 2025

Total Value ($000): $271,622 (100.0% shares, 0.0% debt)

Holdings (185)

IEFA IShares Inc. TR Core MSCI EAFE ETF 6.3%
Value ($000) $17,067 Shares 225,606 Est. Cost $63.30 Unrealized
PG Procter & Gamble Co. 5.1%
Value ($000) $13,882 Shares 81,458 Est. Cost $106.24 Unrealized +54.3%
SCHG Schwab US Large Cap Growth ETF 4.7%
Value ($000) $12,748 Shares 509,116 Est. Cost $40.45 Unrealized
SCHV Schwab US Large Cap Value ETF 4.7%
Value ($000) $12,683 Shares 477,173 Est. Cost $38.13 Unrealized
MSFT Microsoft Corp. 3.5%
Value ($000) $9,413 Shares 25,075 Est. Cost $84.98 Unrealized +376.7%
LCNB LCNB Corp. 2.7%
Value ($000) $7,455 Shares 504,062 Est. Cost $13.41 Unrealized +6.3%
AAPL Apple Inc. 2.6%
Value ($000) $7,183 Shares 32,335 Est. Cost $148.64 Unrealized +55.3%
IWV IShares TR Russell 3000 ETF 2.6%
Value ($000) $7,070 Shares 22,258 Est. Cost $200.26 Unrealized
SPY SPDR S&P 500 Trust ETF 2.1%
Value ($000) $5,599 Shares 10,009 Est. Cost $304.98 Unrealized
PHDG Invesco S&P 500 Downside Hedged ETF 1.7%
Value ($000) $4,594 Shares 125,924 Est. Cost $36.48 Unrealized
DOCT FT Vest U.S. Equity Deep Buffer ETF - Oct 1.6%
Value ($000) $4,383 Shares 114,284 Est. Cost $39.27 Unrealized
ITOT IShares TR Core S&P Total US Stock Market ETF 1.5%
Value ($000) $4,106 Shares 33,650 Est. Cost $74.18 Unrealized
NVDA Nvidia Corp 1.5%
Value ($000) $3,965 Shares 36,580 Est. Cost $92.28 Unrealized +37.3%
AVGO Broadcom Ltd. 1.4%
Value ($000) $3,730 Shares 22,280 Est. Cost $144.25 Unrealized +45.5%
CVX Chevron Corporation 1.3%
Value ($000) $3,650 Shares 21,817 Est. Cost $95.44 Unrealized +57.7%
GOOG Alphabet Inc. 1.3%
Value ($000) $3,549 Shares 22,716 Est. Cost $107.00 Unrealized +70.5%
RSP Invesco S&P 500 Equal Weight ETF 1.3%
Value ($000) $3,492 Shares 20,159 Est. Cost $132.62 Unrealized
CINF Cincinnati Financial Corp 1.3%
Value ($000) $3,460 Shares 23,425 Est. Cost $62.02 Unrealized +121.9%
GOOGL Alphabet Inc. 1.2%
Value ($000) $3,292 Shares 21,286 Est. Cost $108.36 Unrealized +66.8%
FTLS First Trust Long/Short Equity ETF 1.2%
Value ($000) $3,171 Shares 49,485 Est. Cost $54.55 Unrealized
JPM JP Morgan Chase Co. 1.1%
Value ($000) $3,009 Shares 12,265 Est. Cost $83.06 Unrealized +202.1%
INDA IShares MSCI India ETF 1.0%
Value ($000) $2,831 Shares 54,998 Est. Cost $42.73 Unrealized
USB U.S. Bancorp 1.0%
Value ($000) $2,666 Shares 63,155 Est. Cost $36.16 Unrealized +22.2%
MRK Merck and Co Inc. 0.9%
Value ($000) $2,579 Shares 28,730 Est. Cost $70.30 Unrealized +28.2%
BRK/B Berkshire Hathaway Inc. 0.9%
Value ($000) $2,571 Shares 4,828 Est. Cost $216.78 Unrealized +124.3%
DAPR FT Vest US Equity Deep Buffer ETF - April 0.9%
Value ($000) $2,571 Shares 69,060 Est. Cost $35.49 Unrealized
XLK Technology Select Sector SPDR TR 0.9%
Value ($000) $2,507 Shares 12,140 Est. Cost $83.66 Unrealized
PEP Pepsico Inc. 0.9%
Value ($000) $2,449 Shares 16,334 Est. Cost $93.23 Unrealized +53.9%
AGG IShares Core US Aggregate Bond Fund 0.9%
Value ($000) $2,337 Shares 23,623 Est. Cost $98.26 Unrealized
XOM Exxon Mobil Corp. 0.9%
Value ($000) $2,322 Shares 19,525 Est. Cost $76.72 Unrealized +39.7%
JNJ Johnson & Johnson 0.8%
Value ($000) $2,187 Shares 13,188 Est. Cost $101.65 Unrealized +50.0%
AMGN Amgen Inc. 0.8%
Value ($000) $2,186 Shares 7,015 Est. Cost $159.18 Unrealized +80.5%
AMZN Amazon.com Inc 0.8%
Value ($000) $2,181 Shares 11,463 Est. Cost $124.77 Unrealized +73.9%
LOW Lowes Co Inc. 0.8%
Value ($000) $2,121 Shares 9,096 Est. Cost $79.32 Unrealized +205.2%
ABT Abbott Laboratories 0.8%
Value ($000) $2,111 Shares 15,917 Est. Cost $41.95 Unrealized +199.1%
IJH IShares TR Core S&P Mid Cap ETF 0.7%
Value ($000) $1,991 Shares 34,130 Est. Cost $87.77 Unrealized
TJX TJX Companies Inc. 0.7%
Value ($000) $1,961 Shares 16,101 Est. Cost $47.88 Unrealized +150.8%
DTD WisdomTree US Total Dividend Fund 0.7%
Value ($000) $1,921 Shares 24,967 Est. Cost $72.75 Unrealized
IWR IShares TR Russell Mid Cap ETF 0.7%
Value ($000) $1,914 Shares 22,501 Est. Cost $91.48 Unrealized
ADP Automatic Data Processing 0.6%
Value ($000) $1,709 Shares 5,593 Est. Cost $117.48 Unrealized +151.5%
GLD SPDR Gold TR 0.6%
Value ($000) $1,680 Shares 5,832 Est. Cost $167.11 Unrealized
MCD McDonalds Corp. 0.6%
Value ($000) $1,597 Shares 5,112 Est. Cost $121.12 Unrealized +141.8%
ABBV Abbvie Inc. 0.6%
Value ($000) $1,568 Shares 7,482 Est. Cost $69.26 Unrealized +173.4%
LLY Eli Lilly Co. 0.6%
Value ($000) $1,543 Shares 1,868 Est. Cost $150.23 Unrealized +450.3%
ACN Accenture PLC 0.6%
Value ($000) $1,500 Shares 4,807 Est. Cost $178.11 Unrealized +96.2%
LRCX Lam Research Corporation 0.5%
Value ($000) $1,482 Shares 20,380 Est. Cost $74.98 Unrealized +4.2%
HSY Hershey Company 0.5%
Value ($000) $1,474 Shares 8,618 Est. Cost $79.47 Unrealized +100.4%
IVV IShares Core S&P 500 ETF 0.5%
Value ($000) $1,438 Shares 2,559 Est. Cost $361.91 Unrealized
DUK Duke Energy Holding Corp. 0.5%
Value ($000) $1,409 Shares 11,552 Est. Cost $67.99 Unrealized +62.6%
WMT Walmart Inc. 0.5%
Value ($000) $1,352 Shares 15,400 Est. Cost $48.89 Unrealized +90.1%
HD Home Depot Inc. 0.5%
Value ($000) $1,334 Shares 3,640 Est. Cost $219.82 Unrealized +73.2%
FDX Fed Ex Corp. 0.5%
Value ($000) $1,333 Shares 5,468 Est. Cost $201.73 Unrealized +25.7%
VOO Vanguard S&P 500 Index Fund 0.5%
Value ($000) $1,305 Shares 2,540 Est. Cost $523.34 Unrealized
IJR IShares TR Core S&P Small Cap ETF 0.5%
Value ($000) $1,287 Shares 12,307 Est. Cost $89.69 Unrealized
GVI IShares Intermediate Government-Credit Bond ETF 0.5%
Value ($000) $1,272 Shares 12,000 Est. Cost $104.68 Unrealized
VGIT Vanguard Intermediate-Term Treasury 0.5%
Value ($000) $1,267 Shares 21,326 Est. Cost $60.66 Unrealized
DE Deere & Co. 0.5%
Value ($000) $1,228 Shares 2,617 Est. Cost $232.52 Unrealized +98.5%
KR Kroger Co. 0.4%
Value ($000) $1,218 Shares 17,991 Est. Cost $29.55 Unrealized +110.7%
XLV Health Care Select Sector SPDR TR 0.4%
Value ($000) $1,187 Shares 8,130 Est. Cost $97.69 Unrealized
ETN Eaton Corp. 0.4%
Value ($000) $1,177 Shares 4,331 Est. Cost $60.57 Unrealized +409.4%
MA Mastercard Inc. 0.4%
Value ($000) $1,174 Shares 2,141 Est. Cost $174.64 Unrealized +210.4%
CB Chubb Ltd 0.4%
Value ($000) $1,098 Shares 3,635 Est. Cost $173.42 Unrealized +59.3%
IBM International Business Machines Corp. 0.4%
Value ($000) $1,072 Shares 4,311 Est. Cost $140.11 Unrealized +70.9%
CSCO Cisco Systems Inc. 0.4%
Value ($000) $1,062 Shares 17,204 Est. Cost $34.15 Unrealized +76.0%
SCHP Schwab Strategic US TIPS ETF 0.4%
Value ($000) $1,058 Shares 39,362 Est. Cost $38.16 Unrealized
NVS Novartis AG ADR 0.4%
Value ($000) $1,047 Shares 9,396 Est. Cost $76.13 Unrealized
KO Coca-Cola Company 0.4%
Value ($000) $1,040 Shares 14,528 Est. Cost $34.95 Unrealized +85.9%
IWM IShares TR Russell 2000 ETF 0.4%
Value ($000) $1,035 Shares 5,187 Est. Cost $179.09 Unrealized
LMT Lockheed Martin Corp. 0.4%
Value ($000) $1,031 Shares 2,307 Est. Cost $223.59 Unrealized +100.5%
EMR Emerson Electric Co. 0.4%
Value ($000) $1,021 Shares 9,312 Est. Cost $64.42 Unrealized +84.4%
SBUX Starbucks Corp. 0.4%
Value ($000) $1,019 Shares 10,388 Est. Cost $52.64 Unrealized +91.9%
HON Honeywell International Inc. 0.4%
Value ($000) $962 Shares 4,544 Est. Cost $113.79 Unrealized +74.4%
RTX RTX Corporation 0.3%
Value ($000) $943 Shares 7,117 Est. Cost $60.65 Unrealized +105.7%
QQQ Invesco QQQ Trust Series 0.3%
Value ($000) $919 Shares 1,960 Est. Cost $326.51 Unrealized
BX Blackstone Inc. 0.3%
Value ($000) $905 Shares 6,473 Est. Cost $86.38 Unrealized +83.1%
DIS Disney Walt Co. 0.3%
Value ($000) $886 Shares 8,973 Est. Cost $107.35 Unrealized -1.0%
MDY SPDR S&P Mid Cap 400 ETF TR 0.3%
Value ($000) $883 Shares 1,655 Est. Cost $377.31 Unrealized
VGSH Vanguard Short Term Treasury ETF 0.3%
Value ($000) $880 Shares 15,000 Est. Cost $58.32 Unrealized
GPK Graphic Packaging Holding Company 0.3%
Value ($000) $863 Shares 33,229 Est. Cost $22.88 Unrealized +16.9%
EFA IShares TR MSCI EAFE ETF 0.3%
Value ($000) $862 Shares 10,552 Est. Cost $68.99 Unrealized
GLW Corning Inc. 0.3%
Value ($000) $847 Shares 18,495 Est. Cost $29.84 Unrealized +62.7%
TLT IShares 20 Year Treasury Bond ETF 0.3%
Value ($000) $810 Shares 8,900 Est. Cost $95.43 Unrealized
LIN New Linde PLC 0.3%
Value ($000) $768 Shares 1,650 Est. Cost $324.99 Unrealized +36.8%
CTAS Cintas Corp. 0.3%
Value ($000) $760 Shares 3,700 Est. Cost $151.98 Unrealized +30.1%
ORCL Oracle Corporation 0.3%
Value ($000) $736 Shares 5,263 Est. Cost $43.29 Unrealized +273.2%
ITW Illinois Tool Works Inc. 0.3%
Value ($000) $729 Shares 2,941 Est. Cost $130.19 Unrealized +92.6%
BDX Becton Dickinson and Co. 0.3%
Value ($000) $715 Shares 3,120 Est. Cost $231.14 Unrealized -1.6%
NEE NextEra Energy Inc. 0.3%
Value ($000) $713 Shares 10,051 Est. Cost $59.24 Unrealized +15.9%
CAH Cardinal Health Inc. 0.3%
Value ($000) $711 Shares 5,160 Est. Cost $47.45 Unrealized +165.3%
ADI Analog Devices Inc. 0.3%
Value ($000) $709 Shares 3,516 Est. Cost $86.64 Unrealized +145.8%
MDT Medtronic PLC 0.3%
Value ($000) $693 Shares 7,713 Est. Cost $77.23 Unrealized +13.2%
VEA Vanguard FTSE Developed Markets ETF 0.2%
Value ($000) $655 Shares 12,885 Est. Cost $47.99 Unrealized
CAT Caterpillar Inc. 0.2%
Value ($000) $643 Shares 1,951 Est. Cost $100.05 Unrealized +251.8%
SCHD Schwab US Dividend Equity ETF 0.2%
Value ($000) $629 Shares 22,485 Est. Cost $42.44 Unrealized
MDLZ Mondelez International Inc 0.2%
Value ($000) $627 Shares 9,247 Est. Cost $49.68 Unrealized +20.3%
ENB Enbridge Inc. 0.2%
Value ($000) $627 Shares 14,141 Est. Cost $24.60 Unrealized +68.3%
FITB Fifth Third Bancorp 0.2%
Value ($000) $620 Shares 15,823 Est. Cost $24.51 Unrealized +66.0%
MMM 3M Co. 0.2%
Value ($000) $607 Shares 4,131 Est. Cost $116.74 Unrealized +23.8%
PRU Prudential Financial Inc. 0.2%
Value ($000) $582 Shares 5,214 Est. Cost $67.15 Unrealized +62.3%
SO Southern Co. 0.2%
Value ($000) $579 Shares 6,295 Est. Cost $37.16 Unrealized +126.4%
IWB iShares Russell 1000 ETF 0.2%
Value ($000) $572 Shares 1,865 Est. Cost $255.55 Unrealized
VZ Verizon Communications Inc. 0.2%
Value ($000) $567 Shares 12,503 Est. Cost $33.03 Unrealized +19.8%
EMN Eastman Chemical Company 0.2%
Value ($000) $564 Shares 6,402 Est. Cost $71.93 Unrealized +25.7%
XLE Energy Select Sector SPDR TR 0.2%
Value ($000) $556 Shares 5,950 Est. Cost $88.67 Unrealized
WELL Welltower Inc. 0.2%
Value ($000) $552 Shares 3,604 Est. Cost $63.76 Unrealized +120.0%
NKE Nike Inc. 0.2%
Value ($000) $547 Shares 8,610 Est. Cost $52.65 Unrealized +36.9%
BA Boeing Co. 0.2%
Value ($000) $534 Shares 3,132 Est. Cost $180.09 Unrealized -3.9%
SCHW Charles Schwab Corp. 0.2%
Value ($000) $533 Shares 6,809 Est. Cost $64.46 Unrealized +20.5%
XYZ Block Inc 0.2%
Value ($000) $532 Shares 9,785 Est. Cost $72.33 Unrealized +3.2%
GIS General Mills Inc. 0.2%
Value ($000) $507 Shares 8,479 Est. Cost $46.03 Unrealized +25.9%
USMV IShares Edge MSCI Min Vol USA ETF 0.2%
Value ($000) $506 Shares 5,400 Est. Cost $61.87 Unrealized
VYM Vanguard High Dividend Yield Fund 0.2%
Value ($000) $492 Shares 3,811 Est. Cost $87.62 Unrealized
META Meta Platforms Inc 0.2%
Value ($000) $483 Shares 838 Est. Cost $332.67 Unrealized +93.4%
GD General Dynamics Corp. 0.2%
Value ($000) $467 Shares 1,714 Est. Cost $174.44 Unrealized +46.6%
SWKS Skyworks Solutions Inc 0.2%
Value ($000) $467 Shares 7,220 Est. Cost $96.77 Unrealized -24.2%
SCHX Schwab US Large-Cap 0.2%
Value ($000) $466 Shares 21,126 Est. Cost $29.56 Unrealized
WHR Whirlpool Corp. 0.2%
Value ($000) $460 Shares 5,105 Est. Cost $136.87 Unrealized -22.5%
CFR Cullen Frost Bankers Inc 0.2%
Value ($000) $454 Shares 3,625 Est. Cost $82.70 Unrealized +58.0%
INTC Intel Corp. 0.2%
Value ($000) $454 Shares 19,978 Est. Cost $34.46 Unrealized -36.5%
SYY Sysco Corp. 0.2%
Value ($000) $449 Shares 5,985 Est. Cost $71.96 Unrealized -0.9%
FFBC First Financial Bancorp 0.2%
Value ($000) $440 Shares 17,596 Est. Cost $16.68 Unrealized +54.5%
VB Vanguard Small-Cap Index Fund 0.2%
Value ($000) $422 Shares 1,905 Est. Cost $221.75 Unrealized
BLK BlackRock, Inc. 0.2%
Value ($000) $411 Shares 434 Est. Cost $987.89 Unrealized -2.6%
AXP American Express Co. 0.2%
Value ($000) $409 Shares 1,522 Est. Cost $127.97 Unrealized +128.5%
CMCSA Comcast Corp. 0.1%
Value ($000) $406 Shares 11,008 Est. Cost $36.43 Unrealized -3.8%
PSX Phillips 66 0.1%
Value ($000) $394 Shares 3,194 Est. Cost $81.40 Unrealized +46.5%
BAC Bank of America Corp. 0.1%
Value ($000) $391 Shares 9,364 Est. Cost $29.62 Unrealized +47.3%
IWF iShares Russell 1000 Growth ETF 0.1%
Value ($000) $387 Shares 1,071 Est. Cost $155.91 Unrealized
Juniper Networks Inc 0.1%
Value ($000) $385 Shares 10,625 Est. Cost $29.89 Unrealized
MKC McCormick Co Inc. 0.1%
Value ($000) $382 Shares 4,643 Est. Cost $62.69 Unrealized +21.8%
VCLT Vanguard Long-Term Corporate Bond 0.1%
Value ($000) $379 Shares 4,988 Est. Cost $79.26 Unrealized
SYK Stryker Corp. 0.1%
Value ($000) $366 Shares 983 Est. Cost $182.48 Unrealized +106.6%
CMI Cummins Inc. 0.1%
Value ($000) $366 Shares 1,167 Est. Cost $210.74 Unrealized +64.2%
PNC PNC Financial Services Group Inc. 0.1%
Value ($000) $363 Shares 2,064 Est. Cost $109.23 Unrealized +67.8%
AAAU Goldman Sachs Physical Gold ETF 0.1%
Value ($000) $361 Shares 11,702 Est. Cost $17.57 Unrealized
NSC Norfolk Southern Corp. 0.1%
Value ($000) $358 Shares 1,513 Est. Cost $128.33 Unrealized +86.5%
UNP Union Pacific Corp. 0.1%
Value ($000) $355 Shares 1,504 Est. Cost $235.58 Unrealized 0.0%
FISV Fiserv Inc. 0.1%
Value ($000) $350 Shares 1,585 Est. Cost $101.91 Unrealized +114.8%
DHR Danaher Corp. 0.1%
Value ($000) $345 Shares 1,681 Est. Cost $121.46 Unrealized +78.6%
VTI Vanguard Total Stock Market Index 0.1%
Value ($000) $344 Shares 1,250 Est. Cost $179.20 Unrealized
BKNG Booking Holdings Inc. 0.1%
Value ($000) $341 Shares 74 Est. Cost $2458.21 Unrealized +93.2%
D Dominion Energy Inc. 0.1%
Value ($000) $339 Shares 6,048 Est. Cost $44.11 Unrealized +19.5%
PFE Pfizer Inc. 0.1%
Value ($000) $338 Shares 13,343 Est. Cost $24.48 Unrealized +0.9%
XLF Financial Select Sector SPDR TR 0.1%
Value ($000) $334 Shares 6,702 Est. Cost $48.33 Unrealized
V Visa Inc 0.1%
Value ($000) $330 Shares 943 Est. Cost $151.52 Unrealized +122.0%
IVE IShares S&P 500 Value ETF 0.1%
Value ($000) $328 Shares 1,720 Est. Cost $128.87 Unrealized
VWO Vanguard International Equity Index Fund 0.1%
Value ($000) $323 Shares 7,144 Est. Cost $44.26 Unrealized
NXPI NXP Semiconductors 0.1%
Value ($000) $323 Shares 1,701 Est. Cost $178.80 Unrealized +17.2%
SPYV SPDR S&P 500 Value 0.1%
Value ($000) $319 Shares 6,250 Est. Cost $39.66 Unrealized
EOG EOG Resources Inc. 0.1%
Value ($000) $315 Shares 2,458 Est. Cost $108.35 Unrealized +15.5%
SHY IShares 1-3 Year Treasury Bond ETF 0.1%
Value ($000) $304 Shares 3,669 Est. Cost $81.08 Unrealized
GWW Grainger W W Inc. 0.1%
Value ($000) $301 Shares 305 Est. Cost $548.52 Unrealized +87.0%
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $293 Shares 4,800 Est. Cost $43.65 Unrealized +27.1%
EEM IShares TR MSCI Emerging Markets ETF 0.1%
Value ($000) $290 Shares 6,632 Est. Cost $43.43 Unrealized
CP Canadian Pacific Kansas City Limited 0.1%
Value ($000) $288 Shares 4,096 Est. Cost $77.51 Unrealized -2.4%
SPIB SPDR Portfolio Intermediate Term Corporate Bond 0.1%
Value ($000) $281 Shares 8,465 Est. Cost $33.24 Unrealized
TXN Texas Instruments Inc. 0.1%
Value ($000) $281 Shares 1,562 Est. Cost $100.71 Unrealized +80.9%
MPC Marathon Petroleum Corp. 0.1%
Value ($000) $277 Shares 1,903 Est. Cost $106.44 Unrealized +36.4%
APD Air Products & Chemicals Inc 0.1%
Value ($000) $277 Shares 940 Est. Cost $233.78 Unrealized +28.5%
CHRW C H Robinson Worldwide Inc. 0.1%
Value ($000) $275 Shares 2,685 Est. Cost $63.45 Unrealized +56.1%
TSCO Tractor Supply Co. 0.1%
Value ($000) $273 Shares 4,950 Est. Cost $52.35 Unrealized +3.0%
UPS United Parcel Service Inc 0.1%
Value ($000) $270 Shares 2,455 Est. Cost $90.31 Unrealized +24.7%
DVY IShares TR Select Dividend ETF 0.1%
Value ($000) $264 Shares 1,965 Est. Cost $99.36 Unrealized
TSM Taiwan Semiconductor MFG Ltd 0.1%
Value ($000) $261 Shares 1,573 Est. Cost $139.89 Unrealized
TROW T Rowe Price Group Inc. 0.1%
Value ($000) $259 Shares 2,815 Est. Cost $80.76 Unrealized +24.6%
GE GE Aerospace 0.1%
Value ($000) $257 Shares 1,283 Est. Cost $195.73 Unrealized 0.0%
UNH United Health Group Inc. 0.1%
Value ($000) $253 Shares 483 Est. Cost $467.03 Unrealized +6.9%
WEC WEC Energy Group Inc. 0.1%
Value ($000) $253 Shares 2,318 Est. Cost $84.91 Unrealized +16.9%
LEG Leggett & Platt Inc. 0.1%
Value ($000) $247 Shares 31,243 Est. Cost $9.48 Unrealized 0.0%
TGT Target Corporation 0.1%
Value ($000) $244 Shares 2,341 Est. Cost $117.61 Unrealized +2.2%
EBAY EBay Inc. 0.1%
Value ($000) $244 Shares 3,598 Est. Cost $56.29 Unrealized +16.7%
IYH IShares US Healthcare ETF 0.1%
Value ($000) $244 Shares 4,000 Est. Cost $105.90 Unrealized
IEMG IShares Inc. Core MSCI Emerging Markets ETF 0.1%
Value ($000) $242 Shares 4,491 Est. Cost $48.12 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $239 Shares 2,050 Est. Cost $97.51 Unrealized +29.1%
AMAT Applied Materials 0.1%
Value ($000) $238 Shares 1,640 Est. Cost $115.84 Unrealized +43.9%
COP Conocophillips 0.1%
Value ($000) $234 Shares 2,224 Est. Cost $91.91 Unrealized +5.3%
ITB IShares TR US Home Construction ETF 0.1%
Value ($000) $227 Shares 2,385 Est. Cost $70.29 Unrealized
ECL Ecolab Inc. 0.1%
Value ($000) $219 Shares 865 Est. Cost $207.94 Unrealized +20.0%
COST Costco Wholesale Corp 0.1%
Value ($000) $211 Shares 223 Est. Cost $777.42 Unrealized +24.8%
IBB IShares Biotechnology ETF 0.1%
Value ($000) $210 Shares 1,645 Est. Cost $121.93 Unrealized
Interpublic Group of Companies 0.1%
Value ($000) $205 Shares 7,564 Est. Cost $33.21 Unrealized -20.2%
AFL Aflac Inc. 0.1%
Value ($000) $205 Shares 1,844 Est. Cost $104.07 Unrealized 0.0%
OMC Omnicom Group Inc. 0.1%
Value ($000) $202 Shares 2,435 Est. Cost $84.69 Unrealized -4.8%
VCSH Vanguard Short-Term Corporate Bond Index 0.1%
Value ($000) $201 Shares 2,549 Est. Cost $78.94 Unrealized
SCHM Schwab US Mid-Cap 0.1%
Value ($000) $201 Shares 7,680 Est. Cost $46.17 Unrealized