Beacon Pointe Advisors, LLC Diversified Active

CIK: 0001744317 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 14, 2019

Total Value ($000): $266,520 (100.0% shares, 0.0% debt)

Holdings (179)

AAPL APPLE INC 6.7%
Value ($000) $17,878 Shares 94,119 Est. Cost $44.56 Unrealized -9.3%
VOO VANGUARD INDEX FDS 3.7%
Value ($000) $9,764 Shares 37,622 Est. Cost $229.80 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 3.5%
Value ($000) $9,415 Shares 46,879 Est. Cost $204.06 Unrealized -1.1%
IJH ISHARES TR 3.3%
Value ($000) $8,705 Shares 45,994 Est. Cost $172.53 Unrealized
IVV ISHARES TR 2.8%
Value ($000) $7,382 Shares 25,955 Est. Cost $260.49 Unrealized
VONG VANGUARD SCOTTSDALE FDS 2.3%
Value ($000) $6,088 Shares 39,157 Est. Cost $141.27 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 2.2%
Value ($000) $5,803 Shares 141,983 Est. Cost $39.04 Unrealized
SPY SPDR S&P 500 ETF TR 2.1%
Value ($000) $5,683 Shares 20,133 Est. Cost $249.98 Unrealized
CSCO CISCO SYS INC 2.1%
Value ($000) $5,499 Shares 101,852 Est. Cost $39.08 Unrealized +1.1%
MSFT MICROSOFT CORP 2.0%
Value ($000) $5,410 Shares 45,848 Est. Cost $101.55 Unrealized +0.7%
ORCL ORACLE CORP 1.9%
Value ($000) $5,092 Shares 94,792 Est. Cost $45.71 Unrealized +0.8%
UNITED TECHNOLOGIES CORP 1.9%
Value ($000) $4,935 Shares 38,286 Est. Cost $127.55 Unrealized
IJR ISHARES TR 1.7%
Value ($000) $4,458 Shares 57,785 Est. Cost $70.15 Unrealized
NVO NOVO-NORDISK A S 1.5%
Value ($000) $3,983 Shares 76,147 Est. Cost $52.31 Unrealized
DIS DISNEY WALT CO 1.5%
Value ($000) $3,953 Shares 35,587 Est. Cost $108.07 Unrealized -0.2%
RWO SPDR INDEX SHS FDS 1.5%
Value ($000) $3,885 Shares 77,655 Est. Cost $44.23 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.4%
Value ($000) $3,643 Shares 25,832 Est. Cost $94.12 Unrealized +0.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.3%
Value ($000) $3,441 Shares 47,505 Est. Cost $63.20 Unrealized 0.0%
WMT WALMART INC 1.3%
Value ($000) $3,358 Shares 34,423 Est. Cost $29.15 Unrealized +0.3%
LMT LOCKHEED MARTIN CORP 1.3%
Value ($000) $3,334 Shares 11,095 Est. Cost $249.47 Unrealized -2.4%
BSV VANGUARD BD INDEX FD INC 1.1%
Value ($000) $2,967 Shares 37,275 Est. Cost $78.55 Unrealized
PEP PEPSICO INC 1.1%
Value ($000) $2,810 Shares 22,936 Est. Cost $91.34 Unrealized +1.2%
IEFA ISHARES TR 1.0%
Value ($000) $2,761 Shares 45,423 Est. Cost $55.00 Unrealized
NKE NIKE INC 1.0%
Value ($000) $2,723 Shares 32,342 Est. Cost $73.67 Unrealized +2.3%
IWM ISHARES TR 1.0%
Value ($000) $2,706 Shares 17,664 Est. Cost $134.00 Unrealized
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $2,659 Shares 25,557 Est. Cost $80.65 Unrealized +1.8%
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $2,644 Shares 10,925 Est. Cost $201.98 Unrealized -1.8%
SCHF SCHWAB STRATEGIC TR 1.0%
Value ($000) $2,642 Shares 84,256 Est. Cost $28.43 Unrealized
AMZN AMAZON COM INC 1.0%
Value ($000) $2,624 Shares 1,475 Est. Cost $83.14 Unrealized +0.1%
SBUX STARBUCKS CORP 0.9%
Value ($000) $2,458 Shares 33,074 Est. Cost $59.25 Unrealized 0.0%
IWF ISHARES TR 0.9%
Value ($000) $2,404 Shares 15,857 Est. Cost $130.99 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.9%
Value ($000) $2,403 Shares 56,536 Est. Cost $40.51 Unrealized
IVW ISHARES TR 0.9%
Value ($000) $2,381 Shares 13,810 Est. Cost $167.44 Unrealized
IVE ISHARES TR 0.9%
Value ($000) $2,380 Shares 21,101 Est. Cost $101.67 Unrealized
VARIAN MED SYS INC 0.9%
Value ($000) $2,362 Shares 16,658 Est. Cost $141.79 Unrealized
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $2,203 Shares 21,819 Est. Cost $87.53 Unrealized -2.5%
BND VANGUARD BD INDEX FD INC 0.8%
Value ($000) $2,200 Shares 27,061 Est. Cost $79.25 Unrealized
VTI VANGUARD INDEX FDS 0.8%
Value ($000) $2,189 Shares 15,122 Est. Cost $128.71 Unrealized
T AT&T INC 0.8%
Value ($000) $2,176 Shares 69,384 Est. Cost $14.02 Unrealized +1.0%
MMM 3M CO 0.8%
Value ($000) $2,139 Shares 10,295 Est. Cost $128.30 Unrealized +2.2%
GOOGL ALPHABET INC 0.8%
Value ($000) $2,129 Shares 1,809 Est. Cost $55.20 Unrealized +1.5%
EXPD EXPEDITORS INTL WASH INC 0.7%
Value ($000) $1,964 Shares 25,878 Est. Cost $66.40 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.7%
Value ($000) $1,927 Shares 17,908 Est. Cost $106.14 Unrealized
SCHG SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,783 Shares 22,427 Est. Cost $70.10 Unrealized
EFA ISHARES TR 0.7%
Value ($000) $1,772 Shares 27,244 Est. Cost $58.83 Unrealized
BIIB BIOGEN INC 0.7%
Value ($000) $1,765 Shares 7,472 Est. Cost $314.89 Unrealized 0.0%
CHRW C H ROBINSON WORLDWIDE INC 0.6%
Value ($000) $1,718 Shares 19,741 Est. Cost $74.46 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.6%
Value ($000) $1,692 Shares 9,613 Est. Cost $142.15 Unrealized 0.0%
SCHA SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,671 Shares 23,853 Est. Cost $60.62 Unrealized
INTC INTEL CORP 0.6%
Value ($000) $1,658 Shares 30,855 Est. Cost $40.19 Unrealized +9.0%
CI CIGNA CORP NEW 0.6%
Value ($000) $1,642 Shares 10,215 Est. Cost $167.01 Unrealized 0.0%
SCHM SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,634 Shares 29,522 Est. Cost $47.96 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.6%
Value ($000) $1,581 Shares 18,446 Est. Cost $78.25 Unrealized
ISHARES TR 0.6%
Value ($000) $1,483 Shares 59,864 Est. Cost $24.76 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $1,467 Shares 11,292 Est. Cost $114.51 Unrealized
SDY SPDR SERIES TRUST 0.5%
Value ($000) $1,448 Shares 14,566 Est. Cost $90.26 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,330 Shares 10,799 Est. Cost $84.84 Unrealized +3.1%
SCHB SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,283 Shares 18,869 Est. Cost $62.25 Unrealized
ISHARES TR 0.5%
Value ($000) $1,250 Shares 50,661 Est. Cost $24.35 Unrealized
ISHARES TR 0.5%
Value ($000) $1,237 Shares 49,265 Est. Cost $24.89 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $1,195 Shares 28,161 Est. Cost $29.96 Unrealized -2.4%
DES WISDOMTREE TR 0.4%
Value ($000) $1,165 Shares 42,359 Est. Cost $24.68 Unrealized
V VISA INC 0.4%
Value ($000) $1,147 Shares 7,340 Est. Cost $131.41 Unrealized +4.5%
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $1,130 Shares 7,232 Est. Cost $135.66 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,114 Shares 13,786 Est. Cost $56.39 Unrealized -1.7%
IWP ISHARES TR 0.4%
Value ($000) $1,110 Shares 8,165 Est. Cost $121.75 Unrealized
QQQ INVESCO QQQ TR 0.4%
Value ($000) $1,012 Shares 5,636 Est. Cost $155.22 Unrealized
BDX BECTON DICKINSON & CO 0.4%
Value ($000) $991 Shares 3,969 Est. Cost $212.74 Unrealized 0.0%
WING WINGSTOP INC 0.4%
Value ($000) $988 Shares 13,000 Est. Cost $65.35 Unrealized +4.3%
SCHE SCHWAB STRATEGIC TR 0.4%
Value ($000) $984 Shares 37,757 Est. Cost $23.46 Unrealized
EFAX SPDR INDEX SHS FDS 0.4%
Value ($000) $971 Shares 14,615 Est. Cost $60.40 Unrealized
MUB ISHARES TR 0.4%
Value ($000) $954 Shares 8,588 Est. Cost $109.04 Unrealized
META FACEBOOK INC 0.4%
Value ($000) $950 Shares 5,702 Est. Cost $143.86 Unrealized +9.8%
DTH WISDOMTREE TR 0.4%
Value ($000) $935 Shares 23,236 Est. Cost $37.08 Unrealized
WM WASTE MGMT INC DEL 0.3%
Value ($000) $919 Shares 8,832 Est. Cost $79.82 Unrealized +9.0%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $905 Shares 3,359 Est. Cost $245.39 Unrealized -0.7%
MRK MERCK & CO INC 0.3%
Value ($000) $883 Shares 10,634 Est. Cost $56.50 Unrealized +6.7%
NFLX NETFLIX INC 0.3%
Value ($000) $882 Shares 2,473 Est. Cost $29.93 Unrealized +15.8%
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $880 Shares 10,150 Est. Cost $76.33 Unrealized
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $861 Shares 12,759 Est. Cost $59.64 Unrealized
FDN FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $844 Shares 6,056 Est. Cost $116.69 Unrealized
BAC BANK AMER CORP 0.3%
Value ($000) $786 Shares 28,440 Est. Cost $22.80 Unrealized +4.8%
PEY INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $784 Shares 43,804 Est. Cost $16.02 Unrealized
CALIFORNIA RES CORP 0.3%
Value ($000) $767 Shares 29,850 Est. Cost $17.05 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $765 Shares 5,485 Est. Cost $114.14 Unrealized -3.3%
ARMK ARAMARK 0.3%
Value ($000) $763 Shares 25,800 Est. Cost $23.69 Unrealized -13.4%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $761 Shares 15,746 Est. Cost $42.03 Unrealized -3.0%
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $732 Shares 5,673 Est. Cost $119.59 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $730 Shares 3,840 Est. Cost $156.83 Unrealized -1.4%
DLR DIGITAL RLTY TR INC 0.3%
Value ($000) $718 Shares 6,037 Est. Cost $86.35 Unrealized +1.6%
TIP ISHARES TR 0.3%
Value ($000) $717 Shares 6,337 Est. Cost $109.82 Unrealized
PII POLARIS INDS INC 0.3%
Value ($000) $709 Shares 8,400 Est. Cost $84.84 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $709 Shares 6,843 Est. Cost $83.10 Unrealized +13.7%
PWB INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $700 Shares 14,698 Est. Cost $41.80 Unrealized
ISHARES TR 0.3%
Value ($000) $693 Shares 28,011 Est. Cost $24.51 Unrealized
SDOG ALPS ETF TR 0.3%
Value ($000) $676 Shares 15,781 Est. Cost $39.23 Unrealized
BA BOEING CO 0.3%
Value ($000) $671 Shares 1,763 Est. Cost $334.97 Unrealized +12.0%
SCHZ SCHWAB STRATEGIC TR 0.3%
Value ($000) $670 Shares 12,873 Est. Cost $50.75 Unrealized
DVY ISHARES TR 0.3%
Value ($000) $667 Shares 6,798 Est. Cost $92.78 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $664 Shares 7,287 Est. Cost $74.33 Unrealized 0.0%
LLY LILLY ELI & CO 0.2%
Value ($000) $638 Shares 4,927 Est. Cost $101.37 Unrealized +9.4%
SLYV SPDR SERIES TRUST 0.2%
Value ($000) $623 Shares 10,332 Est. Cost $56.08 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $619 Shares 3,259 Est. Cost $150.74 Unrealized +2.6%
FXH FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $608 Shares 7,936 Est. Cost $68.89 Unrealized
IEMG ISHARES INC 0.2%
Value ($000) $592 Shares 11,505 Est. Cost $48.17 Unrealized
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $562 Shares 5,215 Est. Cost $107.77 Unrealized
EIX EDISON INTL 0.2%
Value ($000) $552 Shares 8,935 Est. Cost $45.43 Unrealized -2.9%
VRSN VERISIGN INC 0.2%
Value ($000) $547 Shares 3,014 Est. Cost $148.67 Unrealized +14.4%
IWD ISHARES TR 0.2%
Value ($000) $543 Shares 4,396 Est. Cost $111.41 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $537 Shares 2,790 Est. Cost $150.39 Unrealized +2.9%
SLYG SPDR SERIES TRUST 0.2%
Value ($000) $522 Shares 8,742 Est. Cost $59.71 Unrealized
USB US BANCORP DEL 0.2%
Value ($000) $500 Shares 10,369 Est. Cost $38.21 Unrealized -1.6%
VXUS VANGUARD STAR FD 0.2%
Value ($000) $490 Shares 9,428 Est. Cost $47.42 Unrealized
THOMSON REUTERS CORP 0.2%
Value ($000) $485 Shares 8,165 Est. Cost $49.10 Unrealized
IWB ISHARES TR 0.2%
Value ($000) $484 Shares 3,070 Est. Cost $138.76 Unrealized
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $472 Shares 5,594 Est. Cost $60.48 Unrealized +3.2%
EEM ISHARES TR 0.2%
Value ($000) $466 Shares 10,830 Est. Cost $39.31 Unrealized
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $461 Shares 2,563 Est. Cost $179.87 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $458 Shares 2,385 Est. Cost $51.53 Unrealized +10.7%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $440 Shares 3,555 Est. Cost $87.17 Unrealized +4.7%
LAMR LAMAR ADVERTISING CO NEW 0.2%
Value ($000) $435 Shares 5,465 Est. Cost $70.80 Unrealized
GLD SPDR GOLD TRUST 0.2%
Value ($000) $430 Shares 3,540 Est. Cost $121.18 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $421 Shares 7,151 Est. Cost $38.62 Unrealized +0.8%
GOOG ALPHABET INC 0.2%
Value ($000) $421 Shares 358 Est. Cost $53.13 Unrealized +4.8%
BLACKROCK MUNIHLDNGS CALI QL 0.2%
Value ($000) $415 Shares 31,322 Est. Cost $12.35 Unrealized
LW LAMB WESTON HLDGS INC 0.2%
Value ($000) $412 Shares 5,495 Est. Cost $68.27 Unrealized -6.7%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $408 Shares 2,539 Est. Cost $160.69 Unrealized
IJS ISHARES TR 0.2%
Value ($000) $407 Shares 2,768 Est. Cost $132.33 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $399 Shares 38,372 Est. Cost $10.31 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $385 Shares 3,210 Est. Cost $107.84 Unrealized
DOWDUPONT INC 0.1%
Value ($000) $383 Shares 7,204 Est. Cost $53.54 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $372 Shares 4,500 Est. Cost $65.26 Unrealized +0.6%
ESGE ISHARES INC 0.1%
Value ($000) $372 Shares 10,890 Est. Cost $30.49 Unrealized
INTU INTUIT 0.1%
Value ($000) $367 Shares 1,406 Est. Cost $198.51 Unrealized +11.3%
EGP EASTGROUP PPTY INC 0.1%
Value ($000) $359 Shares 3,214 Est. Cost $91.79 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $357 Shares 1,797 Est. Cost $154.78 Unrealized +8.0%
DEM WISDOMTREE TR 0.1%
Value ($000) $356 Shares 8,113 Est. Cost $40.68 Unrealized
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $351 Shares 6,369 Est. Cost $48.96 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $345 Shares 6,575 Est. Cost $47.09 Unrealized
WPC W P CAREY INC 0.1%
Value ($000) $345 Shares 4,380 Est. Cost $65.37 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $343 Shares 7,186 Est. Cost $40.98 Unrealized -6.5%
LIBERTY ALL STAR EQUITY FD 0.1%
Value ($000) $339 Shares 55,431 Est. Cost $5.42 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $317 Shares 3,940 Est. Cost $64.01 Unrealized -4.7%
SUSB ISHARES TR 0.1%
Value ($000) $314 Shares 12,588 Est. Cost $24.47 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $312 Shares 7,772 Est. Cost $30.43 Unrealized +3.6%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $311 Shares 1,608 Est. Cost $36.66 Unrealized +5.3%
RSPT INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $311 Shares 1,834 Est. Cost $141.30 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $306 Shares 1,703 Est. Cost $4.66 Unrealized -17.4%
IWO ISHARES TR 0.1%
Value ($000) $304 Shares 1,556 Est. Cost $168.42 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $281 Shares 5,988 Est. Cost $38.28 Unrealized -1.3%
CRM SALESFORCE COM INC 0.1%
Value ($000) $279 Shares 1,766 Est. Cost $135.90 Unrealized +12.7%
IXUS ISHARES TR 0.1%
Value ($000) $278 Shares 4,788 Est. Cost $58.06 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $275 Shares 4,593 Est. Cost $52.88 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $260 Shares 4,104 Est. Cost $68.23 Unrealized
IQV IQVIA HLDGS INC 0.1%
Value ($000) $259 Shares 1,800 Est. Cost $121.14 Unrealized +10.0%
LOW LOWES COS INC 0.1%
Value ($000) $257 Shares 2,346 Est. Cost $84.62 Unrealized +4.1%
INGERSOLL-RAND PLC 0.1%
Value ($000) $254 Shares 2,346 Est. Cost $90.68 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $252 Shares 3,419 Est. Cost $42.39 Unrealized +12.2%
BKNG BOOKING HLDGS INC 0.1%
Value ($000) $243 Shares 140 Est. Cost $1804.07 Unrealized -2.7%
EFV ISHARES TR 0.1%
Value ($000) $243 Shares 4,992 Est. Cost $45.22 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $240 Shares 3,751 Est. Cost $63.98 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $238 Shares 3,537 Est. Cost $53.40 Unrealized -0.8%
STIP ISHARES TR 0.1%
Value ($000) $237 Shares 2,375 Est. Cost $98.09 Unrealized
ELV ANTHEM INC 0.1%
Value ($000) $231 Shares 805 Est. Cost $250.16 Unrealized +5.4%
SIRIUS XM HLDGS INC 0.1%
Value ($000) $231 Shares 40,714 Est. Cost $5.72 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $230 Shares 4,280 Est. Cost $53.74 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $228 Shares 1,831 Est. Cost $76.80 Unrealized +4.3%
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $227 Shares 500 Est. Cost $301.26 Unrealized 0.0%
IGSB ISHARES TR 0.1%
Value ($000) $217 Shares 4,092 Est. Cost $51.06 Unrealized
GSG ISHARES S&P GSCI COMMODITY I 0.1%
Value ($000) $215 Shares 13,522 Est. Cost $14.05 Unrealized
ISHARES TR 0.1%
Value ($000) $213 Shares 8,231 Est. Cost $25.88 Unrealized
ACWX ISHARES TR 0.1%
Value ($000) $213 Shares 4,593 Est. Cost $46.37 Unrealized
GRUBHUB INC 0.1%
Value ($000) $208 Shares 3,000 Est. Cost $76.77 Unrealized
WMB WILLIAMS COS INC DEL 0.1%
Value ($000) $206 Shares 7,183 Est. Cost $18.25 Unrealized 0.0%
ABT ABBOTT LABS 0.1%
Value ($000) $206 Shares 2,588 Est. Cost $66.10 Unrealized 0.0%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $204 Shares 1,016 Est. Cost $167.24 Unrealized
IUSV ISHARES TR 0.1%
Value ($000) $202 Shares 3,675 Est. Cost $54.97 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $116 Shares 13,261 Est. Cost $6.20 Unrealized -1.9%
GENERAL ELECTRIC CO 0.0%
Value ($000) $105 Shares 10,562 Est. Cost $9.94 Unrealized