HMS Capital Management, LLC Hedge Fund

CIK: 0001689470 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 12, 2019

Total Value ($000): $231,652 (100.0% shares, 0.0% debt)

Holdings (268)

SPY SPDR S&P 500 ETF 17.0%
Value ($000) $39,376 Shares 134,388 Est. Cost $259.80 Unrealized
SPY SPDR S&P 500 ETF 8.2%
Value ($000) $19,105 Shares 65,200 Est. Cost $259.80 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 3.0%
Value ($000) $6,988 Shares 162,845 Est. Cost $42.83 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 2.6%
Value ($000) $6,072 Shares 48,818 Est. Cost $113.76 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 2.2%
Value ($000) $5,202 Shares 59,671 Est. Cost $86.49 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 1.6%
Value ($000) $3,682 Shares 33,274 Est. Cost $110.57 Unrealized
QQQ POWERSHARES QQQ TR 1.5%
Value ($000) $3,470 Shares 18,581 Est. Cost $178.22 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 1.4%
Value ($000) $3,143 Shares 20,941 Est. Cost $143.23 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 1.3%
Value ($000) $3,108 Shares 21,800 Est. Cost $116.61 Unrealized
ADBE ADOBE SYS INC 1.2%
Value ($000) $2,784 Shares 9,448 Est. Cost $129.56 Unrealized +114.4%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 1.1%
Value ($000) $2,641 Shares 23,311 Est. Cost $110.20 Unrealized
MA MASTERCARD INC 1.1%
Value ($000) $2,598 Shares 9,821 Est. Cost $102.06 Unrealized +136.5%
MSFT MICROSOFT 1.1%
Value ($000) $2,513 Shares 18,760 Est. Cost $77.94 Unrealized +53.4%
LULU LULULEMON ATHLETICA INC 1.1%
Value ($000) $2,478 Shares 13,752 Est. Cost $136.70 Unrealized +27.0%
PYPL PAYPAL HLDGS INC COM 1.0%
Value ($000) $2,426 Shares 21,193 Est. Cost $64.77 Unrealized +70.7%
AMZN AMAZON.COM INC 1.0%
Value ($000) $2,395 Shares 1,265 Est. Cost $47.72 Unrealized +95.2%
PAYC PAYCOM SOFTWARE INC COM 1.0%
Value ($000) $2,322 Shares 10,243 Est. Cost $104.86 Unrealized +92.0%
ILMN ILLUMINA INC 1.0%
Value ($000) $2,277 Shares 6,185 Est. Cost $296.22 Unrealized +6.6%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 1.0%
Value ($000) $2,236 Shares 14,900 Est. Cost $143.23 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 1.0%
Value ($000) $2,227 Shares 51,900 Est. Cost $42.83 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.9%
Value ($000) $2,191 Shares 39,216 Est. Cost $78.97 Unrealized
VEEV VEEVA SYS INC CL A COM 0.9%
Value ($000) $2,179 Shares 13,441 Est. Cost $52.82 Unrealized +175.9%
VLO VALERO ENERGY CORP 0.9%
Value ($000) $2,063 Shares 24,098 Est. Cost $62.49 Unrealized +0.8%
QQQ POWERSHARES QQQ TR 0.9%
Value ($000) $2,054 Shares 11,000 Est. Cost $178.22 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.9%
Value ($000) $1,998 Shares 6,804 Est. Cost $231.94 Unrealized +16.7%
ULTA ULTA SALON COSMETICS & FRAGRANCE INC COM 0.9%
Value ($000) $1,989 Shares 5,733 Est. Cost $345.60 Unrealized 0.0%
MAR MARRIOTT INTL INC 0.9%
Value ($000) $1,985 Shares 14,153 Est. Cost $114.76 Unrealized +10.0%
CHGG CHEGG INC COM 0.9%
Value ($000) $1,975 Shares 51,187 Est. Cost $27.95 Unrealized +34.8%
TREE LENDINGTREE INC NEW COM 0.8%
Value ($000) $1,900 Shares 4,523 Est. Cost $349.93 Unrealized
RNG RINGCENTRAL INC CL A 0.8%
Value ($000) $1,881 Shares 16,364 Est. Cost $45.88 Unrealized +151.2%
PLNT PLANET FITNESS INC CL A 0.8%
Value ($000) $1,821 Shares 25,139 Est. Cost $43.74 Unrealized +72.3%
OLLI OLLIES BARGAIN OUTLT HLDGS INC COM 0.8%
Value ($000) $1,817 Shares 20,864 Est. Cost $61.18 Unrealized +54.2%
INCY INCYTE CORP COM 0.8%
Value ($000) $1,775 Shares 20,892 Est. Cost $80.26 Unrealized 0.0%
PRA HEALTH SCIENCES INC COM 0.7%
Value ($000) $1,571 Shares 15,843 Est. Cost $96.60 Unrealized
IAC INTERACTIVECORP COM 0.7%
Value ($000) $1,527 Shares 7,019 Est. Cost $217.55 Unrealized
PG PROCTER AND GAMBLE CO COM 0.6%
Value ($000) $1,465 Shares 13,365 Est. Cost $62.19 Unrealized +45.5%
TD AMERITRADE HLDG CORP COM 0.6%
Value ($000) $1,431 Shares 28,660 Est. Cost $49.98 Unrealized
MSFT MICROSOFT 0.6%
Value ($000) $1,380 Shares 10,300 Est. Cost $77.94 Unrealized +53.4%
XYZ SQUARE INC CL A 0.6%
Value ($000) $1,371 Shares 18,899 Est. Cost $62.12 Unrealized +12.5%
ICE INTERCONTINENTALEXCHINTL 0.6%
Value ($000) $1,360 Shares 15,824 Est. Cost $56.52 Unrealized +32.7%
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $1,313 Shares 9,430 Est. Cost $109.51 Unrealized +4.8%
AFL AFLAC INC COM 0.6%
Value ($000) $1,301 Shares 23,737 Est. Cost $38.45 Unrealized +14.7%
GOOGL GOOGLE INC 0.6%
Value ($000) $1,297 Shares 1,198 Est. Cost $39.89 Unrealized +44.0%
PAYX PAYCHEX INC 0.5%
Value ($000) $1,262 Shares 15,335 Est. Cost $48.27 Unrealized +44.1%
REALPAGE INC COM 0.5%
Value ($000) $1,217 Shares 20,677 Est. Cost $58.86 Unrealized
CSCO CISCO SYS INC 0.5%
Value ($000) $1,188 Shares 21,697 Est. Cost $25.90 Unrealized +74.4%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $1,160 Shares 5,584 Est. Cost $150.58 Unrealized +12.7%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.5%
Value ($000) $1,149 Shares 13,391 Est. Cost $71.75 Unrealized
PSA PUBLIC STORAGE COM 0.5%
Value ($000) $1,145 Shares 4,806 Est. Cost $157.22 Unrealized +10.6%
UNP UNION PACIFIC CORP COM 0.5%
Value ($000) $1,144 Shares 6,767 Est. Cost $133.51 Unrealized +10.7%
NEE NEXTERA ENERGY INC COM 0.5%
Value ($000) $1,140 Shares 5,564 Est. Cost $38.59 Unrealized +8.3%
TD TORONTO DOMINION BK ONT COM NEW 0.5%
Value ($000) $1,139 Shares 19,523 Est. Cost $50.09 Unrealized +12.3%
HQY HEALTHEQUITY INC COM 0.5%
Value ($000) $1,117 Shares 17,080 Est. Cost $58.14 Unrealized +19.7%
ACN ACCENTURE LTD BERMUDA CL A 0.5%
Value ($000) $1,110 Shares 6,008 Est. Cost $142.65 Unrealized +14.7%
FTNT FORTINET INC COM 0.5%
Value ($000) $1,101 Shares 14,331 Est. Cost $15.32 Unrealized +7.5%
UNH UNITEDHEALTH GROUP 0.5%
Value ($000) $1,096 Shares 4,491 Est. Cost $230.77 Unrealized -6.6%
XEL XCEL ENERGY INC COM 0.5%
Value ($000) $1,095 Shares 18,407 Est. Cost $43.12 Unrealized +8.8%
JPM JPMORGAN CHASE & CO COM 0.5%
Value ($000) $1,076 Shares 9,623 Est. Cost $89.24 Unrealized +3.1%
PAYC PAYCOM SOFTWARE INC COM 0.4%
Value ($000) $997 Shares 4,400 Est. Cost $104.86 Unrealized +92.0%
ADBE ADOBE SYS INC 0.4%
Value ($000) $972 Shares 3,300 Est. Cost $129.56 Unrealized +114.4%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.4%
Value ($000) $946 Shares 8,213 Est. Cost $103.20 Unrealized
VLO VALERO ENERGY CORP 0.4%
Value ($000) $942 Shares 11,000 Est. Cost $62.49 Unrealized +0.8%
AAPL APPLE INC 0.4%
Value ($000) $940 Shares 4,751 Est. Cost $38.84 Unrealized +20.0%
DLR DIGITAL RLTY TR INC COM 0.4%
Value ($000) $935 Shares 7,941 Est. Cost $87.78 Unrealized +7.7%
VEEV VEEVA SYS INC CL A COM 0.4%
Value ($000) $859 Shares 5,300 Est. Cost $52.82 Unrealized +175.9%
MA MASTERCARD INC 0.4%
Value ($000) $846 Shares 3,200 Est. Cost $102.06 Unrealized +136.5%
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 0.4%
Value ($000) $840 Shares 3,711 Est. Cost $219.06 Unrealized
LULU LULULEMON ATHLETICA INC 0.4%
Value ($000) $829 Shares 4,600 Est. Cost $136.70 Unrealized +27.0%
RNG RINGCENTRAL INC CL A 0.3%
Value ($000) $804 Shares 7,000 Est. Cost $45.88 Unrealized +151.2%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $800 Shares 7,300 Est. Cost $62.19 Unrealized +45.5%
CHGG CHEGG INC COM 0.3%
Value ($000) $795 Shares 20,600 Est. Cost $27.95 Unrealized +34.8%
AMGN AMGEN INC 0.3%
Value ($000) $780 Shares 4,233 Est. Cost $156.40 Unrealized -6.5%
PYPL PAYPAL HLDGS INC COM 0.3%
Value ($000) $767 Shares 6,700 Est. Cost $64.77 Unrealized +70.7%
ROST ROSS STORES INC 0.3%
Value ($000) $767 Shares 7,735 Est. Cost $59.19 Unrealized +54.2%
XILINX INC 0.3%
Value ($000) $764 Shares 6,480 Est. Cost $117.90 Unrealized
PLNT PLANET FITNESS INC CL A 0.3%
Value ($000) $761 Shares 10,500 Est. Cost $43.74 Unrealized +72.3%
TREE LENDINGTREE INC NEW COM 0.3%
Value ($000) $756 Shares 1,800 Est. Cost $349.93 Unrealized
OLLI OLLIES BARGAIN OUTLT HLDGS INC COM 0.3%
Value ($000) $740 Shares 8,500 Est. Cost $61.18 Unrealized +54.2%
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.3%
Value ($000) $729 Shares 13,800 Est. Cost $52.19 Unrealized
ULTA ULTA SALON COSMETICS & FRAGRANCE INC COM 0.3%
Value ($000) $728 Shares 2,100 Est. Cost $345.60 Unrealized 0.0%
LOW LOWES COS INC COM 0.3%
Value ($000) $713 Shares 7,069 Est. Cost $93.45 Unrealized 0.0%
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $708 Shares 3,950 Est. Cost $155.14 Unrealized
AFL AFLAC INC COM 0.3%
Value ($000) $707 Shares 12,900 Est. Cost $38.45 Unrealized +14.7%
PAYX PAYCHEX INC 0.3%
Value ($000) $699 Shares 8,500 Est. Cost $48.27 Unrealized +44.1%
ICE INTERCONTINENTALEXCHINTL 0.3%
Value ($000) $670 Shares 7,800 Est. Cost $56.52 Unrealized +32.7%
IWR ISHARES RUSSELL MID-CAP ETF 0.3%
Value ($000) $670 Shares 12,000 Est. Cost $78.97 Unrealized
ILMN ILLUMINA INC 0.3%
Value ($000) $663 Shares 1,800 Est. Cost $296.22 Unrealized +6.6%
TD TORONTO DOMINION BK ONT COM NEW 0.3%
Value ($000) $654 Shares 11,200 Est. Cost $50.09 Unrealized +12.3%
MAR MARRIOTT INTL INC 0.3%
Value ($000) $645 Shares 4,600 Est. Cost $114.76 Unrealized +10.0%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.3%
Value ($000) $642 Shares 4,500 Est. Cost $116.61 Unrealized
CYBERARK SOFTWARE LTD SHS 0.3%
Value ($000) $621 Shares 4,859 Est. Cost $119.05 Unrealized
INCY INCYTE CORP COM 0.3%
Value ($000) $620 Shares 7,300 Est. Cost $80.26 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $616 Shares 2,100 Est. Cost $231.94 Unrealized +16.7%
PRA HEALTH SCIENCES INC COM 0.3%
Value ($000) $615 Shares 6,200 Est. Cost $96.60 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $613 Shares 11,200 Est. Cost $25.90 Unrealized +74.4%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $613 Shares 4,400 Est. Cost $109.51 Unrealized +4.8%
ACN ACCENTURE LTD BERMUDA CL A 0.3%
Value ($000) $591 Shares 3,200 Est. Cost $142.65 Unrealized +14.7%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.3%
Value ($000) $584 Shares 4,700 Est. Cost $113.76 Unrealized
XEL XCEL ENERGY INC COM 0.3%
Value ($000) $583 Shares 9,800 Est. Cost $43.12 Unrealized +8.8%
MKTX MARKETAXESS HLDGS INC COM 0.3%
Value ($000) $582 Shares 1,810 Est. Cost $179.75 Unrealized +50.3%
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $581 Shares 5,200 Est. Cost $89.24 Unrealized +3.1%
EEFT EURONET WORLDWIDE INC COM 0.2%
Value ($000) $575 Shares 3,417 Est. Cost $113.92 Unrealized +34.2%
PSA PUBLIC STORAGE COM 0.2%
Value ($000) $572 Shares 2,400 Est. Cost $157.22 Unrealized +10.6%
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.2%
Value ($000) $560 Shares 10,591 Est. Cost $52.19 Unrealized
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $553 Shares 2,700 Est. Cost $38.59 Unrealized +8.3%
IT GARTNER INC CL A 0.2%
Value ($000) $542 Shares 3,366 Est. Cost $120.15 Unrealized +30.1%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $540 Shares 2,600 Est. Cost $150.58 Unrealized +12.7%
UNP UNION PACIFIC CORP COM 0.2%
Value ($000) $524 Shares 3,100 Est. Cost $133.51 Unrealized +10.7%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.2%
Value ($000) $524 Shares 6,713 Est. Cost $78.06 Unrealized
EPAM EPAM SYS INC COM 0.2%
Value ($000) $524 Shares 3,029 Est. Cost $69.03 Unrealized +149.5%
REALPAGE INC COM 0.2%
Value ($000) $518 Shares 8,800 Est. Cost $58.86 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 0.2%
Value ($000) $515 Shares 6,600 Est. Cost $78.06 Unrealized
DPZ DOMINOS PIZZA INC COM 0.2%
Value ($000) $510 Shares 1,834 Est. Cost $188.30 Unrealized +34.3%
TD AMERITRADE HLDG CORP COM 0.2%
Value ($000) $504 Shares 10,100 Est. Cost $49.98 Unrealized
IAC INTERACTIVECORP COM 0.2%
Value ($000) $501 Shares 2,300 Est. Cost $217.55 Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.2%
Value ($000) $485 Shares 3,571 Est. Cost $83.07 Unrealized +55.4%
GLOB GLOBANT S A COM 0.2%
Value ($000) $463 Shares 4,583 Est. Cost $67.26 Unrealized +29.6%
DVYE ISHARES EMERGING MARKETS DIVIDEND ETF 0.2%
Value ($000) $448 Shares 10,980 Est. Cost $40.21 Unrealized
DLR DIGITAL RLTY TR INC COM 0.2%
Value ($000) $448 Shares 3,800 Est. Cost $87.78 Unrealized +7.7%
AMGN AMGEN INC 0.2%
Value ($000) $424 Shares 2,300 Est. Cost $156.40 Unrealized -6.5%
LHC GROUP INC COM 0.2%
Value ($000) $422 Shares 3,531 Est. Cost $99.01 Unrealized
ALRM ALARM COM HLDGS INC COM 0.2%
Value ($000) $419 Shares 7,838 Est. Cost $48.33 Unrealized +27.7%
GTLS CHART INDUSTRIES INC 0.2%
Value ($000) $401 Shares 5,212 Est. Cost $68.90 Unrealized +19.2%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $398 Shares 5,188 Est. Cost $56.10 Unrealized +1.4%
NOW SERVICENOW INC COM 0.2%
Value ($000) $398 Shares 1,449 Est. Cost $33.06 Unrealized +59.0%
CYBERARK SOFTWARE LTD SHS 0.2%
Value ($000) $397 Shares 3,100 Est. Cost $119.05 Unrealized
BIOTELEMETRY INC COM 0.2%
Value ($000) $395 Shares 8,205 Est. Cost $47.30 Unrealized
MRCY MERCURY SYS INC COM 0.2%
Value ($000) $392 Shares 5,566 Est. Cost $57.65 Unrealized +20.4%
XILINX INC 0.2%
Value ($000) $389 Shares 3,300 Est. Cost $117.90 Unrealized
AMZN AMAZON.COM INC 0.2%
Value ($000) $379 Shares 200 Est. Cost $47.72 Unrealized +95.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $362 Shares 1,700 Est. Cost $169.83 Unrealized +21.8%
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $351 Shares 1,190 Est. Cost $271.91 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.1%
Value ($000) $340 Shares 1,575 Est. Cost $168.34 Unrealized +28.9%
EWJ ISHARES MSCI JAPAN ETF 0.1%
Value ($000) $329 Shares 6,035 Est. Cost $60.59 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $323 Shares 3,200 Est. Cost $93.45 Unrealized 0.0%
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.1%
Value ($000) $320 Shares 11,798 Est. Cost $26.20 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $308 Shares 1,981 Est. Cost $166.79 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $307 Shares 6,411 Est. Cost $43.07 Unrealized +0.1%
V VISA INC 0.1%
Value ($000) $244 Shares 1,405 Est. Cost $118.50 Unrealized +31.9%
SPLUNK INC COM 0.1%
Value ($000) $223 Shares 1,776 Est. Cost $99.10 Unrealized
CRM SALESFORCE COM 0.1%
Value ($000) $212 Shares 1,394 Est. Cost $126.05 Unrealized +22.8%
HQY HEALTHEQUITY INC COM 0.1%
Value ($000) $209 Shares 3,200 Est. Cost $58.14 Unrealized +19.7%
NKE NIKE INC CLASS B 0.1%
Value ($000) $206 Shares 2,451 Est. Cost $63.84 Unrealized +20.8%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $199 Shares 2,600 Est. Cost $56.10 Unrealized +1.4%
PODD INSULET CORP COM 0.1%
Value ($000) $195 Shares 1,634 Est. Cost $102.53 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $193 Shares 1,046 Est. Cost $46.67 Unrealized +29.6%
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $192 Shares 2,200 Est. Cost $86.49 Unrealized
META FACEBOOK INC CL A 0.1%
Value ($000) $186 Shares 962 Est. Cost $166.23 Unrealized +9.1%
VRTX VERTEX PHARMACEUTICALS IN 0.1%
Value ($000) $184 Shares 1,002 Est. Cost $174.82 Unrealized 0.0%
BAC BANK AMER CORP COM 0.1%
Value ($000) $180 Shares 6,223 Est. Cost $25.00 Unrealized -2.0%
HD HOME DEPOT 0.1%
Value ($000) $179 Shares 862 Est. Cost $155.00 Unrealized +9.4%
V VISA INC 0.1%
Value ($000) $174 Shares 1,000 Est. Cost $118.50 Unrealized +31.9%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $168 Shares 275 Est. Cost $556.56 Unrealized 0.0%
NVDA NVIDIA CORP COM 0.1%
Value ($000) $156 Shares 948 Est. Cost $4.12 Unrealized 0.0%
BKNG PRICELINE.COM INC 0.1%
Value ($000) $152 Shares 81 Est. Cost $1766.98 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $147 Shares 870 Est. Cost $168.97 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $145 Shares 400 Est. Cost $264.57 Unrealized +5.7%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $141 Shares 387 Est. Cost $264.57 Unrealized +5.7%
PPG PPG INDS INC COM 0.1%
Value ($000) $137 Shares 1,178 Est. Cost $100.38 Unrealized 0.0%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.1%
Value ($000) $137 Shares 5,363 Est. Cost $25.55 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.1%
Value ($000) $136 Shares 1,200 Est. Cost $110.20 Unrealized
META FACEBOOK INC CL A 0.1%
Value ($000) $135 Shares 700 Est. Cost $166.23 Unrealized +9.1%
HON HONEYWELL INTL INC 0.1%
Value ($000) $133 Shares 759 Est. Cost $138.65 Unrealized 0.0%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $132 Shares 501 Est. Cost $226.60 Unrealized 0.0%
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.1%
Value ($000) $130 Shares 5,117 Est. Cost $25.41 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $126 Shares 1,507 Est. Cost $62.14 Unrealized 0.0%
ISHARES IBONDS DEC 2021 TERM CORPORATE ETF 0.1%
Value ($000) $122 Shares 4,884 Est. Cost $24.98 Unrealized
CME CME GROUP INC COM CL A 0.1%
Value ($000) $121 Shares 622 Est. Cost $144.47 Unrealized 0.0%
WMT WALMART INC COM 0.1%
Value ($000) $116 Shares 1,050 Est. Cost $31.30 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $105 Shares 638 Est. Cost $140.97 Unrealized 0.0%
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $104 Shares 860 Est. Cost $120.93 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $104 Shares 1,043 Est. Cost $86.29 Unrealized 0.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $103 Shares 700 Est. Cost $129.36 Unrealized 0.0%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $92 Shares 508 Est. Cost $147.75 Unrealized 0.0%
ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF 0.0%
Value ($000) $91 Shares 3,490 Est. Cost $26.07 Unrealized
AVGO AVAGO TECHNOLOGIES LTD 0.0%
Value ($000) $90 Shares 311 Est. Cost $24.38 Unrealized 0.0%
VYM VANGUARD HIGH DIVIDEND YIELD 0.0%
Value ($000) $89 Shares 1,013 Est. Cost $87.86 Unrealized
MNST MONSTER BEVERAGE CORP 0.0%
Value ($000) $86 Shares 1,348 Est. Cost $30.13 Unrealized 0.0%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $84 Shares 738 Est. Cost $63.55 Unrealized -15.0%
HD HOME DEPOT 0.0%
Value ($000) $83 Shares 400 Est. Cost $155.00 Unrealized +9.4%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $83 Shares 602 Est. Cost $104.11 Unrealized 0.0%
ISHARES IBONDS DEC 2022 TERM CORPORATE ETF 0.0%
Value ($000) $82 Shares 3,254 Est. Cost $25.20 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $82 Shares 1,940 Est. Cost $35.54 Unrealized 0.0%
INTC INTEL CORP COM 0.0%
Value ($000) $81 Shares 1,700 Est. Cost $43.07 Unrealized +0.1%
ISHARES IBONDS DEC 2019 TERM CORPORATE ETF 0.0%
Value ($000) $80 Shares 3,200 Est. Cost $25.00 Unrealized
FLOT ISHARES MSCI FLOATING RATE NOT E FUNDING ETF 0.0%
Value ($000) $79 Shares 1,559 Est. Cost $50.67 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $77 Shares 700 Est. Cost $31.30 Unrealized 0.0%
ALEXION PHARMACEUTICALS INC COM 0.0%
Value ($000) $76 Shares 579 Est. Cost $131.26 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $75 Shares 652 Est. Cost $97.23 Unrealized 0.0%
BLACKROCK INC 0.0%
Value ($000) $72 Shares 154 Est. Cost $467.53 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $72 Shares 340 Est. Cost $169.83 Unrealized +21.8%
PFE PFIZER INC COM 0.0%
Value ($000) $71 Shares 1,640 Est. Cost $29.22 Unrealized 0.0%
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $70 Shares 1,300 Est. Cost $48.63 Unrealized +3.8%
SHY ISHARES 1-3 YR TREASURY BOND ETF 0.0%
Value ($000) $70 Shares 831 Est. Cost $84.24 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $70 Shares 400 Est. Cost $138.65 Unrealized 0.0%
BA BOEING CO COM 0.0%
Value ($000) $70 Shares 193 Est. Cost $357.24 Unrealized 0.0%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $66 Shares 530 Est. Cost $85.74 Unrealized +5.3%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $64 Shares 1,000 Est. Cost $46.85 Unrealized 0.0%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $64 Shares 1,000 Est. Cost $46.85 Unrealized 0.0%
IT GARTNER INC CL A 0.0%
Value ($000) $64 Shares 400 Est. Cost $120.15 Unrealized +30.1%
MKTX MARKETAXESS HLDGS INC COM 0.0%
Value ($000) $64 Shares 200 Est. Cost $179.75 Unrealized +50.3%
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.0%
Value ($000) $63 Shares 384 Est. Cost $164.06 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $62 Shares 500 Est. Cost $85.74 Unrealized +5.3%
ISHARES IBONDS DEC 2020 TERM CORPORATE ETF 0.0%
Value ($000) $61 Shares 2,390 Est. Cost $25.52 Unrealized
VNQ VANGUARD REIT INDEX ETF 0.0%
Value ($000) $61 Shares 700 Est. Cost $87.14 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $61 Shares 1,300 Est. Cost $52.80 Unrealized -4.7%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $60 Shares 900 Est. Cost $57.46 Unrealized 0.0%
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.0%
Value ($000) $60 Shares 2,341 Est. Cost $25.63 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $60 Shares 1,500 Est. Cost $33.65 Unrealized 0.0%
MRK MERCK & CO INC 0.0%
Value ($000) $59 Shares 700 Est. Cost $62.14 Unrealized 0.0%
NOW SERVICENOW INC COM 0.0%
Value ($000) $55 Shares 200 Est. Cost $33.06 Unrealized +59.0%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $54 Shares 400 Est. Cost $83.07 Unrealized +55.4%
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.0%
Value ($000) $54 Shares 2,156 Est. Cost $25.05 Unrealized
EPAM EPAM SYS INC COM 0.0%
Value ($000) $52 Shares 300 Est. Cost $69.03 Unrealized +149.5%
ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF 0.0%
Value ($000) $51 Shares 1,886 Est. Cost $27.04 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $50 Shares 960 Est. Cost $38.93 Unrealized 0.0%
EEFT EURONET WORLDWIDE INC COM 0.0%
Value ($000) $50 Shares 300 Est. Cost $113.92 Unrealized +34.2%
WHD CACTUS INC CL A 0.0%
Value ($000) $49 Shares 1,478 Est. Cost $34.76 Unrealized 0.0%
CTBI COMMUNITY TR BANCORP INC COM 0.0%
Value ($000) $48 Shares 1,127 Est. Cost $31.67 Unrealized 0.0%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $48 Shares 441 Est. Cost $80.46 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $46 Shares 586 Est. Cost $58.27 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $46 Shares 397 Est. Cost $92.76 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $36.12 Unrealized 0.0%
CELGENE CORP 0.0%
Value ($000) $43 Shares 470 Est. Cost $91.49 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $41 Shares 857 Est. Cost $30.92 Unrealized 0.0%
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $39 Shares 300 Est. Cost $130.00 Unrealized
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $39 Shares 300 Est. Cost $130.00 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $38 Shares 35 Est. Cost $57.26 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $37 Shares 300 Est. Cost $107.48 Unrealized 0.0%
CELGENE CORP 0.0%
Value ($000) $37 Shares 400 Est. Cost $91.49 Unrealized
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.0%
Value ($000) $36 Shares 1,426 Est. Cost $25.25 Unrealized
PH PARKER HANNIFIN CORP COM 0.0%
Value ($000) $36 Shares 211 Est. Cost $156.48 Unrealized 0.0%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $36 Shares 437 Est. Cost $82.38 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $34 Shares 309 Est. Cost $110.03 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $32 Shares 800 Est. Cost $33.65 Unrealized 0.0%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $31 Shares 300 Est. Cost $103.33 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $31 Shares 284 Est. Cost $109.15 Unrealized
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $28 Shares 213 Est. Cost $102.19 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $24 Shares 322 Est. Cost $27.24 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $23 Shares 267 Est. Cost $68.23 Unrealized 0.0%
MSCI MSCI INC COM 0.0%
Value ($000) $22 Shares 93 Est. Cost $209.74 Unrealized 0.0%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $20 Shares 453 Est. Cost $39.35 Unrealized 0.0%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $20 Shares 169 Est. Cost $100.76 Unrealized 0.0%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $20 Shares 340 Est. Cost $46.19 Unrealized 0.0%
GOOS CANADA GOOSE HOLDINGS INC SHS SUB VTG 0.0%
Value ($000) $19 Shares 500 Est. Cost $51.00 Unrealized -11.7%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $19 Shares 69 Est. Cost $301.97 Unrealized 0.0%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $19 Shares 70 Est. Cost $246.39 Unrealized 0.0%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $18 Shares 214 Est. Cost $64.96 Unrealized 0.0%
REG REGENCY CTRS CORP COM 0.0%
Value ($000) $17 Shares 256 Est. Cost $51.04 Unrealized 0.0%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $17 Shares 312 Est. Cost $47.61 Unrealized 0.0%
WMB WILLIAMS COS INC DEL COM 0.0%
Value ($000) $17 Shares 600 Est. Cost $19.18 Unrealized 0.0%
VO VANGUARD MID CAP 0.0%
Value ($000) $17 Shares 104 Est. Cost $163.46 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $16 Shares 322 Est. Cost $36.37 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $11 Shares 200 Est. Cost $40.03 Unrealized 0.0%
TLT ISHARES 20PLUS YR TREASURY ETF 0.0%
Value ($000) $10 Shares 78 Est. Cost $128.21 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $10 Shares 91 Est. Cost $109.89 Unrealized
IGSB ISHARES 1-3 YR CREDIT BOND ETF 0.0%
Value ($000) $9 Shares 170 Est. Cost $52.94 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $8 Shares 135 Est. Cost $59.26 Unrealized
VELOCITYSHARES 3X LONG S&P GSCI CRUDE OIL INDEX ER ETN 0.0%
Value ($000) $7 Shares 500 Est. Cost $14.00 Unrealized
VV VANGUARD LARGE-CAP INDEX FUND 0.0%
Value ($000) $6 Shares 48 Est. Cost $125.00 Unrealized
GDOT GREEN DOT CORP CL A 0.0%
Value ($000) $6 Shares 121 Est. Cost $54.46 Unrealized 0.0%
DISH NETWORK CORP 0.0%
Value ($000) $4 Shares 106 Est. Cost $37.74 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $4 Shares 91 Est. Cost $52.80 Unrealized -4.7%
ABBV ABBVIE INC COM 0.0%
Value ($000) $3 Shares 47 Est. Cost $59.38 Unrealized 0.0%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $3 Shares 23 Est. Cost $130.43 Unrealized
WPX ENERGY INC COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 67 Est. Cost $21.13 Unrealized 0.0%
EWX SPDR S&P EMERGING MARKETS SMALL CAP ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized