PARK NATIONAL CORP /OH/ Diversified Active

CIK: 0000805676 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 3, 2023

Total Value ($000): $2,245,141 (100.0% shares, 0.0% debt)

Holdings (272)

PRK Park National Corporation 7.5%
Value ($000) $167,710 Shares 1,414,437 Est. Cost $74.44 Unrealized +71.9%
AAPL Apple Inc 5.3%
Value ($000) $118,580 Shares 719,101 Est. Cost $85.76 Unrealized +69.6%
MSFT Microsoft Corporation 5.1%
Value ($000) $115,287 Shares 399,885 Est. Cost $27.14 Unrealized +819.1%
JPM JPMorgan Chase & Co 2.9%
Value ($000) $64,453 Shares 494,611 Est. Cost $38.37 Unrealized +234.0%
FPE First Trust Preferred Securiti 2.8%
Value ($000) $62,956 Shares 3,944,583 Est. Cost $19.93 Unrealized
NVDA NVIDIA Corporation 2.5%
Value ($000) $56,395 Shares 203,028 Est. Cost $14.65 Unrealized +47.6%
CSCO Cisco Systems Inc 1.9%
Value ($000) $42,928 Shares 821,204 Est. Cost $30.57 Unrealized +46.7%
JNJ Johnson & Johnson 1.9%
Value ($000) $41,903 Shares 270,343 Est. Cost $62.04 Unrealized +138.4%
GOOGL Alphabet Inc Class A 1.8%
Value ($000) $40,462 Shares 390,068 Est. Cost $106.61 Unrealized -10.7%
PG Procter & Gamble Company 1.8%
Value ($000) $40,340 Shares 271,303 Est. Cost $60.11 Unrealized +121.6%
ABT Abbott Laboratories 1.8%
Value ($000) $39,549 Shares 390,568 Est. Cost $44.10 Unrealized +126.7%
V Visa Inc Class A 1.7%
Value ($000) $37,959 Shares 168,362 Est. Cost $153.87 Unrealized +41.6%
TGT Target Corporation 1.5%
Value ($000) $34,381 Shares 207,575 Est. Cost $53.70 Unrealized +176.8%
CVX Chevron Corp 1.5%
Value ($000) $34,357 Shares 210,571 Est. Cost $72.50 Unrealized +104.8%
DIS Disney (Walt) Company 1.5%
Value ($000) $33,901 Shares 338,565 Est. Cost $104.23 Unrealized -5.5%
ACN Accenture PLC Class A 1.4%
Value ($000) $32,415 Shares 113,415 Est. Cost $189.82 Unrealized +37.7%
ADI Analog Devices Inc 1.4%
Value ($000) $31,331 Shares 158,862 Est. Cost $124.05 Unrealized +37.5%
PEP PepsiCo Inc 1.3%
Value ($000) $29,639 Shares 162,584 Est. Cost $57.41 Unrealized +176.4%
NEE NextEra Energy Inc 1.2%
Value ($000) $27,571 Shares 357,691 Est. Cost $63.35 Unrealized +11.5%
VGT Vanguard Information Technolog 1.2%
Value ($000) $27,177 Shares 70,503 Est. Cost $319.41 Unrealized
XOM Exxon Mobil Corporation 1.2%
Value ($000) $26,883 Shares 245,146 Est. Cost $58.88 Unrealized +70.1%
FTCS First Trust Capital Strength E 1.2%
Value ($000) $26,840 Shares 367,978 Est. Cost $65.06 Unrealized
DHR Danaher Corporation 1.1%
Value ($000) $25,301 Shares 100,385 Est. Cost $63.92 Unrealized +250.6%
QCOM QUALCOMM Inc 1.1%
Value ($000) $25,260 Shares 197,997 Est. Cost $121.94 Unrealized -4.5%
WM Waste Management Inc 1.1%
Value ($000) $25,199 Shares 154,432 Est. Cost $109.54 Unrealized +33.6%
MCD McDonald's Corporation 1.1%
Value ($000) $24,735 Shares 88,464 Est. Cost $128.73 Unrealized +94.6%
KO Coca-Cola Company 1.1%
Value ($000) $23,608 Shares 380,592 Est. Cost $32.05 Unrealized +72.9%
FTSM First Trust Enhanced Short Mat 1.0%
Value ($000) $23,511 Shares 395,070 Est. Cost $59.82 Unrealized
DE Deere & Company 1.0%
Value ($000) $22,723 Shares 55,036 Est. Cost $322.53 Unrealized +23.1%
ABBV AbbVie Inc 1.0%
Value ($000) $22,417 Shares 140,658 Est. Cost $85.72 Unrealized +61.1%
TTWO Take-Two Interactive Software 1.0%
Value ($000) $22,284 Shares 186,788 Est. Cost $115.54 Unrealized -3.5%
BlackRock Inc 1.0%
Value ($000) $21,807 Shares 32,591 Est. Cost $482.35 Unrealized
PNC PNC Financial Services Group 0.9%
Value ($000) $20,924 Shares 164,630 Est. Cost $106.28 Unrealized +26.7%
FVD First Trust Value Line Dividen 0.9%
Value ($000) $19,449 Shares 484,287 Est. Cost $1976.86 Unrealized
COP ConocoPhillips 0.8%
Value ($000) $19,004 Shares 191,554 Est. Cost $41.97 Unrealized +137.1%
SLB Schlumberger Limited 0.8%
Value ($000) $18,975 Shares 386,452 Est. Cost $34.80 Unrealized +41.9%
ICE Intercontinental Exchange Inc 0.8%
Value ($000) $18,698 Shares 179,292 Est. Cost $70.54 Unrealized +42.1%
NKE Nike Inc Class B 0.8%
Value ($000) $18,544 Shares 151,210 Est. Cost $48.51 Unrealized +140.5%
HYLS First Trust Tactical High Yiel 0.8%
Value ($000) $18,445 Shares 463,910 Est. Cost $47.03 Unrealized
PFE Pfizer Inc 0.8%
Value ($000) $18,232 Shares 446,852 Est. Cost $24.82 Unrealized +47.3%
DHI DR Horton Inc 0.8%
Value ($000) $18,196 Shares 186,261 Est. Cost $46.66 Unrealized +98.8%
COST Costco Wholesale Corporation 0.8%
Value ($000) $17,880 Shares 35,985 Est. Cost $288.06 Unrealized +63.6%
SPGI S&P Global Inc 0.8%
Value ($000) $17,792 Shares 51,604 Est. Cost $248.42 Unrealized +38.4%
ZTS Zoetis Inc 0.8%
Value ($000) $17,348 Shares 104,231 Est. Cost $92.46 Unrealized +72.0%
SYK Stryker Corporation 0.7%
Value ($000) $16,308 Shares 57,126 Est. Cost $158.41 Unrealized +62.7%
CSX CSX Corporation 0.7%
Value ($000) $16,224 Shares 541,881 Est. Cost $27.69 Unrealized +6.4%
LMT Lockheed Martin Corporation 0.7%
Value ($000) $15,622 Shares 33,047 Est. Cost $404.12 Unrealized +7.2%
TJX TJX Companies Inc 0.7%
Value ($000) $15,253 Shares 194,654 Est. Cost $49.64 Unrealized +52.4%
TDIV First Trust NASDAQ Tech Divide 0.7%
Value ($000) $14,988 Shares 277,095 Est. Cost $1386.72 Unrealized
RDVY First Trust NASDAQ Rising Div 0.7%
Value ($000) $14,667 Shares 326,887 Est. Cost $45.05 Unrealized
VNQ Vanguard Real Estate ETF 0.7%
Value ($000) $14,629 Shares 176,173 Est. Cost $17796.77 Unrealized
HD Home Depot Inc 0.6%
Value ($000) $14,445 Shares 48,946 Est. Cost $56.05 Unrealized +407.8%
AMZN Amazon.com Inc 0.6%
Value ($000) $14,353 Shares 138,959 Est. Cost $122.77 Unrealized -21.3%
CVS CVS Health Corporation 0.6%
Value ($000) $14,333 Shares 192,887 Est. Cost $51.33 Unrealized +46.5%
CMG Chipotle Mexican Grill Inc 0.6%
Value ($000) $14,261 Shares 8,348 Est. Cost $23.35 Unrealized +34.6%
APD Air Products & Chemicals Inc 0.6%
Value ($000) $13,469 Shares 46,897 Est. Cost $101.88 Unrealized +165.2%
EL Estee Lauder Companies Inc Cla 0.6%
Value ($000) $13,416 Shares 54,436 Est. Cost $185.89 Unrealized +29.5%
TT Trane Technologies PLC 0.6%
Value ($000) $12,876 Shares 69,985 Est. Cost $152.86 Unrealized +15.1%
ADP Automatic Data Processing Inc 0.5%
Value ($000) $12,047 Shares 54,112 Est. Cost $64.46 Unrealized +228.1%
SCHW Schwab (Charles) Corporation 0.5%
Value ($000) $11,773 Shares 224,762 Est. Cost $73.58 Unrealized -4.6%
F Ford Motor Company 0.5%
Value ($000) $11,203 Shares 889,149 Est. Cost $10.67 Unrealized -4.4%
EMR Emerson Electric Company 0.5%
Value ($000) $10,923 Shares 125,350 Est. Cost $42.35 Unrealized +95.0%
BRK/A Berkshire Hathaway Inc Class A 0.5%
Value ($000) $10,709 Shares 23 Est. Cost $208776.58 Unrealized +123.6%
MRK Merck & Company Inc (New) 0.5%
Value ($000) $10,612 Shares 99,747 Est. Cost $36.98 Unrealized +166.8%
AZN AstraZeneca PLC Sponsored ADR 0.5%
Value ($000) $10,336 Shares 148,919 Est. Cost $53.13 Unrealized
ECL Ecolab Inc 0.4%
Value ($000) $9,707 Shares 58,644 Est. Cost $183.40 Unrealized -17.7%
VOX Vanguard Communication Service 0.4%
Value ($000) $9,331 Shares 96,529 Est. Cost $82.25 Unrealized
IVV iShares Core S&P 500 ETF 0.4%
Value ($000) $9,228 Shares 22,448 Est. Cost $277.41 Unrealized
INTC Intel Corporation 0.4%
Value ($000) $9,030 Shares 276,412 Est. Cost $22.88 Unrealized +20.3%
AMT American Tower Corporation REI 0.4%
Value ($000) $8,979 Shares 43,943 Est. Cost $148.46 Unrealized +27.7%
SHW Sherwin-Williams Company 0.4%
Value ($000) $8,325 Shares 37,040 Est. Cost $254.00 Unrealized -12.2%
MMM 3M Company 0.4%
Value ($000) $7,980 Shares 75,917 Est. Cost $77.94 Unrealized +8.9%
EMLP First Trust North Amer Energy 0.3%
Value ($000) $7,183 Shares 269,726 Est. Cost $25.17 Unrealized
VHT Vanguard Health Care ETF 0.3%
Value ($000) $7,035 Shares 29,502 Est. Cost $247.90 Unrealized
HAL Halliburton Company 0.3%
Value ($000) $6,883 Shares 217,545 Est. Cost $24.83 Unrealized +39.6%
HCA HCA Healthcare Inc 0.3%
Value ($000) $6,742 Shares 25,567 Est. Cost $187.60 Unrealized +32.2%
MCK McKesson Corporation 0.3%
Value ($000) $6,544 Shares 18,379 Est. Cost $199.39 Unrealized +78.6%
COR AmerisourceBergen Corp 0.3%
Value ($000) $6,384 Shares 39,873 Est. Cost $119.85 Unrealized +29.0%
CMCSA Comcast Corporation Class A (N 0.3%
Value ($000) $6,121 Shares 161,452 Est. Cost $39.10 Unrealized -11.4%
GPC Genuine Parts Company 0.3%
Value ($000) $6,117 Shares 36,559 Est. Cost $61.52 Unrealized +151.9%
FGD First Trust Dow Jones Global S 0.3%
Value ($000) $6,104 Shares 276,089 Est. Cost $24.24 Unrealized
VCR Vanguard Consumer Discretionar 0.3%
Value ($000) $5,830 Shares 23,086 Est. Cost $219.02 Unrealized
GD General Dynamics Corporation 0.3%
Value ($000) $5,804 Shares 25,434 Est. Cost $136.20 Unrealized +59.9%
TXN Texas Instruments Inc 0.2%
Value ($000) $5,349 Shares 28,754 Est. Cost $25.75 Unrealized +526.6%
BAC Bank of America Corp 0.2%
Value ($000) $5,137 Shares 179,622 Est. Cost $12.62 Unrealized +142.2%
LLY Lilly (Eli) & Company 0.2%
Value ($000) $5,092 Shares 14,828 Est. Cost $90.80 Unrealized +263.3%
META Meta Platforms Inc Class A 0.2%
Value ($000) $4,954 Shares 23,374 Est. Cost $148.91 Unrealized +13.6%
BNDC FlexShares Core Select Bond ET 0.2%
Value ($000) $4,826 Shares 214,092 Est. Cost $25.27 Unrealized
CB Chubb Ltd (New) 0.2%
Value ($000) $4,674 Shares 24,070 Est. Cost $99.61 Unrealized +103.5%
GE General Electric Company (New) 0.2%
Value ($000) $4,461 Shares 46,668 Est. Cost $62.95 Unrealized +4.7%
UPS United Parcel Service Inc Clas 0.2%
Value ($000) $4,414 Shares 22,753 Est. Cost $64.94 Unrealized +143.5%
T AT&T Inc 0.2%
Value ($000) $4,396 Shares 228,363 Est. Cost $15.04 Unrealized +8.8%
CTAS Cintas Corporation 0.2%
Value ($000) $4,306 Shares 9,306 Est. Cost $35.57 Unrealized +202.2%
FYX First Trust Small Cap Core Alp 0.2%
Value ($000) $4,271 Shares 52,985 Est. Cost $9311.51 Unrealized
VOO Vanguard S&P 500 ETF 0.2%
Value ($000) $4,230 Shares 11,249 Est. Cost $321.51 Unrealized
RPM RPM International Inc 0.2%
Value ($000) $4,223 Shares 48,412 Est. Cost $79.46 Unrealized +10.2%
VZ Verizon Communications Inc 0.2%
Value ($000) $4,219 Shares 108,480 Est. Cost $32.51 Unrealized +0.6%
HON Honeywell International Inc 0.2%
Value ($000) $4,195 Shares 21,949 Est. Cost $126.55 Unrealized +39.6%
UNP Union Pacific Corporation 0.2%
Value ($000) $3,964 Shares 19,697 Est. Cost $77.35 Unrealized +144.9%
BRO Brown & Brown Inc 0.2%
Value ($000) $3,962 Shares 69,000 Est. Cost $18.96 Unrealized +197.5%
USB US Bancorp (DE) 0.2%
Value ($000) $3,726 Shares 103,363 Est. Cost $24.65 Unrealized +56.7%
GUNR FlexShares Morningstar Glbl Up 0.2%
Value ($000) $3,397 Shares 80,322 Est. Cost $801.84 Unrealized
AXP American Express Co 0.1%
Value ($000) $3,359 Shares 20,363 Est. Cost $66.94 Unrealized +139.0%
VFH Vanguard Financials ETF 0.1%
Value ($000) $3,309 Shares 42,488 Est. Cost $82.20 Unrealized
DG Dollar General Corporation (Ne 0.1%
Value ($000) $3,227 Shares 15,333 Est. Cost $121.69 Unrealized +74.3%
VTI Vanguard Total Stock Market ET 0.1%
Value ($000) $2,808 Shares 13,759 Est. Cost $191.19 Unrealized
ITW Illinois Tool Works Inc 0.1%
Value ($000) $2,633 Shares 10,816 Est. Cost $51.36 Unrealized +323.8%
VIS Vanguard Industrials ETF 0.1%
Value ($000) $2,624 Shares 13,772 Est. Cost $182.64 Unrealized
HBAN Huntington Bancshares Inc 0.1%
Value ($000) $2,612 Shares 233,245 Est. Cost $8.81 Unrealized +38.0%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $2,599 Shares 6,348 Est. Cost $382.43 Unrealized
VDE Vanguard Energy ETF 0.1%
Value ($000) $2,472 Shares 21,644 Est. Cost $121.28 Unrealized
IBM International Business Machine 0.1%
Value ($000) $2,468 Shares 18,828 Est. Cost $113.18 Unrealized +6.7%
MZTI Lancaster Colony Corporation 0.1%
Value ($000) $2,378 Shares 11,719 Est. Cost $89.60 Unrealized +117.1%
BRK/B Berkshire Hathaway Inc Class B 0.1%
Value ($000) $2,369 Shares 7,671 Est. Cost $146.85 Unrealized +109.9%
BK Bank of New York Mellon Corp 0.1%
Value ($000) $2,264 Shares 49,833 Est. Cost $35.13 Unrealized +27.4%
FNX First Trust Mid Cap Core Alpha 0.1%
Value ($000) $2,249 Shares 25,003 Est. Cost $9446.24 Unrealized
TDTT FlexShares iBoxx 3-Year Target 0.1%
Value ($000) $2,094 Shares 86,634 Est. Cost $25.01 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $2,062 Shares 9,012 Est. Cost $85.46 Unrealized +169.8%
MPC Marathon Petroleum Corporation 0.1%
Value ($000) $2,062 Shares 15,292 Est. Cost $44.30 Unrealized +165.4%
ADBE Adobe Inc 0.1%
Value ($000) $2,061 Shares 5,349 Est. Cost $261.45 Unrealized +35.9%
VYM Vanguard High Dividend Yield E 0.1%
Value ($000) $2,044 Shares 19,374 Est. Cost $108.08 Unrealized
DVY iShares Select Dividend ETF 0.1%
Value ($000) $2,012 Shares 17,171 Est. Cost $19637.14 Unrealized
ORCL Oracle Corporation 0.1%
Value ($000) $2,006 Shares 21,593 Est. Cost $29.50 Unrealized +187.5%
BMY Bristol-Myers Squibb Company 0.1%
Value ($000) $1,982 Shares 28,602 Est. Cost $32.52 Unrealized +89.1%
DUK Duke Energy Corporation (New) 0.1%
Value ($000) $1,962 Shares 20,335 Est. Cost $43.28 Unrealized +103.7%
GRC Gorman-Rupp Company 0.1%
Value ($000) $1,950 Shares 78,012 Est. Cost $26.04 Unrealized +2.3%
VAW Vanguard Materials ETF 0.1%
Value ($000) $1,896 Shares 10,663 Est. Cost $170.52 Unrealized
NUE Nucor Corporation 0.1%
Value ($000) $1,893 Shares 12,256 Est. Cost $46.06 Unrealized +230.7%
NSC Norfolk Southern Corporation 0.1%
Value ($000) $1,885 Shares 8,890 Est. Cost $77.64 Unrealized +179.1%
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $1,825 Shares 11,847 Est. Cost $151.85 Unrealized
NVS Novartis AG Sponsored ADR 0.1%
Value ($000) $1,797 Shares 19,530 Est. Cost $56763.66 Unrealized
AVGO Broadcom Inc 0.1%
Value ($000) $1,655 Shares 2,579 Est. Cost $23.33 Unrealized +146.8%
JCI Johnson Controls International 0.1%
Value ($000) $1,647 Shares 27,356 Est. Cost $33.27 Unrealized +82.5%
VDC Vanguard Consumer Staples ETF 0.1%
Value ($000) $1,647 Shares 8,511 Est. Cost $191.60 Unrealized
CINF Cincinnati Financial Corporati 0.1%
Value ($000) $1,634 Shares 14,580 Est. Cost $36.35 Unrealized +190.0%
WMT Walmart Inc 0.1%
Value ($000) $1,525 Shares 10,345 Est. Cost $24.46 Unrealized +87.2%
FEX First Trust Large Cap Core Alp 0.1%
Value ($000) $1,494 Shares 18,557 Est. Cost $10182.70 Unrealized
TSN Tyson Foods Inc Class A 0.1%
Value ($000) $1,464 Shares 24,686 Est. Cost $63.04 Unrealized -12.0%
AEP American Electric Power Co 0.1%
Value ($000) $1,458 Shares 16,019 Est. Cost $52.04 Unrealized +57.7%
SHEL Shell PLC Sponsored ADR 0.1%
Value ($000) $1,432 Shares 24,883 Est. Cost $54.94 Unrealized
CI Cigna Group 0.1%
Value ($000) $1,423 Shares 5,570 Est. Cost $202.40 Unrealized +36.5%
QLC FlexShares US Quality Large Ca 0.1%
Value ($000) $1,374 Shares 30,237 Est. Cost $34.69 Unrealized
BIV Vanguard Intermediate-Term Bon 0.1%
Value ($000) $1,356 Shares 17,671 Est. Cost $74.32 Unrealized
GOOG Alphabet Inc Class C 0.1%
Value ($000) $1,330 Shares 12,786 Est. Cost $107.26 Unrealized -10.6%
GDX VanEck Vectors Gold Miners ETF 0.1%
Value ($000) $1,294 Shares 40,000 Est. Cost $32.51 Unrealized
LOW Lowe's Companies Inc 0.1%
Value ($000) $1,267 Shares 6,337 Est. Cost $46.46 Unrealized +313.6%
DAL Delta Air Lines Inc 0.1%
Value ($000) $1,266 Shares 36,250 Est. Cost $43.04 Unrealized -16.2%
MO Altria Group Inc 0.1%
Value ($000) $1,176 Shares 26,367 Est. Cost $29.84 Unrealized +21.6%
SYY Sysco Corporation 0.1%
Value ($000) $1,173 Shares 15,190 Est. Cost $34.70 Unrealized +103.7%
BA Boeing Company (The) 0.1%
Value ($000) $1,167 Shares 5,493 Est. Cost $130.00 Unrealized +59.8%
FITB Fifth Third Bancorp 0.1%
Value ($000) $1,142 Shares 42,859 Est. Cost $16.81 Unrealized +75.1%
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $1,122 Shares 13,677 Est. Cost $71.08 Unrealized 0.0%
TLTD FlexShares Morn Dev Mkts ex-US 0.0%
Value ($000) $1,105 Shares 17,140 Est. Cost $65.32 Unrealized
PCAR PACCAR Inc 0.0%
Value ($000) $1,103 Shares 15,066 Est. Cost $56.04 Unrealized +14.4%
NFRA FlexShares STOXX Global Broad 0.0%
Value ($000) $1,092 Shares 21,025 Est. Cost $49.33 Unrealized
GLW Corning Inc 0.0%
Value ($000) $1,078 Shares 30,557 Est. Cost $14.96 Unrealized +114.6%
LQD iShares iBoxx $ Invest Grade C 0.0%
Value ($000) $1,056 Shares 9,635 Est. Cost $105.43 Unrealized
UNH UnitedHealth Group Inc 0.0%
Value ($000) $1,050 Shares 2,222 Est. Cost $130.52 Unrealized +250.3%
GQRE FlexShares Global Quality Real 0.0%
Value ($000) $1,033 Shares 19,486 Est. Cost $58.27 Unrealized
PM Philip Morris International In 0.0%
Value ($000) $1,022 Shares 10,514 Est. Cost $64.68 Unrealized +34.4%
QCLN First Tr NASDAQ Clean Edge Gre 0.0%
Value ($000) $988 Shares 18,922 Est. Cost $53.88 Unrealized
VB Vanguard Small-Cap ETF 0.0%
Value ($000) $921 Shares 4,858 Est. Cost $183.54 Unrealized
RTX Raytheon Technologies Corp 0.0%
Value ($000) $908 Shares 9,269 Est. Cost $66.09 Unrealized +39.6%
DD DuPont de Nemours Inc 0.0%
Value ($000) $885 Shares 12,331 Est. Cost $27.24 Unrealized +5.2%
IYW iShares U.S. Technology ETF 0.0%
Value ($000) $851 Shares 9,165 Est. Cost $18977.90 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $840 Shares 7,582 Est. Cost $57.77 Unrealized +104.5%
VEA Vanguard FTSE Developed Market 0.0%
Value ($000) $826 Shares 18,285 Est. Cost $41.97 Unrealized
PAYX Paychex Inc 0.0%
Value ($000) $818 Shares 7,136 Est. Cost $33.52 Unrealized +211.1%
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $784 Shares 5,592 Est. Cost $129.42 Unrealized
TILT FlexShares MS US Market Factor 0.0%
Value ($000) $783 Shares 4,993 Est. Cost $116.28 Unrealized
SO Southern Company 0.0%
Value ($000) $769 Shares 11,052 Est. Cost $30.68 Unrealized +97.7%
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $765 Shares 10,690 Est. Cost $35266.32 Unrealized
VUG Vanguard Growth ETF 0.0%
Value ($000) $747 Shares 2,996 Est. Cost $214.27 Unrealized
RIO Rio Tinto PLC Sponsored ADR 0.0%
Value ($000) $744 Shares 10,851 Est. Cost $58.64 Unrealized
WOR Worthington Industries Inc 0.0%
Value ($000) $729 Shares 11,275 Est. Cost $22.49 Unrealized +57.3%
CME CME Group Inc 0.0%
Value ($000) $720 Shares 3,759 Est. Cost $142.82 Unrealized +13.4%
CL Colgate-Palmolive Company 0.0%
Value ($000) $713 Shares 9,486 Est. Cost $47.09 Unrealized +47.8%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $703 Shares 4,768 Est. Cost $153.19 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $701 Shares 8,690 Est. Cost $58.10 Unrealized +28.3%
D Dominion Energy Inc 0.0%
Value ($000) $689 Shares 12,323 Est. Cost $38.33 Unrealized +32.0%
CLX Clorox Company 0.0%
Value ($000) $689 Shares 4,351 Est. Cost $146.20 Unrealized -6.8%
KMB Kimberly-Clark Corporation 0.0%
Value ($000) $674 Shares 5,023 Est. Cost $81.59 Unrealized +42.5%
BEN Franklin Resources Inc 0.0%
Value ($000) $653 Shares 24,227 Est. Cost $21.47 Unrealized +16.0%
MDY SPDR S&P MidCap 400 ETF 0.0%
Value ($000) $646 Shares 1,409 Est. Cost $88150.03 Unrealized
PPG PPG Industries Inc 0.0%
Value ($000) $621 Shares 4,651 Est. Cost $93.98 Unrealized +28.9%
AMGN Amgen Inc 0.0%
Value ($000) $621 Shares 2,569 Est. Cost $122.20 Unrealized +83.3%
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $593 Shares 3,101 Est. Cost $35.38 Unrealized +422.1%
GLD SPDR Gold Trust ETF 0.0%
Value ($000) $580 Shares 3,166 Est. Cost $132.41 Unrealized
DOW Dow Inc 0.0%
Value ($000) $576 Shares 10,500 Est. Cost $37.18 Unrealized +27.2%
MDLZ Mondelez International Inc Cla 0.0%
Value ($000) $576 Shares 8,256 Est. Cost $38.80 Unrealized +57.5%
KR Kroger Co 0.0%
Value ($000) $555 Shares 11,240 Est. Cost $30.12 Unrealized +42.4%
Canadian Pacific Railway Ltd 0.0%
Value ($000) $554 Shares 7,196 Est. Cost $89.50 Unrealized
SJM Smucker (J M) Co (New) 0.0%
Value ($000) $544 Shares 3,456 Est. Cost $79.75 Unrealized +71.8%
CTVA Corteva Inc 0.0%
Value ($000) $539 Shares 8,935 Est. Cost $25.45 Unrealized +132.3%
TRV Travelers Companies Inc 0.0%
Value ($000) $534 Shares 3,118 Est. Cost $108.03 Unrealized +59.2%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $529 Shares 5,400 Est. Cost $85.15 Unrealized -4.4%
TSCO Tractor Supply Company 0.0%
Value ($000) $526 Shares 2,237 Est. Cost $29.45 Unrealized +47.0%
STZ Constellation Brands Inc Class 0.0%
Value ($000) $523 Shares 2,316 Est. Cost $208.78 Unrealized +1.0%
Discover Financial Services 0.0%
Value ($000) $519 Shares 5,251 Est. Cost $44915.66 Unrealized
WBD Warner Bros. Discovery Inc 0.0%
Value ($000) $510 Shares 33,745 Est. Cost $11.29 Unrealized +26.1%
QQQ Invesco QQQ Trust Series 1 0.0%
Value ($000) $508 Shares 1,583 Est. Cost $207.97 Unrealized
ETN Eaton Corporation PLC 0.0%
Value ($000) $508 Shares 2,964 Est. Cost $71.82 Unrealized +123.0%
CRM Salesforce Inc 0.0%
Value ($000) $497 Shares 2,487 Est. Cost $193.44 Unrealized -13.7%
WEC WEC Energy Group Inc 0.0%
Value ($000) $492 Shares 5,188 Est. Cost $84.10 Unrealized -0.7%
ELV Elevance Health Inc 0.0%
Value ($000) $469 Shares 1,020 Est. Cost $132.24 Unrealized +244.2%
BTU Peabody Energy Corp 0.0%
Value ($000) $461 Shares 18,000 Est. Cost $26.43 Unrealized -3.3%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $454 Shares 7,100 Est. Cost $58.61 Unrealized
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $447 Shares 1,750 Est. Cost $261.84 Unrealized -5.9%
CIVB Civista Bancshares Inc 0.0%
Value ($000) $427 Shares 25,275 Est. Cost $15.79 Unrealized +17.5%
BAX Baxter International Inc 0.0%
Value ($000) $416 Shares 10,253 Est. Cost $43.57 Unrealized -9.5%
FAST Fastenal Company 0.0%
Value ($000) $414 Shares 7,671 Est. Cost $12.46 Unrealized +91.8%
IYH iShares U.S. Healthcare ETF 0.0%
Value ($000) $410 Shares 1,500 Est. Cost $98992.90 Unrealized
NVO Novo-Nordisk A/S Sponsored ADR 0.0%
Value ($000) $405 Shares 2,542 Est. Cost $111.05 Unrealized
MA Mastercard Inc Class A 0.0%
Value ($000) $404 Shares 1,112 Est. Cost $206.77 Unrealized +72.9%
VWO Vanguard FTSE Emerging Markets 0.0%
Value ($000) $394 Shares 9,755 Est. Cost $38.98 Unrealized
WSO Watsco Inc 0.0%
Value ($000) $369 Shares 1,160 Est. Cost $167.99 Unrealized +74.9%
TRP TC Energy Corporation 0.0%
Value ($000) $367 Shares 9,436 Est. Cost $34.41 Unrealized +1.9%
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $365 Shares 4,770 Est. Cost $75464.65 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $352 Shares 4,200 Est. Cost $59.48 Unrealized +24.9%
MS Morgan Stanley 0.0%
Value ($000) $351 Shares 4,003 Est. Cost $39.78 Unrealized +113.2%
AFL Aflac Inc 0.0%
Value ($000) $325 Shares 5,036 Est. Cost $54.39 Unrealized +18.2%
IJR iShares Core S&P Small-Cap ETF 0.0%
Value ($000) $324 Shares 3,349 Est. Cost $94.64 Unrealized
ASML ASML Holding NV-NY Reg Shs 0.0%
Value ($000) $317 Shares 466 Est. Cost $193.22 Unrealized
PYPL Paypal Holdings Inc 0.0%
Value ($000) $316 Shares 4,157 Est. Cost $211.89 Unrealized -63.7%
SBUX Starbucks Corporation 0.0%
Value ($000) $307 Shares 2,947 Est. Cost $71.50 Unrealized +35.8%
AON Aon PLC Class A 0.0%
Value ($000) $299 Shares 947 Est. Cost $265.09 Unrealized +14.4%
MSA MSA Safety Inc 0.0%
Value ($000) $297 Shares 2,226 Est. Cost $80.24 Unrealized +67.9%
A Agilent Technologies Inc 0.0%
Value ($000) $291 Shares 2,101 Est. Cost $78.89 Unrealized +81.6%
LECO Lincoln Electric Holdings Inc 0.0%
Value ($000) $283 Shares 1,675 Est. Cost $119.50 Unrealized +37.9%
GILD Gilead Sciences Inc 0.0%
Value ($000) $277 Shares 3,340 Est. Cost $63.26 Unrealized +18.1%
AR Antero Resources Corporation 0.0%
Value ($000) $277 Shares 12,000 Est. Cost $34.55 Unrealized -23.7%
AMP Ameriprise Financial Inc 0.0%
Value ($000) $268 Shares 876 Est. Cost $208.66 Unrealized +50.8%
SNA Snap-on Incorporated 0.0%
Value ($000) $267 Shares 1,081 Est. Cost $174.59 Unrealized +29.6%
TEAM Atlassian Corporation C A 0.0%
Value ($000) $262 Shares 1,531 Est. Cost $159.52 Unrealized 0.0%
WFC Wells Fargo & Co (New) 0.0%
Value ($000) $259 Shares 6,928 Est. Cost $36.94 Unrealized +9.5%
ALC Alcon Inc 0.0%
Value ($000) $246 Shares 3,489 Est. Cost $57.87 Unrealized +21.7%
PGR Progressive Corporation 0.0%
Value ($000) $245 Shares 1,710 Est. Cost $116.31 Unrealized +8.3%
IJH iShares Core S&P Mid-Cap ETF 0.0%
Value ($000) $238 Shares 951 Est. Cost $241.89 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $237 Shares 3,922 Est. Cost $57.76 Unrealized 0.0%
PSX Phillips 66 0.0%
Value ($000) $236 Shares 2,325 Est. Cost $91.39 Unrealized +0.3%
GM General Motors Company 0.0%
Value ($000) $231 Shares 6,295 Est. Cost $27.82 Unrealized +31.8%
BMO Bank of Montreal 0.0%
Value ($000) $230 Shares 2,585 Est. Cost $66.81 Unrealized +25.6%
NFLX Netflix Inc 0.0%
Value ($000) $230 Shares 666 Est. Cost $33.09 Unrealized 0.0%
ICLR ICON PLC 0.0%
Value ($000) $230 Shares 1,076 Est. Cost $198.26 Unrealized +12.3%
WY Weyerhaeuser Company 0.0%
Value ($000) $227 Shares 7,543 Est. Cost $28.59 Unrealized 0.0%
TLTE FlexShares MS Emerging Mkts Fa 0.0%
Value ($000) $227 Shares 4,620 Est. Cost $56.90 Unrealized
HRB H&R Block Inc 0.0%
Value ($000) $224 Shares 6,357 Est. Cost $27.82 Unrealized +21.9%
EFX Equifax Inc 0.0%
Value ($000) $223 Shares 1,100 Est. Cost $191.11 Unrealized +6.7%
Unilever PLC Sponsored ADR 0.0%
Value ($000) $223 Shares 4,289 Est. Cost $51.93 Unrealized
FE FirstEnergy Corporation 0.0%
Value ($000) $219 Shares 5,458 Est. Cost $35.85 Unrealized 0.0%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $217 Shares 376 Est. Cost $525.50 Unrealized +6.3%
TSLA Tesla Inc 0.0%
Value ($000) $216 Shares 1,043 Est. Cost $174.45 Unrealized 0.0%
KWR Quaker Chemical Corp 0.0%
Value ($000) $216 Shares 1,092 Est. Cost $191.25 Unrealized 0.0%
CHE Chemed Corporation 0.0%
Value ($000) $215 Shares 400 Est. Cost $481.46 Unrealized +4.8%
IBN ICICI Bank Ltd Sponsored ADR 0.0%
Value ($000) $213 Shares 9,864 Est. Cost $21.58 Unrealized
PJUN Innovator ETF US Equity Power 0.0%
Value ($000) $213 Shares 6,916 Est. Cost $29.73 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $213 Shares 2,489 Est. Cost $71.95 Unrealized 0.0%
NI NiSource Inc 0.0%
Value ($000) $210 Shares 7,511 Est. Cost $11.69 Unrealized +112.8%
PLD ProLogis Inc 0.0%
Value ($000) $207 Shares 1,657 Est. Cost $111.93 Unrealized 0.0%
IRM Iron Mountain Inc (New) 0.0%
Value ($000) $207 Shares 3,905 Est. Cost $47.24 Unrealized 0.0%
STE Steris PLC (New) 0.0%
Value ($000) $206 Shares 1,076 Est. Cost $188.38 Unrealized 0.0%
NOC Northrop Grumman Corporation 0.0%
Value ($000) $203 Shares 440 Est. Cost $432.80 Unrealized +2.1%
CWT California Water Service Group 0.0%
Value ($000) $202 Shares 3,470 Est. Cost $55.60 Unrealized -0.8%
ED Consolidated Edison Inc 0.0%
Value ($000) $202 Shares 2,109 Est. Cost $84.80 Unrealized 0.0%
ESGV Vanguard ESG US Stock ETF 0.0%
Value ($000) $200 Shares 2,790 Est. Cost $71.71 Unrealized
KEY KeyCorp 0.0%
Value ($000) $190 Shares 15,197 Est. Cost $7.35 Unrealized +95.3%
AM Antero Midstream Corporation 0.0%
Value ($000) $147 Shares 14,000 Est. Cost $8.56 Unrealized +2.4%
Yamana Gold Inc 0.0%
Value ($000) $138 Shares 23,602 Est. Cost $4.33 Unrealized
Fanhua Inc Sponsored ADR 0.0%
Value ($000) $136 Shares 15,615 Est. Cost $13.93 Unrealized
BCS Barclays PLC Sponsored ADR 0.0%
Value ($000) $83 Shares 11,609 Est. Cost $7.73 Unrealized
NOK Nokia Corp Sponsored ADR 0.0%
Value ($000) $66 Shares 13,357 Est. Cost $5.40 Unrealized
ABEV Ambev SA Sponsored ADR 0.0%
Value ($000) $47 Shares 16,835 Est. Cost $2.77 Unrealized