FORVIS Wealth Advisors, LLC Diversified Active

CIK: 0001352864 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Jul 12, 2016

Total Value ($000): $672,989 (100.0% shares, 0.0% debt)

Holdings (186)

VTI VANGUARD INDEX FDS 23.4%
Value ($000) $157,519 Shares 1,469,940 Est. Cost $101.87 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 14.7%
Value ($000) $99,218 Shares 2,315,468 Est. Cost $48.25 Unrealized
IVV ISHARES TR 6.8%
Value ($000) $45,571 Shares 216,491 Est. Cost $172.34 Unrealized
POWERSHARES ETF TRUST 5.6%
Value ($000) $38,020 Shares 420,019 Est. Cost $79.74 Unrealized
USMV ISHARES TR 2.3%
Value ($000) $15,322 Shares 331,563 Est. Cost $37.29 Unrealized
JKHY HENRY JACK & ASSOC INC 2.2%
Value ($000) $15,040 Shares 172,343 Est. Cost $42.43 Unrealized +75.5%
IJH ISHARES TR 2.1%
Value ($000) $13,975 Shares 93,547 Est. Cost $125.19 Unrealized
POWERSHARES ETF TR II 1.9%
Value ($000) $12,943 Shares 374,618 Est. Cost $40.10 Unrealized
F FORD MTR CO DEL 1.9%
Value ($000) $12,719 Shares 1,011,855 Est. Cost $7.61 Unrealized +4.3%
SCHB SCHWAB STRATEGIC TR 1.8%
Value ($000) $12,323 Shares 244,989 Est. Cost $49.36 Unrealized
SCZ ISHARES TR 1.7%
Value ($000) $11,203 Shares 232,130 Est. Cost $49.07 Unrealized
EFA ISHARES TR 1.6%
Value ($000) $11,096 Shares 198,777 Est. Cost $63.43 Unrealized
EFAV ISHARES TR 1.5%
Value ($000) $10,398 Shares 156,618 Est. Cost $62.88 Unrealized
SDY SPDR SERIES TRUST 1.4%
Value ($000) $9,089 Shares 108,301 Est. Cost $72.92 Unrealized
CWI SPDR INDEX SHS FDS 1.1%
Value ($000) $7,152 Shares 234,879 Est. Cost $31.19 Unrealized
KIMBALL INTL INC 1.0%
Value ($000) $6,756 Shares 593,614 Est. Cost $11.38 Unrealized
KE KIMBALL ELECTRONICS INC 0.9%
Value ($000) $5,982 Shares 480,478 Est. Cost $11.48 Unrealized -1.4%
IWR ISHARES TR 0.9%
Value ($000) $5,746 Shares 34,164 Est. Cost $160.53 Unrealized
IWV ISHARES TR 0.8%
Value ($000) $5,647 Shares 45,531 Est. Cost $101.13 Unrealized
AGG ISHARES TR 0.8%
Value ($000) $5,403 Shares 47,979 Est. Cost $111.01 Unrealized
IEFA ISHARES TR 0.7%
Value ($000) $4,538 Shares 87,464 Est. Cost $53.92 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW 0.7%
Value ($000) $4,463 Shares 16,463 Est. Cost $9.73 Unrealized +81.7%
AAPL APPLE INC 0.6%
Value ($000) $4,339 Shares 45,391 Est. Cost $20.53 Unrealized +10.2%
PEP PEPSICO INC 0.6%
Value ($000) $4,018 Shares 37,929 Est. Cost $57.11 Unrealized +35.0%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $3,915 Shares 41,768 Est. Cost $54.55 Unrealized +6.0%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $3,834 Shares 31,608 Est. Cost $62.68 Unrealized +38.9%
MSFT MICROSOFT CORP 0.6%
Value ($000) $3,810 Shares 74,458 Est. Cost $27.86 Unrealized +65.0%
POWERSHARES ETF TRUST 0.5%
Value ($000) $3,651 Shares 37,525 Est. Cost $94.98 Unrealized
GENERAL ELECTRIC CO 0.5%
Value ($000) $3,585 Shares 113,862 Est. Cost $24.08 Unrealized
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $3,440 Shares 40,629 Est. Cost $56.22 Unrealized +12.7%
CSCO CISCO SYS INC 0.5%
Value ($000) $3,184 Shares 110,987 Est. Cost $15.49 Unrealized +34.6%
IWM ISHARES TR 0.5%
Value ($000) $3,170 Shares 27,573 Est. Cost $106.61 Unrealized
MMM 3M CO 0.5%
Value ($000) $3,135 Shares 17,901 Est. Cost $64.54 Unrealized +58.8%
DIS DISNEY WALT CO 0.5%
Value ($000) $3,075 Shares 31,435 Est. Cost $58.65 Unrealized +57.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $2,878 Shares 19,878 Est. Cost $122.53 Unrealized +16.7%
PFE PFIZER INC 0.4%
Value ($000) $2,806 Shares 79,694 Est. Cost $16.68 Unrealized +26.2%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $2,740 Shares 37,434 Est. Cost $44.84 Unrealized +26.9%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $2,680 Shares 43,124 Est. Cost $40.45 Unrealized +19.5%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $2,640 Shares 25,186 Est. Cost $69.22 Unrealized -3.6%
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $2,573 Shares 22,715 Est. Cost $63.80 Unrealized +56.5%
WMT WAL-MART STORES INC 0.4%
Value ($000) $2,525 Shares 34,590 Est. Cost $20.16 Unrealized -3.2%
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $2,513 Shares 24,508 Est. Cost $96.81 Unrealized
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $2,510 Shares 31,743 Est. Cost $54.94 Unrealized +6.0%
COP CONOCOPHILLIPS 0.3%
Value ($000) $2,303 Shares 52,825 Est. Cost $41.25 Unrealized -20.5%
ITOT ISHARES TR 0.3%
Value ($000) $2,079 Shares 21,828 Est. Cost $94.71 Unrealized
SPECTRA ENERGY CORP 0.3%
Value ($000) $1,942 Shares 53,022 Est. Cost $32.33 Unrealized
SYY SYSCO CORP 0.3%
Value ($000) $1,927 Shares 37,976 Est. Cost $24.57 Unrealized +53.3%
USB US BANCORP DEL 0.3%
Value ($000) $1,838 Shares 45,569 Est. Cost $28.60 Unrealized +2.0%
IYZ ISHARES TR 0.3%
Value ($000) $1,802 Shares 54,105 Est. Cost $26.54 Unrealized
CAT CATERPILLAR INC DEL 0.3%
Value ($000) $1,758 Shares 23,191 Est. Cost $61.44 Unrealized -2.6%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $1,722 Shares 30,029 Est. Cost $10.11 Unrealized +29.9%
LABORATORY CORP AMER HLDGS 0.3%
Value ($000) $1,707 Shares 13,102 Est. Cost $100.62 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.3%
Value ($000) $1,704 Shares 33,567 Est. Cost $18.61 Unrealized +11.5%
MRK MERCK & CO INC 0.3%
Value ($000) $1,685 Shares 29,237 Est. Cost $34.64 Unrealized +14.0%
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $1,658 Shares 22,721 Est. Cost $48.29 Unrealized +8.5%
CB CHUBB LIMITED 0.2%
Value ($000) $1,641 Shares 12,553 Est. Cost $97.61 Unrealized +6.1%
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $1,634 Shares 34,529 Est. Cost $38.53 Unrealized -3.4%
IWB ISHARES TR 0.2%
Value ($000) $1,582 Shares 13,537 Est. Cost $101.98 Unrealized
GM GENERAL MTRS CO 0.2%
Value ($000) $1,574 Shares 55,614 Est. Cost $26.19 Unrealized -5.3%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,528 Shares 10,066 Est. Cost $112.34 Unrealized -15.3%
CSX CSX CORP 0.2%
Value ($000) $1,466 Shares 56,212 Est. Cost $6.90 Unrealized +9.9%
VANECK VECTORS ETF TR 0.2%
Value ($000) $1,463 Shares 58,893 Est. Cost $24.84 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $1,448 Shares 31,953 Est. Cost $28.14 Unrealized +18.4%
ELV ANTHEM INC 0.2%
Value ($000) $1,388 Shares 10,567 Est. Cost $105.70 Unrealized +13.4%
OMC OMNICOM GROUP INC 0.2%
Value ($000) $1,381 Shares 16,949 Est. Cost $42.81 Unrealized +39.4%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $1,291 Shares 11,159 Est. Cost $109.49 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $1,270 Shares 38,709 Est. Cost $17.96 Unrealized +39.9%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $1,235 Shares 22,110 Est. Cost $27.25 Unrealized +15.5%
BAX BAXTER INTL INC 0.2%
Value ($000) $1,233 Shares 27,273 Est. Cost $30.75 Unrealized +21.9%
MO ALTRIA GROUP INC 0.2%
Value ($000) $1,193 Shares 17,295 Est. Cost $19.09 Unrealized +74.0%
TIME WARNER INC 0.2%
Value ($000) $1,166 Shares 15,859 Est. Cost $66.16 Unrealized
WDC WESTERN DIGITAL CORP 0.2%
Value ($000) $1,152 Shares 24,382 Est. Cost $35.16 Unrealized -18.6%
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,138 Shares 24,550 Est. Cost $41.41 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.2%
Value ($000) $1,126 Shares 22,418 Est. Cost $47.23 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,122 Shares 18,469 Est. Cost $64.16 Unrealized -13.9%
KRE SPDR SERIES TRUST 0.2%
Value ($000) $1,116 Shares 29,069 Est. Cost $36.70 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $1,075 Shares 10,716 Est. Cost $99.01 Unrealized
IDU ISHARES TR 0.1%
Value ($000) $908 Shares 6,916 Est. Cost $94.59 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $891 Shares 14,389 Est. Cost $30.33 Unrealized +35.1%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $890 Shares 25,263 Est. Cost $40.11 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $886 Shares 10,642 Est. Cost $77.86 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $846 Shares 31,220 Est. Cost $28.07 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $820 Shares 8,062 Est. Cost $49.59 Unrealized +23.8%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $799 Shares 3,813 Est. Cost $190.07 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $786 Shares 7,332 Est. Cost $104.41 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $764 Shares 7,985 Est. Cost $59.79 Unrealized +24.6%
TC PIPELINES LP 0.1%
Value ($000) $756 Shares 13,200 Est. Cost $48.71 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $732 Shares 21,317 Est. Cost $40.76 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $722 Shares 1,026 Est. Cost $36.72 Unrealized -0.8%
ORCL ORACLE CORP 0.1%
Value ($000) $721 Shares 17,621 Est. Cost $30.11 Unrealized +14.9%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $710 Shares 9,650 Est. Cost $39.47 Unrealized +27.9%
IJR ISHARES TR 0.1%
Value ($000) $699 Shares 6,016 Est. Cost $115.37 Unrealized
BND VANGUARD BD INDEX FD INC 0.1%
Value ($000) $694 Shares 8,238 Est. Cost $81.34 Unrealized
HRL HORMEL FOODS CORP 0.1%
Value ($000) $664 Shares 18,139 Est. Cost $24.04 Unrealized +22.8%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $661 Shares 4,679 Est. Cost $75.93 Unrealized +50.4%
BP BP PLC 0.1%
Value ($000) $657 Shares 18,509 Est. Cost $36.81 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $647 Shares 7,807 Est. Cost $40.56 Unrealized +22.0%
L BRANDS INC 0.1%
Value ($000) $631 Shares 9,397 Est. Cost $92.43 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $619 Shares 4,470 Est. Cost $61.27 Unrealized +61.1%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $617 Shares 9,472 Est. Cost $20.23 Unrealized +22.2%
MCD MCDONALDS CORP 0.1%
Value ($000) $601 Shares 4,997 Est. Cost $71.64 Unrealized +38.4%
IYM ISHARES TR 0.1%
Value ($000) $585 Shares 7,704 Est. Cost $67.05 Unrealized
V VISA INC 0.1%
Value ($000) $575 Shares 7,759 Est. Cost $62.75 Unrealized +16.7%
BA BOEING CO 0.1%
Value ($000) $544 Shares 4,186 Est. Cost $110.97 Unrealized +6.8%
LOW LOWES COS INC 0.1%
Value ($000) $529 Shares 6,683 Est. Cost $53.60 Unrealized +20.9%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $504 Shares 5,661 Est. Cost $91.32 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $504 Shares 4,882 Est. Cost $103.08 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $496 Shares 10,895 Est. Cost $23.61 Unrealized +47.6%
NUVEEN TAX ADVANTAGED DIV GR 0.1%
Value ($000) $479 Shares 33,517 Est. Cost $15.03 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $462 Shares 8,803 Est. Cost $40.47 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $459 Shares 3,336 Est. Cost $69.78 Unrealized +34.6%
HD HOME DEPOT INC 0.1%
Value ($000) $449 Shares 3,519 Est. Cost $71.06 Unrealized +47.7%
BAC BANK AMER CORP 0.1%
Value ($000) $442 Shares 33,334 Est. Cost $11.51 Unrealized -1.5%
HON HONEYWELL INTL INC 0.1%
Value ($000) $435 Shares 3,737 Est. Cost $79.33 Unrealized +6.1%
AEP AMERICAN ELEC PWR INC 0.1%
Value ($000) $424 Shares 6,052 Est. Cost $31.08 Unrealized +50.0%
UNP UNION PAC CORP 0.1%
Value ($000) $420 Shares 4,810 Est. Cost $71.52 Unrealized -4.6%
GOOG ALPHABET INC 0.1%
Value ($000) $417 Shares 602 Est. Cost $35.62 Unrealized +0.1%
AMGN AMGEN INC 0.1%
Value ($000) $416 Shares 2,735 Est. Cost $114.92 Unrealized +1.5%
FNDX SCHWAB STRATEGIC TR 0.1%
Value ($000) $416 Shares 13,731 Est. Cost $28.72 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $410 Shares 3,588 Est. Cost $82.32 Unrealized +39.0%
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $397 Shares 6,133 Est. Cost $54.63 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $395 Shares 4,978 Est. Cost $51.90 Unrealized +9.3%
IYG ISHARES TR 0.1%
Value ($000) $393 Shares 4,875 Est. Cost $71.50 Unrealized
BLACKROCK HEALTH SCIENCES TR 0.1%
Value ($000) $388 Shares 10,884 Est. Cost $35.65 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $386 Shares 8,689 Est. Cost $36.75 Unrealized -1.4%
MUB ISHARES TR 0.1%
Value ($000) $383 Shares 3,366 Est. Cost $110.59 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $373 Shares 521 Est. Cost $19.59 Unrealized +72.6%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $371 Shares 2,666 Est. Cost $92.24 Unrealized +22.6%
IXUS ISHARES TR 0.1%
Value ($000) $370 Shares 7,567 Est. Cost $49.18 Unrealized
JOHNSON CTLS INC 0.1%
Value ($000) $345 Shares 7,798 Est. Cost $38.64 Unrealized
RIG TRANSOCEAN LTD 0.1%
Value ($000) $344 Shares 28,957 Est. Cost $22.91 Unrealized -55.3%
FNDF SCHWAB STRATEGIC TR 0.1%
Value ($000) $342 Shares 14,401 Est. Cost $23.83 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $337 Shares 3,515 Est. Cost $94.45 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $334 Shares 3,770 Est. Cost $81.40 Unrealized
MFA FINL INC 0.0%
Value ($000) $329 Shares 45,200 Est. Cost $7.45 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $328 Shares 2,740 Est. Cost $100.33 Unrealized 0.0%
DOW CHEM CO 0.0%
Value ($000) $327 Shares 6,580 Est. Cost $51.36 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $312 Shares 6,354 Est. Cost $30.25 Unrealized +18.1%
CELGENE CORP 0.0%
Value ($000) $306 Shares 3,098 Est. Cost $111.52 Unrealized
KR KROGER CO 0.0%
Value ($000) $303 Shares 8,245 Est. Cost $30.30 Unrealized -2.5%
BANK OF THE OZARKS INC 0.0%
Value ($000) $300 Shares 8,000 Est. Cost $45.00 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $296 Shares 4,103 Est. Cost $20.42 Unrealized +33.6%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $293 Shares 3,869 Est. Cost $62.98 Unrealized +8.7%
SUNTRUST BKS INC 0.0%
Value ($000) $287 Shares 6,991 Est. Cost $38.18 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $286 Shares 3,338 Est. Cost $42.66 Unrealized +26.1%
BROADCOM LTD 0.0%
Value ($000) $283 Shares 1,823 Est. Cost $155.24 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $281 Shares 3,174 Est. Cost $47.83 Unrealized +12.0%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $280 Shares 2,520 Est. Cost $78.82 Unrealized +9.8%
IJT ISHARES TR 0.0%
Value ($000) $279 Shares 2,175 Est. Cost $108.66 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $272 Shares 3,230 Est. Cost $66.62 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $269 Shares 2,993 Est. Cost $90.98 Unrealized -13.0%
NDAQ NASDAQ INC 0.0%
Value ($000) $261 Shares 4,038 Est. Cost $17.62 Unrealized +3.8%
TRMK TRUSTMARK CORP 0.0%
Value ($000) $261 Shares 10,488 Est. Cost $17.03 Unrealized +5.6%
IVW ISHARES TR 0.0%
Value ($000) $261 Shares 2,237 Est. Cost $116.67 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $254 Shares 3,562 Est. Cost $36.64 Unrealized +24.1%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $251 Shares 3,849 Est. Cost $46.01 Unrealized +14.1%
C CITIGROUP INC 0.0%
Value ($000) $248 Shares 5,841 Est. Cost $38.03 Unrealized -13.0%
EGP EASTGROUP PPTY INC 0.0%
Value ($000) $246 Shares 3,574 Est. Cost $60.44 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $245 Shares 2,352 Est. Cost $71.45 Unrealized +16.6%
IVE ISHARES TR 0.0%
Value ($000) $242 Shares 2,604 Est. Cost $79.50 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $240 Shares 2,549 Est. Cost $76.16 Unrealized 0.0%
CDW CDW CORP 0.0%
Value ($000) $240 Shares 5,995 Est. Cost $38.13 Unrealized -2.9%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $240 Shares 2,609 Est. Cost $69.05 Unrealized +3.9%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $240 Shares 4,115 Est. Cost $68.77 Unrealized -6.6%
NKE NIKE INC 0.0%
Value ($000) $236 Shares 4,280 Est. Cost $55.75 Unrealized -9.7%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $236 Shares 8,082 Est. Cost $49.00 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $234 Shares 4,094 Est. Cost $39.49 Unrealized +17.6%
DHI D R HORTON INC 0.0%
Value ($000) $233 Shares 7,389 Est. Cost $27.63 Unrealized -0.7%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $233 Shares 10,067 Est. Cost $15.35 Unrealized +6.1%
DR PEPPER SNAPPLE GROUP INC 0.0%
Value ($000) $230 Shares 2,383 Est. Cost $96.52 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $230 Shares 3,451 Est. Cost $46.13 Unrealized 0.0%
BIIB BIOGEN INC 0.0%
Value ($000) $228 Shares 941 Est. Cost $279.43 Unrealized -5.7%
CMS CMS ENERGY CORP 0.0%
Value ($000) $226 Shares 4,927 Est. Cost $29.30 Unrealized +7.9%
LEA LEAR CORP 0.0%
Value ($000) $225 Shares 2,211 Est. Cost $99.73 Unrealized -5.9%
XEL XCEL ENERGY INC 0.0%
Value ($000) $223 Shares 4,984 Est. Cost $28.75 Unrealized +6.8%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $222 Shares 2,982 Est. Cost $49.41 Unrealized -3.7%
ABT ABBOTT LABS 0.0%
Value ($000) $222 Shares 5,654 Est. Cost $29.96 Unrealized +11.3%
OXY OCCIDENTAL PETE CORP DEL 0.0%
Value ($000) $218 Shares 2,884 Est. Cost $56.73 Unrealized 0.0%
1741046D STERIS PLC 0.0%
Value ($000) $208 Shares 3,025 Est. Cost $68.76 Unrealized
RF REGIONS FINL CORP NEW 0.0%
Value ($000) $204 Shares 23,931 Est. Cost $6.45 Unrealized -0.9%
ALL ALLSTATE CORP 0.0%
Value ($000) $204 Shares 2,916 Est. Cost $54.10 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $202 Shares 2,426 Est. Cost $65.21 Unrealized -3.8%
QCOM QUALCOMM INC 0.0%
Value ($000) $201 Shares 3,754 Est. Cost $36.92 Unrealized +9.1%
KEY KEYCORP NEW 0.0%
Value ($000) $113 Shares 10,199 Est. Cost $6.54 Unrealized +22.2%
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $50 Shares 11,625 Est. Cost $4.16 Unrealized
TRUETT-HURST INC 0.0%
Value ($000) $15 Shares 10,000 Est. Cost $2.30 Unrealized