Haverford Trust Co Diversified Active

CIK: 0000842941 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 12, 2022

Total Value ($000): $7,672,736 (100.0% shares, 0.0% debt)

Holdings (333)

AAPL APPLE INC 4.7%
Value ($000) $357,915 Shares 2,617,866 Est. Cost $83.84 Unrealized +77.3%
MSFT MICROSOFT CORP 4.4%
Value ($000) $339,807 Shares 1,323,082 Est. Cost $49.65 Unrealized +430.6%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 3.4%
Value ($000) $261,852 Shares 5,337,386 Est. Cost $51.65 Unrealized
UNH UNITEDHEALTH GROUP INC 3.2%
Value ($000) $246,577 Shares 480,068 Est. Cost $81.67 Unrealized +476.8%
JNJ JOHNSON & JOHNSON 3.1%
Value ($000) $234,082 Shares 1,318,696 Est. Cost $82.12 Unrealized +94.7%
CVS CVS HEALTH CORPORATION 2.9%
Value ($000) $225,918 Shares 2,438,139 Est. Cost $48.55 Unrealized +76.9%
PEP PEPSICO INC 2.8%
Value ($000) $215,123 Shares 1,290,788 Est. Cost $70.84 Unrealized +111.5%
ACN ACCENTURE LTD 2.8%
Value ($000) $211,287 Shares 760,985 Est. Cost $67.61 Unrealized +320.9%
MA MASTERCARD 2.7%
Value ($000) $203,593 Shares 645,343 Est. Cost $95.87 Unrealized +251.8%
DG DOLLAR GENERAL CORP 2.6%
Value ($000) $202,581 Shares 825,379 Est. Cost $133.58 Unrealized +64.0%
JPM J.P. MORGAN CHASE & CO 2.6%
Value ($000) $197,698 Shares 1,755,603 Est. Cost $58.10 Unrealized +94.5%
BLACKROCK INC 2.6%
Value ($000) $197,147 Shares 323,702 Est. Cost $295.26 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 2.5%
Value ($000) $192,406 Shares 2,001,935 Est. Cost $56.81 Unrealized +55.8%
IJR ISHARES CORE S&P SMALL-CAP ETF 2.5%
Value ($000) $190,097 Shares 2,057,102 Est. Cost $83.04 Unrealized
LOW LOWES COS INC 2.5%
Value ($000) $189,882 Shares 1,087,091 Est. Cost $86.72 Unrealized +107.1%
COST COSTCO WHSL CORP NEW COM 2.1%
Value ($000) $160,999 Shares 335,919 Est. Cost $330.25 Unrealized +46.8%
HON HONEYWELL INTERNATIONAL, INC. 2.0%
Value ($000) $155,171 Shares 892,765 Est. Cost $132.46 Unrealized +25.5%
IEFA ISHARES CORE MSCI EAFE ETF 1.7%
Value ($000) $129,849 Shares 2,206,436 Est. Cost $62.12 Unrealized
BDX BECTON DICKINSON 1.7%
Value ($000) $128,495 Shares 521,214 Est. Cost $139.45 Unrealized +71.0%
DD DUPONT DE NEMOURS INC 1.6%
Value ($000) $119,204 Shares 2,144,719 Est. Cost $22.10 Unrealized +14.6%
BAX BAXTER INTL INC 1.6%
Value ($000) $119,019 Shares 1,853,007 Est. Cost $49.13 Unrealized +35.2%
IJH ISHARES CORE S&P MID-CAP ETF 1.5%
Value ($000) $112,070 Shares 495,382 Est. Cost $175.03 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.5%
Value ($000) $111,781 Shares 294,820 Est. Cost $310.76 Unrealized
ORCL ORACLE SYS CORP 1.5%
Value ($000) $111,543 Shares 1,596,433 Est. Cost $35.13 Unrealized +98.8%
TJX TJX COS INC NEW 1.4%
Value ($000) $108,922 Shares 1,950,267 Est. Cost $35.25 Unrealized +62.9%
SPGI S&P GLOBAL INC 1.4%
Value ($000) $105,838 Shares 314,002 Est. Cost $190.77 Unrealized +81.2%
APD AIR PRODUCTS & CHEMICALS INC 1.3%
Value ($000) $100,441 Shares 417,668 Est. Cost $118.58 Unrealized +86.3%
TMO THERMO FISHER SCIENTIFIC INC 1.3%
Value ($000) $99,175 Shares 182,548 Est. Cost $542.58 Unrealized +0.4%
MDT MEDTRONIC PLC 1.2%
Value ($000) $91,266 Shares 1,016,896 Est. Cost $68.16 Unrealized +32.6%
KO COCA-COLA CO 1.2%
Value ($000) $90,847 Shares 1,444,079 Est. Cost $32.26 Unrealized +75.9%
MRK MERCK & CO 1.1%
Value ($000) $88,187 Shares 967,279 Est. Cost $47.52 Unrealized +66.7%
TXN TEXAS INSTRUMENTS INC 1.1%
Value ($000) $87,209 Shares 567,581 Est. Cost $160.80 Unrealized -6.1%
CVX CHEVRON CORPORATION 1.1%
Value ($000) $82,488 Shares 569,750 Est. Cost $72.17 Unrealized +97.7%
SBUX STARBUCKS CORP 1.1%
Value ($000) $80,779 Shares 1,057,452 Est. Cost $48.49 Unrealized +45.1%
IGSB ISHARES SHORT-TERM CORPORATE BOND ETF 1.0%
Value ($000) $78,788 Shares 1,558,616 Est. Cost $65.69 Unrealized
UPS UNITED PARCEL SVC INC CL B 0.9%
Value ($000) $68,119 Shares 373,170 Est. Cost $69.21 Unrealized +121.6%
MCD MCDONALDS CORP 0.9%
Value ($000) $67,753 Shares 274,437 Est. Cost $117.55 Unrealized +92.6%
VPL VANGUARD FTSE PACIFIC ETF 0.9%
Value ($000) $65,699 Shares 1,034,950 Est. Cost $64.38 Unrealized
NKE NIKE INC CL B 0.8%
Value ($000) $65,024 Shares 636,243 Est. Cost $120.59 Unrealized -7.7%
ADP AUTOMATIC DATA PROCESSING 0.8%
Value ($000) $63,713 Shares 303,336 Est. Cost $62.44 Unrealized +224.3%
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS 0.8%
Value ($000) $62,992 Shares 2,117,384 Est. Cost $38.27 Unrealized
MBB ISHARES BARCLAYS MBS BOND FUND 0.8%
Value ($000) $62,817 Shares 644,339 Est. Cost $108.64 Unrealized
AON AON PLC 0.8%
Value ($000) $62,561 Shares 231,984 Est. Cost $279.22 Unrealized +0.3%
CSCO CISCO SYS INC 0.8%
Value ($000) $58,056 Shares 1,361,533 Est. Cost $30.53 Unrealized +40.3%
AMT AMERICAN TOWER CORP 0.8%
Value ($000) $57,968 Shares 226,799 Est. Cost $155.73 Unrealized +42.7%
SPY SPDR TR UNIT SER 1 0.7%
Value ($000) $50,183 Shares 133,024 Est. Cost $261.22 Unrealized
VTI VANGUARD TOTAL STOCK MARKET 0.6%
Value ($000) $48,568 Shares 257,489 Est. Cost $154.33 Unrealized
VFC V F CORPORATION 0.6%
Value ($000) $48,171 Shares 1,090,578 Est. Cost $63.49 Unrealized -21.0%
TIP ISHARES TIPS BOND ETF 0.6%
Value ($000) $46,794 Shares 410,794 Est. Cost $127.65 Unrealized
FLOT ISHARES FLOATING RATE BOND E 0.6%
Value ($000) $45,514 Shares 911,743 Est. Cost $50.44 Unrealized
VSS VANGUARD FTSE ALL WORLD SC ETF 0.6%
Value ($000) $45,044 Shares 436,431 Est. Cost $105.28 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.6%
Value ($000) $44,662 Shares 845,558 Est. Cost $65.64 Unrealized
CMCSA COMCAST CORP NEW COM CL A 0.6%
Value ($000) $43,507 Shares 1,108,746 Est. Cost $27.66 Unrealized +38.7%
IGIB ISHARES INTERMEDIATE TERM CORP BOND ETF 0.5%
Value ($000) $39,987 Shares 783,136 Est. Cost $74.95 Unrealized
VIG VANGUARD DIVIDEND 0.5%
Value ($000) $37,957 Shares 264,565 Est. Cost $126.03 Unrealized
PG PROCTER & GAMBLE 0.5%
Value ($000) $36,759 Shares 255,645 Est. Cost $68.06 Unrealized +101.7%
ITW ILLINOIS TOOL WKS INC 0.4%
Value ($000) $33,096 Shares 181,596 Est. Cost $191.20 Unrealized -4.3%
HD HOME DEPOT INC 0.4%
Value ($000) $32,828 Shares 119,694 Est. Cost $145.97 Unrealized +84.3%
SWKS SKYWORKS SOLUTIONS INC 0.4%
Value ($000) $29,117 Shares 314,308 Est. Cost $132.09 Unrealized -26.8%
PFE PFIZER INC 0.4%
Value ($000) $27,331 Shares 521,288 Est. Cost $21.45 Unrealized +95.7%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $27,284 Shares 63,457 Est. Cost $271.85 Unrealized +46.4%
PM PHILIP MORRIS INTL,INC 0.3%
Value ($000) $25,768 Shares 260,967 Est. Cost $54.41 Unrealized +57.0%
MKC MCCORMICK & CO 0.3%
Value ($000) $25,659 Shares 308,216 Est. Cost $82.30 Unrealized +5.8%
DOW DOW INC 0.3%
Value ($000) $24,891 Shares 482,284 Est. Cost $35.30 Unrealized +46.7%
DIS DISNEY WALT PRODUCTIONS 0.3%
Value ($000) $23,590 Shares 249,891 Est. Cost $65.30 Unrealized +66.1%
GPC GENUINE PARTS CO 0.3%
Value ($000) $20,035 Shares 150,639 Est. Cost $64.29 Unrealized +87.1%
IEI ISHARES BARCLAYS 3-7 YEAR TREASURY BOND FUND 0.3%
Value ($000) $19,699 Shares 165,065 Est. Cost $121.86 Unrealized
ICSH ISHARES ULTRA SHORT-TERM BOND 0.2%
Value ($000) $17,172 Shares 343,162 Est. Cost $50.54 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $16,767 Shares 41 Est. Cost $271978.12 Unrealized +73.2%
BAB INVESCO TAXABLE MUNICIPAL BOND PORTFOLIO 0.2%
Value ($000) $16,310 Shares 588,371 Est. Cost $30.32 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.2%
Value ($000) $15,710 Shares 154,886 Est. Cost $105.26 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.2%
Value ($000) $15,684 Shares 116,842 Est. Cost $116.09 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $15,144 Shares 118,553 Est. Cost $118.15 Unrealized +5.7%
ABBV ABBVIE INC. 0.2%
Value ($000) $14,754 Shares 96,333 Est. Cost $43.06 Unrealized +211.5%
AEP AMERICAN ELECTRIC POWER 0.2%
Value ($000) $14,554 Shares 151,703 Est. Cost $49.73 Unrealized +74.2%
TFC TRUIST FINANCIAL CORP 0.2%
Value ($000) $13,857 Shares 292,158 Est. Cost $40.42 Unrealized +0.9%
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.2%
Value ($000) $13,801 Shares 63,106 Est. Cost $212.42 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.2%
Value ($000) $12,620 Shares 87,052 Est. Cost $155.89 Unrealized
UNP UNION PACIFIC CORP 0.2%
Value ($000) $12,183 Shares 57,120 Est. Cost $93.46 Unrealized +123.4%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $12,128 Shares 141,617 Est. Cost $52.29 Unrealized +52.2%
QQQ INVESCO QQQ TRUST SERIES 1 0.2%
Value ($000) $11,602 Shares 41,395 Est. Cost $267.65 Unrealized
BND VANGUARD TOTAL BOND MARKET 0.1%
Value ($000) $10,869 Shares 144,418 Est. Cost $85.60 Unrealized
ETN EATON CORP, PLC 0.1%
Value ($000) $10,624 Shares 84,324 Est. Cost $51.59 Unrealized +157.0%
AMGN AMGEN INC 0.1%
Value ($000) $10,515 Shares 43,219 Est. Cost $116.31 Unrealized +87.9%
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.1%
Value ($000) $10,483 Shares 218,951 Est. Cost $35.39 Unrealized +46.3%
AGG ISHARES CORE TOTAL U.S. BOND MARKET ETF 0.1%
Value ($000) $10,197 Shares 100,290 Est. Cost $113.80 Unrealized
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $10,019 Shares 197,418 Est. Cost $28.45 Unrealized +41.0%
ABT ABBOTT LABS 0.1%
Value ($000) $9,670 Shares 88,998 Est. Cost $48.80 Unrealized +117.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.1%
Value ($000) $8,134 Shares 29,794 Est. Cost $190.75 Unrealized +64.5%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $8,085 Shares 104,377 Est. Cost $59.59 Unrealized +15.5%
GOOG ALPHABET INC CL C 0.1%
Value ($000) $7,844 Shares 3,586 Est. Cost $62.63 Unrealized +87.2%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $7,260 Shares 20,930 Est. Cost $267.22 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $7,004 Shares 90,956 Est. Cost $38.32 Unrealized +69.5%
MMM 3M COMPANY 0.1%
Value ($000) $6,429 Shares 49,682 Est. Cost $85.48 Unrealized +23.1%
AMZN AMAZON.COM INC 0.1%
Value ($000) $6,336 Shares 59,660 Est. Cost $124.90 Unrealized +0.2%
USMV ISHARES MSCI USA MINIMUM VOL 0.1%
Value ($000) $6,336 Shares 90,242 Est. Cost $74.14 Unrealized
VXUS VANGUARD TOTAL INTL STOCK INDEX FUND ETF 0.1%
Value ($000) $6,265 Shares 121,398 Est. Cost $55.57 Unrealized
GOOGL ALPHABET INC - CL A 0.1%
Value ($000) $5,967 Shares 2,738 Est. Cost $74.73 Unrealized +56.4%
ACWX ISHARES TRUST ISHARES MSCI ACWI EX US INDEX FUND 0.1%
Value ($000) $5,710 Shares 126,892 Est. Cost $41.71 Unrealized
VWO VANGUARD FTSE EMERGING MARKET ETF 0.1%
Value ($000) $5,700 Shares 136,849 Est. Cost $41.97 Unrealized
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $5,336 Shares 122,574 Est. Cost $45.85 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $5,282 Shares 141,203 Est. Cost $38.91 Unrealized +4.4%
UNILEVER PLC SPONSORED ADR 0.1%
Value ($000) $5,102 Shares 111,331 Est. Cost $51.24 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $5,100 Shares 37,737 Est. Cost $77.19 Unrealized +48.7%
V VISA IN - CLASS A 0.1%
Value ($000) $4,653 Shares 23,631 Est. Cost $157.85 Unrealized +27.4%
MTUM ISHARES EDGE MSCI USA MOMENT 0.1%
Value ($000) $4,626 Shares 33,920 Est. Cost $165.89 Unrealized
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $4,594 Shares 57,327 Est. Cost $52.50 Unrealized +36.8%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $4,504 Shares 44,284 Est. Cost $95.46 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $4,328 Shares 79,935 Est. Cost $25.02 Unrealized +123.1%
DEO DIAGEO PLC - SPONSORED ADR 0.1%
Value ($000) $4,272 Shares 24,536 Est. Cost $130.28 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $4,150 Shares 27,127 Est. Cost $77.60 Unrealized +90.6%
BSV VANGUARD SHORT TERM BOND ETF 0.1%
Value ($000) $4,112 Shares 53,550 Est. Cost $82.16 Unrealized
NSRGY NESTLE S A SPON ADR REG 0.1%
Value ($000) $4,107 Shares 35,283 Est. Cost $97.41 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $4,044 Shares 99,126 Est. Cost $41.68 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $3,950 Shares 27,971 Est. Cost $79.10 Unrealized +115.1%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $3,919 Shares 49,272 Est. Cost $63.74 Unrealized +28.5%
FNDX SCHWAB FUNDAMENTAL LARGE CAP 0.1%
Value ($000) $3,884 Shares 76,315 Est. Cost $50.89 Unrealized
VGT VANGUARD INFO TECH ETF 0.0%
Value ($000) $3,687 Shares 11,292 Est. Cost $175.68 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $3,652 Shares 14,404 Est. Cost $86.79 Unrealized +160.7%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $3,648 Shares 16,050 Est. Cost $94.88 Unrealized +138.7%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $3,516 Shares 15,704 Est. Cost $196.61 Unrealized +26.2%
ICE INTERCONTINENTAL EXCHANGE 0.0%
Value ($000) $3,406 Shares 36,222 Est. Cost $107.63 Unrealized -5.5%
IWM ISHARES RUSSELL 2000 INDEX FUND 0.0%
Value ($000) $3,075 Shares 18,159 Est. Cost $150.62 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $2,945 Shares 24,812 Est. Cost $117.55 Unrealized
VLUE ISHARES EDGE MSCI USA VALUE FACTO 0.0%
Value ($000) $2,842 Shares 31,395 Est. Cost $90.52 Unrealized
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $2,825 Shares 101,737 Est. Cost $32.69 Unrealized
DVY ISHARES DJ SELECT DIVIDEND INDEX FUND 0.0%
Value ($000) $2,785 Shares 23,668 Est. Cost $85.50 Unrealized
NVS NOVARTIS AG - ADR 0.0%
Value ($000) $2,747 Shares 32,499 Est. Cost $79.86 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $2,747 Shares 65,770 Est. Cost $22.68 Unrealized +69.6%
IVW ISHARES S&P 500 GROWTH INDEX FUND 0.0%
Value ($000) $2,500 Shares 41,424 Est. Cost $75.93 Unrealized
WMT WALMART INC 0.0%
Value ($000) $2,438 Shares 20,054 Est. Cost $23.12 Unrealized +90.5%
IWR ISHARES RUSSELL MID CAP INDEX FUND 0.0%
Value ($000) $2,424 Shares 37,483 Est. Cost $65.18 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $2,361 Shares 11,867 Est. Cost $151.72 Unrealized +48.9%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $2,308 Shares 16,651 Est. Cost $105.37 Unrealized +49.5%
EMBC EMBECTA CORP 0.0%
Value ($000) $2,252 Shares 88,950 Est. Cost $25.42 Unrealized 0.0%
EPD ENTERPRISE PRODUCTS PARTNERS 0.0%
Value ($000) $2,208 Shares 90,613 Est. Cost $32.29 Unrealized
LLY LILLY, ELI & COMPANY 0.0%
Value ($000) $2,205 Shares 6,800 Est. Cost $164.73 Unrealized +76.6%
WFC WELLS FARGO CO 0.0%
Value ($000) $2,194 Shares 56,020 Est. Cost $34.91 Unrealized +14.5%
CB CHUBB LTD 0.0%
Value ($000) $2,182 Shares 11,101 Est. Cost $116.86 Unrealized +68.0%
ECL ECOLAB INC 0.0%
Value ($000) $2,175 Shares 14,146 Est. Cost $186.82 Unrealized -14.9%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $2,155 Shares 12,236 Est. Cost $151.47 Unrealized
PRF POWERSHARES FTSE RAFI US 1K 0.0%
Value ($000) $2,122 Shares 14,316 Est. Cost $165.99 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $2,119 Shares 23,594 Est. Cost $42.01 Unrealized +114.1%
ZTS ZOETIS INC. 0.0%
Value ($000) $2,047 Shares 11,907 Est. Cost $129.88 Unrealized +28.4%
SHEL SHELL PLC - ADR 0.0%
Value ($000) $1,992 Shares 38,101 Est. Cost $54.90 Unrealized
VNQ VANGUARD REIT ETF 0.0%
Value ($000) $1,930 Shares 21,181 Est. Cost $70.30 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $1,906 Shares 30,831 Est. Cost $56.16 Unrealized -3.7%
IBM INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $1,883 Shares 13,337 Est. Cost $101.50 Unrealized +15.8%
GIGB GOLDMAN SACHS ACCESS INV GRADE CORP BOND ETF 0.0%
Value ($000) $1,875 Shares 40,726 Est. Cost $52.88 Unrealized
T AT&T INC 0.0%
Value ($000) $1,847 Shares 88,112 Est. Cost $15.91 Unrealized +2.5%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $1,825 Shares 38,317 Est. Cost $49.36 Unrealized
ELV ELEVATION HEALTH INC 0.0%
Value ($000) $1,822 Shares 3,776 Est. Cost $246.26 Unrealized +90.6%
CHD CHURCH & DWIGHT CO 0.0%
Value ($000) $1,740 Shares 18,777 Est. Cost $47.72 Unrealized +89.5%
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $1,723 Shares 37,580 Est. Cost $46.88 Unrealized -0.9%
VV VANGUARD LARGE - CAP ETF 0.0%
Value ($000) $1,717 Shares 9,960 Est. Cost $169.26 Unrealized
PNC PNC FINANCIAL CORP 0.0%
Value ($000) $1,703 Shares 10,794 Est. Cost $82.08 Unrealized +77.3%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $1,635 Shares 15,248 Est. Cost $65.80 Unrealized +44.9%
SYY SYSCO CORP 0.0%
Value ($000) $1,633 Shares 19,273 Est. Cost $47.76 Unrealized +58.6%
AFL AFLAC 0.0%
Value ($000) $1,589 Shares 28,711 Est. Cost $35.77 Unrealized +52.0%
MDY MIDCAP SPDR TRUST SERIES 1 0.0%
Value ($000) $1,541 Shares 3,726 Est. Cost $316.10 Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MINIMUM VOLATILITY I 0.0%
Value ($000) $1,524 Shares 27,500 Est. Cost $49.07 Unrealized
PFF ISHARES S&P US PREFERRED STOCK INDEX FUND 0.0%
Value ($000) $1,418 Shares 43,115 Est. Cost $37.72 Unrealized
VSGX VANGUARD ESG INTL STOCK ETF 0.0%
Value ($000) $1,406 Shares 28,661 Est. Cost $53.98 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $1,350 Shares 10,236 Est. Cost $123.54 Unrealized
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $1,344 Shares 19,250 Est. Cost $87.70 Unrealized
NVO NOVO-NORDISK A/S SPONS ADR 0.0%
Value ($000) $1,333 Shares 11,960 Est. Cost $69.06 Unrealized
IXUS ISHARES CORE MSCI ACMI 0.0%
Value ($000) $1,318 Shares 23,108 Est. Cost $61.96 Unrealized
CC CHEMOURS COMPANY 0.0%
Value ($000) $1,315 Shares 41,055 Est. Cost $9.67 Unrealized +233.3%
D DOMINION ENERGY INC 0.0%
Value ($000) $1,299 Shares 16,281 Est. Cost $48.41 Unrealized +43.2%
PSA PUBLIC STORAGE 0.0%
Value ($000) $1,298 Shares 4,151 Est. Cost $182.32 Unrealized +58.5%
XLK TECHNOLOGY SELECT SECT SPDR 0.0%
Value ($000) $1,263 Shares 9,933 Est. Cost $123.83 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value ($000) $1,221 Shares 7,250 Est. Cost $124.47 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $1,221 Shares 14,559 Est. Cost $65.48 Unrealized
LINDE PLC 0.0%
Value ($000) $1,177 Shares 4,092 Est. Cost $263.71 Unrealized
JEPI JP MORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $1,170 Shares 21,092 Est. Cost $60.28 Unrealized
SUB ISHARES S&P SHORT TERM NATIONAL AMT-FREE MUNICIPAL 0.0%
Value ($000) $1,168 Shares 11,156 Est. Cost $107.38 Unrealized
EFG ISHARES MSCI EAFE GROWTH INDEX FUND 0.0%
Value ($000) $1,151 Shares 14,302 Est. Cost $97.94 Unrealized
DE DEERE & CO. 0.0%
Value ($000) $1,143 Shares 3,817 Est. Cost $226.20 Unrealized +54.6%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $1,142 Shares 5,796 Est. Cost $170.64 Unrealized
GVI ISHARES BARCLAYS INTERMEDIATE GOVERNMENT/CREDIT BO 0.0%
Value ($000) $1,125 Shares 10,656 Est. Cost $107.93 Unrealized
IFF INTL FLAVORS & FRAGRANCES 0.0%
Value ($000) $1,110 Shares 9,321 Est. Cost $112.75 Unrealized -0.2%
IWN ISHARES RUSSELL 2000 VALUE INDEX FUND 0.0%
Value ($000) $1,107 Shares 8,128 Est. Cost $162.47 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH INDEX FUND 0.0%
Value ($000) $1,093 Shares 5,296 Est. Cost $219.80 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC CL A 0.0%
Value ($000) $1,083 Shares 17,444 Est. Cost $40.34 Unrealized +41.9%
CAT CATERPILLAR INC 0.0%
Value ($000) $1,078 Shares 6,029 Est. Cost $140.77 Unrealized +40.2%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $1,054 Shares 4,899 Est. Cost $123.88 Unrealized +60.4%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $1,046 Shares 2,185 Est. Cost $220.14 Unrealized +96.6%
FNDE SCHWAB FUNDAMENTAL EM L/C 0.0%
Value ($000) $1,029 Shares 39,700 Est. Cost $32.25 Unrealized
ET ENERGY TRANSFER 0.0%
Value ($000) $983 Shares 98,544 Est. Cost $12.21 Unrealized
IYW ISHARES DJ US TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $981 Shares 12,265 Est. Cost $125.92 Unrealized
SHY ISHARES BARCLAYS LEHMAN 1-3 YEAR TREASURY BOND FUN 0.0%
Value ($000) $935 Shares 11,298 Est. Cost $82.91 Unrealized
BA BOEING CO 0.0%
Value ($000) $933 Shares 6,821 Est. Cost $179.96 Unrealized -18.0%
ESGE ISHARES MSCI EM ESG OP 0.0%
Value ($000) $931 Shares 28,815 Est. Cost $39.18 Unrealized
MUB ISHARES NATIONAL AMT-FREE MUNICIPAL BOND FUND 0.0%
Value ($000) $925 Shares 8,700 Est. Cost $110.71 Unrealized
BAC BANK OF AMERICA 0.0%
Value ($000) $924 Shares 29,689 Est. Cost $37.78 Unrealized -13.3%
ESGV VANGUARD ESG US STOCK ETF 0.0%
Value ($000) $923 Shares 13,903 Est. Cost $63.70 Unrealized
ADBE ADOBE SYSTEMS 0.0%
Value ($000) $897 Shares 2,450 Est. Cost $515.47 Unrealized -21.0%
EFA ISHARES MSCI EAFE INDEX FUND 0.0%
Value ($000) $888 Shares 14,207 Est. Cost $65.58 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $868 Shares 3,830 Est. Cost $188.40 Unrealized +4.4%
PAYX PAYCHEX INC 0.0%
Value ($000) $865 Shares 7,598 Est. Cost $64.81 Unrealized +74.1%
SO SOUTHERN CO 0.0%
Value ($000) $853 Shares 11,962 Est. Cost $45.12 Unrealized +42.5%
USB U S BANCORP 0.0%
Value ($000) $837 Shares 18,189 Est. Cost $42.62 Unrealized -1.7%
CINF CINCINNATI FINANCIAL CORP 0.0%
Value ($000) $835 Shares 7,017 Est. Cost $106.17 Unrealized +8.7%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $811 Shares 4,797 Est. Cost $103.35 Unrealized +56.6%
FNDF SCHWAB FUNDAMENTAL INTL L/C 0.0%
Value ($000) $799 Shares 28,220 Est. Cost $32.90 Unrealized
SCHV SCHWAB US LARGE-CAP VALUE ETF 0.0%
Value ($000) $785 Shares 12,582 Est. Cost $65.89 Unrealized
PYPL PAYPAL HOLDINGS, INC. 0.0%
Value ($000) $781 Shares 11,189 Est. Cost $193.33 Unrealized -55.2%
ESML ISHARES ESG MSCI USA SMALL- CAP 0.0%
Value ($000) $777 Shares 24,657 Est. Cost $30.96 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $774 Shares 9,445 Est. Cost $64.37 Unrealized +25.7%
IWP ISHARES RUSSELL MID CAP GROWTH INDEX FUND 0.0%
Value ($000) $762 Shares 9,619 Est. Cost $114.14 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $744 Shares 9,857 Est. Cost $35.37 Unrealized +74.8%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $743 Shares 7,701 Est. Cost $99.57 Unrealized -5.8%
XLC COMM SERV SELECT SECTOR SPDR 0.0%
Value ($000) $739 Shares 13,624 Est. Cost $49.73 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $737 Shares 7,752 Est. Cost $44.30 Unrealized +89.7%
GLATFELTER CORP 0.0%
Value ($000) $727 Shares 105,650 Est. Cost $16.38 Unrealized
CPRT COPART, INC 0.0%
Value ($000) $721 Shares 6,639 Est. Cost $25.94 Unrealized +9.7%
JKHY JACK HENRY & ASSOCIATES INC. 0.0%
Value ($000) $720 Shares 4,000 Est. Cost $137.55 Unrealized +30.0%
BX THE BLACKSTONE GROUP INC 0.0%
Value ($000) $706 Shares 7,742 Est. Cost $44.51 Unrealized +115.9%
MTB M & T BK CORP 0.0%
Value ($000) $700 Shares 4,391 Est. Cost $80.26 Unrealized +85.8%
PPG PPG INDS INC 0.0%
Value ($000) $695 Shares 6,077 Est. Cost $105.07 Unrealized +10.1%
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value ($000) $680 Shares 9,510 Est. Cost $71.50 Unrealized
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $675 Shares 5,802 Est. Cost $84.48 Unrealized +22.3%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $652 Shares 2,927 Est. Cost $233.17 Unrealized
CI CIGNA CORP 0.0%
Value ($000) $649 Shares 2,464 Est. Cost $188.18 Unrealized +28.3%
EXC EXELON CORP 0.0%
Value ($000) $620 Shares 13,673 Est. Cost $26.92 Unrealized +53.2%
META META PLATFORMS, INC. CLASS A 0.0%
Value ($000) $620 Shares 3,847 Est. Cost $187.63 Unrealized +2.1%
IJK ISHARES S&P MID CAP 400 GROWTH INDEX FUND 0.0%
Value ($000) $613 Shares 9,612 Est. Cost $66.50 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $594 Shares 4,571 Est. Cost $166.74 Unrealized -20.7%
NUEM NUVEEN ESG EMERGING MARKETS 0.0%
Value ($000) $587 Shares 21,500 Est. Cost $24.98 Unrealized
IEF ISHARES BARCLAYS 7-10 YEAR TREASURY BOND FUND 0.0%
Value ($000) $582 Shares 5,689 Est. Cost $108.22 Unrealized
AWK AMERICAN WTR WK 0.0%
Value ($000) $574 Shares 3,856 Est. Cost $140.94 Unrealized +0.1%
INTU INTUIT INC 0.0%
Value ($000) $561 Shares 1,455 Est. Cost $421.44 Unrealized -4.0%
PEG PUBLIC SVC ENTERPRISES 0.0%
Value ($000) $561 Shares 8,860 Est. Cost $35.98 Unrealized +66.9%
SAP SAP SE SPONSORED ADR 0.0%
Value ($000) $552 Shares 6,086 Est. Cost $72.15 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $541 Shares 3,837 Est. Cost $91.36 Unrealized +38.5%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $540 Shares 3,970 Est. Cost $137.59 Unrealized +15.9%
TDG TRANSDIGM GROUP, INC. 0.0%
Value ($000) $537 Shares 1,000 Est. Cost $81.49 Unrealized +502.0%
EEM ISHARES MSCI EMERGING MARKETS INDEX FUND 0.0%
Value ($000) $529 Shares 13,201 Est. Cost $43.22 Unrealized
GBIL GOLDMAN SACHS TREAS ACC ETF 0.0%
Value ($000) $529 Shares 5,295 Est. Cost $100.36 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $526 Shares 10,401 Est. Cost $51.85 Unrealized -4.9%
FIS FIDELITY NATIONAL INFO SVCS 0.0%
Value ($000) $523 Shares 5,707 Est. Cost $116.66 Unrealized -22.4%
MCK MCKESSON HBOC INC. 0.0%
Value ($000) $515 Shares 1,580 Est. Cost $218.46 Unrealized +43.8%
AJG ARTHUR J GALLAGHER & CO 0.0%
Value ($000) $500 Shares 3,068 Est. Cost $154.09 Unrealized +3.9%
TSLA TESLA MOTORS IN 0.0%
Value ($000) $472 Shares 701 Est. Cost $231.07 Unrealized +18.1%
LQD ISHARES IBOXX $ INVESTOP INVESTMENT GRADE BOND FUN 0.0%
Value ($000) $450 Shares 4,092 Est. Cost $116.94 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $449 Shares 16,553 Est. Cost $22.05 Unrealized +14.7%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $445 Shares 1,808 Est. Cost $286.21 Unrealized -10.9%
FAST FASTENAL COMPANY 0.0%
Value ($000) $444 Shares 8,888 Est. Cost $14.01 Unrealized +75.9%
GWW WW GRAINGER INC 0.0%
Value ($000) $443 Shares 975 Est. Cost $347.19 Unrealized +35.2%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $443 Shares 1,901 Est. Cost $215.44 Unrealized +6.0%
SCHD SCHWAB US DVD EQUITY ETF 0.0%
Value ($000) $427 Shares 5,961 Est. Cost $59.47 Unrealized
EMXC ISHARES MSCI EM MKTS EX CHINA 0.0%
Value ($000) $426 Shares 8,914 Est. Cost $47.79 Unrealized
SCHM SCHWAB US MID CAP ETF 0.0%
Value ($000) $425 Shares 6,780 Est. Cost $74.45 Unrealized
AZN ASTRA ZENECA PLC ADR 0.0%
Value ($000) $421 Shares 6,366 Est. Cost $55.49 Unrealized
LAD LITHIA MOTORS INC CL A 0.0%
Value ($000) $420 Shares 1,530 Est. Cost $100.96 Unrealized +188.8%
MCHP MICROCHIP TECHNOLOGY 0.0%
Value ($000) $420 Shares 7,237 Est. Cost $58.18 Unrealized +4.6%
FLEETCOR TECHNOLOGIES INC. 0.0%
Value ($000) $420 Shares 2,000 Est. Cost $186.50 Unrealized
CNI CANADIAN NATL RAILWAY CO 0.0%
Value ($000) $416 Shares 3,700 Est. Cost $66.78 Unrealized +62.7%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $411 Shares 4,999 Est. Cost $37.06 Unrealized +132.8%
CMI CUMMINS INC 0.0%
Value ($000) $405 Shares 2,094 Est. Cost $132.33 Unrealized +38.3%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $402 Shares 2,292 Est. Cost $181.69 Unrealized
IDV ISHARES DOW JONES INTERNATIONAL SELECT DIVIDEND IN 0.0%
Value ($000) $399 Shares 14,678 Est. Cost $32.62 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $395 Shares 1,331 Est. Cost $334.48 Unrealized -15.2%
ZBH ZIMMER HLDGS INC 0.0%
Value ($000) $394 Shares 3,754 Est. Cost $110.36 Unrealized +4.1%
NVDA NVIDIA CORP 0.0%
Value ($000) $393 Shares 2,594 Est. Cost $22.57 Unrealized -16.5%
AVGO BROADCOM LTD 0.0%
Value ($000) $392 Shares 807 Est. Cost $53.46 Unrealized -2.0%
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value ($000) $390 Shares 10,001 Est. Cost $75.23 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND INDEX ETF 0.0%
Value ($000) $382 Shares 7,644 Est. Cost $49.97 Unrealized
IWB ISHARES RUSSELL 1000 INDEX FUND 0.0%
Value ($000) $377 Shares 1,814 Est. Cost $146.75 Unrealized
IHF ISHARES US HEALTH CARE PROVIDERS ETF 0.0%
Value ($000) $376 Shares 1,473 Est. Cost $148.27 Unrealized
BKNG BOOKING HOLDINGS INC. 0.0%
Value ($000) $371 Shares 212 Est. Cost $2297.35 Unrealized -8.6%
GLW CORNING INC 0.0%
Value ($000) $370 Shares 11,742 Est. Cost $34.93 Unrealized -11.1%
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $370 Shares 5,023 Est. Cost $91.20 Unrealized
ESGD ISHARES MSC EAFE ESG 0.0%
Value ($000) $369 Shares 5,877 Est. Cost $68.79 Unrealized
IMCB ISHARES MORNINGSTAR MID-CAP ETF 0.0%
Value ($000) $367 Shares 6,517 Est. Cost $107.72 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $363 Shares 2,643 Est. Cost $145.47 Unrealized
SEIC SEI INVESTMENTS CO 0.0%
Value ($000) $360 Shares 6,670 Est. Cost $61.51 Unrealized -13.2%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $360 Shares 1,629 Est. Cost $204.81 Unrealized +4.2%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $356 Shares 3,966 Est. Cost $100.97 Unrealized -11.0%
DOV DOVER CORP 0.0%
Value ($000) $353 Shares 2,906 Est. Cost $43.62 Unrealized +195.9%
KMI KINDER MORGAN 0.0%
Value ($000) $353 Shares 21,056 Est. Cost $14.19 Unrealized +7.9%
XLV SPDR HEALTH CARE SEL SEC 0.0%
Value ($000) $344 Shares 2,686 Est. Cost $128.63 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $339 Shares 3,545 Est. Cost $81.86 Unrealized +8.1%
KR KROGER CO 0.0%
Value ($000) $339 Shares 7,170 Est. Cost $22.88 Unrealized +115.1%
UGI UGI CORP NEW 0.0%
Value ($000) $335 Shares 8,683 Est. Cost $31.30 Unrealized +23.8%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $335 Shares 4,191 Est. Cost $79.93 Unrealized
AME AMETEK INC 0.0%
Value ($000) $326 Shares 2,966 Est. Cost $72.56 Unrealized +63.5%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $320 Shares 3,180 Est. Cost $80.77 Unrealized +10.7%
MAGELLAN MIDSTREAM PARTNERS 0.0%
Value ($000) $318 Shares 6,650 Est. Cost $58.16 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $309 Shares 4,064 Est. Cost $72.42 Unrealized 0.0%
FDS FACTSET RESEARCH 0.0%
Value ($000) $306 Shares 796 Est. Cost $351.85 Unrealized +7.4%
IWV ISHARES RUSSELL 3000 INDEX FUND 0.0%
Value ($000) $304 Shares 1,400 Est. Cost $157.60 Unrealized
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $300 Shares 2,716 Est. Cost $128.93 Unrealized -5.4%
ADI ANALOG DEVICES 0.0%
Value ($000) $289 Shares 1,975 Est. Cost $149.27 Unrealized -1.1%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $288 Shares 9,147 Est. Cost $37.63 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $283 Shares 2,660 Est. Cost $65.95 Unrealized +60.6%
ALC ALCON INC 0.0%
Value ($000) $280 Shares 4,006 Est. Cost $76.31 Unrealized -5.4%
GNTX GENTEX CORP 0.0%
Value ($000) $279 Shares 9,971 Est. Cost $31.90 Unrealized -8.8%
WDFC WD-40 COMPANY 0.0%
Value ($000) $277 Shares 1,375 Est. Cost $199.23 Unrealized -12.1%
IWS ISHARES RUSSELL MID CAP VALUE INDEX FUND 0.0%
Value ($000) $265 Shares 2,605 Est. Cost $104.80 Unrealized
IGV ISHARES NORTH AMERICAN TECH-SOFTWARE ETF 0.0%
Value ($000) $263 Shares 975 Est. Cost $230.28 Unrealized
BF/B BROWN-FORMAN CORP 0.0%
Value ($000) $261 Shares 3,726 Est. Cost $39.08 Unrealized +60.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $261 Shares 4,554 Est. Cost $47.25 Unrealized +23.6%
RSPT INVESCO S&P 500 EQUAL WEIGHT 0.0%
Value ($000) $260 Shares 1,100 Est. Cost $199.09 Unrealized
ENB ENBRIDGE INC. 0.0%
Value ($000) $255 Shares 6,040 Est. Cost $33.29 Unrealized +5.9%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $254 Shares 18,893 Est. Cost $18.55 Unrealized 0.0%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $246 Shares 1,880 Est. Cost $130.85 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $244 Shares 522 Est. Cost $424.84 Unrealized +0.9%
WY WEYERHAEUSER CO 0.0%
Value ($000) $237 Shares 7,156 Est. Cost $32.72 Unrealized +2.6%
SCHW SCHWAB (CHARLES) CORP 0.0%
Value ($000) $232 Shares 3,669 Est. Cost $65.53 Unrealized 0.0%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $230 Shares 2,025 Est. Cost $96.09 Unrealized +12.8%
IJJ ISHARES S&P MID CAP 400 VALUE INDEX FUND 0.0%
Value ($000) $229 Shares 2,430 Est. Cost $87.78 Unrealized
EL ESTEE LAUDER COS INC CL A 0.0%
Value ($000) $227 Shares 892 Est. Cost $129.97 Unrealized +83.5%
XLY CONSUMER DISCRETIONARY SELECT 0.0%
Value ($000) $226 Shares 1,646 Est. Cost $162.21 Unrealized
MMS MAXIMUS INC 0.0%
Value ($000) $222 Shares 3,547 Est. Cost $83.96 Unrealized -19.5%
EFV ISHARES MSCI EAFE VALUE INDEX FUND 0.0%
Value ($000) $222 Shares 5,110 Est. Cost $50.66 Unrealized
TAP MOLSON COORS BREWING COMPANY 0.0%
Value ($000) $222 Shares 4,066 Est. Cost $47.91 Unrealized 0.0%
CXT CRANE HLDGS CO 0.0%
Value ($000) $222 Shares 2,540 Est. Cost $31.73 Unrealized 0.0%
HDV ISHARES HIGH DIVIDEND EQUITY 0.0%
Value ($000) $220 Shares 2,193 Est. Cost $100.32 Unrealized
WALGREENS BOOTS ALLIANCE, INC 0.0%
Value ($000) $217 Shares 5,735 Est. Cost $65.30 Unrealized
TD TORONTO-DOMINION BANK 0.0%
Value ($000) $213 Shares 3,243 Est. Cost $52.05 Unrealized +39.5%
IGLB ISHARES LONG TERM CORP BOND ETF 0.0%
Value ($000) $208 Shares 3,910 Est. Cost $62.70 Unrealized
CE CELANESE CORPORATION 0.0%
Value ($000) $208 Shares 1,770 Est. Cost $135.56 Unrealized -0.4%
MINT PIMCO ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $207 Shares 2,090 Est. Cost $101.44 Unrealized
IYH ISHARES DJ US HEALTH CARE SECTOR INDEX FUND 0.0%
Value ($000) $205 Shares 763 Est. Cost $273.32 Unrealized
ADM ARCHER DANIELS MIDLAND 0.0%
Value ($000) $204 Shares 2,625 Est. Cost $69.63 Unrealized +12.7%
CTAS CINTAS CORP 0.0%
Value ($000) $203 Shares 544 Est. Cost $86.95 Unrealized +8.4%
WSFS WSFS FINANCIAL CORP 0.0%
Value ($000) $203 Shares 5,055 Est. Cost $51.82 Unrealized -20.6%
VTR VENTAS INC 0.0%
Value ($000) $202 Shares 3,934 Est. Cost $43.25 Unrealized +13.6%
TPSC TIMOTHY PLAN US SMALL CAP CO 0.0%
Value ($000) $202 Shares 7,000 Est. Cost $32.43 Unrealized
COR AMERISOURCE BERGEN CORP 0.0%
Value ($000) $201 Shares 1,422 Est. Cost $136.20 Unrealized +8.4%
NUVEEN PA INVT QUALITY MUN FD 0.0%
Value ($000) $180 Shares 14,765 Est. Cost $14.44 Unrealized
FRST PRIMIS FINANCIAL CORP 0.0%
Value ($000) $136 Shares 10,000 Est. Cost $13.01 Unrealized -10.4%