Brand Asset Management Group, Inc. Diversified Active

CIK: 0001748766 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 18, 2019

Total Value ($000): $150,872 (100.0% shares, 0.0% debt)

Holdings (315)

SCZ ISHARES TR 9.9%
Value ($000) $14,886 Shares 260,101 Est. Cost $62.25 Unrealized
IEMG ISHARES INC 9.3%
Value ($000) $13,967 Shares 284,919 Est. Cost $52.46 Unrealized
SCHH SCHWAB STRATEGIC TR 5.8%
Value ($000) $8,825 Shares 187,097 Est. Cost $41.77 Unrealized
VO VANGUARD INDEX FDS 5.2%
Value ($000) $7,901 Shares 47,144 Est. Cost $157.23 Unrealized
IWF ISHARES TR 5.2%
Value ($000) $7,805 Shares 48,891 Est. Cost $143.80 Unrealized
IJH ISHARES TR 4.8%
Value ($000) $7,306 Shares 37,809 Est. Cost $194.51 Unrealized
IWD ISHARES TR 4.3%
Value ($000) $6,465 Shares 50,403 Est. Cost $119.84 Unrealized
SCHF SCHWAB STRATEGIC TR 4.3%
Value ($000) $6,449 Shares 202,422 Est. Cost $30.72 Unrealized
STIP ISHARES TR 3.9%
Value ($000) $5,813 Shares 58,035 Est. Cost $99.65 Unrealized
SCHE SCHWAB STRATEGIC TR 3.4%
Value ($000) $5,180 Shares 206,148 Est. Cost $25.31 Unrealized
VONG VANGUARD SCOTTSDALE FDS 3.2%
Value ($000) $4,853 Shares 29,563 Est. Cost $145.79 Unrealized
ILCB ISHARES TR 2.5%
Value ($000) $3,801 Shares 22,630 Est. Cost $153.89 Unrealized
IVV ISHARES TR 2.3%
Value ($000) $3,502 Shares 11,732 Est. Cost $272.06 Unrealized
SCHM SCHWAB STRATEGIC TR 2.0%
Value ($000) $3,066 Shares 54,232 Est. Cost $50.66 Unrealized
IMCB ISHARES TR 1.8%
Value ($000) $2,719 Shares 13,746 Est. Cost $182.86 Unrealized
SCHA SCHWAB STRATEGIC TR 1.7%
Value ($000) $2,580 Shares 37,003 Est. Cost $65.28 Unrealized
SCHX SCHWAB STRATEGIC TR 1.6%
Value ($000) $2,396 Shares 33,782 Est. Cost $66.16 Unrealized
SCHC SCHWAB STRATEGIC TR 1.4%
Value ($000) $2,096 Shares 65,924 Est. Cost $30.29 Unrealized
ISCB ISHARES TR 1.4%
Value ($000) $2,058 Shares 11,757 Est. Cost $178.74 Unrealized
ILCG ISHARES TR 1.2%
Value ($000) $1,852 Shares 9,671 Est. Cost $174.72 Unrealized
IWB ISHARES TR 1.1%
Value ($000) $1,718 Shares 10,442 Est. Cost $152.71 Unrealized
MGC VANGUARD WORLD FD 1.0%
Value ($000) $1,494 Shares 14,489 Est. Cost $93.41 Unrealized
IWM ISHARES TR 1.0%
Value ($000) $1,468 Shares 9,702 Est. Cost $163.36 Unrealized
IEFA ISHARES TR 0.9%
Value ($000) $1,428 Shares 23,390 Est. Cost $62.89 Unrealized
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $1,248 Shares 5,742 Est. Cost $221.17 Unrealized -1.8%
VWO VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $1,140 Shares 28,310 Est. Cost $41.90 Unrealized
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $973 Shares 3,279 Est. Cost $271.48 Unrealized
BA BOEING CO 0.6%
Value ($000) $933 Shares 2,452 Est. Cost $373.94 Unrealized -5.8%
VEA VANGUARD TAX MANAGED INTL FD 0.6%
Value ($000) $929 Shares 22,623 Est. Cost $42.74 Unrealized
VB VANGUARD INDEX FDS 0.6%
Value ($000) $892 Shares 5,797 Est. Cost $155.76 Unrealized
ILCV ISHARES TR 0.6%
Value ($000) $888 Shares 8,036 Est. Cost $101.27 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $875 Shares 4,208 Est. Cost $195.09 Unrealized +5.6%
VT VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $819 Shares 10,942 Est. Cost $73.56 Unrealized
GWX SPDR INDEX SHS FDS 0.5%
Value ($000) $794 Shares 27,014 Est. Cost $34.14 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $720 Shares 5,181 Est. Cost $96.09 Unrealized +35.2%
VONV VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $684 Shares 6,087 Est. Cost $98.03 Unrealized
SCHG SCHWAB STRATEGIC TR 0.5%
Value ($000) $684 Shares 8,147 Est. Cost $76.17 Unrealized
RWO SPDR INDEX SHS FDS 0.4%
Value ($000) $614 Shares 11,841 Est. Cost $48.08 Unrealized
SCHV SCHWAB STRATEGIC TR 0.4%
Value ($000) $604 Shares 10,654 Est. Cost $50.54 Unrealized
PG PROCTER & GAMBLE CO 0.4%
Value ($000) $602 Shares 4,841 Est. Cost $63.03 Unrealized +60.2%
EEM ISHARES TR 0.4%
Value ($000) $560 Shares 13,706 Est. Cost $43.35 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $554 Shares 4,282 Est. Cost $101.95 Unrealized +7.9%
VGK VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $518 Shares 9,659 Est. Cost $56.18 Unrealized
EFA ISHARES TR 0.3%
Value ($000) $505 Shares 7,738 Est. Cost $66.83 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $451 Shares 3,829 Est. Cost $88.87 Unrealized +7.0%
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $413 Shares 3,208 Est. Cost $128.01 Unrealized
IWC ISHARES TR 0.3%
Value ($000) $405 Shares 4,591 Est. Cost $98.12 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.3%
Value ($000) $388 Shares 7,202 Est. Cost $52.41 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $376 Shares 2,740 Est. Cost $83.21 Unrealized +31.4%
ACWI ISHARES TR 0.2%
Value ($000) $336 Shares 4,552 Est. Cost $71.19 Unrealized
AEE AMEREN CORP 0.2%
Value ($000) $325 Shares 4,060 Est. Cost $46.22 Unrealized +38.3%
IWR ISHARES TR 0.2%
Value ($000) $301 Shares 5,384 Est. Cost $87.95 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $284 Shares 805 Est. Cost $354.84 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $270 Shares 1,157 Est. Cost $40.37 Unrealized +14.6%
PFE PFIZER INC 0.2%
Value ($000) $263 Shares 7,313 Est. Cost $24.71 Unrealized +9.3%
VPL VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $254 Shares 3,852 Est. Cost $70.09 Unrealized
AAPL APPLE INC 0.2%
Value ($000) $232 Shares 1,036 Est. Cost $44.40 Unrealized +13.1%
SPX CORP 0.1%
Value ($000) $226 Shares 5,648 Est. Cost $35.01 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $226 Shares 3,736 Est. Cost $38.55 Unrealized +4.9%
SPX FLOW INC 0.1%
Value ($000) $224 Shares 5,672 Est. Cost $43.73 Unrealized
T AT&T INC 0.1%
Value ($000) $221 Shares 5,849 Est. Cost $15.35 Unrealized +10.8%
MCD MCDONALDS CORP 0.1%
Value ($000) $219 Shares 1,020 Est. Cost $135.53 Unrealized +36.3%
BSV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $214 Shares 2,650 Est. Cost $78.83 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $207 Shares 2,027 Est. Cost $107.68 Unrealized
REET ISHARES TR 0.1%
Value ($000) $203 Shares 7,218 Est. Cost $27.92 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $184 Shares 3,000 Est. Cost $51.67 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $180 Shares 3,260 Est. Cost $37.90 Unrealized +8.5%
IMCG ISHARES TR 0.1%
Value ($000) $180 Shares 738 Est. Cost $219.51 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $180 Shares 661 Est. Cost $252.53 Unrealized
PSA PUBLIC STORAGE 0.1%
Value ($000) $179 Shares 730 Est. Cost $158.35 Unrealized +21.2%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $165 Shares 1,016 Est. Cost $117.74 Unrealized +23.8%
EMB ISHARES TR 0.1%
Value ($000) $162 Shares 1,431 Est. Cost $109.66 Unrealized
VTEB VANGUARD MUN BD FD INC 0.1%
Value ($000) $154 Shares 2,864 Est. Cost $52.88 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $150 Shares 646 Est. Cost $155.70 Unrealized +20.2%
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $148 Shares 1,002 Est. Cost $134.73 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $142 Shares 4,960 Est. Cost $27.62 Unrealized
ISCV ISHARES TR 0.1%
Value ($000) $139 Shares 1,042 Est. Cost $152.59 Unrealized
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $136 Shares 2,776 Est. Cost $48.78 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $132 Shares 1,645 Est. Cost $79.03 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $126 Shares 1,992 Est. Cost $52.72 Unrealized -3.3%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $126 Shares 1,778 Est. Cost $56.16 Unrealized -4.3%
EFV ISHARES TR 0.1%
Value ($000) $126 Shares 2,667 Est. Cost $51.37 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $117 Shares 2,599 Est. Cost $29.46 Unrealized +27.3%
ITOT ISHARES TR 0.1%
Value ($000) $115 Shares 1,713 Est. Cost $62.47 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $115 Shares 598 Est. Cost $204.01 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $115 Shares 2,107 Est. Cost $53.16 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $113 Shares 926 Est. Cost $131.75 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $112 Shares 990 Est. Cost $110.09 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $111 Shares 2,702 Est. Cost $31.27 Unrealized -11.7%
SIERRA WIRELESS INC 0.1%
Value ($000) $110 Shares 10,299 Est. Cost $16.02 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $108 Shares 826 Est. Cost $97.17 Unrealized +38.2%
COOPER TIRE & RUBR CO 0.1%
Value ($000) $107 Shares 4,083 Est. Cost $26.21 Unrealized
NNN NATIONAL RETAIL PPTYS INC 0.1%
Value ($000) $104 Shares 1,843 Est. Cost $48.64 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $104 Shares 860 Est. Cost $109.30 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $101 Shares 1,876 Est. Cost $53.47 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $100 Shares 1,703 Est. Cost $59.49 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $97 Shares 1,013 Est. Cost $66.10 Unrealized +6.7%
SMB VANECK VECTORS ETF TR 0.1%
Value ($000) $95 Shares 5,386 Est. Cost $17.63 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $94 Shares 1,412 Est. Cost $58.65 Unrealized -7.3%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $92 Shares 1,300 Est. Cost $67.18 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $91 Shares 1,843 Est. Cost $40.59 Unrealized +5.4%
BAC BANK AMER CORP 0.1%
Value ($000) $82 Shares 2,821 Est. Cost $24.46 Unrealized +0.4%
IXUS ISHARES TR 0.1%
Value ($000) $80 Shares 1,382 Est. Cost $59.63 Unrealized
SHYG ISHARES TR 0.1%
Value ($000) $77 Shares 1,661 Est. Cost $46.94 Unrealized
BP BP PLC 0.1%
Value ($000) $76 Shares 2,000 Est. Cost $41.50 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $75 Shares 1,358 Est. Cost $41.74 Unrealized +20.7%
GIS GENERAL MLS INC 0.0%
Value ($000) $75 Shares 1,360 Est. Cost $33.42 Unrealized +29.8%
IJR ISHARES TR 0.0%
Value ($000) $75 Shares 962 Est. Cost $76.92 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $74 Shares 565 Est. Cost $120.35 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $73 Shares 909 Est. Cost $73.71 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $72 Shares 2,049 Est. Cost $21.65 Unrealized +4.6%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $71 Shares 245 Est. Cost $211.20 Unrealized +33.3%
DVY ISHARES TR 0.0%
Value ($000) $70 Shares 684 Est. Cost $97.95 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $67 Shares 1,295 Est. Cost $43.88 Unrealized -1.9%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $66 Shares 638 Est. Cost $82.77 Unrealized +32.8%
EFAV ISHARES TR 0.0%
Value ($000) $65 Shares 892 Est. Cost $70.63 Unrealized
SR SPIRE INC 0.0%
Value ($000) $63 Shares 725 Est. Cost $70.34 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $62 Shares 327 Est. Cost $171.25 Unrealized
UMBF UMB FINL CORP 0.0%
Value ($000) $61 Shares 947 Est. Cost $64.83 Unrealized -0.3%
BANK AMER CORP 0.0%
Value ($000) $60 Shares 40 Est. Cost $1250.00 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.0%
Value ($000) $59 Shares 666 Est. Cost $84.38 Unrealized
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $57 Shares 1,157 Est. Cost $39.22 Unrealized 0.0%
SYK STRYKER CORP 0.0%
Value ($000) $57 Shares 265 Est. Cost $154.79 Unrealized +29.3%
AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $57 Shares 3,811 Est. Cost $16.53 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $56 Shares 711 Est. Cost $53.35 Unrealized +15.8%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $56 Shares 310 Est. Cost $183.20 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $55 Shares 613 Est. Cost $88.09 Unrealized
RHI ROBERT HALF INTL INC 0.0%
Value ($000) $54 Shares 962 Est. Cost $63.41 Unrealized -11.1%
LOW LOWES COS INC 0.0%
Value ($000) $54 Shares 493 Est. Cost $78.69 Unrealized +19.5%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $53 Shares 1,201 Est. Cost $32.76 Unrealized +13.0%
DWX SPDR INDEX SHS FDS 0.0%
Value ($000) $53 Shares 1,360 Est. Cost $38.97 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $52 Shares 140 Est. Cost $291.51 Unrealized +9.3%
PSX PHILLIPS 66 0.0%
Value ($000) $51 Shares 497 Est. Cost $78.52 Unrealized -1.6%
AMGN AMGEN INC 0.0%
Value ($000) $51 Shares 263 Est. Cost $141.78 Unrealized +11.4%
PAYX PAYCHEX INC 0.0%
Value ($000) $50 Shares 600 Est. Cost $51.54 Unrealized +34.1%
ABBV ABBVIE INC 0.0%
Value ($000) $50 Shares 659 Est. Cost $68.35 Unrealized -23.1%
GPC GENUINE PARTS CO 0.0%
Value ($000) $50 Shares 500 Est. Cost $73.12 Unrealized +9.1%
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $49 Shares 1,237 Est. Cost $36.67 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $49 Shares 909 Est. Cost $34.34 Unrealized +28.0%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $49 Shares 575 Est. Cost $62.99 Unrealized -0.9%
IMCV ISHARES TR 0.0%
Value ($000) $49 Shares 302 Est. Cost $157.73 Unrealized
EFSC ENTERPRISE FINL SVCS CORP 0.0%
Value ($000) $45 Shares 1,102 Est. Cost $45.07 Unrealized -21.8%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $45 Shares 377 Est. Cost $89.14 Unrealized +2.7%
NDAQ NASDAQ INC 0.0%
Value ($000) $45 Shares 450 Est. Cost $26.73 Unrealized +13.4%
PIONEER NAT RES CO 0.0%
Value ($000) $44 Shares 352 Est. Cost $190.34 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 0.0%
Value ($000) $44 Shares 164 Est. Cost $231.71 Unrealized
POST POST HLDGS INC 0.0%
Value ($000) $43 Shares 410 Est. Cost $52.22 Unrealized +30.5%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $43 Shares 461 Est. Cost $64.23 Unrealized +12.8%
HON HONEYWELL INTL INC 0.0%
Value ($000) $42 Shares 250 Est. Cost $113.57 Unrealized +22.7%
IVW ISHARES TR 0.0%
Value ($000) $40 Shares 223 Est. Cost $167.17 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $40 Shares 1,949 Est. Cost $13.66 Unrealized +3.0%
CHIMERA INVT CORP 0.0%
Value ($000) $38 Shares 1,966 Est. Cost $18.80 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $38 Shares 2,000 Est. Cost $42.64 Unrealized -57.2%
DEO DIAGEO P L C 0.0%
Value ($000) $37 Shares 224 Est. Cost $149.95 Unrealized
STXS STEREOTAXIS INC 0.0%
Value ($000) $36 Shares 10,173 Est. Cost $2.92 Unrealized 0.0%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $36 Shares 404 Est. Cost $73.71 Unrealized +11.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $36 Shares 472 Est. Cost $57.03 Unrealized -0.5%
HYD VANECK VECTORS ETF TR 0.0%
Value ($000) $35 Shares 542 Est. Cost $64.10 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $35 Shares 600 Est. Cost $58.33 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $34 Shares 865 Est. Cost $33.11 Unrealized +8.8%
ARLP ALLIANCE RES PARTNER L P 0.0%
Value ($000) $34 Shares 2,141 Est. Cost $16.88 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $33 Shares 252 Est. Cost $125.81 Unrealized -2.9%
AFG AMERICAN FINL GROUP INC OHIO 0.0%
Value ($000) $33 Shares 310 Est. Cost $51.58 Unrealized +10.6%
IEP ICAHN ENTERPRISES LP 0.0%
Value ($000) $32 Shares 497 Est. Cost $70.42 Unrealized
MMM 3M CO 0.0%
Value ($000) $31 Shares 186 Est. Cost $130.26 Unrealized -15.1%
UVV UNIVERSAL CORP VA 0.0%
Value ($000) $31 Shares 574 Est. Cost $56.03 Unrealized +0.0%
VTWV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $31 Shares 300 Est. Cost $102.87 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $30 Shares 181 Est. Cost $148.42 Unrealized
CNC CENTENE CORP DEL 0.0%
Value ($000) $30 Shares 700 Est. Cost $60.70 Unrealized -19.8%
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $30 Shares 866 Est. Cost $34.03 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $30 Shares 17 Est. Cost $83.22 Unrealized +11.4%
V VISA INC 0.0%
Value ($000) $29 Shares 169 Est. Cost $137.38 Unrealized +24.0%
ABT ABBOTT LABS 0.0%
Value ($000) $29 Shares 345 Est. Cost $57.54 Unrealized +32.2%
TSN TYSON FOODS INC 0.0%
Value ($000) $29 Shares 340 Est. Cost $56.26 Unrealized +25.6%
CRM SALESFORCE COM INC 0.0%
Value ($000) $29 Shares 192 Est. Cost $153.14 Unrealized -2.0%
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $29 Shares 984 Est. Cost $28.37 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $28 Shares 102 Est. Cost $207.20 Unrealized +28.4%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $28 Shares 499 Est. Cost $43.37 Unrealized +7.7%
OGS ONE GAS INC 0.0%
Value ($000) $27 Shares 285 Est. Cost $71.11 Unrealized +28.4%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $27 Shares 240 Est. Cost $103.02 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $26 Shares 310 Est. Cost $60.29 Unrealized +8.6%
IWP ISHARES TR 0.0%
Value ($000) $26 Shares 184 Est. Cost $135.87 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $25 Shares 304 Est. Cost $56.87 Unrealized +2.7%
NTB BANK OF NT BUTTERFIELD&SON L 0.0%
Value ($000) $25 Shares 833 Est. Cost $32.89 Unrealized -34.0%
AGG ISHARES TR 0.0%
Value ($000) $24 Shares 208 Est. Cost $107.36 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $23 Shares 19 Est. Cost $55.69 Unrealized +5.5%
SBUX STARBUCKS CORP 0.0%
Value ($000) $23 Shares 265 Est. Cost $59.25 Unrealized +36.1%
FFTY INNOVATOR ETFS TR 0.0%
Value ($000) $22 Shares 667 Est. Cost $35.06 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $22 Shares 146 Est. Cost $112.79 Unrealized +42.2%
ICF ISHARES TR 0.0%
Value ($000) $20 Shares 167 Est. Cost $96.97 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $20 Shares 92 Est. Cost $206.52 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $20 Shares 71 Est. Cost $252.10 Unrealized +15.8%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $19 Shares 687 Est. Cost $26.20 Unrealized
ETF SER SOLUTIONS 0.0%
Value ($000) $18 Shares 973 Est. Cost $20.55 Unrealized
PGJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $18 Shares 500 Est. Cost $46.00 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value ($000) $18 Shares 340 Est. Cost $42.76 Unrealized +17.6%
TE CONNECTIVITY LTD 0.0%
Value ($000) $18 Shares 188 Est. Cost $90.43 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $17 Shares 151 Est. Cost $91.21 Unrealized +12.6%
BAX BAXTER INTL INC 0.0%
Value ($000) $17 Shares 195 Est. Cost $61.53 Unrealized +22.7%
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $16 Shares 15 Est. Cost $905.92 Unrealized +17.7%
EXI ISHARES TR 0.0%
Value ($000) $16 Shares 170 Est. Cost $88.24 Unrealized
VMWARE INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $170.00 Unrealized
DHS WISDOMTREE TR 0.0%
Value ($000) $15 Shares 200 Est. Cost $70.00 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $14 Shares 54 Est. Cost $43.97 Unrealized +23.7%
GLW CORNING INC 0.0%
Value ($000) $14 Shares 502 Est. Cost $26.62 Unrealized -6.1%
EXC EXELON CORP 0.0%
Value ($000) $14 Shares 297 Est. Cost $27.93 Unrealized -4.1%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $14 Shares 262 Est. Cost $63.26 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $13 Shares 68 Est. Cost $139.31 Unrealized +26.7%
ILMN ILLUMINA INC 0.0%
Value ($000) $13 Shares 42 Est. Cost $286.31 Unrealized +3.0%
KMT KENNAMETAL INC 0.0%
Value ($000) $12 Shares 386 Est. Cost $30.94 Unrealized -14.8%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $12 Shares 350 Est. Cost $25.64 Unrealized +2.5%
REAVES UTIL INCOME FD 0.0%
Value ($000) $12 Shares 338 Est. Cost $35.50 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $12 Shares 55 Est. Cost $57.07 Unrealized +23.1%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $12 Shares 136 Est. Cost $95.59 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $12 Shares 1,315 Est. Cost $7.67 Unrealized -9.4%
PIMCO MUN INCOME FD II 0.0%
Value ($000) $12 Shares 756 Est. Cost $15.87 Unrealized
SON SONOCO PRODS CO 0.0%
Value ($000) $12 Shares 200 Est. Cost $39.55 Unrealized +20.1%
BKF ISHARES INC 0.0%
Value ($000) $12 Shares 300 Est. Cost $43.33 Unrealized
VST VISTRA ENERGY CORP 0.0%
Value ($000) $11 Shares 408 Est. Cost $21.60 Unrealized -4.8%
SJM SMUCKER J M CO 0.0%
Value ($000) $11 Shares 100 Est. Cost $87.84 Unrealized +3.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $11 Shares 200 Est. Cost $52.27 Unrealized -13.3%
SHM SPDR SERIES TRUST 0.0%
Value ($000) $11 Shares 231 Est. Cost $47.62 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $11 Shares 94 Est. Cost $80.97 Unrealized +9.9%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $11 Shares 19 Est. Cost $41.31 Unrealized +44.9%
DISCOVERY INC 0.0%
Value ($000) $11 Shares 419 Est. Cost $26.25 Unrealized
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $10 Shares 456 Est. Cost $17.33 Unrealized -3.5%
AEROJET ROCKETDYNE HLDGS INC 0.0%
Value ($000) $10 Shares 200 Est. Cost $35.00 Unrealized
HEI HEICO CORP NEW 0.0%
Value ($000) $10 Shares 77 Est. Cost $87.22 Unrealized +56.7%
IJS ISHARES TR 0.0%
Value ($000) $10 Shares 64 Est. Cost $156.25 Unrealized
FISV FISERV INC 0.0%
Value ($000) $10 Shares 95 Est. Cost $82.51 Unrealized +23.7%
BLACKROCK UTILITIES INFRSTRC 0.0%
Value ($000) $10 Shares 418 Est. Cost $23.92 Unrealized
MET METLIFE INC 0.0%
Value ($000) $9 Shares 187 Est. Cost $35.18 Unrealized +9.4%
DOW DOW INC 0.0%
Value ($000) $9 Shares 199 Est. Cost $36.37 Unrealized -10.0%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $9 Shares 54 Est. Cost $116.34 Unrealized +28.0%
VTR VENTAS INC 0.0%
Value ($000) $9 Shares 118 Est. Cost $47.25 Unrealized +16.3%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $9 Shares 96 Est. Cost $72.96 Unrealized +3.2%
PPL PPL CORP 0.0%
Value ($000) $9 Shares 299 Est. Cost $19.72 Unrealized +16.9%
CERNER CORP 0.0%
Value ($000) $9 Shares 128 Est. Cost $54.69 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $9 Shares 47 Est. Cost $150.92 Unrealized +24.0%
META FACEBOOK INC 0.0%
Value ($000) $9 Shares 49 Est. Cost $148.27 Unrealized +27.3%
SRE SEMPRA ENERGY 0.0%
Value ($000) $8 Shares 56 Est. Cost $47.14 Unrealized +20.6%
RFDA ALPS ETF TR 0.0%
Value ($000) $8 Shares 240 Est. Cost $33.33 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $8 Shares 160 Est. Cost $43.34 Unrealized -8.2%
BKNG BOOKING HLDGS INC 0.0%
Value ($000) $8 Shares 4 Est. Cost $1755.46 Unrealized +8.5%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $8 Shares 53 Est. Cost $132.08 Unrealized
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value ($000) $8 Shares 53 Est. Cost $127.52 Unrealized +9.3%
EVRG EVERGY INC 0.0%
Value ($000) $8 Shares 123 Est. Cost $43.70 Unrealized +13.0%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $8 Shares 294 Est. Cost $20.28 Unrealized +4.8%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $8 Shares 31 Est. Cost $302.42 Unrealized +1.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $8 Shares 173 Est. Cost $40.46 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $7 Shares 28 Est. Cost $183.92 Unrealized +28.8%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $7 Shares 46 Est. Cost $110.26 Unrealized +17.5%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $7 Shares 33 Est. Cost $159.22 Unrealized +43.8%
IAA INC 0.0%
Value ($000) $7 Shares 168 Est. Cost $41.67 Unrealized
XYZ SQUARE INC 0.0%
Value ($000) $7 Shares 105 Est. Cost $72.47 Unrealized -6.3%
UNILEVER N V 0.0%
Value ($000) $7 Shares 110 Est. Cost $54.55 Unrealized
SPLUNK INC 0.0%
Value ($000) $7 Shares 62 Est. Cost $129.03 Unrealized
IHS MARKIT LTD 0.0%
Value ($000) $7 Shares 98 Est. Cost $51.02 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $7 Shares 218 Est. Cost $13.28 Unrealized -0.4%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $7 Shares 61 Est. Cost $35.22 Unrealized +23.4%
CHE CHEMED CORP NEW 0.0%
Value ($000) $7 Shares 16 Est. Cost $300.29 Unrealized +33.2%
CSL CARLISLE COS INC 0.0%
Value ($000) $7 Shares 48 Est. Cost $106.13 Unrealized +22.4%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $7 Shares 65 Est. Cost $88.44 Unrealized +14.0%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $102.01 Unrealized +32.7%
OLN OLIN CORP 0.0%
Value ($000) $7 Shares 375 Est. Cost $18.50 Unrealized -14.3%
WTW WILLIS TOWERS WATSON PUB LTD 0.0%
Value ($000) $7 Shares 38 Est. Cost $151.12 Unrealized +18.5%
RITCHIE BROS AUCTIONEERS 0.0%
Value ($000) $7 Shares 180 Est. Cost $33.33 Unrealized
TRU TRANSUNION 0.0%
Value ($000) $7 Shares 82 Est. Cost $59.96 Unrealized +30.1%
WDAY WORKDAY INC 0.0%
Value ($000) $7 Shares 42 Est. Cost $181.88 Unrealized +6.1%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $7 Shares 50 Est. Cost $120.00 Unrealized
LOPE GRAND CANYON ED INC 0.0%
Value ($000) $6 Shares 57 Est. Cost $103.12 Unrealized +15.6%
CVS CVS HEALTH CORP 0.0%
Value ($000) $6 Shares 101 Est. Cost $51.69 Unrealized -6.4%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $6 Shares 61 Est. Cost $86.25 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $6 Shares 39 Est. Cost $149.48 Unrealized +4.1%
ANSYS INC 0.0%
Value ($000) $6 Shares 28 Est. Cost $178.57 Unrealized
RHP RYMAN HOSPITALITY PPTYS INC 0.0%
Value ($000) $6 Shares 73 Est. Cost $82.19 Unrealized
GLOB GLOBANT S A 0.0%
Value ($000) $6 Shares 68 Est. Cost $67.26 Unrealized +47.7%
EHC ENCOMPASS HEALTH CORP 0.0%
Value ($000) $6 Shares 88 Est. Cost $46.39 Unrealized +0.1%
CTVA CORTEVA INC 0.0%
Value ($000) $6 Shares 199 Est. Cost $26.67 Unrealized 0.0%
ROL ROLLINS INC 0.0%
Value ($000) $6 Shares 184 Est. Cost $23.91 Unrealized -11.2%
PRLB PROTO LABS INC 0.0%
Value ($000) $6 Shares 59 Est. Cost $112.20 Unrealized -9.1%
FIVE FIVE BELOW INC 0.0%
Value ($000) $5 Shares 41 Est. Cost $121.09 Unrealized +0.3%
ALLY ALLY FINL INC 0.0%
Value ($000) $5 Shares 151 Est. Cost $21.00 Unrealized +25.5%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $5 Shares 43 Est. Cost $95.83 Unrealized +17.5%
FE FIRSTENERGY CORP 0.0%
Value ($000) $5 Shares 111 Est. Cost $25.13 Unrealized +38.6%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $5 Shares 113 Est. Cost $44.25 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $5 Shares 27 Est. Cost $185.19 Unrealized
IFGL ISHARES TR 0.0%
Value ($000) $5 Shares 166 Est. Cost $27.57 Unrealized
NATIONAL INSTRS CORP 0.0%
Value ($000) $5 Shares 121 Est. Cost $41.32 Unrealized
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
NVS NOVARTIS A G 0.0%
Value ($000) $5 Shares 62 Est. Cost $96.77 Unrealized
OPLN KAR AUCTION SVCS INC 0.0%
Value ($000) $4 Shares 168 Est. Cost $18.85 Unrealized +35.8%
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $4 Shares 23 Est. Cost $142.16 Unrealized -6.9%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $4 Shares 21 Est. Cost $238.66 Unrealized -12.9%
GNTX GENTEX CORP 0.0%
Value ($000) $4 Shares 140 Est. Cost $20.90 Unrealized +26.4%
SDY SPDR SERIES TRUST 0.0%
Value ($000) $3 Shares 28 Est. Cost $107.14 Unrealized
AXA EQUITABLE HLDGS INC 0.0%
Value ($000) $3 Shares 156 Est. Cost $19.23 Unrealized
NEOG NEOGEN CORP 0.0%
Value ($000) $3 Shares 38 Est. Cost $30.24 Unrealized +14.5%
NUS NU SKIN ENTERPRISES INC 0.0%
Value ($000) $3 Shares 75 Est. Cost $47.45 Unrealized -29.8%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 39 Est. Cost $51.28 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $50.80 Unrealized 0.0%
PNR PENTAIR PLC 0.0%
Value ($000) $2 Shares 44 Est. Cost $40.19 Unrealized -15.4%
GOOGL ALPHABET INC 0.0%
Value ($000) $2 Shares 2 Est. Cost $56.03 Unrealized +4.9%
NKE NIKE INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $63.84 Unrealized +23.4%
CI CIGNA CORP NEW 0.0%
Value ($000) $1 Shares 5 Est. Cost $190.77 Unrealized -22.0%
PIPR PIPER JAFFRAY COS 0.0%
Value ($000) $1 Shares 7 Est. Cost $76.36 Unrealized -2.4%
ALC ALCON INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $59.15 Unrealized 0.0%
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $1 Shares 44 Est. Cost $21.84 Unrealized -9.5%
MANU MANCHESTER UTD PLC NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $17.59 Unrealized 0.0%
USRT ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
SJNK SPDR SERIES TRUST 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
ADNT ADIENT PLC 0.0%
Value ($000) $0 Shares 17 Est. Cost $56.37 Unrealized -59.6%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $48.10 Unrealized -22.6%
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
PCY INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized