Haverford Trust Co Diversified Active

CIK: 0000842941 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 5, 2022

Total Value ($000): $8,657,348 (100.0% shares, 0.0% debt)

Holdings (352)

AAPL APPLE INC 5.3%
Value ($000) $459,573 Shares 2,631,996 Est. Cost $83.84 Unrealized +96.6%
MSFT MICROSOFT CORP 4.7%
Value ($000) $408,595 Shares 1,325,272 Est. Cost $49.65 Unrealized +486.9%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 3.4%
Value ($000) $298,400 Shares 5,371,739 Est. Cost $51.65 Unrealized
ACN ACCENTURE LTD 2.9%
Value ($000) $254,594 Shares 754,956 Est. Cost $67.61 Unrealized +371.1%
CVS CVS HEALTH CORPORATION 2.9%
Value ($000) $247,063 Shares 2,441,098 Est. Cost $48.55 Unrealized +89.5%
UNH UNITEDHEALTH GROUP INC 2.8%
Value ($000) $244,666 Shares 479,766 Est. Cost $81.67 Unrealized +452.4%
BLACKROCK INC 2.8%
Value ($000) $241,713 Shares 316,307 Est. Cost $287.92 Unrealized
JNJ JOHNSON & JOHNSON 2.7%
Value ($000) $230,822 Shares 1,302,388 Est. Cost $81.15 Unrealized +87.1%
MA MASTERCARD 2.6%
Value ($000) $229,295 Shares 641,600 Est. Cost $95.87 Unrealized +266.8%
IJR ISHARES CORE S&P SMALL-CAP ETF 2.5%
Value ($000) $219,924 Shares 2,038,602 Est. Cost $83.04 Unrealized
JPM J.P. MORGAN CHASE & CO 2.5%
Value ($000) $219,825 Shares 1,612,562 Est. Cost $53.23 Unrealized +151.1%
LOW LOWES COS INC 2.5%
Value ($000) $219,517 Shares 1,085,698 Est. Cost $86.72 Unrealized +146.0%
PEP PEPSICO INC 2.5%
Value ($000) $214,874 Shares 1,283,751 Est. Cost $70.84 Unrealized +109.5%
RTX RAYTHEON TECHNOLOGIES CORP 2.3%
Value ($000) $197,604 Shares 1,994,592 Est. Cost $56.81 Unrealized +52.7%
DG DOLLAR GENERAL CORP 2.1%
Value ($000) $183,005 Shares 822,016 Est. Cost $133.58 Unrealized +48.9%
DD DUPONT DE NEMOURS INC 1.8%
Value ($000) $158,087 Shares 2,148,501 Est. Cost $22.10 Unrealized +36.1%
HON HONEYWELL INTERNATIONAL, INC. 1.8%
Value ($000) $157,450 Shares 809,179 Est. Cost $128.97 Unrealized +32.1%
IEFA ISHARES CORE MSCI EAFE ETF 1.8%
Value ($000) $154,490 Shares 2,222,563 Est. Cost $62.12 Unrealized
COST COSTCO WHSL CORP NEW COM 1.7%
Value ($000) $147,244 Shares 255,699 Est. Cost $281.72 Unrealized +77.8%
BAX BAXTER INTL INC 1.6%
Value ($000) $141,622 Shares 1,826,434 Est. Cost $48.88 Unrealized +56.3%
BDX BECTON DICKINSON 1.6%
Value ($000) $138,342 Shares 520,085 Est. Cost $139.45 Unrealized +72.8%
ORCL ORACLE SYS CORP 1.5%
Value ($000) $130,048 Shares 1,571,954 Est. Cost $34.59 Unrealized +122.6%
CMCSA COMCAST CORP NEW COM CL A 1.5%
Value ($000) $129,404 Shares 2,763,863 Est. Cost $27.66 Unrealized +54.9%
IJH ISHARES CORE S&P MID-CAP ETF 1.5%
Value ($000) $129,134 Shares 481,233 Est. Cost $173.52 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.5%
Value ($000) $126,301 Shares 278,387 Est. Cost $306.72 Unrealized
SPGI S&P GLOBAL INC 1.5%
Value ($000) $125,833 Shares 306,775 Est. Cost $187.12 Unrealized +110.7%
TJX TJX COS INC NEW 1.4%
Value ($000) $117,848 Shares 1,945,331 Est. Cost $35.25 Unrealized +79.4%
MDT MEDTRONIC PLC 1.3%
Value ($000) $112,783 Shares 1,016,525 Est. Cost $68.16 Unrealized +37.4%
APD AIR PRODUCTS & CHEMICALS INC 1.2%
Value ($000) $102,972 Shares 412,035 Est. Cost $117.18 Unrealized +97.9%
SBUX STARBUCKS CORP 1.1%
Value ($000) $95,133 Shares 1,045,763 Est. Cost $48.25 Unrealized +78.1%
CVX CHEVRON CORPORATION 1.1%
Value ($000) $93,314 Shares 573,078 Est. Cost $72.17 Unrealized +70.1%
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $92,066 Shares 155,872 Est. Cost $542.22 Unrealized +4.8%
KO COCA-COLA CO 1.0%
Value ($000) $89,024 Shares 1,435,869 Est. Cost $32.26 Unrealized +67.6%
ICE INTERCONTINENTAL EXCHANGE 1.0%
Value ($000) $87,650 Shares 663,415 Est. Cost $107.63 Unrealized +13.9%
TXN TEXAS INSTRUMENTS INC 1.0%
Value ($000) $85,975 Shares 468,581 Est. Cost $162.88 Unrealized -3.4%
ECL ECOLAB INC 0.9%
Value ($000) $80,627 Shares 456,654 Est. Cost $186.82 Unrealized -3.9%
UPS UNITED PARCEL SVC INC CL B 0.9%
Value ($000) $79,537 Shares 370,869 Est. Cost $69.21 Unrealized +156.0%
IGSB ISHARES SHORT-TERM CORPORATE BOND ETF 0.9%
Value ($000) $79,062 Shares 1,528,655 Est. Cost $65.99 Unrealized
MRK MERCK & CO 0.9%
Value ($000) $79,051 Shares 963,452 Est. Cost $47.52 Unrealized +47.0%
VPL VANGUARD FTSE PACIFIC ETF 0.9%
Value ($000) $76,017 Shares 1,026,561 Est. Cost $64.38 Unrealized
CSCO CISCO SYS INC 0.9%
Value ($000) $74,447 Shares 1,335,133 Est. Cost $30.29 Unrealized +66.0%
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS 0.8%
Value ($000) $71,000 Shares 2,095,630 Est. Cost $38.36 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.8%
Value ($000) $69,844 Shares 306,951 Est. Cost $62.44 Unrealized +215.4%
MBB ISHARES BARCLAYS MBS BOND FUND 0.8%
Value ($000) $67,316 Shares 660,807 Est. Cost $108.64 Unrealized
MCD MCDONALDS CORP 0.8%
Value ($000) $66,869 Shares 270,417 Est. Cost $115.93 Unrealized +96.5%
SPY SPDR TR UNIT SER 1 0.7%
Value ($000) $59,045 Shares 130,735 Est. Cost $259.19 Unrealized
AMT AMERICAN TOWER CORP 0.6%
Value ($000) $55,630 Shares 221,438 Est. Cost $154.12 Unrealized +39.4%
VTI VANGUARD TOTAL STOCK MARKET 0.6%
Value ($000) $55,056 Shares 241,825 Est. Cost $152.10 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.6%
Value ($000) $54,412 Shares 873,670 Est. Cost $65.64 Unrealized
VSS VANGUARD FTSE ALL WORLD SC ETF 0.6%
Value ($000) $54,178 Shares 437,309 Est. Cost $105.28 Unrealized
TIP ISHARES TIPS BOND ETF 0.6%
Value ($000) $51,859 Shares 416,307 Est. Cost $127.65 Unrealized
NKE NIKE INC CL B 0.6%
Value ($000) $50,027 Shares 371,783 Est. Cost $127.21 Unrealized +3.7%
SWKS SKYWORKS SOLUTIONS INC 0.5%
Value ($000) $43,213 Shares 324,224 Est. Cost $132.09 Unrealized -5.3%
IGIB ISHARES INTERMEDIATE TERM CORP BOND ETF 0.5%
Value ($000) $42,339 Shares 771,626 Est. Cost $75.31 Unrealized
VIG VANGUARD DIVIDEND 0.5%
Value ($000) $40,645 Shares 250,646 Est. Cost $125.06 Unrealized
DIS DISNEY WALT PRODUCTIONS 0.5%
Value ($000) $39,301 Shares 286,531 Est. Cost $65.30 Unrealized +116.3%
PG PROCTER & GAMBLE 0.5%
Value ($000) $39,107 Shares 255,933 Est. Cost $68.06 Unrealized +108.8%
FLOT ISHARES FLOATING RATE BOND E 0.4%
Value ($000) $38,271 Shares 757,546 Est. Cost $50.54 Unrealized
ITW ILLINOIS TOOL WKS INC 0.4%
Value ($000) $36,810 Shares 175,787 Est. Cost $191.47 Unrealized +6.4%
HD HOME DEPOT INC 0.4%
Value ($000) $35,480 Shares 118,533 Est. Cost $145.97 Unrealized +115.1%
DOW DOW INC 0.4%
Value ($000) $33,443 Shares 524,842 Est. Cost $35.30 Unrealized +36.7%
MKC MCCORMICK & CO 0.4%
Value ($000) $30,513 Shares 305,746 Est. Cost $82.30 Unrealized +8.8%
PFE PFIZER INC 0.3%
Value ($000) $29,093 Shares 561,973 Est. Cost $21.45 Unrealized +98.0%
VFC V F CORPORATION 0.3%
Value ($000) $28,578 Shares 502,611 Est. Cost $79.08 Unrealized -21.6%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $27,727 Shares 62,816 Est. Cost $270.57 Unrealized +34.9%
PM PHILIP MORRIS INTL,INC 0.3%
Value ($000) $24,395 Shares 259,687 Est. Cost $54.41 Unrealized +52.2%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $21,686 Shares 41 Est. Cost $271978.12 Unrealized +78.5%
GPC GENUINE PARTS CO 0.2%
Value ($000) $20,403 Shares 161,904 Est. Cost $64.29 Unrealized +80.6%
IEI ISHARES TR 0.2%
Value ($000) $18,769 Shares 153,782 Est. Cost $122.05 Unrealized
ICSH ISHARES ULTRA SHORT-TERM BOND 0.2%
Value ($000) $18,135 Shares 361,612 Est. Cost $50.54 Unrealized
BAB INVESCO TAXABLE MUNICIPAL BOND PORTFOLIO 0.2%
Value ($000) $17,405 Shares 586,612 Est. Cost $30.32 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.2%
Value ($000) $17,210 Shares 109,127 Est. Cost $114.80 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $16,310 Shares 106,729 Est. Cost $117.40 Unrealized +30.8%
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.2%
Value ($000) $16,292 Shares 58,681 Est. Cost $211.95 Unrealized
UNP UNION PACIFIC CORP 0.2%
Value ($000) $16,171 Shares 59,190 Est. Cost $93.46 Unrealized +146.7%
ABBV ABBVIE INC. 0.2%
Value ($000) $16,171 Shares 99,753 Est. Cost $43.06 Unrealized +193.6%
TFC TRUIST FINANCIAL CORP 0.2%
Value ($000) $15,899 Shares 280,403 Est. Cost $40.41 Unrealized +25.3%
AEP AMERICAN ELECTRIC POWER 0.2%
Value ($000) $14,995 Shares 150,298 Est. Cost $49.73 Unrealized +59.3%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.2%
Value ($000) $14,279 Shares 86,029 Est. Cost $156.02 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.2%
Value ($000) $14,239 Shares 135,689 Est. Cost $105.81 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 0.2%
Value ($000) $13,811 Shares 38,094 Est. Cost $266.56 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.2%
Value ($000) $13,070 Shares 199,329 Est. Cost $33.78 Unrealized +88.4%
ETN EATON CORP, PLC 0.1%
Value ($000) $12,879 Shares 84,865 Est. Cost $51.59 Unrealized +185.6%
UNILEVER PLC SPONSORED ADR 0.1%
Value ($000) $12,557 Shares 275,552 Est. Cost $51.24 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $12,050 Shares 145,900 Est. Cost $52.29 Unrealized +29.8%
BND VANGUARD TOTAL BOND MARKET 0.1%
Value ($000) $11,705 Shares 147,160 Est. Cost $85.60 Unrealized
GOOG ALPHABET INC CL C 0.1%
Value ($000) $10,960 Shares 3,924 Est. Cost $62.63 Unrealized +115.5%
ABT ABBOTT LABS 0.1%
Value ($000) $10,858 Shares 91,733 Est. Cost $48.80 Unrealized +136.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.1%
Value ($000) $10,728 Shares 30,400 Est. Cost $190.75 Unrealized +69.6%
AGG ISHARES CORE TOTAL U.S. BOND MARKET ETF 0.1%
Value ($000) $10,690 Shares 99,815 Est. Cost $113.80 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $10,521 Shares 43,509 Est. Cost $116.31 Unrealized +74.8%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $10,493 Shares 205,985 Est. Cost $28.45 Unrealized +45.9%
AMZN AMAZON.COM INC 0.1%
Value ($000) $10,363 Shares 3,179 Est. Cost $120.68 Unrealized +28.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $8,850 Shares 104,475 Est. Cost $59.59 Unrealized +20.9%
INTC INTEL CORP 0.1%
Value ($000) $7,956 Shares 160,531 Est. Cost $38.91 Unrealized +18.7%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $7,870 Shares 18,957 Est. Cost $258.93 Unrealized
MMM 3M COMPANY 0.1%
Value ($000) $7,817 Shares 52,504 Est. Cost $85.48 Unrealized +34.1%
GOOGL ALPHABET INC - CL A 0.1%
Value ($000) $7,618 Shares 2,739 Est. Cost $74.73 Unrealized +80.4%
CTVA CORTEVA INC 0.1%
Value ($000) $7,398 Shares 128,702 Est. Cost $25.02 Unrealized +95.8%
ACWX ISHARES TRUST ISHARES MSCI ACWI EX US INDEX FUND 0.1%
Value ($000) $7,234 Shares 138,399 Est. Cost $41.71 Unrealized
USMV ISHARES MSCI USA MINIMUM VOL 0.1%
Value ($000) $6,926 Shares 89,289 Est. Cost $74.18 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $6,603 Shares 90,409 Est. Cost $38.32 Unrealized +48.3%
TGT TARGET CORP 0.1%
Value ($000) $6,099 Shares 28,738 Est. Cost $79.10 Unrealized +141.9%
DEO DIAGEO PLC - SPONSORED ADR 0.1%
Value ($000) $5,587 Shares 27,502 Est. Cost $130.28 Unrealized
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $5,396 Shares 123,874 Est. Cost $45.85 Unrealized
VXUS VANGUARD TOTAL INTL STOCK INDEX FUND ETF 0.1%
Value ($000) $5,231 Shares 87,569 Est. Cost $57.10 Unrealized
VWO VANGUARD FTSE EMERGING MARKET ETF 0.1%
Value ($000) $5,231 Shares 113,403 Est. Cost $42.03 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $5,141 Shares 41,743 Est. Cost $77.19 Unrealized +47.7%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $5,041 Shares 17,674 Est. Cost $94.88 Unrealized +166.6%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $4,833 Shares 49,290 Est. Cost $63.74 Unrealized +37.2%
VEA VANGUARD FTSE EUROPE PACIFIC ETF 0.1%
Value ($000) $4,751 Shares 98,925 Est. Cost $41.68 Unrealized
VGT VANGUARD INFO TECH ETF 0.1%
Value ($000) $4,684 Shares 11,247 Est. Cost $175.68 Unrealized
MTUM ISHARES EDGE MSCI USA MOMENT 0.1%
Value ($000) $4,574 Shares 27,181 Est. Cost $173.21 Unrealized
NSRGY NESTLE S A SPON ADR REG 0.1%
Value ($000) $4,563 Shares 35,074 Est. Cost $97.41 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $4,354 Shares 38,787 Est. Cost $94.57 Unrealized
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $4,332 Shares 57,127 Est. Cost $52.50 Unrealized +37.8%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $4,196 Shares 26,473 Est. Cost $75.86 Unrealized +87.9%
DHR DANAHER CORP 0.0%
Value ($000) $4,195 Shares 14,300 Est. Cost $86.79 Unrealized +183.1%
BSV VANGUARD SHORT TERM BOND ETF 0.0%
Value ($000) $4,172 Shares 53,550 Est. Cost $82.16 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $4,090 Shares 15,297 Est. Cost $151.72 Unrealized +63.6%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $3,920 Shares 15,704 Est. Cost $196.61 Unrealized +35.6%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $3,900 Shares 20,856 Est. Cost $105.37 Unrealized +63.0%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $3,757 Shares 71,896 Est. Cost $22.68 Unrealized +63.8%
V VISA IN - CLASS A 0.0%
Value ($000) $3,594 Shares 16,204 Est. Cost $138.04 Unrealized +52.2%
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $3,216 Shares 98,253 Est. Cost $32.87 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $3,185 Shares 24,859 Est. Cost $117.55 Unrealized
PRF POWERSHARES FTSE RAFI US 1K 0.0%
Value ($000) $3,089 Shares 18,079 Est. Cost $165.99 Unrealized
DVY ISHARES DJ SELECT DIVIDEND INDEX FUND 0.0%
Value ($000) $3,066 Shares 23,932 Est. Cost $85.50 Unrealized
IVW ISHARES S&P 500 GROWTH INDEX FUND 0.0%
Value ($000) $3,065 Shares 40,132 Est. Cost $76.44 Unrealized
GIGB GOLDMAN SACHS ACCESS INV GRADE CORP BOND ETF 0.0%
Value ($000) $3,011 Shares 60,424 Est. Cost $52.88 Unrealized
WMT WALMART INC 0.0%
Value ($000) $2,993 Shares 20,095 Est. Cost $23.12 Unrealized +92.9%
VNQ VANGUARD REIT ETF 0.0%
Value ($000) $2,977 Shares 27,475 Est. Cost $70.30 Unrealized
NVS NOVARTIS AG - ADR 0.0%
Value ($000) $2,858 Shares 32,565 Est. Cost $79.86 Unrealized
WFC WELLS FARGO CO 0.0%
Value ($000) $2,756 Shares 56,873 Est. Cost $34.91 Unrealized +38.9%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $2,600 Shares 12,236 Est. Cost $151.47 Unrealized
CB CHUBB LTD 0.0%
Value ($000) $2,430 Shares 11,361 Est. Cost $116.86 Unrealized +65.1%
IWM ISHARES RUSSELL 2000 INDEX FUND 0.0%
Value ($000) $2,332 Shares 11,361 Est. Cost $139.43 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $2,325 Shares 23,251 Est. Cost $41.30 Unrealized +92.8%
ZTS ZOETIS INC. 0.0%
Value ($000) $2,314 Shares 12,272 Est. Cost $129.88 Unrealized +46.5%
T AT&T INC 0.0%
Value ($000) $2,303 Shares 97,482 Est. Cost $15.91 Unrealized -6.3%
IFF INTL FLAVORS & FRAGRANCES 0.0%
Value ($000) $2,278 Shares 17,344 Est. Cost $112.75 Unrealized +5.4%
EPD ENTERPRISE PRODUCTS PARTNERS 0.0%
Value ($000) $2,232 Shares 86,469 Est. Cost $32.67 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $2,067 Shares 37,626 Est. Cost $54.94 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH INDEX FUND 0.0%
Value ($000) $2,056 Shares 8,039 Est. Cost $219.80 Unrealized
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $2,050 Shares 40,097 Est. Cost $46.88 Unrealized +2.9%
PNC PNC FINANCIAL CORP 0.0%
Value ($000) $2,018 Shares 10,938 Est. Cost $82.08 Unrealized +112.1%
CC CHEMOURS COMPANY 0.0%
Value ($000) $2,008 Shares 63,774 Est. Cost $9.67 Unrealized +180.8%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $1,890 Shares 35,385 Est. Cost $49.50 Unrealized
IWP ISHARES RUSSELL MID CAP GROWTH INDEX FUND 0.0%
Value ($000) $1,878 Shares 18,689 Est. Cost $114.14 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $1,864 Shares 31,355 Est. Cost $56.16 Unrealized -1.8%
AFL AFLAC 0.0%
Value ($000) $1,850 Shares 28,738 Est. Cost $35.77 Unrealized +60.2%
XLK TECHNOLOGY SELECT SECT SPDR 0.0%
Value ($000) $1,850 Shares 11,640 Est. Cost $123.83 Unrealized
MDY MIDCAP SPDR TRUST SERIES 1 0.0%
Value ($000) $1,827 Shares 3,726 Est. Cost $316.10 Unrealized
CHD CHURCH & DWIGHT CO 0.0%
Value ($000) $1,806 Shares 18,177 Est. Cost $46.31 Unrealized +105.4%
ELV ANTHEM INC 0.0%
Value ($000) $1,781 Shares 3,626 Est. Cost $237.02 Unrealized +82.5%
LLY LILLY, ELI & COMPANY 0.0%
Value ($000) $1,747 Shares 6,101 Est. Cost $150.28 Unrealized +65.4%
EEMV ISHARES MSCI EMERGING MARKETS MINIMUM VOLATILITY I 0.0%
Value ($000) $1,678 Shares 27,500 Est. Cost $49.07 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $1,620 Shares 4,151 Est. Cost $182.32 Unrealized +65.2%
VSGX VANGUARD ESG INTL STOCK ETF 0.0%
Value ($000) $1,617 Shares 28,275 Est. Cost $54.05 Unrealized
DE DEERE & CO. 0.0%
Value ($000) $1,603 Shares 3,859 Est. Cost $226.20 Unrealized +60.5%
IBM INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $1,596 Shares 12,274 Est. Cost $100.12 Unrealized +12.0%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $1,589 Shares 19,250 Est. Cost $87.70 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $1,586 Shares 19,430 Est. Cost $47.76 Unrealized +52.1%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $1,578 Shares 14,135 Est. Cost $63.48 Unrealized +40.5%
IXUS ISHARES CORE MSCI ACMI 0.0%
Value ($000) $1,539 Shares 23,108 Est. Cost $61.96 Unrealized
PFF ISHARES S&P US PREFERRED STOCK INDEX FUND 0.0%
Value ($000) $1,490 Shares 40,915 Est. Cost $37.98 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $1,484 Shares 6,658 Est. Cost $140.77 Unrealized +38.9%
META META PLATFORMS, INC. CLASS A 0.0%
Value ($000) $1,484 Shares 6,676 Est. Cost $187.63 Unrealized +32.3%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $1,473 Shares 9,966 Est. Cost $123.31 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $1,453 Shares 14,559 Est. Cost $65.48 Unrealized
BA BOEING CO 0.0%
Value ($000) $1,440 Shares 7,521 Est. Cost $179.96 Unrealized +11.5%
LINDE PLC 0.0%
Value ($000) $1,409 Shares 4,411 Est. Cost $263.71 Unrealized
EFG ISHARES MSCI EAFE GROWTH INDEX FUND 0.0%
Value ($000) $1,405 Shares 14,593 Est. Cost $97.94 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $1,379 Shares 5,796 Est. Cost $170.64 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value ($000) $1,376 Shares 7,615 Est. Cost $124.47 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $1,372 Shares 16,145 Est. Cost $48.41 Unrealized +38.2%
NVO NOVO-NORDISK A/S SPONS ADR 0.0%
Value ($000) $1,331 Shares 11,989 Est. Cost $69.06 Unrealized
GLATFELTER CORP 0.0%
Value ($000) $1,308 Shares 105,650 Est. Cost $16.38 Unrealized
PYPL PAYPAL HOLDINGS, INC. 0.0%
Value ($000) $1,302 Shares 11,255 Est. Cost $193.33 Unrealized -31.3%
JEPI JP MORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $1,280 Shares 20,855 Est. Cost $60.33 Unrealized
IWR ISHARES RUSSELL MID CAP INDEX FUND 0.0%
Value ($000) $1,257 Shares 16,101 Est. Cost $65.85 Unrealized
IWN ISHARES RUSSELL 2000 VALUE INDEX FUND 0.0%
Value ($000) $1,217 Shares 7,543 Est. Cost $164.51 Unrealized
USB U S BANCORP 0.0%
Value ($000) $1,199 Shares 22,560 Est. Cost $42.62 Unrealized +12.2%
GBIL GOLDMAN SACHS TREAS ACC ETF 0.0%
Value ($000) $1,156 Shares 11,565 Est. Cost $100.36 Unrealized
FNDE SCHWAB FUNDAMENTAL EM L/C 0.0%
Value ($000) $1,149 Shares 39,700 Est. Cost $32.25 Unrealized
ADBE ADOBE SYSTEMS 0.0%
Value ($000) $1,148 Shares 2,520 Est. Cost $515.47 Unrealized -6.7%
IYW ISHARES DJ US TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $1,140 Shares 11,065 Est. Cost $130.90 Unrealized
SUB ISHARES S&P SHORT TERM NATIONAL AMT-FREE MUNICIPAL 0.0%
Value ($000) $1,132 Shares 10,819 Est. Cost $107.46 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC CL A 0.0%
Value ($000) $1,106 Shares 17,622 Est. Cost $40.34 Unrealized +45.4%
ET ENERGY TRANSFER 0.0%
Value ($000) $1,106 Shares 98,819 Est. Cost $12.21 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $1,093 Shares 5,047 Est. Cost $123.88 Unrealized +48.8%
ESGE ISHARES MSCI EM ESG OP 0.0%
Value ($000) $1,084 Shares 29,515 Est. Cost $39.18 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $1,038 Shares 8,911 Est. Cost $99.57 Unrealized +5.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $1,037 Shares 7,598 Est. Cost $64.81 Unrealized +69.3%
EFA ISHARES MSCI EAFE INDEX FUND 0.0%
Value ($000) $1,027 Shares 13,960 Est. Cost $65.63 Unrealized
ESGV VANGUARD ESG US STOCK ETF 0.0%
Value ($000) $1,024 Shares 12,628 Est. Cost $63.43 Unrealized
BX THE BLACKSTONE GROUP INC 0.0%
Value ($000) $992 Shares 7,815 Est. Cost $44.51 Unrealized +140.9%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $977 Shares 2,185 Est. Cost $220.14 Unrealized +76.1%
WST WEST PHARMACEUTICAL SERVICES 0.0%
Value ($000) $968 Shares 2,357 Est. Cost $326.67 Unrealized +18.7%
CINF CINCINNATI FINANCIAL CORP 0.0%
Value ($000) $954 Shares 7,017 Est. Cost $106.17 Unrealized +4.6%
SO SOUTHERN CO 0.0%
Value ($000) $952 Shares 13,129 Est. Cost $45.12 Unrealized +30.1%
BAC BANK OF AMERICA 0.0%
Value ($000) $930 Shares 22,552 Est. Cost $39.37 Unrealized +3.7%
XLC COMM SERV SELECT SECTOR SPDR 0.0%
Value ($000) $923 Shares 13,425 Est. Cost $49.66 Unrealized
ESML ISHARES ESG MSCI USA SMALL- CAP 0.0%
Value ($000) $918 Shares 24,123 Est. Cost $30.95 Unrealized
FNDF SCHWAB FUNDAMENTAL INTL L/C 0.0%
Value ($000) $910 Shares 28,220 Est. Cost $32.90 Unrealized
AON AON PLC 0.0%
Value ($000) $902 Shares 2,771 Est. Cost $219.16 Unrealized +29.0%
SCHV SCHWAB US LARGE-CAP VALUE ETF 0.0%
Value ($000) $898 Shares 12,582 Est. Cost $65.89 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $897 Shares 4,226 Est. Cost $231.88 Unrealized -8.3%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $877 Shares 4,797 Est. Cost $103.35 Unrealized +53.7%
GIS GENERAL MILLS INC 0.0%
Value ($000) $874 Shares 12,907 Est. Cost $35.37 Unrealized +66.2%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $862 Shares 9,102 Est. Cost $44.30 Unrealized +70.7%
EEM ISHARES MSCI EMERGING MARKETS INDEX FUND 0.0%
Value ($000) $853 Shares 18,886 Est. Cost $43.22 Unrealized
CPRT COPART, INC 0.0%
Value ($000) $851 Shares 6,783 Est. Cost $25.94 Unrealized +22.4%
PPG PPG INDS INC 0.0%
Value ($000) $798 Shares 6,090 Est. Cost $105.07 Unrealized +27.4%
JKHY JACK HENRY & ASSOCIATES INC. 0.0%
Value ($000) $788 Shares 4,000 Est. Cost $137.55 Unrealized +21.0%
IEF ISHARES BARCLAYS 7-10 YEAR TREASURY BOND FUND 0.0%
Value ($000) $787 Shares 7,324 Est. Cost $108.22 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $786 Shares 4,471 Est. Cost $137.59 Unrealized +16.5%
PSX PHILLIPS 66 0.0%
Value ($000) $781 Shares 9,045 Est. Cost $63.64 Unrealized +14.4%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $773 Shares 2,687 Est. Cost $234.10 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $761 Shares 3,287 Est. Cost $187.02 Unrealized +15.5%
MTB M & T BK CORP 0.0%
Value ($000) $744 Shares 4,391 Est. Cost $80.26 Unrealized +93.7%
IWS ISHARES RUSSELL MID CAP VALUE INDEX FUND 0.0%
Value ($000) $723 Shares 6,040 Est. Cost $104.80 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $708 Shares 2,594 Est. Cost $22.57 Unrealized +10.9%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $703 Shares 4,604 Est. Cost $166.74 Unrealized -6.6%
INTU INTUIT INC 0.0%
Value ($000) $700 Shares 1,455 Est. Cost $421.44 Unrealized +18.5%
MCHP MICROCHIP TECHNOLOGY 0.0%
Value ($000) $695 Shares 9,246 Est. Cost $58.18 Unrealized +18.5%
MCK MCKESSON HBOC INC. 0.0%
Value ($000) $682 Shares 2,227 Est. Cost $218.46 Unrealized +22.0%
NUEM NUVEEN ESG EMERGING MARKETS 0.0%
Value ($000) $655 Shares 21,500 Est. Cost $24.98 Unrealized
TDG TRANSDIGM GROUP, INC. 0.0%
Value ($000) $652 Shares 1,000 Est. Cost $81.49 Unrealized +555.3%
EXC EXELON CORP 0.0%
Value ($000) $651 Shares 13,673 Est. Cost $26.92 Unrealized +36.8%
SAP SAP SE SPONSORED ADR 0.0%
Value ($000) $646 Shares 5,826 Est. Cost $71.33 Unrealized
AWK AMERICAN WTR WK 0.0%
Value ($000) $638 Shares 3,856 Est. Cost $140.94 Unrealized +3.6%
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $629 Shares 5,522 Est. Cost $83.52 Unrealized +17.9%
PEG PUBLIC SVC ENTERPRISES 0.0%
Value ($000) $620 Shares 8,860 Est. Cost $35.98 Unrealized +61.3%
BKNG BOOKING HOLDINGS INC. 0.0%
Value ($000) $611 Shares 260 Est. Cost $2297.35 Unrealized +0.0%
CI CIGNA CORP 0.0%
Value ($000) $597 Shares 2,492 Est. Cost $188.18 Unrealized +16.0%
MUB ISHARES NATIONAL AMT-FREE MUNICIPAL BOND FUND 0.0%
Value ($000) $575 Shares 5,240 Est. Cost $113.62 Unrealized
CNI CANADIAN NATL RAILWAY CO 0.0%
Value ($000) $568 Shares 4,231 Est. Cost $66.78 Unrealized +73.3%
AVGO BROADCOM LTD 0.0%
Value ($000) $555 Shares 881 Est. Cost $53.46 Unrealized +3.0%
GOVT ISHARES US TREASURY BOND ETF 0.0%
Value ($000) $555 Shares 22,263 Est. Cost $25.79 Unrealized
IDV ISHARES DOW JONES INTERNATIONAL SELECT DIVIDEND IN 0.0%
Value ($000) $549 Shares 17,278 Est. Cost $32.62 Unrealized
FIS FIDELITY NATIONAL INFO SVCS 0.0%
Value ($000) $546 Shares 5,439 Est. Cost $117.95 Unrealized -19.6%
CLX CLOROX CO 0.0%
Value ($000) $543 Shares 3,907 Est. Cost $91.36 Unrealized +47.5%
LQD ISHARES IBOXX $ INVESTOP INVESTMENT GRADE BOND FUN 0.0%
Value ($000) $542 Shares 4,484 Est. Cost $116.94 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $532 Shares 1,611 Est. Cost $334.48 Unrealized -4.4%
FAST FASTENAL COMPANY 0.0%
Value ($000) $528 Shares 8,888 Est. Cost $14.01 Unrealized +81.4%
PPL PPL CORP COM 0.0%
Value ($000) $527 Shares 18,453 Est. Cost $22.05 Unrealized +12.0%
GVI ISHARES BARCLAYS INTERMEDIATE GOVERNMENT/CREDIT BO 0.0%
Value ($000) $519 Shares 4,786 Est. Cost $110.81 Unrealized
GWW WW GRAINGER INC 0.0%
Value ($000) $515 Shares 998 Est. Cost $347.19 Unrealized +36.4%
SCHM SCHWAB US MID CAP ETF 0.0%
Value ($000) $514 Shares 6,780 Est. Cost $74.45 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $513 Shares 1,808 Est. Cost $286.21 Unrealized +0.0%
MAS MASCO CORP 0.0%
Value ($000) $505 Shares 9,896 Est. Cost $51.98 Unrealized +6.1%
FLEETCOR TECHNOLOGIES INC. 0.0%
Value ($000) $498 Shares 2,000 Est. Cost $186.50 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $485 Shares 25,643 Est. Cost $14.19 Unrealized 0.0%
GE GENERAL ELECTRIC 0.0%
Value ($000) $483 Shares 5,284 Est. Cost $61.00 Unrealized -4.1%
CE CELANESE CORPORATION 0.0%
Value ($000) $482 Shares 3,376 Est. Cost $135.56 Unrealized +5.3%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $481 Shares 2,755 Est. Cost $153.40 Unrealized 0.0%
XLV SPDR HEALTH CARE SEL SEC 0.0%
Value ($000) $479 Shares 3,498 Est. Cost $128.63 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $478 Shares 4,048 Est. Cost $81.86 Unrealized +15.0%
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value ($000) $474 Shares 10,001 Est. Cost $75.23 Unrealized
SCHD SCHWAB US DVD EQUITY ETF 0.0%
Value ($000) $470 Shares 5,961 Est. Cost $59.47 Unrealized
ZBH ZIMMER HLDGS INC 0.0%
Value ($000) $467 Shares 3,654 Est. Cost $110.23 Unrealized +5.7%
DOV DOVER CORP 0.0%
Value ($000) $456 Shares 2,906 Est. Cost $43.62 Unrealized +257.7%
KR KROGER CO 0.0%
Value ($000) $446 Shares 7,774 Est. Cost $22.88 Unrealized +99.6%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $444 Shares 3,966 Est. Cost $100.97 Unrealized 0.0%
IMCB ISHARES MORNINGSTAR MID-CAP ETF 0.0%
Value ($000) $439 Shares 6,517 Est. Cost $107.72 Unrealized
AZN ASTRA ZENECA PLC ADR 0.0%
Value ($000) $437 Shares 6,588 Est. Cost $55.49 Unrealized
GLW CORNING INC 0.0%
Value ($000) $433 Shares 11,742 Est. Cost $34.93 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $432 Shares 2,104 Est. Cost $132.33 Unrealized +48.6%
LAD LITHIA MOTORS INC CL A 0.0%
Value ($000) $429 Shares 1,430 Est. Cost $87.63 Unrealized +256.2%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $427 Shares 1,917 Est. Cost $182.92 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $427 Shares 4,999 Est. Cost $37.06 Unrealized +88.0%
IHF ISHARES US HEALTH CARE PROVIDERS ETF 0.0%
Value ($000) $417 Shares 1,473 Est. Cost $148.27 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $413 Shares 5,023 Est. Cost $91.20 Unrealized
IWB ISHARES RUSSELL 1000 INDEX FUND 0.0%
Value ($000) $412 Shares 1,649 Est. Cost $140.64 Unrealized
ESGD ISHARES MSC EAFE ESG 0.0%
Value ($000) $411 Shares 5,575 Est. Cost $69.12 Unrealized
EFV ISHARES MSCI EAFE VALUE INDEX FUND 0.0%
Value ($000) $407 Shares 8,094 Est. Cost $50.66 Unrealized
HNFSA HANOVER FOODS CORP - CL A 0.0%
Value ($000) $403 Shares 7,333 Est. Cost $125.21 Unrealized -55.5%
SEIC SEI INVESTMENTS CO 0.0%
Value ($000) $402 Shares 6,670 Est. Cost $61.51 Unrealized -8.3%
JPIN JPM DIVERSIFIED RET INTL EQ 0.0%
Value ($000) $398 Shares 7,042 Est. Cost $60.96 Unrealized
XLY CONSUMER DISCRETIONARY SELECT 0.0%
Value ($000) $397 Shares 2,146 Est. Cost $162.21 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $395 Shares 1,636 Est. Cost $204.81 Unrealized 0.0%
AME AMETEK INC 0.0%
Value ($000) $395 Shares 2,966 Est. Cost $72.56 Unrealized +80.4%
VV VANGUARD LARGE - CAP ETF 0.0%
Value ($000) $384 Shares 1,840 Est. Cost $155.46 Unrealized
FISV FISERV INC 0.0%
Value ($000) $381 Shares 3,754 Est. Cost $116.26 Unrealized -12.9%
IWV ISHARES RUSSELL 3000 INDEX FUND 0.0%
Value ($000) $367 Shares 1,400 Est. Cost $157.60 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $361 Shares 9,827 Est. Cost $37.63 Unrealized
DTE DTE ENERGY COMPANY 0.0%
Value ($000) $359 Shares 2,718 Est. Cost $106.87 Unrealized 0.0%
TSLA TESLA MOTORS IN 0.0%
Value ($000) $352 Shares 327 Est. Cost $183.17 Unrealized +70.0%
NUVEEN MA QUALITY MUNI INC FD 0.0%
Value ($000) $350 Shares 27,500 Est. Cost $14.22 Unrealized
ESGU ISHARES TR 0.0%
Value ($000) $340 Shares 3,350 Est. Cost $101.49 Unrealized
ALC ALCON AG 0.0%
Value ($000) $339 Shares 4,275 Est. Cost $76.31 Unrealized 0.0%
IGV ISHARES NORTH AMERICAN TECH-SOFTWARE ETF 0.0%
Value ($000) $336 Shares 975 Est. Cost $230.28 Unrealized
ADI ANALOG DEVICES 0.0%
Value ($000) $330 Shares 1,995 Est. Cost $149.27 Unrealized +1.3%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $328 Shares 2,108 Est. Cost $147.53 Unrealized
MAGELLAN MIDSTREAM PARTNERS 0.0%
Value ($000) $326 Shares 6,650 Est. Cost $58.16 Unrealized
WALGREENS BOOTS ALLIANCE, INC 0.0%
Value ($000) $323 Shares 7,211 Est. Cost $65.30 Unrealized
TD TORONTO-DOMINION BANK 0.0%
Value ($000) $321 Shares 4,043 Est. Cost $52.05 Unrealized +54.8%
IXN iSHARES GLOBAL TECH ETF 0.0%
Value ($000) $321 Shares 5,527 Est. Cost $87.58 Unrealized
RSPT INVESCO S&P 500 EQUAL WEIGHT 0.0%
Value ($000) $318 Shares 1,100 Est. Cost $199.09 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $317 Shares 3,180 Est. Cost $80.77 Unrealized +2.3%
SHY ISHARES TR 0.0%
Value ($000) $316 Shares 3,797 Est. Cost $83.22 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $314 Shares 2,634 Est. Cost $61.92 Unrealized +51.0%
UGI UGI CORP NEW 0.0%
Value ($000) $314 Shares 8,683 Est. Cost $31.30 Unrealized +27.8%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $311 Shares 3,060 Est. Cost $65.95 Unrealized +16.7%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $310 Shares 6,751 Est. Cost $44.60 Unrealized 0.0%
FDS FACTSET RESEARCH 0.0%
Value ($000) $309 Shares 711 Est. Cost $348.75 Unrealized +16.5%
WSFS WSFS FINANCIAL CORP 0.0%
Value ($000) $303 Shares 6,504 Est. Cost $51.82 Unrealized 0.0%
WY WEYERHAEUSER CO 0.0%
Value ($000) $302 Shares 7,956 Est. Cost $32.72 Unrealized +4.3%
TTD THE TRADE DESK INC 0.0%
Value ($000) $298 Shares 4,300 Est. Cost $63.00 Unrealized +14.7%
NEAR ISHARES SHORT MATURITY BOND 0.0%
Value ($000) $285 Shares 5,750 Est. Cost $50.16 Unrealized
ENB ENBRIDGE INC. 0.0%
Value ($000) $278 Shares 6,040 Est. Cost $33.29 Unrealized 0.0%
DFAC DIMENSIONSAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $268 Shares 9,708 Est. Cost $26.78 Unrealized
IJJ ISHARES S&P MID CAP 400 VALUE INDEX FUND 0.0%
Value ($000) $266 Shares 2,430 Est. Cost $87.78 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $264 Shares 6,380 Est. Cost $35.90 Unrealized 0.0%
BF/B BROWN-FORMAN CORP 0.0%
Value ($000) $264 Shares 3,946 Est. Cost $39.08 Unrealized +58.5%
CTSH COGNIZANT TECH SOLUTIONS - A 0.0%
Value ($000) $264 Shares 2,947 Est. Cost $70.13 Unrealized +17.6%
GNTX GENTEX CORP 0.0%
Value ($000) $261 Shares 8,936 Est. Cost $32.23 Unrealized -3.5%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $256 Shares 4,554 Est. Cost $47.25 Unrealized 0.0%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $252 Shares 2,701 Est. Cost $90.34 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $251 Shares 1,658 Est. Cost $151.44 Unrealized -14.8%
WDFC WD-40 COMPANY 0.0%
Value ($000) $247 Shares 1,350 Est. Cost $199.68 Unrealized 0.0%
PIONEER NATURAL RESOUCES CO 0.0%
Value ($000) $247 Shares 986 Est. Cost $250.51 Unrealized
CRANE CO 0.0%
Value ($000) $246 Shares 2,270 Est. Cost $108.37 Unrealized
EL ESTEE LAUDER COS INC CL A 0.0%
Value ($000) $243 Shares 892 Est. Cost $129.97 Unrealized +117.2%
VTR VENTAS INC 0.0%
Value ($000) $243 Shares 3,934 Est. Cost $43.25 Unrealized +10.1%
DLR DIGITAL REALTY TRUST 0.0%
Value ($000) $243 Shares 1,712 Est. Cost $90.55 Unrealized +38.6%
MMS MAXIMUS INC 0.0%
Value ($000) $241 Shares 3,212 Est. Cost $85.66 Unrealized -10.7%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $240 Shares 2,025 Est. Cost $96.09 Unrealized +19.0%
IGLB ISHARES LONG TERM CORP BOND ETF 0.0%
Value ($000) $240 Shares 3,910 Est. Cost $62.70 Unrealized
ADM ARCHER DANIELS MIDLAND 0.0%
Value ($000) $237 Shares 2,625 Est. Cost $69.63 Unrealized 0.0%
IJK ISHARES S&P MID CAP 400 GROWTH INDEX FUND 0.0%
Value ($000) $236 Shares 3,052 Est. Cost $72.36 Unrealized
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $233 Shares 1,503 Est. Cost $136.20 Unrealized 0.0%
CTAS CINTAS CORP 0.0%
Value ($000) $231 Shares 544 Est. Cost $86.95 Unrealized +8.0%
TPSC TIMOTHY PLAN US SMALL CAP CO 0.0%
Value ($000) $231 Shares 7,000 Est. Cost $32.43 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $230 Shares 1,676 Est. Cost $107.62 Unrealized 0.0%
KLAC KLA CORP 0.0%
Value ($000) $229 Shares 626 Est. Cost $358.99 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $228 Shares 2,963 Est. Cost $75.10 Unrealized 0.0%
LAM RESEARCH CP 0.0%
Value ($000) $227 Shares 423 Est. Cost $602.65 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $227 Shares 522 Est. Cost $424.84 Unrealized -5.3%
CME CME GROUP INC. 0.0%
Value ($000) $225 Shares 944 Est. Cost $139.50 Unrealized +43.9%
IYH ISHARES DJ US HEALTH CARE SECTOR INDEX FUND 0.0%
Value ($000) $220 Shares 763 Est. Cost $273.32 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $220 Shares 954 Est. Cost $202.56 Unrealized +6.6%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $218 Shares 4,401 Est. Cost $47.80 Unrealized +6.2%
ADSK AUTODESK INC 0.0%
Value ($000) $216 Shares 1,009 Est. Cost $285.27 Unrealized -19.3%
BEN FRANKLIN RES INC 0.0%
Value ($000) $209 Shares 7,501 Est. Cost $24.87 Unrealized 0.0%
MINT PIMCO ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $209 Shares 2,090 Est. Cost $101.44 Unrealized
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $206 Shares 1,502 Est. Cost $134.53 Unrealized 0.0%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $206 Shares 9,000 Est. Cost $22.89 Unrealized
TWLO TWILIO INC - A 0.0%
Value ($000) $202 Shares 1,225 Est. Cost $133.15 Unrealized +36.9%
NUVEEN PA INVT QUALITY MUN FD 0.0%
Value ($000) $199 Shares 14,765 Est. Cost $14.44 Unrealized
FRST PRIMIS FINANCIAL CORP 0.0%
Value ($000) $140 Shares 10,000 Est. Cost $13.01 Unrealized -2.1%