LYELL WEALTH MANAGEMENT, LP Diversified Active

CIK: 0001686444 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 8, 2022

Total Value ($000): $876,088 (100.0% shares, 0.0% debt)

Holdings (187)

AAPL APPLE INC 3.8%
Value ($000) $33,092 Shares 186,362 Est. Cost $90.44 Unrealized +71.1%
NVDA NVIDIA CORPORATION 3.0%
Value ($000) $26,572 Shares 90,347 Est. Cost $16.84 Unrealized +63.0%
MSFT MICROSOFT CORP 3.0%
Value ($000) $25,934 Shares 77,111 Est. Cost $90.25 Unrealized +247.3%
WDAY WORKDAY INC 2.8%
Value ($000) $24,500 Shares 89,683 Est. Cost $115.10 Unrealized +141.2%
INTU INTUIT 2.6%
Value ($000) $22,654 Shares 35,219 Est. Cost $177.75 Unrealized +238.4%
GOOGL ALPHABET INC 2.5%
Value ($000) $22,035 Shares 7,606 Est. Cost $52.72 Unrealized +171.1%
AMZN AMAZON COM INC 2.3%
Value ($000) $20,303 Shares 6,089 Est. Cost $65.90 Unrealized +159.7%
SHOP SHOPIFY INC 2.3%
Value ($000) $19,731 Shares 14,325 Est. Cost $19.79 Unrealized +638.2%
META META PLATFORMS INC 2.1%
Value ($000) $18,794 Shares 55,876 Est. Cost $169.70 Unrealized +94.3%
TMO THERMO FISHER SCIENTIFIC INC 2.1%
Value ($000) $18,336 Shares 27,469 Est. Cost $226.34 Unrealized +172.7%
HD HOME DEPOT INC 2.0%
Value ($000) $17,913 Shares 43,163 Est. Cost $160.61 Unrealized +113.7%
NOW SERVICENOW INC 1.9%
Value ($000) $16,759 Shares 25,818 Est. Cost $57.33 Unrealized +129.0%
COST COSTCO WHSL CORP NEW 1.9%
Value ($000) $16,724 Shares 29,459 Est. Cost $186.28 Unrealized +162.0%
CRM SALESFORCE COM INC 1.8%
Value ($000) $15,433 Shares 60,730 Est. Cost $127.16 Unrealized +118.3%
DXCM DEXCOM INC 1.7%
Value ($000) $14,969 Shares 27,878 Est. Cost $48.04 Unrealized +199.1%
PANW PALO ALTO NETWORKS INC 1.7%
Value ($000) $14,933 Shares 26,822 Est. Cost $28.23 Unrealized +206.4%
NKE NIKE INC 1.6%
Value ($000) $14,328 Shares 85,967 Est. Cost $68.00 Unrealized +127.3%
PYPL PAYPAL HLDGS INC 1.6%
Value ($000) $14,264 Shares 75,638 Est. Cost $71.69 Unrealized +201.1%
IDXX IDEXX LABS INC 1.6%
Value ($000) $13,820 Shares 20,988 Est. Cost $276.68 Unrealized +126.9%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $13,554 Shares 85,597 Est. Cost $78.13 Unrealized +89.2%
VEEV VEEVA SYS INC 1.5%
Value ($000) $13,354 Shares 52,272 Est. Cost $67.64 Unrealized +329.8%
ISRG INTUITIVE SURGICAL INC 1.5%
Value ($000) $13,192 Shares 36,717 Est. Cost $278.77 Unrealized +23.4%
ADBE ADOBE SYSTEMS INCORPORATED 1.5%
Value ($000) $13,003 Shares 22,930 Est. Cost $298.52 Unrealized +109.4%
ZTS ZOETIS INC 1.4%
Value ($000) $12,314 Shares 50,459 Est. Cost $113.79 Unrealized +85.0%
GOOG ALPHABET INC 1.4%
Value ($000) $12,196 Shares 4,215 Est. Cost $54.48 Unrealized +163.3%
ATLASSIAN CORP PLC 1.4%
Value ($000) $12,029 Shares 31,547 Est. Cost $132.82 Unrealized
ASML ASML HOLDING N V 1.4%
Value ($000) $11,884 Shares 14,927 Est. Cost $607.51 Unrealized
TWLO TWILIO INC 1.3%
Value ($000) $11,115 Shares 42,206 Est. Cost $145.17 Unrealized +106.0%
HON HONEYWELL INTL INC 1.2%
Value ($000) $10,689 Shares 51,266 Est. Cost $116.64 Unrealized +58.7%
DIS DISNEY WALT CO 1.2%
Value ($000) $10,320 Shares 66,625 Est. Cost $124.82 Unrealized +26.4%
TIP ISHARES TR 1.2%
Value ($000) $10,118 Shares 78,316 Est. Cost $121.14 Unrealized
UNP UNION PAC CORP 1.1%
Value ($000) $10,057 Shares 39,920 Est. Cost $175.71 Unrealized +22.4%
DHI D R HORTON INC 1.1%
Value ($000) $9,923 Shares 91,497 Est. Cost $77.83 Unrealized +18.6%
V VISA INC 1.1%
Value ($000) $9,703 Shares 44,773 Est. Cost $129.04 Unrealized +61.3%
ABT ABBOTT LABS 1.1%
Value ($000) $9,324 Shares 66,251 Est. Cost $99.27 Unrealized +19.6%
TGT TARGET CORP 1.0%
Value ($000) $9,124 Shares 39,421 Est. Cost $132.47 Unrealized +61.7%
NFLX NETFLIX INC 1.0%
Value ($000) $9,076 Shares 15,065 Est. Cost $41.73 Unrealized +53.1%
DLR DIGITAL RLTY TR INC 1.0%
Value ($000) $9,055 Shares 50,870 Est. Cost $100.93 Unrealized +36.8%
SYK STRYKER CORPORATION 1.0%
Value ($000) $8,515 Shares 31,678 Est. Cost $183.93 Unrealized +36.5%
SMH VANECK ETF TRUST 1.0%
Value ($000) $8,380 Shares 27,138 Est. Cost $134.51 Unrealized
EXTR EXTREME NETWORKS INC 1.0%
Value ($000) $8,328 Shares 530,429 Est. Cost $5.95 Unrealized +105.7%
CDNS CADENCE DESIGN SYSTEM INC 0.9%
Value ($000) $7,713 Shares 41,389 Est. Cost $133.40 Unrealized +30.7%
SBUX STARBUCKS CORP 0.9%
Value ($000) $7,653 Shares 65,425 Est. Cost $73.00 Unrealized +40.0%
SNOW SNOWFLAKE INC 0.8%
Value ($000) $7,362 Shares 21,733 Est. Cost $264.47 Unrealized +31.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.8%
Value ($000) $7,167 Shares 59,319 Est. Cost $117.43 Unrealized
SWK STANLEY BLACK & DECKER INC 0.8%
Value ($000) $7,150 Shares 37,909 Est. Cost $124.57 Unrealized +27.3%
BLACKROCK INC 0.8%
Value ($000) $6,987 Shares 7,632 Est. Cost $741.56 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.8%
Value ($000) $6,926 Shares 61,010 Est. Cost $86.90 Unrealized +36.5%
CCI CROWN CASTLE INTL CORP NEW 0.8%
Value ($000) $6,717 Shares 32,178 Est. Cost $131.46 Unrealized +14.1%
DOCU DOCUSIGN INC 0.8%
Value ($000) $6,657 Shares 43,704 Est. Cost $138.65 Unrealized +64.4%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.7%
Value ($000) $6,242 Shares 33,939 Est. Cost $141.61 Unrealized +66.1%
TTD THE TRADE DESK INC 0.7%
Value ($000) $6,231 Shares 67,990 Est. Cost $69.18 Unrealized +26.6%
XBI SPDR SER TR 0.7%
Value ($000) $6,206 Shares 55,427 Est. Cost $108.17 Unrealized
XLI SELECT SECTOR SPDR TR 0.7%
Value ($000) $6,036 Shares 57,045 Est. Cost $87.46 Unrealized
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $5,851 Shares 116,254 Est. Cost $38.52 Unrealized +19.8%
APH AMPHENOL CORP NEW 0.6%
Value ($000) $5,685 Shares 64,852 Est. Cost $33.31 Unrealized +16.8%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $5,304 Shares 102,071 Est. Cost $40.22 Unrealized +0.4%
BAC BK OF AMERICA CORP 0.6%
Value ($000) $5,288 Shares 118,858 Est. Cost $22.58 Unrealized +81.6%
ILMN ILLUMINA INC 0.6%
Value ($000) $5,264 Shares 13,837 Est. Cost $230.60 Unrealized +64.3%
BALL BALL CORP 0.6%
Value ($000) $5,230 Shares 54,328 Est. Cost $82.30 Unrealized +6.2%
ISHARES TR 0.6%
Value ($000) $5,211 Shares 200,982 Est. Cost $25.81 Unrealized
ISHARES TR 0.6%
Value ($000) $5,056 Shares 196,954 Est. Cost $25.68 Unrealized
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $4,938 Shares 10,364 Est. Cost $343.60 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $4,810 Shares 27,522 Est. Cost $117.09 Unrealized +22.5%
ISHARES TR 0.5%
Value ($000) $4,665 Shares 185,548 Est. Cost $25.30 Unrealized
DASH DOORDASH INC 0.5%
Value ($000) $4,509 Shares 30,284 Est. Cost $178.95 Unrealized +5.8%
IWM ISHARES TR 0.5%
Value ($000) $4,132 Shares 18,575 Est. Cost $217.15 Unrealized
EWJ ISHARES INC 0.5%
Value ($000) $4,051 Shares 60,501 Est. Cost $68.07 Unrealized
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $3,823 Shares 10,639 Est. Cost $323.61 Unrealized +4.4%
VCIT VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $3,659 Shares 39,450 Est. Cost $94.29 Unrealized
ISHARES TR 0.4%
Value ($000) $3,539 Shares 133,942 Est. Cost $26.71 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $3,028 Shares 21,491 Est. Cost $97.01 Unrealized
ACTIVISION BLIZZARD INC 0.3%
Value ($000) $2,972 Shares 44,675 Est. Cost $70.02 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $2,937 Shares 2,779 Est. Cost $100.03 Unrealized +235.3%
XILINX INC 0.3%
Value ($000) $2,892 Shares 13,641 Est. Cost $112.16 Unrealized
XYZ BLOCK INC 0.3%
Value ($000) $2,803 Shares 17,352 Est. Cost $229.93 Unrealized -5.8%
IEF ISHARES TR 0.3%
Value ($000) $2,597 Shares 22,581 Est. Cost $116.20 Unrealized
BA BOEING CO 0.3%
Value ($000) $2,570 Shares 12,766 Est. Cost $190.86 Unrealized +10.7%
MS MORGAN STANLEY 0.3%
Value ($000) $2,547 Shares 25,944 Est. Cost $72.34 Unrealized +20.0%
NWL NEWELL BRANDS INC 0.3%
Value ($000) $2,534 Shares 116,026 Est. Cost $20.63 Unrealized -9.3%
CRVL CORVEL CORP 0.3%
Value ($000) $2,496 Shares 12,000 Est. Cost $19.28 Unrealized +225.8%
NET CLOUDFLARE INC 0.2%
Value ($000) $2,142 Shares 16,288 Est. Cost $167.57 Unrealized 0.0%
IVV ISHARES TR 0.2%
Value ($000) $2,023 Shares 4,242 Est. Cost $362.51 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $1,984 Shares 31,306 Est. Cost $28.21 Unrealized +78.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,914 Shares 6,400 Est. Cost $186.61 Unrealized +53.5%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,780 Shares 32,075 Est. Cost $53.83 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $1,630 Shares 4,210 Est. Cost $218.43 Unrealized +59.4%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,616 Shares 9,932 Est. Cost $139.92 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $1,523 Shares 5,380 Est. Cost $242.33 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,508 Shares 38,608 Est. Cost $30.41 Unrealized
U UNITY SOFTWARE INC 0.2%
Value ($000) $1,482 Shares 10,362 Est. Cost $152.82 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $1,431 Shares 2,757 Est. Cost $332.31 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $1,389 Shares 8,125 Est. Cost $134.01 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $1,304 Shares 13,987 Est. Cost $68.82 Unrealized +10.9%
LEN LENNAR CORP 0.1%
Value ($000) $1,282 Shares 11,039 Est. Cost $96.09 Unrealized 0.0%
IWF ISHARES TR 0.1%
Value ($000) $1,256 Shares 4,109 Est. Cost $183.70 Unrealized
COUPA SOFTWARE INC 0.1%
Value ($000) $1,249 Shares 7,900 Est. Cost $277.71 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,244 Shares 3,128 Est. Cost $302.12 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $1,156 Shares 5,113 Est. Cost $206.95 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,136 Shares 13,977 Est. Cost $81.67 Unrealized
IBDR ISHARES TR 0.1%
Value ($000) $1,103 Shares 42,319 Est. Cost $26.76 Unrealized
USIG ISHARES TR 0.1%
Value ($000) $1,075 Shares 18,000 Est. Cost $60.79 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,066 Shares 9,080 Est. Cost $84.67 Unrealized +13.5%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,064 Shares 6,120 Est. Cost $101.33 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,041 Shares 13,505 Est. Cost $61.09 Unrealized
SVB FINANCIAL GROUP 0.1%
Value ($000) $1,030 Shares 1,518 Est. Cost $313.15 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $1,003 Shares 12,085 Est. Cost $72.48 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $974 Shares 4,543 Est. Cost $103.38 Unrealized +63.1%
CSX CSX CORP 0.1%
Value ($000) $966 Shares 25,698 Est. Cost $27.90 Unrealized +19.3%
RHI ROBERT HALF INTL INC 0.1%
Value ($000) $907 Shares 8,133 Est. Cost $59.68 Unrealized +86.6%
OKTA OKTA INC 0.1%
Value ($000) $880 Shares 3,924 Est. Cost $228.75 Unrealized +4.1%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $869 Shares 6,038 Est. Cost $86.42 Unrealized +55.5%
AVGO BROADCOM INC 0.1%
Value ($000) $842 Shares 1,265 Est. Cost $41.67 Unrealized +24.3%
INTC INTEL CORP 0.1%
Value ($000) $828 Shares 16,082 Est. Cost $36.36 Unrealized +30.1%
SONO SONOS INC 0.1%
Value ($000) $827 Shares 27,763 Est. Cost $14.66 Unrealized +116.9%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $823 Shares 7,229 Est. Cost $113.85 Unrealized
PTON PELOTON INTERACTIVE INC 0.1%
Value ($000) $811 Shares 22,675 Est. Cost $36.47 Unrealized +67.4%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $733 Shares 2,599 Est. Cost $178.11 Unrealized +45.7%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $714 Shares 4,174 Est. Cost $104.02 Unrealized +39.5%
LLY LILLY ELI & CO 0.1%
Value ($000) $711 Shares 2,575 Est. Cost $89.02 Unrealized +173.9%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $692 Shares 4,227 Est. Cost $65.40 Unrealized +147.4%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $675 Shares 4,124 Est. Cost $86.33 Unrealized +55.4%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $674 Shares 10,813 Est. Cost $49.96 Unrealized -1.4%
QCOM QUALCOMM INC 0.1%
Value ($000) $660 Shares 3,609 Est. Cost $111.30 Unrealized +31.2%
AMGN AMGEN INC 0.1%
Value ($000) $638 Shares 2,838 Est. Cost $164.44 Unrealized +12.6%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $605 Shares 7,025 Est. Cost $54.61 Unrealized +45.3%
AGG ISHARES TR 0.1%
Value ($000) $584 Shares 5,115 Est. Cost $116.22 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $562 Shares 5,150 Est. Cost $109.20 Unrealized
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $542 Shares 13,164 Est. Cost $30.53 Unrealized +4.8%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $541 Shares 7,450 Est. Cost $56.62 Unrealized +3.9%
ETF MANAGERS TR 0.1%
Value ($000) $539 Shares 9,283 Est. Cost $48.94 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $538 Shares 4,698 Est. Cost $109.63 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $522 Shares 2,048 Est. Cost $176.92 Unrealized
OUNZ VANECK MERK GOLD TR 0.1%
Value ($000) $514 Shares 28,895 Est. Cost $17.23 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $510 Shares 6,310 Est. Cost $80.82 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $487 Shares 1,884 Est. Cost $114.05 Unrealized +92.7%
PFE PFIZER INC 0.1%
Value ($000) $464 Shares 7,853 Est. Cost $28.21 Unrealized +42.6%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $458 Shares 1,895 Est. Cost $161.85 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $452 Shares 21,782 Est. Cost $10.20 Unrealized +37.2%
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $448 Shares 1,983 Est. Cost $155.08 Unrealized
MOMENTIVE GLOBAL INC 0.1%
Value ($000) $443 Shares 20,959 Est. Cost $21.08 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $436 Shares 7,370 Est. Cost $33.44 Unrealized +47.1%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $421 Shares 3,855 Est. Cost $119.36 Unrealized -14.5%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $416 Shares 1,380 Est. Cost $123.86 Unrealized +124.7%
BKSE BNY MELLON ETF TRUST 0.0%
Value ($000) $412 Shares 4,250 Est. Cost $96.94 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $407 Shares 1,574 Est. Cost $175.54 Unrealized +25.3%
MGA MAGNA INTL INC 0.0%
Value ($000) $405 Shares 5,000 Est. Cost $54.19 Unrealized +30.1%
SYY SYSCO CORP 0.0%
Value ($000) $392 Shares 4,985 Est. Cost $45.18 Unrealized +52.2%
LAM RESEARCH CORP 0.0%
Value ($000) $379 Shares 526 Est. Cost $599.39 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $373 Shares 1,161 Est. Cost $190.79 Unrealized
TOL TOLL BROTHERS INC 0.0%
Value ($000) $362 Shares 5,000 Est. Cost $40.45 Unrealized +58.9%
MUB ISHARES TR 0.0%
Value ($000) $359 Shares 3,090 Est. Cost $116.96 Unrealized
DE DEERE & CO 0.0%
Value ($000) $355 Shares 1,031 Est. Cost $256.58 Unrealized +28.1%
IEFA ISHARES TR 0.0%
Value ($000) $354 Shares 4,732 Est. Cost $72.84 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $349 Shares 841 Est. Cost $270.65 Unrealized +26.8%
DEO DIAGEO PLC 0.0%
Value ($000) $341 Shares 1,548 Est. Cost $161.68 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $341 Shares 1,648 Est. Cost $133.46 Unrealized +39.9%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $339 Shares 6,853 Est. Cost $50.16 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $335 Shares 767 Est. Cost $395.05 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $333 Shares 1,766 Est. Cost $170.14 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $328 Shares 923 Est. Cost $217.20 Unrealized +42.2%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $321 Shares 7,650 Est. Cost $34.57 Unrealized +24.7%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $318 Shares 6,031 Est. Cost $52.73 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $312 Shares 3,660 Est. Cost $74.63 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $305 Shares 2,254 Est. Cost $135.31 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $303 Shares 4,959 Est. Cost $43.98 Unrealized +22.6%
PIONEER NAT RES CO 0.0%
Value ($000) $276 Shares 1,515 Est. Cost $159.60 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $275 Shares 548 Est. Cost $373.98 Unrealized +12.9%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $251 Shares 1,534 Est. Cost $163.62 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $243 Shares 1,793 Est. Cost $88.91 Unrealized +14.4%
DRAFTKINGS INC 0.0%
Value ($000) $241 Shares 8,765 Est. Cost $46.58 Unrealized
FRCB FIRST REP BK SAN FRANCISCO C 0.0%
Value ($000) $237 Shares 1,150 Est. Cost $181.61 Unrealized +15.1%
SE SEA LTD 0.0%
Value ($000) $235 Shares 1,050 Est. Cost $199.05 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $234 Shares 1,020 Est. Cost $206.78 Unrealized -4.6%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $234 Shares 2,015 Est. Cost $101.74 Unrealized
CHWY CHEWY INC 0.0%
Value ($000) $230 Shares 3,900 Est. Cost $53.96 Unrealized +21.2%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $218 Shares 1,839 Est. Cost $183.08 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $217 Shares 567 Est. Cost $319.41 Unrealized +11.6%
WMT WALMART INC 0.0%
Value ($000) $215 Shares 1,479 Est. Cost $43.84 Unrealized +3.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $205 Shares 825 Est. Cost $186.72 Unrealized +12.6%
TRGP TARGA RES CORP 0.0%
Value ($000) $205 Shares 3,926 Est. Cost $49.03 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $204 Shares 3,054 Est. Cost $55.31 Unrealized 0.0%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $202 Shares 2,503 Est. Cost $80.70 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $202 Shares 1,250 Est. Cost $161.60 Unrealized
WESTPORT FUEL SYSTEMS INC 0.0%
Value ($000) $153 Shares 64,500 Est. Cost $2.64 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $130 Shares 13,900 Est. Cost $22.04 Unrealized
EASTSIDE DISTILLING INC 0.0%
Value ($000) $36 Shares 20,134 Est. Cost $2.58 Unrealized