Valmark Advisers, Inc. Diversified Active

CIK: 0001380443 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 3, 2021

Total Value ($000): $4,914,645 (100.0% shares, 0.0% debt)

Holdings (345)

VEA VANGUARD TAX-MANAGED INTL FD 10.6%
Value ($000) $520,603 Shares 11,027,393 Est. Cost $40.07 Unrealized
VOO VANGUARD INDEX FDS 7.8%
Value ($000) $383,057 Shares 1,114,541 Est. Cost $241.13 Unrealized
SPMD SPDR SER TR 5.9%
Value ($000) $290,015 Shares 7,178,579 Est. Cost $26.74 Unrealized
SPYV SPDR SER TR 5.7%
Value ($000) $279,968 Shares 8,140,975 Est. Cost $29.31 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 5.7%
Value ($000) $278,425 Shares 5,556,277 Est. Cost $39.93 Unrealized
VTIP VANGUARD MALVERN FDS 5.7%
Value ($000) $277,699 Shares 5,434,417 Est. Cost $49.00 Unrealized
SPYG SPDR SER TR 4.8%
Value ($000) $236,610 Shares 4,279,439 Est. Cost $34.53 Unrealized
SPSM SPDR SER TR 4.4%
Value ($000) $214,987 Shares 6,005,215 Est. Cost $22.96 Unrealized
LQD ISHARES TR 4.1%
Value ($000) $199,390 Shares 1,443,494 Est. Cost $116.19 Unrealized
SPSB SPDR SER TR 3.8%
Value ($000) $188,235 Shares 5,994,740 Est. Cost $30.60 Unrealized
HYLB DBX ETF TR 3.3%
Value ($000) $160,128 Shares 3,196,806 Est. Cost $49.90 Unrealized
GUNR FLEXSHARES TR 2.9%
Value ($000) $143,366 Shares 4,405,827 Est. Cost $31.35 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 2.7%
Value ($000) $132,479 Shares 2,150,630 Est. Cost $60.38 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 2.3%
Value ($000) $110,923 Shares 2,042,398 Est. Cost $52.51 Unrealized
EMLC VANECK VECTORS ETF TR 1.9%
Value ($000) $93,459 Shares 2,809,119 Est. Cost $32.92 Unrealized
VNQ VANGUARD INDEX FDS 1.8%
Value ($000) $90,369 Shares 1,064,037 Est. Cost $81.60 Unrealized
ITOT ISHARES TR 1.8%
Value ($000) $87,741 Shares 1,017,643 Est. Cost $65.58 Unrealized
IVW ISHARES TR 1.5%
Value ($000) $75,638 Shares 1,185,170 Est. Cost $70.10 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 1.5%
Value ($000) $75,416 Shares 1,086,370 Est. Cost $63.55 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 1.3%
Value ($000) $65,158 Shares 1,205,074 Est. Cost $53.66 Unrealized
IJH ISHARES TR 1.3%
Value ($000) $62,006 Shares 269,791 Est. Cost $122.39 Unrealized
FLRN SPDR SER TR 1.2%
Value ($000) $60,067 Shares 1,963,612 Est. Cost $30.69 Unrealized
VTI VANGUARD INDEX FDS 1.2%
Value ($000) $59,275 Shares 304,535 Est. Cost $143.99 Unrealized
IVE ISHARES TR 1.1%
Value ($000) $56,360 Shares 440,244 Est. Cost $81.02 Unrealized
BSV VANGUARD BD INDEX FDS 0.9%
Value ($000) $45,531 Shares 549,224 Est. Cost $80.51 Unrealized
IJR ISHARES TR 0.9%
Value ($000) $45,083 Shares 490,567 Est. Cost $82.19 Unrealized
XSOE WISDOMTREE TR 0.7%
Value ($000) $35,261 Shares 888,859 Est. Cost $33.55 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.6%
Value ($000) $31,353 Shares 535,484 Est. Cost $53.96 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $30,160 Shares 516,790 Est. Cost $46.22 Unrealized
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $21,201 Shares 330,548 Est. Cost $47.98 Unrealized
VXUS VANGUARD STAR FDS 0.4%
Value ($000) $20,973 Shares 348,624 Est. Cost $51.04 Unrealized
AAPL APPLE INC 0.3%
Value ($000) $16,659 Shares 125,547 Est. Cost $93.86 Unrealized +24.7%
VSS VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $15,283 Shares 125,439 Est. Cost $98.19 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $13,961 Shares 98,897 Est. Cost $101.17 Unrealized
TDTT FLEXSHARES TR 0.3%
Value ($000) $13,703 Shares 525,223 Est. Cost $24.77 Unrealized
VXF VANGUARD INDEX FDS 0.3%
Value ($000) $12,985 Shares 78,853 Est. Cost $103.88 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $10,756 Shares 28,653 Est. Cost $297.91 Unrealized
ISHARES GOLD TRUST 0.2%
Value ($000) $9,375 Shares 517,092 Est. Cost $17.29 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $9,360 Shares 42,084 Est. Cost $169.67 Unrealized +21.4%
SPDW SPDR INDEX SHS FDS 0.2%
Value ($000) $9,129 Shares 270,493 Est. Cost $25.39 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $8,909 Shares 409,617 Est. Cost $21.00 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $8,281 Shares 86,096 Est. Cost $90.21 Unrealized
MINT PIMCO ETF TR 0.2%
Value ($000) $8,235 Shares 80,705 Est. Cost $101.23 Unrealized
DGS WISDOMTREE TR 0.2%
Value ($000) $8,227 Shares 172,408 Est. Cost $39.17 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $7,900 Shares 372,461 Est. Cost $20.96 Unrealized
LDSF FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $7,445 Shares 363,879 Est. Cost $20.37 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $7,079 Shares 50,874 Est. Cost $85.77 Unrealized +43.6%
CUT INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $6,946 Shares 206,901 Est. Cost $31.60 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $6,115 Shares 90,589 Est. Cost $60.08 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $6,091 Shares 144,480 Est. Cost $30.23 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $5,949 Shares 271,625 Est. Cost $21.79 Unrealized
SPTM SPDR SER TR 0.1%
Value ($000) $5,658 Shares 122,768 Est. Cost $32.51 Unrealized
HYG ISHARES TR 0.1%
Value ($000) $5,367 Shares 61,482 Est. Cost $85.55 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $5,315 Shares 1,632 Est. Cost $111.57 Unrealized +43.0%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $5,171 Shares 25,007 Est. Cost $164.57 Unrealized
GNR SPDR INDEX SHS FDS 0.1%
Value ($000) $5,076 Shares 113,356 Est. Cost $42.37 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $4,733 Shares 40,048 Est. Cost $113.58 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $4,700 Shares 24,144 Est. Cost $152.57 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $4,425 Shares 11,835 Est. Cost $304.68 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $4,283 Shares 84,320 Est. Cost $50.79 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $4,111 Shares 91,720 Est. Cost $38.81 Unrealized
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $3,981 Shares 64,120 Est. Cost $58.17 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 0.1%
Value ($000) $3,828 Shares 37,947 Est. Cost $69.91 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $3,794 Shares 42,627 Est. Cost $70.85 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $3,776 Shares 14,454 Est. Cost $141.86 Unrealized +57.2%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $3,742 Shares 40,895 Est. Cost $81.56 Unrealized
RWO SPDR INDEX SHS FDS 0.1%
Value ($000) $3,711 Shares 83,471 Est. Cost $38.80 Unrealized
CWI SPDR INDEX SHS FDS 0.1%
Value ($000) $3,676 Shares 132,958 Est. Cost $33.18 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $3,541 Shares 11,286 Est. Cost $247.23 Unrealized
BAND BANDWIDTH INC 0.1%
Value ($000) $3,302 Shares 21,487 Est. Cost $122.35 Unrealized +34.7%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $3,288 Shares 36,138 Est. Cost $65.35 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $3,247 Shares 48,145 Est. Cost $56.69 Unrealized
STIP ISHARES TR 0.1%
Value ($000) $3,231 Shares 30,943 Est. Cost $102.61 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $3,204 Shares 25,103 Est. Cost $126.92 Unrealized
DWM WISDOMTREE TR 0.1%
Value ($000) $3,126 Shares 61,747 Est. Cost $50.46 Unrealized
HDEF DBX ETF TR 0.1%
Value ($000) $3,103 Shares 133,910 Est. Cost $22.56 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $3,100 Shares 88,395 Est. Cost $31.53 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $3,036 Shares 19,291 Est. Cost $121.77 Unrealized +4.7%
MUB ISHARES TR 0.1%
Value ($000) $2,858 Shares 24,389 Est. Cost $111.67 Unrealized
IWL ISHARES TR 0.1%
Value ($000) $2,761 Shares 30,580 Est. Cost $81.19 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $2,697 Shares 9,872 Est. Cost $230.89 Unrealized +17.9%
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $2,686 Shares 12,004 Est. Cost $177.60 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $2,623 Shares 12,225 Est. Cost $160.11 Unrealized +20.7%
OEF ISHARES TR 0.1%
Value ($000) $2,566 Shares 14,950 Est. Cost $155.72 Unrealized
TWLO TWILIO INC 0.1%
Value ($000) $2,562 Shares 7,570 Est. Cost $204.40 Unrealized +52.9%
GOOG ALPHABET INC 0.1%
Value ($000) $2,502 Shares 1,428 Est. Cost $70.83 Unrealized +18.2%
FPE FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $2,487 Shares 123,166 Est. Cost $19.01 Unrealized
KEY KEYCORP 0.1%
Value ($000) $2,485 Shares 151,408 Est. Cost $11.38 Unrealized 0.0%
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,481 Shares 36,396 Est. Cost $53.81 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $2,477 Shares 24,548 Est. Cost $74.97 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $2,442 Shares 19,219 Est. Cost $94.99 Unrealized +3.3%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $2,405 Shares 31,172 Est. Cost $64.40 Unrealized +1.9%
BOND PIMCO ETF TR 0.0%
Value ($000) $2,391 Shares 21,135 Est. Cost $113.13 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $2,349 Shares 32,193 Est. Cost $69.28 Unrealized
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $2,321 Shares 39,866 Est. Cost $58.02 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $2,315 Shares 26,250 Est. Cost $85.67 Unrealized
EBND SPDR SER TR 0.0%
Value ($000) $2,299 Shares 81,970 Est. Cost $28.44 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $2,293 Shares 102,922 Est. Cost $22.90 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $2,238 Shares 59,042 Est. Cost $58.37 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $2,206 Shares 5,900 Est. Cost $304.68 Unrealized
QTRX QUANTERIX CORP 0.0%
Value ($000) $2,145 Shares 46,133 Est. Cost $29.57 Unrealized +47.6%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $2,108 Shares 11,962 Est. Cost $137.66 Unrealized +7.1%
PEP PEPSICO INC 0.0%
Value ($000) $2,083 Shares 14,048 Est. Cost $108.91 Unrealized +11.3%
TGT TARGET CORP 0.0%
Value ($000) $2,026 Shares 11,474 Est. Cost $144.87 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $2,025 Shares 38,653 Est. Cost $39.81 Unrealized +4.6%
HD HOME DEPOT INC 0.0%
Value ($000) $1,959 Shares 7,374 Est. Cost $207.63 Unrealized +16.8%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $1,884 Shares 22,761 Est. Cost $68.65 Unrealized -12.1%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,875 Shares 14,424 Est. Cost $91.58 Unrealized
DES WISDOMTREE TR 0.0%
Value ($000) $1,870 Shares 70,287 Est. Cost $35.57 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $1,869 Shares 5,000 Est. Cost $304.68 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $1,837 Shares 7,924 Est. Cost $184.99 Unrealized +19.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $1,803 Shares 8,844 Est. Cost $176.00 Unrealized +2.8%
GOVT ISHARES TR 0.0%
Value ($000) $1,747 Shares 64,136 Est. Cost $27.43 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,728 Shares 18,996 Est. Cost $82.41 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $1,718 Shares 10,705 Est. Cost $140.52 Unrealized +5.4%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $1,697 Shares 75,771 Est. Cost $22.35 Unrealized
RWR SPDR SER TR 0.0%
Value ($000) $1,692 Shares 19,520 Est. Cost $87.53 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $1,690 Shares 8,620 Est. Cost $160.13 Unrealized
T AT&T INC 0.0%
Value ($000) $1,648 Shares 57,310 Est. Cost $15.31 Unrealized +0.5%
IWF ISHARES TR 0.0%
Value ($000) $1,634 Shares 6,775 Est. Cost $147.75 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $1,612 Shares 13,547 Est. Cost $118.99 Unrealized
WMT WALMART INC 0.0%
Value ($000) $1,610 Shares 11,169 Est. Cost $39.14 Unrealized +15.6%
CSCO CISCO SYS INC 0.0%
Value ($000) $1,596 Shares 35,665 Est. Cost $34.68 Unrealized +1.7%
DEM WISDOMTREE TR 0.0%
Value ($000) $1,588 Shares 38,594 Est. Cost $39.23 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $1,583 Shares 13,311 Est. Cost $92.97 Unrealized
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $1,566 Shares 45,941 Est. Cost $36.21 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $1,543 Shares 26,259 Est. Cost $39.14 Unrealized +12.4%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $1,523 Shares 7,474 Est. Cost $151.73 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $1,508 Shares 6,560 Est. Cost $187.97 Unrealized +4.4%
EEM ISHARES TR 0.0%
Value ($000) $1,486 Shares 28,769 Est. Cost $43.10 Unrealized
MRK MERCK & CO. INC 0.0%
Value ($000) $1,464 Shares 17,898 Est. Cost $55.22 Unrealized +17.4%
ABT ABBOTT LABS 0.0%
Value ($000) $1,444 Shares 13,186 Est. Cost $90.53 Unrealized +9.6%
TSLA TESLA INC 0.0%
Value ($000) $1,420 Shares 2,012 Est. Cost $124.23 Unrealized +37.4%
IXUS ISHARES TR 0.0%
Value ($000) $1,398 Shares 20,802 Est. Cost $58.34 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $1,395 Shares 11,277 Est. Cost $102.77 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $1,395 Shares 3,977 Est. Cost $271.87 Unrealized +13.4%
PFE PFIZER INC 0.0%
Value ($000) $1,389 Shares 37,740 Est. Cost $25.34 Unrealized +13.0%
SNAP SNAP INC 0.0%
Value ($000) $1,378 Shares 27,524 Est. Cost $9.25 Unrealized +349.2%
IAGG ISHARES TR 0.0%
Value ($000) $1,366 Shares 24,295 Est. Cost $54.98 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1,311 Shares 15,747 Est. Cost $81.69 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $1,292 Shares 31,344 Est. Cost $54.39 Unrealized -44.2%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $1,289 Shares 5,424 Est. Cost $193.09 Unrealized +6.0%
SUB ISHARES TR 0.0%
Value ($000) $1,285 Shares 11,887 Est. Cost $107.13 Unrealized
ANAPLAN INC 0.0%
Value ($000) $1,281 Shares 17,834 Est. Cost $53.83 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $1,281 Shares 4,189 Est. Cost $305.80 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $1,278 Shares 13,766 Est. Cost $93.27 Unrealized
GMS INC 0.0%
Value ($000) $1,219 Shares 40,000 Est. Cost $37.64 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1,216 Shares 11,636 Est. Cost $54.31 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $1,190 Shares 23,329 Est. Cost $39.87 Unrealized +12.4%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $1,169 Shares 4,613 Est. Cost $167.32 Unrealized
ISHARES TR 0.0%
Value ($000) $1,159 Shares 44,973 Est. Cost $25.67 Unrealized
GWX SPDR INDEX SHS FDS 0.0%
Value ($000) $1,152 Shares 32,522 Est. Cost $35.08 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $1,149 Shares 13,105 Est. Cost $92.23 Unrealized
ISHARES TR 0.0%
Value ($000) $1,143 Shares 43,356 Est. Cost $26.07 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1,124 Shares 12,143 Est. Cost $72.66 Unrealized
MIMECAST LTD 0.0%
Value ($000) $1,118 Shares 19,677 Est. Cost $43.04 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $1,099 Shares 12,912 Est. Cost $105.43 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $1,089 Shares 11,498 Est. Cost $145.55 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $1,083 Shares 7,917 Est. Cost $127.75 Unrealized
IGM ISHARES TR 0.0%
Value ($000) $1,081 Shares 3,090 Est. Cost $217.04 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $1,080 Shares 4,392 Est. Cost $174.89 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $1,047 Shares 7,085 Est. Cost $121.19 Unrealized 0.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $1,039 Shares 8,870 Est. Cost $95.08 Unrealized 0.0%
LINDE PLC 0.0%
Value ($000) $1,034 Shares 3,924 Est. Cost $257.26 Unrealized
RPD RAPID7 INC 0.0%
Value ($000) $1,034 Shares 11,471 Est. Cost $53.02 Unrealized +34.9%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $1,013 Shares 6,810 Est. Cost $130.64 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $999 Shares 24,359 Est. Cost $36.47 Unrealized -26.8%
IWR ISHARES TR 0.0%
Value ($000) $998 Shares 14,552 Est. Cost $85.03 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $995 Shares 2,802 Est. Cost $308.15 Unrealized +3.5%
NKE NIKE INC 0.0%
Value ($000) $991 Shares 7,003 Est. Cost $111.77 Unrealized +10.2%
EVERBRIDGE INC 0.0%
Value ($000) $984 Shares 6,603 Est. Cost $135.84 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $979 Shares 21,003 Est. Cost $35.54 Unrealized -4.7%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $949 Shares 10,308 Est. Cost $78.90 Unrealized +4.0%
SDY SPDR SER TR 0.0%
Value ($000) $948 Shares 8,951 Est. Cost $93.25 Unrealized
ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $947 Shares 112,094 Est. Cost $7.16 Unrealized
ISHARES TR 0.0%
Value ($000) $942 Shares 35,972 Est. Cost $25.97 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $937 Shares 24,319 Est. Cost $38.40 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $937 Shares 18,810 Est. Cost $42.75 Unrealized +3.0%
GLD SPDR GOLD TR 0.0%
Value ($000) $927 Shares 5,198 Est. Cost $135.76 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $914 Shares 13,233 Est. Cost $62.64 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $908 Shares 8,491 Est. Cost $85.15 Unrealized 0.0%
IGSB ISHARES TR 0.0%
Value ($000) $902 Shares 16,345 Est. Cost $54.51 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $901 Shares 514 Est. Cost $57.56 Unrealized +45.1%
RZG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $889 Shares 6,442 Est. Cost $125.20 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $882 Shares 4,500 Est. Cost $160.13 Unrealized
BLACKROCK INC 0.0%
Value ($000) $877 Shares 1,216 Est. Cost $721.22 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $864 Shares 23,985 Est. Cost $34.27 Unrealized
CSX CSX CORP 0.0%
Value ($000) $860 Shares 9,472 Est. Cost $21.09 Unrealized +27.1%
ISHARES TR 0.0%
Value ($000) $837 Shares 30,897 Est. Cost $26.83 Unrealized
VAW VANGUARD WORLD FDS 0.0%
Value ($000) $829 Shares 5,279 Est. Cost $93.27 Unrealized
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $821 Shares 15,840 Est. Cost $78.33 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $814 Shares 4,033 Est. Cost $176.37 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $812 Shares 3,246 Est. Cost $214.58 Unrealized 0.0%
IWM ISHARES TR 0.0%
Value ($000) $804 Shares 4,100 Est. Cost $160.13 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $803 Shares 709 Est. Cost $90.62 Unrealized +15.8%
FOXF FOX FACTORY HLDG CORP 0.0%
Value ($000) $796 Shares 7,528 Est. Cost $73.24 Unrealized +24.1%
CB CHUBB LIMITED 0.0%
Value ($000) $792 Shares 5,147 Est. Cost $130.07 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $792 Shares 2,899 Est. Cost $247.58 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $792 Shares 1,887 Est. Cost $346.06 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $791 Shares 4,185 Est. Cost $164.87 Unrealized 0.0%
CSTL CASTLE BIOSCIENCES INC 0.0%
Value ($000) $784 Shares 11,680 Est. Cost $54.21 Unrealized 0.0%
IUSG ISHARES TR 0.0%
Value ($000) $783 Shares 8,828 Est. Cost $81.66 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $770 Shares 8,261 Est. Cost $76.93 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $763 Shares 1,411 Est. Cost $44.87 Unrealized +13.0%
MMM 3M CO 0.0%
Value ($000) $756 Shares 4,328 Est. Cost $111.80 Unrealized +5.1%
VFC V F CORP 0.0%
Value ($000) $748 Shares 8,760 Est. Cost $79.91 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value ($000) $746 Shares 16,786 Est. Cost $36.33 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $744 Shares 10,636 Est. Cost $47.97 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $741 Shares 4,611 Est. Cost $137.28 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $740 Shares 10,347 Est. Cost $56.02 Unrealized +4.3%
DIS DISNEY WALT CO 0.0%
Value ($000) $739 Shares 4,076 Est. Cost $97.51 Unrealized +43.8%
FLOT ISHARES TR 0.0%
Value ($000) $721 Shares 14,222 Est. Cost $50.59 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $708 Shares 4,201 Est. Cost $136.91 Unrealized 0.0%
AVALARA INC 0.0%
Value ($000) $708 Shares 4,294 Est. Cost $136.22 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $705 Shares 7,471 Est. Cost $91.29 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $696 Shares 17,152 Est. Cost $39.61 Unrealized
SMARTSHEET INC 0.0%
Value ($000) $692 Shares 9,994 Est. Cost $53.72 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $682 Shares 10,873 Est. Cost $48.57 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $671 Shares 5,329 Est. Cost $97.28 Unrealized -4.0%
IEI ISHARES TR 0.0%
Value ($000) $669 Shares 5,032 Est. Cost $123.62 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $669 Shares 2,876 Est. Cost $235.25 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $667 Shares 8,305 Est. Cost $66.82 Unrealized 0.0%
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $663 Shares 17,776 Est. Cost $39.95 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $661 Shares 15,569 Est. Cost $33.17 Unrealized 0.0%
FV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $652 Shares 16,100 Est. Cost $29.77 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $638 Shares 7,462 Est. Cost $73.42 Unrealized 0.0%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $632 Shares 1,785 Est. Cost $236.55 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $631 Shares 7,295 Est. Cost $73.10 Unrealized 0.0%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $627 Shares 1,886 Est. Cost $314.73 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $626 Shares 2,923 Est. Cost $231.16 Unrealized -16.8%
IUSV ISHARES TR 0.0%
Value ($000) $608 Shares 9,772 Est. Cost $62.22 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $607 Shares 7,189 Est. Cost $75.28 Unrealized -13.6%
KO COCA COLA CO 0.0%
Value ($000) $606 Shares 11,050 Est. Cost $39.06 Unrealized +13.3%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $601 Shares 4,227 Est. Cost $142.18 Unrealized
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $599 Shares 4,365 Est. Cost $120.89 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $594 Shares 10,567 Est. Cost $47.37 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $586 Shares 2,710 Est. Cost $122.53 Unrealized
IDV ISHARES TR 0.0%
Value ($000) $586 Shares 19,875 Est. Cost $31.68 Unrealized
V VISA INC 0.0%
Value ($000) $580 Shares 2,650 Est. Cost $194.64 Unrealized +1.3%
IDXX IDEXX LABS INC 0.0%
Value ($000) $579 Shares 1,159 Est. Cost $157.41 Unrealized +184.3%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $575 Shares 45,533 Est. Cost $9.71 Unrealized -7.2%
NICE NICE LTD 0.0%
Value ($000) $567 Shares 2,000 Est. Cost $104.00 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $557 Shares 6,691 Est. Cost $72.00 Unrealized 0.0%
CLOUDERA INC 0.0%
Value ($000) $550 Shares 39,567 Est. Cost $12.53 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $550 Shares 4,358 Est. Cost $111.11 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $542 Shares 1,518 Est. Cost $280.25 Unrealized +15.4%
MODEL N INC 0.0%
Value ($000) $541 Shares 15,160 Est. Cost $34.94 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $536 Shares 9,710 Est. Cost $53.57 Unrealized
ISHARES TR 0.0%
Value ($000) $533 Shares 18,911 Est. Cost $27.54 Unrealized
OSW ONESPAWORLD HOLDINGS LIMITED 0.0%
Value ($000) $533 Shares 52,577 Est. Cost $5.86 Unrealized +33.1%
LLY LILLY ELI & CO 0.0%
Value ($000) $531 Shares 3,144 Est. Cost $113.28 Unrealized +24.8%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $529 Shares 4,487 Est. Cost $107.44 Unrealized 0.0%
ESGU ISHARES TR 0.0%
Value ($000) $527 Shares 6,123 Est. Cost $77.26 Unrealized
INTU INTUIT 0.0%
Value ($000) $526 Shares 1,385 Est. Cost $340.30 Unrealized 0.0%
DHR DANAHER CORPORATION 0.0%
Value ($000) $524 Shares 2,360 Est. Cost $98.28 Unrealized +99.4%
PROS HOLDINGS INC 0.0%
Value ($000) $524 Shares 10,329 Est. Cost $43.58 Unrealized
AOA ISHARES TR 0.0%
Value ($000) $522 Shares 8,138 Est. Cost $53.76 Unrealized
TFI SPDR SER TR 0.0%
Value ($000) $513 Shares 9,771 Est. Cost $49.11 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $506 Shares 2,380 Est. Cost $133.57 Unrealized +22.6%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $478 Shares 3,544 Est. Cost $115.97 Unrealized 0.0%
EIX EDISON INTL 0.0%
Value ($000) $478 Shares 7,611 Est. Cost $46.43 Unrealized +3.0%
IEMG ISHARES INC 0.0%
Value ($000) $474 Shares 7,648 Est. Cost $50.47 Unrealized
NEO NEOGENOMICS INC 0.0%
Value ($000) $465 Shares 8,632 Est. Cost $30.25 Unrealized +49.4%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $462 Shares 12,292 Est. Cost $41.03 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $458 Shares 4,466 Est. Cost $119.52 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $454 Shares 4,524 Est. Cost $84.80 Unrealized 0.0%
DSI ISHARES TR 0.0%
Value ($000) $448 Shares 6,260 Est. Cost $85.76 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $421 Shares 807 Est. Cost $12.08 Unrealized +10.5%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $411 Shares 5,600 Est. Cost $58.61 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 0.0%
Value ($000) $410 Shares 7,466 Est. Cost $54.57 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $402 Shares 2,534 Est. Cost $158.64 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $394 Shares 1,756 Est. Cost $199.71 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $389 Shares 1,033 Est. Cost $297.16 Unrealized +16.9%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $382 Shares 1,659 Est. Cost $187.67 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $381 Shares 3,359 Est. Cost $108.49 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $378 Shares 3,432 Est. Cost $109.69 Unrealized
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $375 Shares 5,143 Est. Cost $57.96 Unrealized
LPRO OPEN LENDING CORP 0.0%
Value ($000) $374 Shares 10,700 Est. Cost $29.07 Unrealized 0.0%
IBMO ISHARES TR 0.0%
Value ($000) $369 Shares 13,638 Est. Cost $27.06 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $367 Shares 2,876 Est. Cost $101.43 Unrealized
IIPR INNOVATIVE INDL PPTYS INC 0.0%
Value ($000) $366 Shares 2,000 Est. Cost $183.00 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $361 Shares 5,815 Est. Cost $45.80 Unrealized +9.2%
SHE SPDR SER TR 0.0%
Value ($000) $359 Shares 3,999 Est. Cost $68.25 Unrealized
PCEF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $349 Shares 15,571 Est. Cost $22.74 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $343 Shares 3,143 Est. Cost $109.13 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $342 Shares 11,618 Est. Cost $23.81 Unrealized
WIP SPDR SER TR 0.0%
Value ($000) $336 Shares 5,731 Est. Cost $57.55 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $335 Shares 5,027 Est. Cost $59.11 Unrealized 0.0%
SO SOUTHERN CO 0.0%
Value ($000) $334 Shares 5,439 Est. Cost $42.95 Unrealized +15.3%
SYK STRYKER CORPORATION 0.0%
Value ($000) $333 Shares 1,357 Est. Cost $177.06 Unrealized +21.2%
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $328 Shares 4,031 Est. Cost $62.50 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $322 Shares 1,522 Est. Cost $171.50 Unrealized
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $321 Shares 3,681 Est. Cost $45.66 Unrealized +82.6%
IYJ ISHARES TR 0.0%
Value ($000) $321 Shares 3,301 Est. Cost $119.92 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $316 Shares 2,638 Est. Cost $106.60 Unrealized
EATON VANCE CORP 0.0%
Value ($000) $311 Shares 4,581 Est. Cost $67.89 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $308 Shares 28,531 Est. Cost $17.51 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $307 Shares 800 Est. Cost $234.34 Unrealized +43.6%
HYS PIMCO ETF TR 0.0%
Value ($000) $307 Shares 3,126 Est. Cost $97.64 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $303 Shares 10,989 Est. Cost $16.35 Unrealized +27.0%
ELD WISDOMTREE TR 0.0%
Value ($000) $299 Shares 8,584 Est. Cost $38.35 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $293 Shares 3,021 Est. Cost $76.46 Unrealized
IMCG ISHARES TR 0.0%
Value ($000) $286 Shares 749 Est. Cost $293.26 Unrealized
REZ ISHARES TR 0.0%
Value ($000) $281 Shares 4,143 Est. Cost $71.91 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $281 Shares 4,683 Est. Cost $60.02 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $277 Shares 1,333 Est. Cost $139.36 Unrealized +27.8%
SLYG SPDR SER TR 0.0%
Value ($000) $277 Shares 3,630 Est. Cost $97.36 Unrealized
IGE ISHARES TR 0.0%
Value ($000) $274 Shares 11,783 Est. Cost $31.22 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $274 Shares 1,798 Est. Cost $124.71 Unrealized 0.0%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $272 Shares 2,826 Est. Cost $64.63 Unrealized +37.3%
SHM SPDR SER TR 0.0%
Value ($000) $263 Shares 5,287 Est. Cost $48.65 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $262 Shares 4,637 Est. Cost $57.12 Unrealized -11.3%
SHY ISHARES TR 0.0%
Value ($000) $262 Shares 3,037 Est. Cost $86.39 Unrealized
DE DEERE & CO 0.0%
Value ($000) $256 Shares 952 Est. Cost $181.21 Unrealized +28.1%
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $255 Shares 1,519 Est. Cost $129.20 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $252 Shares 2,171 Est. Cost $116.08 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $251 Shares 1,968 Est. Cost $96.63 Unrealized 0.0%
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $249 Shares 4,103 Est. Cost $60.69 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $243 Shares 2,647 Est. Cost $74.25 Unrealized +16.2%
ABBV ABBVIE INC 0.0%
Value ($000) $238 Shares 2,221 Est. Cost $78.94 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $238 Shares 4,091 Est. Cost $49.35 Unrealized 0.0%
FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $237 Shares 4,017 Est. Cost $59.00 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $232 Shares 283 Est. Cost $224.54 Unrealized +10.6%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $227 Shares 2,481 Est. Cost $67.61 Unrealized +11.9%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $226 Shares 2,324 Est. Cost $97.25 Unrealized
DNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $225 Shares 6,748 Est. Cost $30.79 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $222 Shares 8,193 Est. Cost $26.48 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $221 Shares 5,538 Est. Cost $39.91 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $220 Shares 652 Est. Cost $189.28 Unrealized +135.5%
SLV ISHARES SILVER TR 0.0%
Value ($000) $217 Shares 8,813 Est. Cost $24.62 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $215 Shares 3,031 Est. Cost $38.10 Unrealized +32.1%
SCHJ SCHWAB STRATEGIC TR 0.0%
Value ($000) $212 Shares 4,134 Est. Cost $51.28 Unrealized
SHYG ISHARES TR 0.0%
Value ($000) $211 Shares 4,648 Est. Cost $43.89 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $211 Shares 3,407 Est. Cost $60.20 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $206 Shares 2,846 Est. Cost $64.61 Unrealized 0.0%
USHY ISHARES TR 0.0%
Value ($000) $204 Shares 4,946 Est. Cost $41.25 Unrealized
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $200 Shares 3,090 Est. Cost $48.82 Unrealized 0.0%
PEOPLES UNITED FINANCIAL INC 0.0%
Value ($000) $180 Shares 13,937 Est. Cost $12.92 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value ($000) $174 Shares 28,115 Est. Cost $5.43 Unrealized
GYLD ARROW ETF TR 0.0%
Value ($000) $167 Shares 12,641 Est. Cost $17.24 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $146 Shares 2,000 Est. Cost $69.28 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $103 Shares 2,000 Est. Cost $43.10 Unrealized
BIOSIG TECHNOLOGIES INC 0.0%
Value ($000) $82 Shares 20,966 Est. Cost $7.20 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $73 Shares 1,000 Est. Cost $69.28 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $43.10 Unrealized