COUNTRY TRUST BANK Diversified Active

CIK: 0001209324 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 17, 2019

Total Value ($000): $2,249,656 (100.0% shares, 0.0% debt)

Holdings (266)

AAPL APPLE COMPUTER COMMON 4.8%
Value ($000) $107,102 Shares 563,843 Est. Cost $30.41 Unrealized +33.0%
MSFT MICROSOFT CORPORATION COMMON 3.8%
Value ($000) $85,753 Shares 727,091 Est. Cost $58.28 Unrealized +75.5%
VEA VANGUARD MSCI EAFE ETF 3.1%
Value ($000) $70,775 Shares 1,731,702 Est. Cost $15882.70 Unrealized
AMZN AMAZON.COM INC. COMMON 3.1%
Value ($000) $70,226 Shares 39,436 Est. Cost $62.42 Unrealized +33.3%
IGSB ISHARES SHORT TERM CORPORATE 3.1%
Value ($000) $69,140 Shares 1,308,981 Est. Cost $13630.13 Unrealized
AGG ISHARES CORE TOTAL US BOND 2.9%
Value ($000) $66,170 Shares 606,677 Est. Cost $31513.14 Unrealized
IWR ISHARES RUSSELL MIDCAP INDEX 2.7%
Value ($000) $59,723 Shares 1,107,007 Est. Cost $14353.24 Unrealized
CSCO CISCO SYSTEMS, INC. COMMON 2.5%
Value ($000) $57,269 Shares 1,060,728 Est. Cost $20.12 Unrealized +96.3%
SPY SPDR S&P 500 ETF TRUST 2.5%
Value ($000) $56,440 Shares 199,803 Est. Cost $15452.07 Unrealized
GOOGL ALPHABET INC CLASS A COMMON 2.3%
Value ($000) $51,487 Shares 43,748 Est. Cost $48.53 Unrealized +15.5%
JPM JP MORGAN CHASE & CO. COMMON 2.3%
Value ($000) $50,800 Shares 501,825 Est. Cost $49.65 Unrealized +71.9%
AXP AMERICAN EXPRESS COMMON 1.9%
Value ($000) $42,711 Shares 390,771 Est. Cost $75.79 Unrealized +26.4%
DIS WALT DISNEY COMMON 1.9%
Value ($000) $42,475 Shares 382,550 Est. Cost $102.75 Unrealized +5.0%
GOOG ALPHABET INC CLASS C COMMON 1.8%
Value ($000) $41,538 Shares 35,402 Est. Cost $45.95 Unrealized +21.2%
V VISA INC COMMON 1.8%
Value ($000) $39,479 Shares 252,764 Est. Cost $125.30 Unrealized +9.6%
BLACKROCK INC COMMON 1.7%
Value ($000) $38,230 Shares 89,455 Est. Cost $203568.11 Unrealized
EW EDWARDS LIFESCIENCES CP COMMON 1.7%
Value ($000) $37,356 Shares 195,245 Est. Cost $44.33 Unrealized +28.7%
META FACEBOOK INC COMMON 1.6%
Value ($000) $36,400 Shares 218,367 Est. Cost $175.31 Unrealized -9.9%
NVS NOVARTIS AG ADR 1.5%
Value ($000) $34,588 Shares 359,763 Est. Cost $68828.23 Unrealized
PG PROCTER & GAMBLE COMMON 1.5%
Value ($000) $33,983 Shares 326,606 Est. Cost $63.35 Unrealized +29.6%
INCY INCYTE CORPORATION COMMON 1.4%
Value ($000) $31,371 Shares 364,732 Est. Cost $69.41 Unrealized +17.2%
ROP ROPER TECHNOLOGIES INC COMMON 1.4%
Value ($000) $31,263 Shares 91,421 Est. Cost $206.12 Unrealized +41.4%
POST POST HOLDINGS INC COMMON 1.4%
Value ($000) $30,706 Shares 280,672 Est. Cost $41.78 Unrealized +56.8%
WFC WELLS FARGO COMPANY COMMON 1.4%
Value ($000) $30,613 Shares 633,551 Est. Cost $37.70 Unrealized +8.1%
ABIOMED INC COMMON 1.4%
Value ($000) $30,538 Shares 106,931 Est. Cost $247.52 Unrealized
WMT WAL-MART STORES COMMON 1.3%
Value ($000) $30,030 Shares 307,909 Est. Cost $21.01 Unrealized +39.2%
JNJ JOHNSON & JOHNSON COMMON 1.3%
Value ($000) $28,487 Shares 203,784 Est. Cost $78.24 Unrealized +41.0%
ORCL ORACLE CORPORATION COMMON 1.2%
Value ($000) $27,595 Shares 513,781 Est. Cost $35.02 Unrealized +31.6%
VZ VERIZON COMMUNICATIONS COMMON 1.2%
Value ($000) $27,324 Shares 462,100 Est. Cost $28.41 Unrealized +37.1%
USB U.S. BANCORP NEW COMMON 1.2%
Value ($000) $27,225 Shares 564,941 Est. Cost $31.37 Unrealized +19.9%
LOW LOWE'S COMPANIES COMMON 1.2%
Value ($000) $27,071 Shares 247,294 Est. Cost $85.46 Unrealized +3.0%
XLB SPDR MATERIALS SELECT SECTOR ETF 1.2%
Value ($000) $26,983 Shares 486,181 Est. Cost $50.63 Unrealized
EQIX EQUINIX INC COMMON 1.2%
Value ($000) $26,883 Shares 59,323 Est. Cost $358.00 Unrealized 0.0%
INGERSOLL-RAND PLC COMMON 1.2%
Value ($000) $26,755 Shares 247,845 Est. Cost $46798.75 Unrealized
LLY ELI LILLY & CO. COMMON 1.2%
Value ($000) $26,642 Shares 205,317 Est. Cost $54.66 Unrealized +103.0%
KNX KNIGHT-SWIFT TRANSPORTATION 1.2%
Value ($000) $26,365 Shares 806,758 Est. Cost $32.03 Unrealized -7.3%
STT STATE STREET CORP. COMMON 1.2%
Value ($000) $26,150 Shares 397,355 Est. Cost $51.57 Unrealized +7.4%
VWO VANGUARD EMERGING MARKETS ETF 1.1%
Value ($000) $25,708 Shares 604,903 Est. Cost $10155.40 Unrealized
BIIB BIOGEN INC. COMMON 1.1%
Value ($000) $25,699 Shares 108,719 Est. Cost $284.89 Unrealized +10.5%
CMCSA COMCAST CORP CLASS A COMMON 1.1%
Value ($000) $25,680 Shares 642,321 Est. Cost $25.75 Unrealized +22.5%
CB CHUBB LIMITED COMMON 1.1%
Value ($000) $25,188 Shares 179,808 Est. Cost $120.04 Unrealized -1.2%
KR KROGER COMPANY COMMON 1.1%
Value ($000) $25,049 Shares 1,018,250 Est. Cost $23.24 Unrealized +1.6%
TIP ISHARES BARCLAYS US TREASURY 1.1%
Value ($000) $24,485 Shares 216,547 Est. Cost $113.40 Unrealized
PEP PEPSICO, INC. COMMON 1.1%
Value ($000) $24,475 Shares 199,717 Est. Cost $78.90 Unrealized +17.2%
NVDA NVIDIA CORP COMMON 1.1%
Value ($000) $24,296 Shares 135,311 Est. Cost $3.85 Unrealized -0.0%
CVS CVS CAREMARK CORPORATION COMMON 1.0%
Value ($000) $22,885 Shares 424,338 Est. Cost $54.19 Unrealized -8.7%
CAT CATERPILLAR INC. COMMON 1.0%
Value ($000) $22,853 Shares 168,669 Est. Cost $87.36 Unrealized +31.2%
GNTX GENTEX CORPORATION COMMON 0.9%
Value ($000) $20,840 Shares 1,007,750 Est. Cost $17.33 Unrealized +20.6%
AWK AMERICAN WATER WORKS COMPANY 0.9%
Value ($000) $20,600 Shares 197,586 Est. Cost $59.76 Unrealized +44.4%
DAL DELTA AIR LINES COMMON 0.9%
Value ($000) $19,900 Shares 385,280 Est. Cost $50.24 Unrealized -6.9%
SLB SCHLUMBERGER LIMITED COMMON 0.9%
Value ($000) $19,780 Shares 453,973 Est. Cost $57.27 Unrealized -37.6%
XLU SPDR UTILITIES SELECT SECTOR ETF 0.9%
Value ($000) $19,587 Shares 336,717 Est. Cost $55.48 Unrealized
COP CONOCOPHILLIPS COMMON 0.9%
Value ($000) $19,266 Shares 288,666 Est. Cost $44.61 Unrealized +18.8%
KMI KINDER MORGAN INC COMMON 0.9%
Value ($000) $19,245 Shares 961,773 Est. Cost $11.96 Unrealized +4.5%
PFE PFIZER, INC. COMMON 0.8%
Value ($000) $18,958 Shares 446,385 Est. Cost $18.90 Unrealized +54.7%
TDG TRANSDIGM GROUP INC. COMMON 0.8%
Value ($000) $18,042 Shares 39,741 Est. Cost $177.38 Unrealized +69.8%
LQD ISHARES IBOXX INV GR CORP BOND 0.8%
Value ($000) $17,774 Shares 149,289 Est. Cost $39416.87 Unrealized
XOM EXXON MOBIL CORP. COMMON 0.8%
Value ($000) $17,249 Shares 213,475 Est. Cost $60.91 Unrealized -9.0%
HAL HALLIBURTON COMPANY COMMON 0.7%
Value ($000) $16,516 Shares 563,691 Est. Cost $44.67 Unrealized -41.3%
CVX CHEVRON CORPORATION COMMON 0.7%
Value ($000) $15,761 Shares 127,950 Est. Cost $76.76 Unrealized +13.9%
VUG VANGUARD GROWTH ETF 0.7%
Value ($000) $15,460 Shares 98,835 Est. Cost $344.10 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC. 0.7%
Value ($000) $15,344 Shares 173,595 Est. Cost $54.97 Unrealized +2.0%
IWM ISHARES RUSSELL 2000 ETF 0.7%
Value ($000) $14,998 Shares 97,968 Est. Cost $38721.38 Unrealized
MMM 3M CO COMMON 0.6%
Value ($000) $13,574 Shares 65,327 Est. Cost $98.62 Unrealized +32.9%
RRC RANGE RESOURCES CORP COMMON 0.5%
Value ($000) $12,020 Shares 1,069,412 Est. Cost $16.50 Unrealized -34.3%
BNDX VANGUARD TOTAL INTERNATIONAL 0.5%
Value ($000) $10,229 Shares 183,419 Est. Cost $54.57 Unrealized
GENERAL ELECTRIC COMMON 0.4%
Value ($000) $9,222 Shares 923,113 Est. Cost $549.37 Unrealized
IVV ISHARES CORE S&P 500 INDEX ETF 0.4%
Value ($000) $9,071 Shares 31,878 Est. Cost $242.21 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES 0.4%
Value ($000) $8,642 Shares 453,401 Est. Cost $19.06 Unrealized
SRLN SPDR BLACKSTONE GSO SENIOR LOAN 0.4%
Value ($000) $8,449 Shares 183,485 Est. Cost $47.41 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE 0.3%
Value ($000) $7,729 Shares 172,450 Est. Cost $44.34 Unrealized
VNQ VANGUARD REIT VIPERS ETF 0.3%
Value ($000) $7,447 Shares 85,690 Est. Cost $32948.75 Unrealized
EMB ISHARES JPMORGAN USD EMERGING 0.3%
Value ($000) $7,365 Shares 66,917 Est. Cost $35528.27 Unrealized
VNQI VANGUARD GLOBAL EX US REAL 0.3%
Value ($000) $7,358 Shares 123,516 Est. Cost $55.16 Unrealized
FOXA FOX CORPORATION CLASS A NEW 0.3%
Value ($000) $7,273 Shares 198,117 Est. Cost $35.41 Unrealized 0.0%
XLY SPDR CONSUMER DISCRETIONARY ETF 0.2%
Value ($000) $5,424 Shares 47,645 Est. Cost $171.80 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY 0.2%
Value ($000) $3,799 Shares 37,402 Est. Cost $101.49 Unrealized
EFA ISHARES MSCI EAFE INDEX ETF FUND 0.1%
Value ($000) $2,018 Shares 31,109 Est. Cost $58.77 Unrealized
SHM SPDR NUVEEN BARCLAYS SHORT TERM 0.1%
Value ($000) $1,218 Shares 25,131 Est. Cost $48.47 Unrealized
JACOBS ENGINEERING GROUP COMMON 0.0%
Value ($000) $875 Shares 11,636 Est. Cost $75.20 Unrealized
XLK SPDR TECHNOLOGY SECTOR ETF 0.0%
Value ($000) $840 Shares 11,355 Est. Cost $211.11 Unrealized
PIMCO DYNAMIC CREDIT INCOME FUND 0.0%
Value ($000) $820 Shares 35,000 Est. Cost $18.26 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $779 Shares 9,592 Est. Cost $87.05 Unrealized
XLV SPDR HEALTHCARE SECTOR ETF 0.0%
Value ($000) $775 Shares 8,450 Est. Cost $86.65 Unrealized
XLP SPDR CONSUMER STAPLES ETF 0.0%
Value ($000) $741 Shares 13,203 Est. Cost $51.52 Unrealized
XLE SPDR ENERGY SELECT ETF 0.0%
Value ($000) $649 Shares 9,809 Est. Cost $59.88 Unrealized
MPC MARATHON PETROLEUM CORP COMMON 0.0%
Value ($000) $629 Shares 10,506 Est. Cost $47.48 Unrealized +6.2%
T AT&T INC. NEW COMMON 0.0%
Value ($000) $574 Shares 18,319 Est. Cost $12.90 Unrealized +9.8%
VTEB VANGUARD TAX EXEMPT BOND ETF 0.0%
Value ($000) $546 Shares 10,467 Est. Cost $50.83 Unrealized
XLI SPDR INDUSTRIAL SELECT SECT ETF 0.0%
Value ($000) $493 Shares 6,566 Est. Cost $292.68 Unrealized
WALGREEN BOOTS ALLIANCE INC 0.0%
Value ($000) $451 Shares 7,135 Est. Cost $15911.08 Unrealized
DOWDUPONT INC COMMON 0.0%
Value ($000) $421 Shares 7,905 Est. Cost $53.40 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 ETF 0.0%
Value ($000) $378 Shares 2,105 Est. Cost $170.76 Unrealized
PFF ISHARES S&P US PREFERRED STOCK 0.0%
Value ($000) $377 Shares 10,323 Est. Cost $518.78 Unrealized
IBM IBM COMMON 0.0%
Value ($000) $338 Shares 2,392 Est. Cost $104.61 Unrealized -9.5%
XLC SPDR COMMUNICATION SERVICES 0.0%
Value ($000) $313 Shares 6,684 Est. Cost $41.27 Unrealized
BRK/B BERKSHIRE HATHAWAY INC. CLASS B 0.0%
Value ($000) $309 Shares 1,540 Est. Cost $149.22 Unrealized +35.3%
CSX CSX CORPORATION COMMON 0.0%
Value ($000) $274 Shares 3,663 Est. Cost $8.10 Unrealized +160.6%
HD HOME DEPOT COMMON 0.0%
Value ($000) $268 Shares 1,399 Est. Cost $151.70 Unrealized +2.0%
IEMG ISHARES CORE MSCI EMERGING MKTS 0.0%
Value ($000) $264 Shares 5,114 Est. Cost $47.12 Unrealized
PZA INVESCO NATIONAL AMT FREE 0.0%
Value ($000) $262 Shares 10,205 Est. Cost $25.27 Unrealized
XLF SPDR FINANCIAL SELECT ETF 0.0%
Value ($000) $259 Shares 10,072 Est. Cost $26.36 Unrealized
WEC WEC ENERGY GROUP COMMON 0.0%
Value ($000) $253 Shares 3,203 Est. Cost $44.18 Unrealized +35.0%
HYD VANECK VECTORS HIGH YIELD 0.0%
Value ($000) $238 Shares 3,791 Est. Cost $60.98 Unrealized
EMR EMERSON ELECTRIC COMMON 0.0%
Value ($000) $237 Shares 3,467 Est. Cost $50.99 Unrealized +9.9%
IVE ISHARES S&P 500 VALUE INDEX 0.0%
Value ($000) $212 Shares 1,877 Est. Cost $101.23 Unrealized
MARATHON OIL CORP. COMMON 0.0%
Value ($000) $209 Shares 12,506 Est. Cost $16.39 Unrealized
NTRS NORTHERN TRUST CORP. COMMON 0.0%
Value ($000) $199 Shares 2,200 Est. Cost $45.46 Unrealized +60.5%
SO SOUTHERN COMPANY COMMON 0.0%
Value ($000) $194 Shares 3,755 Est. Cost $35.99 Unrealized +4.0%
DVY ISHARES DJ SELECT DIVIDEND ETF 0.0%
Value ($000) $191 Shares 1,941 Est. Cost $94.05 Unrealized
DE DEERE & COMPANY COMMON 0.0%
Value ($000) $189 Shares 1,184 Est. Cost $139.74 Unrealized +3.4%
VO VANGUARD MID CAP ETF 0.0%
Value ($000) $189 Shares 1,177 Est. Cost $138.17 Unrealized
VOO VANGUARD S&P 500 INDEX ETF 0.0%
Value ($000) $180 Shares 695 Est. Cost $188400.00 Unrealized
PIONEER NATURAL RESOURCES CO. 0.0%
Value ($000) $170 Shares 1,119 Est. Cost $229810.17 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $163 Shares 1,078 Est. Cost $118.74 Unrealized
IJT ISHARES S&P SMALL CAP 600 GROWTH 0.0%
Value ($000) $153 Shares 856 Est. Cost $155.37 Unrealized
ICE INTERCONTINENTAL EXCHANGE GRP 0.0%
Value ($000) $152 Shares 2,000 Est. Cost $48.00 Unrealized +42.8%
IMCB ISHARES MORNINGSTAR MID CAP ETF 0.0%
Value ($000) $148 Shares 789 Est. Cost $181.24 Unrealized
DUK DUKE ENERGY CORP. NEW COMMON 0.0%
Value ($000) $144 Shares 1,601 Est. Cost $62.61 Unrealized +6.9%
IWO ISHARES ISHARES RUSSELL 2000 GR 0.0%
Value ($000) $139 Shares 705 Est. Cost $190.07 Unrealized
AMGN AMGEN INC. COMMON 0.0%
Value ($000) $137 Shares 722 Est. Cost $117.28 Unrealized +31.9%
IJS ISHARES S&P SMALLCAP 600 VALUE 0.0%
Value ($000) $136 Shares 922 Est. Cost $139.91 Unrealized
UPS UNITED PARCEL SERVICES - CL B 0.0%
Value ($000) $132 Shares 1,181 Est. Cost $83.02 Unrealized -2.5%
NWN NORTHWEST NATURAL HOLDING CO 0.0%
Value ($000) $125 Shares 1,906 Est. Cost $66.85 Unrealized -6.2%
BA BOEING CO COMMON 0.0%
Value ($000) $122 Shares 321 Est. Cost $179.31 Unrealized +109.3%
ABT ABBOTT LABORATORIES COMMON 0.0%
Value ($000) $120 Shares 1,500 Est. Cost $45.09 Unrealized +46.6%
CERNER CORPORATION COMMON 0.0%
Value ($000) $120 Shares 2,101 Est. Cost $36621.01 Unrealized
KMB KIMBERLY CLARK COMPANY COMMON 0.0%
Value ($000) $115 Shares 926 Est. Cost $84.40 Unrealized +8.2%
GLD SPDR GOLD TRUST ETF 0.0%
Value ($000) $112 Shares 921 Est. Cost $8840.64 Unrealized
RAYTHEON COMPANY NEW COMMON 0.0%
Value ($000) $110 Shares 602 Est. Cost $28812.40 Unrealized
ABBV ABBVIE INC COMMON 0.0%
Value ($000) $108 Shares 1,343 Est. Cost $38.08 Unrealized +60.2%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $108 Shares 407 Est. Cost $87.61 Unrealized +187.7%
IVW ISHARES S&P 500 GROWTH INDEX 0.0%
Value ($000) $105 Shares 608 Est. Cost $121.71 Unrealized
KANSAS CITY SOUTHERN COMMON 0.0%
Value ($000) $105 Shares 906 Est. Cost $100630.98 Unrealized
JP MORGAN CHASE & CO. ALERIAN 0.0%
Value ($000) $104 Shares 4,065 Est. Cost $16900.40 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $92 Shares 1,150 Est. Cost $78.58 Unrealized
GIS GENERAL MILLS COMMON 0.0%
Value ($000) $82 Shares 1,582 Est. Cost $34.72 Unrealized +3.1%
SF STIFEL FINANCIAL CORP COMMON 0.0%
Value ($000) $79 Shares 1,500 Est. Cost $28.27 Unrealized +7.9%
ADAMS NATURAL RESOURCES FUND INC 0.0%
Value ($000) $74 Shares 4,429 Est. Cost $20.43 Unrealized
ETN EATON CORP NEW COMMON 0.0%
Value ($000) $73 Shares 908 Est. Cost $59.63 Unrealized +11.5%
ENR ENERGIZER HOLDINGS INC NEW 0.0%
Value ($000) $72 Shares 1,607 Est. Cost $28.77 Unrealized +24.6%
EPC EDGEWELL PERSONAL CARE CO COMMON 0.0%
Value ($000) $71 Shares 1,607 Est. Cost $82.42 Unrealized -53.9%
SBUX STARBUCKS CORPORATION COMMON 0.0%
Value ($000) $71 Shares 960 Est. Cost $51.40 Unrealized +15.3%
KELLOGG COMMON 0.0%
Value ($000) $70 Shares 1,212 Est. Cost $43.23 Unrealized -4.1%
IJR ISHARES S&P SMALL CAP 600 0.0%
Value ($000) $70 Shares 905 Est. Cost $69.38 Unrealized
PPG PPG INDUSTRIES COMMON 0.0%
Value ($000) $66 Shares 582 Est. Cost $90.41 Unrealized +3.8%
BMO BANK OF MONTREAL COMMON 0.0%
Value ($000) $60 Shares 800 Est. Cost $54.72 Unrealized +0.8%
DEO DIAGEO PLC COMMON 0.0%
Value ($000) $55 Shares 339 Est. Cost $88028.17 Unrealized
BP BP PLC - ADR COMMON 0.0%
Value ($000) $54 Shares 1,232 Est. Cost $40.71 Unrealized
YUM YUM! BRANDS INC. COMMON 0.0%
Value ($000) $54 Shares 544 Est. Cost $64.74 Unrealized +28.9%
CC CHEMOURS COMPANY COMMON 0.0%
Value ($000) $51 Shares 1,379 Est. Cost $27.31 Unrealized 0.0%
QCOM QUALCOMM INC. COMMON 0.0%
Value ($000) $48 Shares 849 Est. Cost $53.84 Unrealized -15.1%
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $47 Shares 307 Est. Cost $162.87 Unrealized
MCD MCDONALD'S CORPORATION COMMON 0.0%
Value ($000) $46 Shares 244 Est. Cost $129.57 Unrealized +19.3%
OKE ONEOK INC COMMON (NEW) 0.0%
Value ($000) $44 Shares 625 Est. Cost $26.06 Unrealized +59.7%
EEM ISHARES MSCI EMERGING MARKETS 0.0%
Value ($000) $44 Shares 1,020 Est. Cost $2564.03 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $40 Shares 500 Est. Cost $72.00 Unrealized
ENB ENBRIDGE INC COMMON 0.0%
Value ($000) $38 Shares 1,044 Est. Cost $20.25 Unrealized +13.1%
TD TORONTO DOMINION BANK COMMON 0.0%
Value ($000) $38 Shares 700 Est. Cost $54.74 Unrealized +1.0%
NSC NORFOLK SOUTHERN COMMON 0.0%
Value ($000) $37 Shares 200 Est. Cost $79.67 Unrealized +88.9%
MET METLIFE INC. COMMON 0.0%
Value ($000) $37 Shares 876 Est. Cost $33.78 Unrealized +3.7%
INTC INTEL CORPORATION COMMON 0.0%
Value ($000) $37 Shares 683 Est. Cost $35.28 Unrealized +24.2%
HON HONEYWELL INTERNATIONAL, INC. 0.0%
Value ($000) $37 Shares 232 Est. Cost $117.66 Unrealized +3.0%
MDLZ MONDELEZ INT'L INC. A COMMON 0.0%
Value ($000) $35 Shares 700 Est. Cost $35.59 Unrealized +8.9%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL 0.0%
Value ($000) $33 Shares 1,209 Est. Cost $29.78 Unrealized
DON WISDOMTREE TRUST ETF 0.0%
Value ($000) $33 Shares 932 Est. Cost $53.29 Unrealized
CME CME GROUP INC COMMON 0.0%
Value ($000) $33 Shares 200 Est. Cost $121.09 Unrealized +13.9%
CASY CASEY'S GENERAL STORES COMMON 0.0%
Value ($000) $32 Shares 250 Est. Cost $109.41 Unrealized +14.1%
UNILEVER PLC SPONSORED ADR 0.0%
Value ($000) $32 Shares 563 Est. Cost $45310.84 Unrealized
AEE AMEREN CORPORATION COMMON 0.0%
Value ($000) $31 Shares 426 Est. Cost $31.75 Unrealized +80.4%
ADM ARCHER DANIELS MIDLAND COMMON 0.0%
Value ($000) $30 Shares 693 Est. Cost $33.91 Unrealized +2.9%
MO ALTRIA GROUP INC. COMMON 0.0%
Value ($000) $30 Shares 514 Est. Cost $32.19 Unrealized -7.7%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $28 Shares 262 Est. Cost $80950.38 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $26 Shares 208 Est. Cost $71.58 Unrealized +35.3%
HRL HORMEL FOODS CORP. COMMON 0.0%
Value ($000) $26 Shares 582 Est. Cost $25.61 Unrealized +39.2%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $26 Shares 176 Est. Cost $135.46 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $25 Shares 219 Est. Cost $114.16 Unrealized
CLX CLOROX COMPANY COMMON 0.0%
Value ($000) $24 Shares 150 Est. Cost $100.94 Unrealized +25.7%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $24 Shares 478 Est. Cost $32.00 Unrealized +32.3%
YUMC YUM CHINA HOLDINGS COMMON 0.0%
Value ($000) $24 Shares 544 Est. Cost $37.27 Unrealized +5.7%
ADP AUTOMATIC DATA PROCESSING COMMON 0.0%
Value ($000) $24 Shares 150 Est. Cost $73.02 Unrealized +71.8%
HSY HERSHEY FOODS COMMON 0.0%
Value ($000) $22 Shares 195 Est. Cost $85.63 Unrealized +8.4%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $21 Shares 350 Est. Cost $82.86 Unrealized
IJK ISHARES S&P MIDCAP 400 GRWTH 0.0%
Value ($000) $21 Shares 96 Est. Cost $229.17 Unrealized
BUCKEYE PARTNERS L.P. COMMON 0.0%
Value ($000) $20 Shares 600 Est. Cost $83060.22 Unrealized
IJJ ISHARES S&P MIDCAP 400 VALUE 0.0%
Value ($000) $20 Shares 128 Est. Cost $164.06 Unrealized
IYR ISHARES DJ US REAL ESTATE ETF 0.0%
Value ($000) $20 Shares 231 Est. Cost $74.94 Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $20 Shares 400 Est. Cost $60.97 Unrealized -17.1%
XEL XCEL ENERGY INC. COMMON 0.0%
Value ($000) $20 Shares 350 Est. Cost $31.66 Unrealized +36.2%
OXY OCCIDENTAL PETROLEUM COMMON 0.0%
Value ($000) $20 Shares 300 Est. Cost $60.79 Unrealized -7.1%
RSPT INVESCO S&P 500 EQUAL WEIGHT 0.0%
Value ($000) $19 Shares 109 Est. Cost $165.14 Unrealized
PSX PHILLIPS 66 COMMON 0.0%
Value ($000) $17 Shares 175 Est. Cost $63.78 Unrealized +12.8%
MA MASTERCARD INC COMMON 0.0%
Value ($000) $16 Shares 70 Est. Cost $159.06 Unrealized +30.3%
WYNDHAM WORLDWIDE CORP. COMMON 0.0%
Value ($000) $16 Shares 400 Est. Cost $115.00 Unrealized
C CITIGROUP INC. COMMON (NEW) 0.0%
Value ($000) $15 Shares 248 Est. Cost $40.94 Unrealized +19.1%
SJM JM SMUCKER NEW COMMON 0.0%
Value ($000) $14 Shares 121 Est. Cost $109.93 Unrealized -23.9%
AFL AFLAC INC. COMMON 0.0%
Value ($000) $14 Shares 273 Est. Cost $37.56 Unrealized +9.1%
ALERIAN MLP ETF 0.0%
Value ($000) $14 Shares 1,372 Est. Cost $12.39 Unrealized
OGS ONE GAS INC COMMON 0.0%
Value ($000) $14 Shares 156 Est. Cost $42.74 Unrealized +96.6%
SDOG ALERIAN ALPS SECTOR DIVIDEND 0.0%
Value ($000) $13 Shares 311 Est. Cost $40.96 Unrealized
COST COSTCO WHOLESALE CORP COMMON 0.0%
Value ($000) $13 Shares 55 Est. Cost $125.22 Unrealized +58.4%
CCI CROWN CASTLE INTL CORP REIT NEW 0.0%
Value ($000) $13 Shares 101 Est. Cost $87.33 Unrealized 0.0%
AZN ASTRAZENECA PLC COMMON 0.0%
Value ($000) $12 Shares 290 Est. Cost $35.26 Unrealized
THO THOR INDUSTRIES INC. COMMON 0.0%
Value ($000) $12 Shares 200 Est. Cost $47.71 Unrealized +14.7%
OLED UNIVERSAL DISPLAY CORP COMMON 0.0%
Value ($000) $11 Shares 75 Est. Cost $68.17 Unrealized +72.5%
EVRG EVERGY INC COMMON 0.0%
Value ($000) $11 Shares 185 Est. Cost $43.70 Unrealized 0.0%
LUV SOUTHWEST AIRLINES CO COMMON 0.0%
Value ($000) $11 Shares 212 Est. Cost $47.77 Unrealized +1.1%
WELL WELLTOWER INC COMMON 0.0%
Value ($000) $11 Shares 138 Est. Cost $54.11 Unrealized +11.4%
D DOMINION ENERGY INC. COMMON 0.0%
Value ($000) $11 Shares 142 Est. Cost $53.89 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES COMMON 0.0%
Value ($000) $10 Shares 397 Est. Cost $11.86 Unrealized +91.5%
BAC BANK OF AMERICA CORP. COMMON 0.0%
Value ($000) $9 Shares 328 Est. Cost $20.52 Unrealized +16.5%
WAB WABTEC CORP COMMON STOCK 0.0%
Value ($000) $9 Shares 122 Est. Cost $69.17 Unrealized 0.0%
AXTA AXALTA COATING SYSTEMS LTD 0.0%
Value ($000) $9 Shares 350 Est. Cost $31.11 Unrealized -17.2%
PFG PRINCIPAL FINANCIAL GROUP, INC. 0.0%
Value ($000) $9 Shares 184 Est. Cost $30.95 Unrealized +22.6%
O REALTY INCOME CORPORATION COMMON 0.0%
Value ($000) $9 Shares 116 Est. Cost $47.55 Unrealized 0.0%
FDX FEDEX CORPORATION 0.0%
Value ($000) $9 Shares 51 Est. Cost $141.62 Unrealized +10.0%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $8 Shares 349 Est. Cost $21.79 Unrealized
AEP AMERICAN ELECTRIC POWER COMMON 0.0%
Value ($000) $8 Shares 97 Est. Cost $62.45 Unrealized 0.0%
DRI DARDEN RESTAURANTS, INC. COMMON 0.0%
Value ($000) $8 Shares 64 Est. Cost $90.64 Unrealized 0.0%
BCE BCE INC. COMMON 0.0%
Value ($000) $7 Shares 150 Est. Cost $27.00 Unrealized +1.9%
APD AIR PRODUCTS & CHEMICALS COMMON 0.0%
Value ($000) $7 Shares 37 Est. Cost $135.57 Unrealized +7.4%
CAR AVIS BUDGET GROUP INC COMMON 0.0%
Value ($000) $7 Shares 200 Est. Cost $37.79 Unrealized -24.7%
VOE VANGUARD MID CAP VALUE ETF 0.0%
Value ($000) $7 Shares 68 Est. Cost $86941.18 Unrealized
VLO VALERO ENERGY CORP. COMMON 0.0%
Value ($000) $7 Shares 79 Est. Cost $62.40 Unrealized 0.0%
GD GENERAL DYNAMICS COMMON 0.0%
Value ($000) $7 Shares 40 Est. Cost $147.49 Unrealized -2.6%
CI CIGNA CORPORATION NEW COMMON 0.0%
Value ($000) $7 Shares 44 Est. Cost $190.77 Unrealized -12.5%
CDK GLOBAL INC COMMON 0.0%
Value ($000) $6 Shares 100 Est. Cost $21650.86 Unrealized
AMT AMERICAN TOWER REIT 0.0%
Value ($000) $6 Shares 28 Est. Cost $102.88 Unrealized +41.9%
BABA ALIBABA GROUP HOLDING ADR 0.0%
Value ($000) $5 Shares 28 Est. Cost $178.57 Unrealized
HPQ HP INC COMMON 0.0%
Value ($000) $5 Shares 280 Est. Cost $14.60 Unrealized +14.4%
MRK MERCK & CO INC COMMON (NEW) 0.0%
Value ($000) $5 Shares 64 Est. Cost $55.15 Unrealized +9.3%
MOS THE MOSAIC COMPANY COMMON 0.0%
Value ($000) $5 Shares 200 Est. Cost $20.19 Unrealized +33.3%
MU MICRON TECHNOLOGY, INC. COMMON 0.0%
Value ($000) $5 Shares 118 Est. Cost $46.70 Unrealized -19.3%
TDC TERADATA CORP COMMON 0.0%
Value ($000) $4 Shares 100 Est. Cost $41.61 Unrealized +7.9%
UNH UNITEDHEALTH GROUP INC COMMON 0.0%
Value ($000) $4 Shares 16 Est. Cost $198.36 Unrealized +14.8%
MSM MSC INDUSTRIAL DIRECT CO INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $72.67 Unrealized +13.3%
CGNX COGNEX CORPORATION COMMON STOCK 0.0%
Value ($000) $4 Shares 73 Est. Cost $55.17 Unrealized -18.7%
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $4 Shares 275 Est. Cost $11.22 Unrealized +10.2%
LIT GLOBAL X LITHIUM AND BATTERY 0.0%
Value ($000) $4 Shares 132 Est. Cost $30.30 Unrealized
F FORD MOTOR COMMON 0.0%
Value ($000) $4 Shares 400 Est. Cost $7.67 Unrealized -20.7%
EMCLAIRE FINANCIAL CORP COMMON 0.0%
Value ($000) $3 Shares 103 Est. Cost $38.83 Unrealized
PCG PACIFIC GAS AND ELECTRIC CO 0.0%
Value ($000) $3 Shares 181 Est. Cost $40.65 Unrealized -60.6%
MSI MOTOROLA, INC. COMMON 0.0%
Value ($000) $3 Shares 23 Est. Cost $99.23 Unrealized +19.3%
TOTAL SYSTEM SERVICES, INC. 0.0%
Value ($000) $3 Shares 27 Est. Cost $74.07 Unrealized
NRG NRG ENERGY INC COMMON 0.0%
Value ($000) $2 Shares 50 Est. Cost $26.82 Unrealized +28.4%
TRV TRAVELERS COS INC/THE COMMON 0.0%
Value ($000) $2 Shares 11 Est. Cost $105.47 Unrealized +4.5%
MFC MANULIFE FINANCIAL INC. COMMON 0.0%
Value ($000) $2 Shares 129 Est. Cost $18.92 Unrealized -14.1%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $2 Shares 7 Est. Cost $363.64 Unrealized
KO COCA-COLA COMMON 0.0%
Value ($000) $2 Shares 45 Est. Cost $38.22 Unrealized -1.2%
VOD VODAFONE GROUP PLC COMMON ADR 0.0%
Value ($000) $2 Shares 95 Est. Cost $31.58 Unrealized
PRU PRUDENTIAL FINANCIAL INC. COMMON 0.0%
Value ($000) $2 Shares 21 Est. Cost $72.71 Unrealized -9.9%
DXC DXC TECHNOLOGY COMPANY COMMON 0.0%
Value ($000) $1 Shares 23 Est. Cost $67.05 Unrealized -8.3%
AVGO BROADCOM INC COMMON (NEW) 0.0%
Value ($000) $1 Shares 2 Est. Cost $19.53 Unrealized +15.2%
ACM AECOM TECHNOLOGY CORP COMMON 0.0%
Value ($000) $1 Shares 39 Est. Cost $30.78 Unrealized -6.6%
AMPIO PHARMACEUTICALS INC. 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $4.00 Unrealized
TWENTY FIRST CENTURY FOX INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $18900.01 Unrealized
VYX NCR CORPORATION COMMON 0.0%
Value ($000) $1 Shares 44 Est. Cost $20.29 Unrealized -18.4%
MICRO FOCUS INTERNATIONAL PLC 0.0%
Value ($000) $1 Shares 37 Est. Cost $32.87 Unrealized
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $305.76 Unrealized +7.7%
FRONTIER COMMUNICATIONS NEW 0.0%
Value ($000) $0 Shares 36 Est. Cost Unrealized
CNDT CONDUENT INC COMMON 0.0%
Value ($000) $0 Shares 1 Est. Cost $19.31 Unrealized -31.1%
CENTURYLINK COMMON 0.0%
Value ($000) $0 Shares 23 Est. Cost $20.27 Unrealized
PERSPECTA INC COMMON 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
SYNOVUS FINANCIAL CORP. COMMON 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
XEROX CORPORATION NEW COMMON 0.0%
Value ($000) $0 Shares 2 Est. Cost $33.33 Unrealized
DKS DICKS SPORTING GOODS, INC. 0.0%
Value ($000) $0 Shares 13 Est. Cost $36.47 Unrealized -21.2%