Valmark Advisers, Inc. Diversified Active

CIK: 0001380443 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 7, 2018

Total Value ($000): $4,518,305 (100.0% shares, 0.0% debt)

Holdings (187)

VEU VANGUARD INTL EQUITY INDEX F 12.3%
Value ($000) $553,957 Shares 10,685,900 Est. Cost $46.06 Unrealized
VOO VANGUARD INDEX FDS 8.6%
Value ($000) $390,462 Shares 1,564,914 Est. Cost $242.09 Unrealized
IJH ISHARES TR 7.8%
Value ($000) $354,227 Shares 1,818,600 Est. Cost $120.36 Unrealized
IJR ISHARES TR 6.0%
Value ($000) $271,398 Shares 3,251,833 Est. Cost $83.05 Unrealized
SPYV SPDR SERIES TRUST 5.6%
Value ($000) $253,708 Shares 8,562,543 Est. Cost $29.53 Unrealized
LQD ISHARES TR 5.6%
Value ($000) $252,410 Shares 2,203,107 Est. Cost $115.69 Unrealized
TDTT FLEXSHARES TR 5.0%
Value ($000) $225,469 Shares 9,278,562 Est. Cost $24.77 Unrealized
SPYG SPDR SERIES TRUST 4.5%
Value ($000) $203,301 Shares 5,787,109 Est. Cost $34.56 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 4.2%
Value ($000) $187,841 Shares 4,451,213 Est. Cost $39.01 Unrealized
SPSB SPDR SERIES TRUST 3.4%
Value ($000) $154,541 Shares 5,124,051 Est. Cost $30.55 Unrealized
GUNR FLEXSHARES TR 3.3%
Value ($000) $148,716 Shares 4,388,203 Est. Cost $31.47 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 3.3%
Value ($000) $148,401 Shares 2,368,724 Est. Cost $62.65 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 2.6%
Value ($000) $119,572 Shares 2,058,745 Est. Cost $53.36 Unrealized
VNQ VANGUARD INDEX FDS 2.3%
Value ($000) $103,455 Shares 1,270,168 Est. Cost $81.94 Unrealized
HYG ISHARES TR 2.2%
Value ($000) $100,754 Shares 1,184,228 Est. Cost $91.13 Unrealized
VANECK VECTORS ETF TR 2.1%
Value ($000) $96,395 Shares 5,663,652 Est. Cost $18.34 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 1.9%
Value ($000) $84,033 Shares 728,123 Est. Cost $93.24 Unrealized
IVW ISHARES TR 1.8%
Value ($000) $80,157 Shares 492,943 Est. Cost $87.36 Unrealized
IVE ISHARES TR 1.7%
Value ($000) $76,433 Shares 694,030 Est. Cost $81.02 Unrealized
VTIP VANGUARD MALVERN FDS 1.7%
Value ($000) $75,387 Shares 1,543,232 Est. Cost $49.42 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 1.6%
Value ($000) $71,209 Shares 1,385,113 Est. Cost $53.64 Unrealized
HYLB DBX ETF TR 1.5%
Value ($000) $69,789 Shares 1,421,071 Est. Cost $49.51 Unrealized
CUT INVESCO EXCHNG TRADED FD TR 1.4%
Value ($000) $62,850 Shares 1,938,005 Est. Cost $32.43 Unrealized
FLRN SPDR SER TR 1.1%
Value ($000) $48,206 Shares 1,567,691 Est. Cost $30.75 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 1.1%
Value ($000) $48,043 Shares 801,779 Est. Cost $59.92 Unrealized
ITOT ISHARES TR 1.0%
Value ($000) $43,766 Shares 700,024 Est. Cost $64.62 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.7%
Value ($000) $29,885 Shares 546,249 Est. Cost $53.25 Unrealized
VAW VANGUARD WORLD FDS 0.6%
Value ($000) $25,304 Shares 192,337 Est. Cost $91.86 Unrealized
VDE VANGUARD WORLD FDS 0.6%
Value ($000) $25,286 Shares 240,634 Est. Cost $107.64 Unrealized
BSV VANGUARD BD INDEX FD INC 0.5%
Value ($000) $20,460 Shares 261,604 Est. Cost $79.80 Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $10,251 Shares 207,968 Est. Cost $45.63 Unrealized
VIG VANGUARD GROUP 0.2%
Value ($000) $10,070 Shares 99,092 Est. Cost $97.63 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $7,973 Shares 81,576 Est. Cost $89.60 Unrealized
SLYG SPDR SERIES TRUST 0.2%
Value ($000) $7,071 Shares 111,886 Est. Cost $105.60 Unrealized
GMS INC 0.1%
Value ($000) $6,677 Shares 246,489 Est. Cost $37.64 Unrealized
GNR SPDR INDEX SHS FDS 0.1%
Value ($000) $6,317 Shares 126,139 Est. Cost $48.45 Unrealized
CWI SPDR INDEX SHS FDS 0.1%
Value ($000) $5,961 Shares 161,014 Est. Cost $38.90 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $5,121 Shares 31,301 Est. Cost $139.31 Unrealized 0.0%
MINT PIMCO ETF TR 0.1%
Value ($000) $4,926 Shares 48,507 Est. Cost $101.35 Unrealized
BKLN INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $4,902 Shares 214,047 Est. Cost $22.90 Unrealized
DGS WISDOMTREE TR 0.1%
Value ($000) $4,822 Shares 101,113 Est. Cost $45.71 Unrealized
IDV ISHARES TR 0.1%
Value ($000) $3,675 Shares 114,673 Est. Cost $31.82 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $3,593 Shares 19,408 Est. Cost $31.37 Unrealized +36.3%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $3,307 Shares 28,071 Est. Cost $94.56 Unrealized
DWM WISDOMTREE TR 0.1%
Value ($000) $3,218 Shares 61,004 Est. Cost $50.63 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.1%
Value ($000) $3,156 Shares 37,996 Est. Cost $79.87 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.1%
Value ($000) $2,956 Shares 68,894 Est. Cost $40.13 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $2,538 Shares 83,808 Est. Cost $30.67 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $2,375 Shares 28,706 Est. Cost $57.02 Unrealized -1.5%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $2,074 Shares 13,154 Est. Cost $154.89 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $2,046 Shares 18,764 Est. Cost $108.17 Unrealized
RWR SPDR SERIES TRUST 0.0%
Value ($000) $2,032 Shares 21,626 Est. Cost $90.39 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $2,018 Shares 25,603 Est. Cost $72.64 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $1,845 Shares 22,856 Est. Cost $69.58 Unrealized -18.7%
EFA ISHARES TR 0.0%
Value ($000) $1,736 Shares 25,915 Est. Cost $70.16 Unrealized
VXUS VANGUARD STAR FD 0.0%
Value ($000) $1,680 Shares 31,063 Est. Cost $56.71 Unrealized
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $1,674 Shares 42,766 Est. Cost $40.49 Unrealized
EBND SPDR SERIES TRUST 0.0%
Value ($000) $1,661 Shares 61,621 Est. Cost $29.58 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $1,612 Shares 28,389 Est. Cost $36.64 Unrealized -12.1%
DEM WISDOMTREE TR 0.0%
Value ($000) $1,566 Shares 36,538 Est. Cost $39.11 Unrealized
DES WISDOMTREE TR 0.0%
Value ($000) $1,565 Shares 52,780 Est. Cost $40.59 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,515 Shares 22,962 Est. Cost $64.56 Unrealized
GWX SPDR INDEX SHS FDS 0.0%
Value ($000) $1,468 Shares 42,771 Est. Cost $35.48 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,450 Shares 19,096 Est. Cost $72.21 Unrealized
BA BOEING CO 0.0%
Value ($000) $1,393 Shares 4,152 Est. Cost $232.69 Unrealized +42.0%
TFI SPDR SER TR 0.0%
Value ($000) $1,381 Shares 28,785 Est. Cost $49.11 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $1,241 Shares 32,919 Est. Cost $38.42 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $1,232 Shares 28,423 Est. Cost $43.87 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $1,228 Shares 7,154 Est. Cost $171.65 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $1,185 Shares 6,647 Est. Cost $162.76 Unrealized
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $1,178 Shares 24,483 Est. Cost $48.74 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,135 Shares 15,433 Est. Cost $70.01 Unrealized
SDY SPDR SERIES TRUST 0.0%
Value ($000) $1,132 Shares 12,215 Est. Cost $93.44 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $1,129 Shares 32,944 Est. Cost $34.58 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $1,119 Shares 6,279 Est. Cost $174.29 Unrealized
WIP SPDR SERIES TRUST 0.0%
Value ($000) $1,111 Shares 20,485 Est. Cost $57.55 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $1,059 Shares 6,803 Est. Cost $148.39 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $1,038 Shares 28,612 Est. Cost $23.82 Unrealized +2.0%
MSFT MICROSOFT CORP 0.0%
Value ($000) $1,015 Shares 10,295 Est. Cost $74.10 Unrealized +21.1%
SPHD INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $1,008 Shares 24,567 Est. Cost $41.03 Unrealized
LMBS FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,004 Shares 19,619 Est. Cost $51.51 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $983 Shares 5,106 Est. Cost $195.70 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $949 Shares 3,500 Est. Cost $266.93 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $915 Shares 11,720 Est. Cost $72.65 Unrealized -14.9%
IVV ISHARES TR 0.0%
Value ($000) $886 Shares 3,244 Est. Cost $269.49 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $884 Shares 5,644 Est. Cost $112.63 Unrealized +20.3%
IWR ISHARES TR 0.0%
Value ($000) $879 Shares 4,145 Est. Cost $208.18 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $857 Shares 504 Est. Cost $55.02 Unrealized +44.3%
T AT&T INC 0.0%
Value ($000) $848 Shares 26,415 Est. Cost $15.43 Unrealized -5.9%
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $838 Shares 4,584 Est. Cost $182.81 Unrealized
RZG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $810 Shares 6,377 Est. Cost $127.02 Unrealized
ELD WISDOMTREE TR 0.0%
Value ($000) $803 Shares 23,338 Est. Cost $38.42 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $796 Shares 2,242 Est. Cost $344.20 Unrealized
ISHARES TR 0.0%
Value ($000) $796 Shares 31,313 Est. Cost $25.50 Unrealized
ISHARES TR 0.0%
Value ($000) $792 Shares 31,174 Est. Cost $25.50 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $792 Shares 6,604 Est. Cost $121.77 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $767 Shares 6,321 Est. Cost $109.99 Unrealized -8.4%
FTEC FIDELITY 0.0%
Value ($000) $767 Shares 13,883 Est. Cost $53.58 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $761 Shares 5,292 Est. Cost $135.28 Unrealized
PCEF INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $737 Shares 32,352 Est. Cost $22.78 Unrealized
ISHARES TR 0.0%
Value ($000) $713 Shares 28,103 Est. Cost $25.60 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $707 Shares 8,319 Est. Cost $88.79 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $689 Shares 12,545 Est. Cost $55.17 Unrealized
AOA ISHARES TR 0.0%
Value ($000) $673 Shares 12,596 Est. Cost $53.87 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $670 Shares 3,587 Est. Cost $155.23 Unrealized +25.6%
HYS PIMCO ETF TR 0.0%
Value ($000) $662 Shares 6,651 Est. Cost $100.18 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $656 Shares 6,173 Est. Cost $108.80 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $641 Shares 4,590 Est. Cost $102.11 Unrealized -2.1%
HD HOME DEPOT INC 0.0%
Value ($000) $617 Shares 3,165 Est. Cost $146.40 Unrealized +5.9%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $615 Shares 1,509 Est. Cost $56.63 Unrealized +113.5%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $581 Shares 11,540 Est. Cost $31.96 Unrealized +0.8%
IWD ISHARES TR 0.0%
Value ($000) $563 Shares 4,635 Est. Cost $123.96 Unrealized
BND VANGUARD BD INDEX FD INC 0.0%
Value ($000) $561 Shares 7,084 Est. Cost $81.60 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $559 Shares 37,888 Est. Cost $9.77 Unrealized +8.6%
MRK MERCK & CO INC 0.0%
Value ($000) $555 Shares 9,151 Est. Cost $43.00 Unrealized +3.5%
PEP PEPSICO INC 0.0%
Value ($000) $545 Shares 5,005 Est. Cost $85.99 Unrealized -5.0%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $527 Shares 10,146 Est. Cost $41.72 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $519 Shares 4,105 Est. Cost $84.53 Unrealized +5.5%
IDXX IDEXX LABS INC 0.0%
Value ($000) $515 Shares 2,365 Est. Cost $157.41 Unrealized +30.9%
GENERAL ELECTRIC CO 0.0%
Value ($000) $503 Shares 36,949 Est. Cost $18.39 Unrealized
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $502 Shares 4,329 Est. Cost $116.12 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $491 Shares 4,687 Est. Cost $94.33 Unrealized +3.0%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $467 Shares 8,500 Est. Cost $53.41 Unrealized
RAYTHEON CO 0.0%
Value ($000) $457 Shares 2,368 Est. Cost $187.72 Unrealized
ISHARES TR 0.0%
Value ($000) $455 Shares 17,898 Est. Cost $25.42 Unrealized
ALPS ETF TR 0.0%
Value ($000) $442 Shares 43,740 Est. Cost $10.60 Unrealized
DSI ISHARES TR 0.0%
Value ($000) $435 Shares 4,305 Est. Cost $98.88 Unrealized
IGE ISHARES TR 0.0%
Value ($000) $435 Shares 11,794 Est. Cost $33.64 Unrealized
GYLD ARROW ETF TR 0.0%
Value ($000) $425 Shares 24,435 Est. Cost $17.24 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $420 Shares 3,534 Est. Cost $111.60 Unrealized
CM CDN IMPERIAL BK COMM TORONTO 0.0%
Value ($000) $407 Shares 4,681 Est. Cost $28.71 Unrealized +6.4%
FTA FIRST TR LRG CP VL ALPHADEX 0.0%
Value ($000) $391 Shares 7,466 Est. Cost $54.65 Unrealized
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $389 Shares 7,436 Est. Cost $52.52 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $388 Shares 3,721 Est. Cost $83.22 Unrealized +7.0%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $351 Shares 6,067 Est. Cost $57.13 Unrealized +0.2%
META FACEBOOK INC 0.0%
Value ($000) $349 Shares 1,797 Est. Cost $176.13 Unrealized +1.9%
GOVT ISHARES TR 0.0%
Value ($000) $348 Shares 14,152 Est. Cost $24.95 Unrealized
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $342 Shares 2,739 Est. Cost $127.37 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 0.0%
Value ($000) $340 Shares 5,617 Est. Cost $58.99 Unrealized
SHM SPDR SER TR 0.0%
Value ($000) $339 Shares 7,058 Est. Cost $48.65 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value ($000) $335 Shares 2,827 Est. Cost $123.49 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $334 Shares 5,630 Est. Cost $58.61 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $331 Shares 3,250 Est. Cost $101.85 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $330 Shares 3,142 Est. Cost $105.91 Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $328 Shares 14,600 Est. Cost $14.45 Unrealized +36.7%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $322 Shares 5,802 Est. Cost $45.31 Unrealized -4.3%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $312 Shares 3,996 Est. Cost $79.10 Unrealized
ISHARES TR 0.0%
Value ($000) $307 Shares 12,013 Est. Cost $25.63 Unrealized
ISHARES TR 0.0%
Value ($000) $306 Shares 12,277 Est. Cost $24.93 Unrealized
SHE SPDR SER TR 0.0%
Value ($000) $306 Shares 4,229 Est. Cost $67.86 Unrealized
DOWDUPONT INC 0.0%
Value ($000) $304 Shares 4,616 Est. Cost $71.14 Unrealized
AOR ISHARES TR 0.0%
Value ($000) $304 Shares 6,860 Est. Cost $44.86 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $303 Shares 7,035 Est. Cost $28.15 Unrealized +23.4%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $299 Shares 2,710 Est. Cost $78.75 Unrealized +10.8%
WMT WALMART INC 0.0%
Value ($000) $297 Shares 3,465 Est. Cost $26.82 Unrealized -5.8%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $296 Shares 2,208 Est. Cost $96.99 Unrealized +11.1%
IEF ISHARES TR 0.0%
Value ($000) $293 Shares 2,857 Est. Cost $105.52 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $292 Shares 3,303 Est. Cost $88.67 Unrealized
MDYG SPDR SERIES TRUST 0.0%
Value ($000) $289 Shares 5,357 Est. Cost $88.34 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $270 Shares 5,426 Est. Cost $36.92 Unrealized +22.0%
MMM 3M CO 0.0%
Value ($000) $267 Shares 1,356 Est. Cost $144.97 Unrealized -10.2%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $266 Shares 1,084 Est. Cost $174.50 Unrealized +21.6%
USB US BANCORP DEL 0.0%
Value ($000) $263 Shares 5,258 Est. Cost $39.05 Unrealized -4.6%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $263 Shares 3,790 Est. Cost $64.18 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $263 Shares 1,604 Est. Cost $152.40 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $254 Shares 2,745 Est. Cost $66.98 Unrealized +5.3%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $248 Shares 4,815 Est. Cost $56.84 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $245 Shares 1,704 Est. Cost $113.37 Unrealized +0.2%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $243 Shares 4,578 Est. Cost $44.10 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $239 Shares 810 Est. Cost $253.57 Unrealized +3.5%
GOOGL ALPHABET INC 0.0%
Value ($000) $231 Shares 205 Est. Cost $53.98 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $230 Shares 7,018 Est. Cost $30.73 Unrealized -12.6%
FV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $230 Shares 7,820 Est. Cost $28.68 Unrealized
TEEKAY LNG PARTNERS L P 0.0%
Value ($000) $229 Shares 13,609 Est. Cost $13.50 Unrealized
IYG ISHARES TR 0.0%
Value ($000) $229 Shares 1,767 Est. Cost $130.55 Unrealized
BAC BANK AMER CORP 0.0%
Value ($000) $226 Shares 8,002 Est. Cost $22.94 Unrealized +8.3%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $225 Shares 1,350 Est. Cost $31.53 Unrealized +6.0%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $224 Shares 1,210 Est. Cost $172.47 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $220 Shares 1,736 Est. Cost $120.39 Unrealized
STPZ PIMCO ETF TR 0.0%
Value ($000) $218 Shares 4,216 Est. Cost $52.67 Unrealized
IYJ ISHARES TR 0.0%
Value ($000) $217 Shares 1,512 Est. Cost $147.58 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $210 Shares 4,798 Est. Cost $35.60 Unrealized -4.4%
GOOG ALPHABET INC 0.0%
Value ($000) $209 Shares 187 Est. Cost $53.63 Unrealized 0.0%
NICE NICE LTD 0.0%
Value ($000) $208 Shares 2,000 Est. Cost $104.00 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $205 Shares 1,109 Est. Cost $140.24 Unrealized 0.0%
IBB ISHARES TR 0.0%
Value ($000) $202 Shares 1,840 Est. Cost $109.78 Unrealized
ISHARES GOLD TRUST 0.0%
Value ($000) $125 Shares 10,439 Est. Cost $12.53 Unrealized