COUNTRY TRUST BANK Diversified Active

CIK: 0001209324 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 11, 2019

Total Value ($000): $2,296,369 (100.0% shares, 0.0% debt)

Holdings (254)

MSFT MICROSOFT CORPORATION COMMON 4.3%
Value ($000) $97,741 Shares 729,626 Est. Cost $58.28 Unrealized +105.1%
AAPL APPLE COMPUTER COMMON 4.1%
Value ($000) $93,357 Shares 471,691 Est. Cost $30.41 Unrealized +53.3%
DIS WALT DISNEY COMMON 3.5%
Value ($000) $80,015 Shares 651,381 Est. Cost $113.18 Unrealized +13.1%
AMZN AMAZON.COM INC. COMMON 3.3%
Value ($000) $74,787 Shares 39,494 Est. Cost $62.42 Unrealized +49.2%
VEA VANGUARD MSCI EAFE ETF 3.2%
Value ($000) $73,945 Shares 1,772,835 Est. Cost $15515.17 Unrealized
IGSB ISHARES SHORT TERM CORPORATE 3.2%
Value ($000) $73,386 Shares 1,373,232 Est. Cost $12994.90 Unrealized
AGG ISHARES CORE TOTAL US BOND 3.0%
Value ($000) $69,474 Shares 623,921 Est. Cost $30645.25 Unrealized
WMT WAL-MART STORES COMMON 2.8%
Value ($000) $64,185 Shares 617,034 Est. Cost $26.17 Unrealized +19.6%
IWR ISHARES RUSSELL MIDCAP INDEX 2.8%
Value ($000) $63,780 Shares 1,141,571 Est. Cost $13920.35 Unrealized
WFC WELLS FARGO COMPANY COMMON 2.6%
Value ($000) $60,686 Shares 1,269,083 Est. Cost $38.39 Unrealized +1.8%
SPY SPDR S&P 500 ETF TRUST 2.5%
Value ($000) $58,542 Shares 199,803 Est. Cost $15452.07 Unrealized
CSCO CISCO SYSTEMS, INC. COMMON 2.5%
Value ($000) $57,921 Shares 1,058,307 Est. Cost $20.12 Unrealized +124.5%
JPM JP MORGAN CHASE & CO. COMMON 2.4%
Value ($000) $56,244 Shares 503,076 Est. Cost $49.65 Unrealized +85.3%
AXP AMERICAN EXPRESS COMMON 2.1%
Value ($000) $48,329 Shares 391,516 Est. Cost $75.79 Unrealized +41.8%
GOOGL ALPHABET INC CLASS A COMMON 2.1%
Value ($000) $47,305 Shares 43,688 Est. Cost $48.53 Unrealized +18.4%
V VISA INC COMMON 1.9%
Value ($000) $44,113 Shares 254,178 Est. Cost $125.30 Unrealized +24.8%
GOOG ALPHABET INC CLASS C COMMON 1.8%
Value ($000) $42,076 Shares 38,926 Est. Cost $46.97 Unrealized +21.9%
BLACKROCK INC COMMON 1.8%
Value ($000) $42,019 Shares 89,535 Est. Cost $203568.11 Unrealized
META FACEBOOK INC COMMON 1.8%
Value ($000) $41,800 Shares 216,582 Est. Cost $175.31 Unrealized +3.5%
ROP ROPER TECHNOLOGIES INC COMMON 1.6%
Value ($000) $36,210 Shares 98,864 Est. Cost $216.30 Unrealized +57.8%
EW EDWARDS LIFESCIENCES CP COMMON 1.6%
Value ($000) $36,009 Shares 194,919 Est. Cost $44.33 Unrealized +36.4%
PG PROCTER & GAMBLE COMMON 1.6%
Value ($000) $35,973 Shares 328,069 Est. Cost $63.35 Unrealized +42.9%
NVS NOVARTIS AG ADR 1.4%
Value ($000) $32,855 Shares 359,821 Est. Cost $68828.23 Unrealized
INCY INCYTE CORPORATION COMMON 1.4%
Value ($000) $31,147 Shares 366,608 Est. Cost $69.41 Unrealized +15.6%
EQIX EQUINIX INC COMMON 1.3%
Value ($000) $29,964 Shares 59,419 Est. Cost $358.00 Unrealized +18.5%
USB U.S. BANCORP NEW COMMON 1.3%
Value ($000) $29,672 Shares 566,252 Est. Cost $31.37 Unrealized +24.1%
POST POST HOLDINGS INC COMMON 1.3%
Value ($000) $29,351 Shares 282,304 Est. Cost $41.78 Unrealized +68.2%
ORCL ORACLE CORPORATION COMMON 1.3%
Value ($000) $29,292 Shares 514,157 Est. Cost $35.02 Unrealized +40.4%
XLB SPDR MATERIALS SELECT SECTOR ETF 1.2%
Value ($000) $28,357 Shares 484,740 Est. Cost $50.63 Unrealized
KNX KNIGHT-SWIFT TRANSPORTATION 1.2%
Value ($000) $28,346 Shares 863,141 Est. Cost $31.88 Unrealized -6.4%
JNJ JOHNSON & JOHNSON COMMON 1.2%
Value ($000) $28,243 Shares 202,777 Est. Cost $78.24 Unrealized +46.7%
ABIOMED INC COMMON 1.2%
Value ($000) $28,206 Shares 108,279 Est. Cost $247.68 Unrealized
CB CHUBB LIMITED COMMON 1.2%
Value ($000) $27,665 Shares 187,827 Est. Cost $120.44 Unrealized +7.4%
CMCSA COMCAST CORP CLASS A COMMON 1.2%
Value ($000) $26,880 Shares 635,754 Est. Cost $25.75 Unrealized +38.0%
VWO VANGUARD EMERGING MARKETS ETF 1.2%
Value ($000) $26,815 Shares 630,502 Est. Cost $9744.81 Unrealized
VZ VERIZON COMMUNICATIONS COMMON 1.2%
Value ($000) $26,523 Shares 464,258 Est. Cost $28.41 Unrealized +40.9%
LOW LOWE'S COMPANIES COMMON 1.1%
Value ($000) $26,195 Shares 259,592 Est. Cost $85.84 Unrealized +8.9%
BIIB BIOGEN INC. COMMON 1.1%
Value ($000) $25,516 Shares 109,103 Est. Cost $284.89 Unrealized -19.0%
GNTX GENTEX CORPORATION COMMON 1.1%
Value ($000) $25,267 Shares 1,026,687 Est. Cost $17.43 Unrealized +30.0%
TIP ISHARES BARCLAYS US TREASURY 1.1%
Value ($000) $25,116 Shares 217,476 Est. Cost $113.40 Unrealized
CAT CATERPILLAR INC. COMMON 1.0%
Value ($000) $24,103 Shares 176,852 Est. Cost $88.63 Unrealized +29.4%
CVS CVS CAREMARK CORPORATION COMMON 1.0%
Value ($000) $23,212 Shares 425,995 Est. Cost $54.19 Unrealized -19.6%
AWK AMERICAN WATER WORKS COMPANY 1.0%
Value ($000) $22,821 Shares 196,734 Est. Cost $59.76 Unrealized +63.1%
STT STATE STREET CORP. COMMON 1.0%
Value ($000) $22,541 Shares 402,090 Est. Cost $51.55 Unrealized -3.0%
LLY ELI LILLY & CO. COMMON 1.0%
Value ($000) $22,524 Shares 203,300 Est. Cost $54.66 Unrealized +97.6%
KR KROGER COMPANY COMMON 1.0%
Value ($000) $22,211 Shares 1,023,075 Est. Cost $23.24 Unrealized -9.3%
DAL DELTA AIR LINES COMMON 0.9%
Value ($000) $21,808 Shares 384,277 Est. Cost $50.24 Unrealized +6.1%
PFE PFIZER, INC. COMMON 0.9%
Value ($000) $20,260 Shares 467,674 Est. Cost $19.37 Unrealized +50.8%
XLU SPDR UTILITIES SELECT SECTOR ETF 0.9%
Value ($000) $20,146 Shares 337,845 Est. Cost $55.48 Unrealized
KMI KINDER MORGAN INC COMMON 0.9%
Value ($000) $20,140 Shares 964,549 Est. Cost $11.96 Unrealized +14.2%
LQD ISHARES IBOXX INV GR CORP BOND 0.8%
Value ($000) $19,275 Shares 154,985 Est. Cost $37972.79 Unrealized
SLB SCHLUMBERGER LIMITED COMMON 0.8%
Value ($000) $18,644 Shares 469,154 Est. Cost $56.50 Unrealized -40.5%
COP CONOCOPHILLIPS COMMON 0.8%
Value ($000) $17,822 Shares 292,167 Est. Cost $44.67 Unrealized +10.2%
FOXA FOX CORPORATION CLASS A NEW 0.7%
Value ($000) $16,599 Shares 453,034 Est. Cost $34.37 Unrealized -2.4%
VUG VANGUARD GROWTH ETF 0.7%
Value ($000) $16,575 Shares 101,443 Est. Cost $339.45 Unrealized
CVX CHEVRON CORPORATION COMMON 0.7%
Value ($000) $16,052 Shares 128,997 Est. Cost $76.76 Unrealized +17.6%
IWM ISHARES RUSSELL 2000 ETF 0.7%
Value ($000) $15,862 Shares 102,006 Est. Cost $37194.71 Unrealized
GENERAL ELECTRIC COMMON 0.7%
Value ($000) $15,484 Shares 1,474,713 Est. Cost $347.81 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC. 0.6%
Value ($000) $13,629 Shares 173,554 Est. Cost $54.97 Unrealized +6.0%
HAL HALLIBURTON COMPANY COMMON 0.6%
Value ($000) $12,876 Shares 566,219 Est. Cost $44.67 Unrealized -49.2%
BNDX VANGUARD TOTAL INTERNATIONAL 0.5%
Value ($000) $11,129 Shares 194,225 Est. Cost $54.72 Unrealized
KHC KRAFT HEINZ COMPANY COMMON 0.4%
Value ($000) $9,613 Shares 309,699 Est. Cost $22.83 Unrealized 0.0%
IVV ISHARES CORE S&P 500 INDEX ETF 0.4%
Value ($000) $9,266 Shares 31,436 Est. Cost $242.21 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES 0.4%
Value ($000) $9,226 Shares 475,795 Est. Cost $19.08 Unrealized
SRLN SPDR BLACKSTONE GSO SENIOR LOAN 0.4%
Value ($000) $8,699 Shares 188,205 Est. Cost $47.38 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE 0.4%
Value ($000) $8,069 Shares 174,658 Est. Cost $44.36 Unrealized
EMB ISHARES JPMORGAN USD EMERGING 0.3%
Value ($000) $7,832 Shares 69,134 Est. Cost $34392.58 Unrealized
VNQ VANGUARD REIT VIPERS ETF 0.3%
Value ($000) $7,693 Shares 88,021 Est. Cost $32078.50 Unrealized
VNQI VANGUARD GLOBAL EX US REAL 0.3%
Value ($000) $7,548 Shares 127,936 Est. Cost $55.29 Unrealized
XLY SPDR CONSUMER DISCRETIONARY ETF 0.2%
Value ($000) $5,676 Shares 47,621 Est. Cost $171.80 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY 0.1%
Value ($000) $2,574 Shares 25,295 Est. Cost $101.49 Unrealized
XLE SPDR ENERGY SELECT ETF 0.1%
Value ($000) $2,070 Shares 32,487 Est. Cost $62.56 Unrealized
EFA ISHARES MSCI EAFE INDEX ETF FUND 0.1%
Value ($000) $1,782 Shares 27,107 Est. Cost $58.77 Unrealized
SHM SPDR NUVEEN BARCLAYS SHORT TERM 0.1%
Value ($000) $1,324 Shares 27,058 Est. Cost $48.50 Unrealized
WALGREEN BOOTS ALLIANCE INC 0.0%
Value ($000) $841 Shares 14,270 Est. Cost $7985.01 Unrealized
PIMCO DYNAMIC CREDIT INCOME FUND 0.0%
Value ($000) $836 Shares 35,000 Est. Cost $18.26 Unrealized
XLK SPDR TECHNOLOGY SECTOR ETF 0.0%
Value ($000) $832 Shares 10,656 Est. Cost $211.11 Unrealized
XLV SPDR HEALTHCARE SECTOR ETF 0.0%
Value ($000) $703 Shares 7,584 Est. Cost $86.65 Unrealized
T AT&T INC. NEW COMMON 0.0%
Value ($000) $656 Shares 19,569 Est. Cost $13.04 Unrealized +15.6%
VTEB VANGUARD TAX EXEMPT BOND ETF 0.0%
Value ($000) $601 Shares 11,321 Est. Cost $51.00 Unrealized
MPC MARATHON PETROLEUM CORP COMMON 0.0%
Value ($000) $587 Shares 10,506 Est. Cost $47.48 Unrealized -6.8%
WEC WEC ENERGY GROUP COMMON 0.0%
Value ($000) $520 Shares 6,406 Est. Cost $54.57 Unrealized +19.0%
XLP SPDR CONSUMER STAPLES ETF 0.0%
Value ($000) $511 Shares 8,799 Est. Cost $51.52 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $445 Shares 5,354 Est. Cost $87.05 Unrealized
XLI SPDR INDUSTRIAL SELECT SECT ETF 0.0%
Value ($000) $421 Shares 5,440 Est. Cost $292.68 Unrealized
SO SOUTHERN COMPANY COMMON 0.0%
Value ($000) $398 Shares 7,204 Est. Cost $38.55 Unrealized +7.2%
QQQ INVESCO QQQ TRUST SERIES 1 ETF 0.0%
Value ($000) $353 Shares 1,890 Est. Cost $170.76 Unrealized
IBM IBM COMMON 0.0%
Value ($000) $330 Shares 2,392 Est. Cost $104.61 Unrealized -5.7%
BRK/B BERKSHIRE HATHAWAY INC. CLASS B 0.0%
Value ($000) $328 Shares 1,540 Est. Cost $149.22 Unrealized +38.7%
PZA INVESCO NATIONAL AMT FREE 0.0%
Value ($000) $286 Shares 10,963 Est. Cost $25.33 Unrealized
CSX CSX CORPORATION COMMON 0.0%
Value ($000) $283 Shares 3,663 Est. Cost $8.10 Unrealized +190.9%
HYD VANECK VECTORS HIGH YIELD 0.0%
Value ($000) $259 Shares 4,065 Est. Cost $61.16 Unrealized
XLC SPDR COMMUNICATION SERVICES 0.0%
Value ($000) $256 Shares 5,208 Est. Cost $41.27 Unrealized
EMR EMERSON ELECTRIC COMMON 0.0%
Value ($000) $231 Shares 3,467 Est. Cost $50.99 Unrealized +12.7%
IEMG ISHARES CORE MSCI EMERGING MKTS 0.0%
Value ($000) $228 Shares 4,436 Est. Cost $47.12 Unrealized
MMM 3M CO COMMON 0.0%
Value ($000) $221 Shares 1,273 Est. Cost $98.62 Unrealized +22.3%
IVE ISHARES S&P 500 VALUE INDEX 0.0%
Value ($000) $219 Shares 1,877 Est. Cost $101.23 Unrealized
NTRS NORTHERN TRUST CORP. COMMON 0.0%
Value ($000) $198 Shares 2,200 Est. Cost $45.46 Unrealized +65.0%
DE DEERE & COMPANY COMMON 0.0%
Value ($000) $196 Shares 1,184 Est. Cost $139.74 Unrealized +1.2%
DVY ISHARES DJ SELECT DIVIDEND ETF 0.0%
Value ($000) $193 Shares 1,941 Est. Cost $94.05 Unrealized
VOO VANGUARD S&P 500 INDEX ETF 0.0%
Value ($000) $187 Shares 695 Est. Cost $188400.00 Unrealized
MARATHON OIL CORP. COMMON 0.0%
Value ($000) $178 Shares 12,506 Est. Cost $16.39 Unrealized
XLF SPDR FINANCIAL SELECT ETF 0.0%
Value ($000) $177 Shares 6,428 Est. Cost $26.36 Unrealized
PIONEER NATURAL RESOURCES CO. 0.0%
Value ($000) $172 Shares 1,119 Est. Cost $229810.17 Unrealized
ICE INTERCONTINENTAL EXCHANGE GRP 0.0%
Value ($000) $172 Shares 2,000 Est. Cost $48.00 Unrealized +56.2%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $170 Shares 1,078 Est. Cost $118.74 Unrealized
DD DUPONT DE NEMOURS INC COMMON 0.0%
Value ($000) $163 Shares 2,167 Est. Cost $27.24 Unrealized 0.0%
IJT ISHARES S&P SMALL CAP 600 GROWTH 0.0%
Value ($000) $156 Shares 856 Est. Cost $155.37 Unrealized
CERNER CORPORATION COMMON 0.0%
Value ($000) $154 Shares 2,101 Est. Cost $36621.01 Unrealized
IMCB ISHARES MORNINGSTAR MID CAP ETF 0.0%
Value ($000) $153 Shares 789 Est. Cost $181.24 Unrealized
VO VANGUARD MID CAP ETF 0.0%
Value ($000) $151 Shares 903 Est. Cost $138.17 Unrealized
IWO ISHARES ISHARES RUSSELL 2000 GR 0.0%
Value ($000) $142 Shares 705 Est. Cost $190.07 Unrealized
IJS ISHARES S&P SMALLCAP 600 VALUE 0.0%
Value ($000) $137 Shares 922 Est. Cost $139.91 Unrealized
ESBA EMPIRE STATE REALTY OP LP 0.0%
Value ($000) $136 Shares 9,176 Est. Cost $14.82 Unrealized
PFF ISHARES S&P US PREFERRED STOCK 0.0%
Value ($000) $133 Shares 3,608 Est. Cost $518.78 Unrealized
AMGN AMGEN INC. COMMON 0.0%
Value ($000) $133 Shares 722 Est. Cost $117.28 Unrealized +24.6%
NWN NORTHWEST NATURAL HOLDING CO 0.0%
Value ($000) $132 Shares 1,906 Est. Cost $66.85 Unrealized +1.2%
ABT ABBOTT LABORATORIES COMMON 0.0%
Value ($000) $126 Shares 1,500 Est. Cost $45.09 Unrealized +55.7%
DUK DUKE ENERGY CORP. NEW COMMON 0.0%
Value ($000) $124 Shares 1,403 Est. Cost $62.61 Unrealized +8.2%
GLD SPDR GOLD TRUST ETF 0.0%
Value ($000) $123 Shares 921 Est. Cost $8840.64 Unrealized
UPS UNITED PARCEL SERVICES - CL B 0.0%
Value ($000) $122 Shares 1,181 Est. Cost $83.02 Unrealized -3.5%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $120 Shares 407 Est. Cost $87.61 Unrealized +217.0%
YUM YUM! BRANDS INC. COMMON 0.0%
Value ($000) $114 Shares 1,088 Est. Cost $78.32 Unrealized +17.3%
BA BOEING CO COMMON 0.0%
Value ($000) $114 Shares 312 Est. Cost $179.31 Unrealized +99.2%
DOW DOW CORPORATION COMMON 0.0%
Value ($000) $109 Shares 2,207 Est. Cost $36.37 Unrealized 0.0%
IVW ISHARES S&P 500 GROWTH INDEX 0.0%
Value ($000) $109 Shares 608 Est. Cost $121.71 Unrealized
RAYTHEON COMPANY NEW COMMON 0.0%
Value ($000) $105 Shares 602 Est. Cost $28812.40 Unrealized
MCD MCDONALD'S CORPORATION COMMON 0.0%
Value ($000) $100 Shares 480 Est. Cost $149.32 Unrealized +13.7%
ABBV ABBVIE INC COMMON 0.0%
Value ($000) $98 Shares 1,343 Est. Cost $38.08 Unrealized +56.0%
SF STIFEL FINANCIAL CORP COMMON 0.0%
Value ($000) $89 Shares 1,500 Est. Cost $28.27 Unrealized +21.6%
GIS GENERAL MILLS COMMON 0.0%
Value ($000) $83 Shares 1,582 Est. Cost $34.72 Unrealized +18.7%
SBUX STARBUCKS CORPORATION COMMON 0.0%
Value ($000) $80 Shares 960 Est. Cost $51.40 Unrealized +32.1%
SON SUNOCO PRODUCTS COMPANY COMMON 0.0%
Value ($000) $79 Shares 1,212 Est. Cost $50.02 Unrealized 0.0%
ECL ECOLAB INC COMMON 0.0%
Value ($000) $79 Shares 400 Est. Cost $173.21 Unrealized 0.0%
ADAMS NATURAL RESOURCES FUND INC 0.0%
Value ($000) $73 Shares 4,429 Est. Cost $20.43 Unrealized
SPGI S&P GLOBAL INC COMMON 0.0%
Value ($000) $72 Shares 318 Est. Cost $206.56 Unrealized 0.0%
IJR ISHARES S&P SMALL CAP 600 0.0%
Value ($000) $71 Shares 905 Est. Cost $69.38 Unrealized
HRL HORMEL FOODS CORP. COMMON 0.0%
Value ($000) $69 Shares 1,692 Est. Cost $31.07 Unrealized +9.2%
PPG PPG INDUSTRIES COMMON 0.0%
Value ($000) $68 Shares 582 Est. Cost $90.41 Unrealized +11.0%
QCOM QUALCOMM INC. COMMON 0.0%
Value ($000) $65 Shares 849 Est. Cost $53.84 Unrealized +16.5%
KELLOGG COMMON 0.0%
Value ($000) $65 Shares 1,212 Est. Cost $43.23 Unrealized -3.6%
CTVA CORTEVA INC COMMON 0.0%
Value ($000) $64 Shares 2,165 Est. Cost $25.02 Unrealized 0.0%
ENR ENERGIZER HOLDINGS INC NEW 0.0%
Value ($000) $62 Shares 1,607 Est. Cost $28.77 Unrealized +21.6%
BMO BANK OF MONTREAL COMMON 0.0%
Value ($000) $60 Shares 800 Est. Cost $54.72 Unrealized +5.3%
DEO DIAGEO PLC COMMON 0.0%
Value ($000) $58 Shares 339 Est. Cost $88028.17 Unrealized
KMB KIMBERLY CLARK COMPANY COMMON 0.0%
Value ($000) $57 Shares 426 Est. Cost $84.40 Unrealized +21.1%
KO COCA-COLA COMMON 0.0%
Value ($000) $55 Shares 1,089 Est. Cost $39.86 Unrealized +0.2%
ADM ARCHER DANIELS MIDLAND COMMON 0.0%
Value ($000) $53 Shares 1,293 Est. Cost $33.99 Unrealized +0.3%
BP BP PLC - ADR COMMON 0.0%
Value ($000) $51 Shares 1,232 Est. Cost $40.71 Unrealized
YUMC YUM CHINA HOLDINGS COMMON 0.0%
Value ($000) $49 Shares 1,088 Est. Cost $40.34 Unrealized +7.6%
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $48 Shares 307 Est. Cost $162.87 Unrealized
MET METLIFE INC. COMMON 0.0%
Value ($000) $44 Shares 876 Est. Cost $33.78 Unrealized +11.3%
EEM ISHARES MSCI EMERGING MARKETS 0.0%
Value ($000) $44 Shares 1,020 Est. Cost $2564.03 Unrealized
EPC EDGEWELL PERSONAL CARE CO COMMON 0.0%
Value ($000) $43 Shares 1,607 Est. Cost $82.42 Unrealized -60.5%
OKE ONEOK INC COMMON (NEW) 0.0%
Value ($000) $43 Shares 625 Est. Cost $26.06 Unrealized +68.3%
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $42 Shares 500 Est. Cost $72.00 Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $42 Shares 800 Est. Cost $57.84 Unrealized -5.4%
XEL XCEL ENERGY INC. COMMON 0.0%
Value ($000) $41 Shares 700 Est. Cost $39.30 Unrealized +19.4%
HON HONEYWELL INTERNATIONAL, INC. 0.0%
Value ($000) $41 Shares 232 Est. Cost $117.66 Unrealized +17.8%
TD TORONTO DOMINION BANK COMMON 0.0%
Value ($000) $41 Shares 700 Est. Cost $54.74 Unrealized +2.7%
ETN EATON CORP NEW COMMON 0.0%
Value ($000) $40 Shares 483 Est. Cost $59.63 Unrealized +19.7%
NSC NORFOLK SOUTHERN COMMON 0.0%
Value ($000) $40 Shares 200 Est. Cost $79.67 Unrealized +117.6%
CASY CASEY'S GENERAL STORES COMMON 0.0%
Value ($000) $39 Shares 250 Est. Cost $109.41 Unrealized +19.4%
CME CME GROUP INC COMMON 0.0%
Value ($000) $39 Shares 200 Est. Cost $121.09 Unrealized +19.3%
MDLZ MONDELEZ INT'L INC. A COMMON 0.0%
Value ($000) $38 Shares 700 Est. Cost $35.59 Unrealized +23.9%
ENB ENBRIDGE INC COMMON 0.0%
Value ($000) $38 Shares 1,044 Est. Cost $20.25 Unrealized +16.0%
UNILEVER PLC SPONSORED ADR 0.0%
Value ($000) $35 Shares 563 Est. Cost $45310.84 Unrealized
MDU MDU RESOURCES GROUP INC. COMMON 0.0%
Value ($000) $35 Shares 1,350 Est. Cost $7.99 Unrealized 0.0%
WYNDHAM WORLDWIDE CORP. COMMON 0.0%
Value ($000) $34 Shares 800 Est. Cost $78.75 Unrealized
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL 0.0%
Value ($000) $34 Shares 1,209 Est. Cost $29.78 Unrealized
DON WISDOMTREE TRUST ETF 0.0%
Value ($000) $33 Shares 932 Est. Cost $53.29 Unrealized
INTC INTEL CORPORATION COMMON 0.0%
Value ($000) $33 Shares 683 Est. Cost $35.28 Unrealized +22.1%
AEE AMEREN CORPORATION COMMON 0.0%
Value ($000) $32 Shares 426 Est. Cost $31.75 Unrealized +92.1%
DOV DOVER CORPORATION COMMON 0.0%
Value ($000) $30 Shares 300 Est. Cost $87.19 Unrealized 0.0%
CC CHEMOURS COMPANY COMMON 0.0%
Value ($000) $30 Shares 1,255 Est. Cost $27.31 Unrealized -18.4%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $29 Shares 208 Est. Cost $71.58 Unrealized +45.5%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $29 Shares 262 Est. Cost $80950.38 Unrealized
ADP AUTOMATIC DATA PROCESSING COMMON 0.0%
Value ($000) $25 Shares 150 Est. Cost $73.02 Unrealized +93.1%
MO ALTRIA GROUP INC. COMMON 0.0%
Value ($000) $24 Shares 514 Est. Cost $32.19 Unrealized -3.9%
CLX CLOROX COMPANY COMMON 0.0%
Value ($000) $23 Shares 150 Est. Cost $100.94 Unrealized +24.5%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $22 Shares 350 Est. Cost $82.86 Unrealized
WELL WELLTOWER INC COMMON 0.0%
Value ($000) $22 Shares 276 Est. Cost $59.05 Unrealized +8.4%
IJK ISHARES S&P MIDCAP 400 GRWTH 0.0%
Value ($000) $22 Shares 96 Est. Cost $229.17 Unrealized
IJJ ISHARES S&P MIDCAP 400 VALUE 0.0%
Value ($000) $20 Shares 128 Est. Cost $164.06 Unrealized
MA MASTERCARD INC COMMON 0.0%
Value ($000) $19 Shares 70 Est. Cost $159.06 Unrealized +51.7%
RSPT INVESCO S&P 500 EQUAL WEIGHT 0.0%
Value ($000) $19 Shares 109 Est. Cost $165.14 Unrealized
C CITIGROUP INC. COMMON (NEW) 0.0%
Value ($000) $17 Shares 248 Est. Cost $40.94 Unrealized +29.2%
PSX PHILLIPS 66 COMMON 0.0%
Value ($000) $16 Shares 175 Est. Cost $63.78 Unrealized +7.4%
IYR ISHARES DJ US REAL ESTATE ETF 0.0%
Value ($000) $16 Shares 179 Est. Cost $74.94 Unrealized
AFL AFLAC INC. COMMON 0.0%
Value ($000) $15 Shares 273 Est. Cost $37.56 Unrealized +17.4%
OXY OCCIDENTAL PETROLEUM COMMON 0.0%
Value ($000) $15 Shares 300 Est. Cost $60.79 Unrealized -19.7%
COST COSTCO WHOLESALE CORP COMMON 0.0%
Value ($000) $15 Shares 55 Est. Cost $125.22 Unrealized +81.0%
OGS ONE GAS INC COMMON 0.0%
Value ($000) $14 Shares 156 Est. Cost $42.74 Unrealized +107.0%
OLED UNIVERSAL DISPLAY CORP COMMON 0.0%
Value ($000) $14 Shares 75 Est. Cost $68.17 Unrealized +132.0%
SJM JM SMUCKER NEW COMMON 0.0%
Value ($000) $14 Shares 121 Est. Cost $109.93 Unrealized -10.5%
THO THOR INDUSTRIES INC. COMMON 0.0%
Value ($000) $12 Shares 200 Est. Cost $47.71 Unrealized +10.5%
AMD ADVANCED MICRO DEVICES COMMON 0.0%
Value ($000) $12 Shares 397 Est. Cost $11.86 Unrealized +140.6%
AZN ASTRAZENECA PLC COMMON 0.0%
Value ($000) $12 Shares 290 Est. Cost $35.26 Unrealized
PFG PRINCIPAL FINANCIAL GROUP, INC. 0.0%
Value ($000) $11 Shares 184 Est. Cost $30.95 Unrealized +37.6%
LUV SOUTHWEST AIRLINES CO COMMON 0.0%
Value ($000) $11 Shares 212 Est. Cost $47.77 Unrealized -0.4%
SILK ROAD MEDICAL INC COMMON 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
BAC BANK OF AMERICA CORP. COMMON 0.0%
Value ($000) $10 Shares 328 Est. Cost $20.52 Unrealized +19.4%
LKNCY LUCKIN COFFEE INC COMMON ADR 0.0%
Value ($000) $10 Shares 525 Est. Cost $19.05 Unrealized
AEP AMERICAN ELECTRIC POWER COMMON 0.0%
Value ($000) $9 Shares 97 Est. Cost $62.45 Unrealized +9.2%
APD AIR PRODUCTS & CHEMICALS COMMON 0.0%
Value ($000) $8 Shares 37 Est. Cost $135.57 Unrealized +30.0%
O REALTY INCOME CORPORATION COMMON 0.0%
Value ($000) $8 Shares 116 Est. Cost $47.55 Unrealized +4.0%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $8 Shares 178 Est. Cost $32.00 Unrealized +21.2%
VOE VANGUARD MID CAP VALUE ETF 0.0%
Value ($000) $8 Shares 68 Est. Cost $86941.18 Unrealized
DRI DARDEN RESTAURANTS, INC. COMMON 0.0%
Value ($000) $8 Shares 64 Est. Cost $90.64 Unrealized +9.2%
GD GENERAL DYNAMICS COMMON 0.0%
Value ($000) $7 Shares 40 Est. Cost $147.49 Unrealized +0.2%
D DOMINION ENERGY INC. COMMON 0.0%
Value ($000) $7 Shares 88 Est. Cost $53.89 Unrealized +5.5%
VLO VALERO ENERGY CORP. COMMON 0.0%
Value ($000) $7 Shares 79 Est. Cost $62.40 Unrealized +1.0%
BCE BCE INC. COMMON 0.0%
Value ($000) $7 Shares 150 Est. Cost $27.00 Unrealized +8.0%
OSBC OLD SECOND BANCORP INC. COMMON 0.0%
Value ($000) $7 Shares 564 Est. Cost $11.89 Unrealized 0.0%
CAR AVIS BUDGET GROUP INC COMMON 0.0%
Value ($000) $7 Shares 200 Est. Cost $37.79 Unrealized -15.6%
HPQ HP INC COMMON 0.0%
Value ($000) $6 Shares 280 Est. Cost $14.60 Unrealized +7.6%
AMT AMERICAN TOWER REIT 0.0%
Value ($000) $6 Shares 28 Est. Cost $102.88 Unrealized +63.5%
TDG TRANSDIGM GROUP INC. COMMON 0.0%
Value ($000) $6 Shares 13 Est. Cost $177.38 Unrealized +95.8%
FDX FEDEX CORPORATION 0.0%
Value ($000) $5 Shares 30 Est. Cost $141.62 Unrealized +9.3%
MOS THE MOSAIC COMPANY COMMON 0.0%
Value ($000) $5 Shares 200 Est. Cost $20.19 Unrealized +6.8%
MRK MERCK & CO INC COMMON (NEW) 0.0%
Value ($000) $5 Shares 64 Est. Cost $55.15 Unrealized +12.7%
CDK GLOBAL INC COMMON 0.0%
Value ($000) $5 Shares 100 Est. Cost $21650.86 Unrealized
BABA ALIBABA GROUP HOLDING ADR 0.0%
Value ($000) $5 Shares 28 Est. Cost $178.57 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $4 Shares 275 Est. Cost $11.22 Unrealized +9.2%
MSI MOTOROLA, INC. COMMON 0.0%
Value ($000) $4 Shares 23 Est. Cost $99.23 Unrealized +39.0%
TDC TERADATA CORP COMMON 0.0%
Value ($000) $4 Shares 100 Est. Cost $41.61 Unrealized -6.3%
F FORD MOTOR COMMON 0.0%
Value ($000) $4 Shares 400 Est. Cost $7.67 Unrealized -7.4%
UNH UNITEDHEALTH GROUP INC COMMON 0.0%
Value ($000) $4 Shares 16 Est. Cost $198.36 Unrealized +8.6%
MSM MSC INDUSTRIAL DIRECT CO INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $72.67 Unrealized +6.2%
AXTA AXALTA COATING SYSTEMS LTD 0.0%
Value ($000) $4 Shares 141 Est. Cost $31.11 Unrealized -14.8%
CGNX COGNEX CORPORATION COMMON STOCK 0.0%
Value ($000) $4 Shares 73 Est. Cost $55.17 Unrealized -18.3%
MOLECULIN BIOTECH INC COMMON 0.0%
Value ($000) $3 Shares 2,500 Est. Cost $1.20 Unrealized
TOTAL SYSTEM SERVICES, INC. 0.0%
Value ($000) $3 Shares 27 Est. Cost $74.07 Unrealized
EMCLAIRE FINANCIAL CORP COMMON 0.0%
Value ($000) $3 Shares 103 Est. Cost $38.83 Unrealized
LIT GLOBAL X LITHIUM AND BATTERY 0.0%
Value ($000) $3 Shares 132 Est. Cost $30.30 Unrealized
MFC MANULIFE FINANCIAL INC. COMMON 0.0%
Value ($000) $2 Shares 129 Est. Cost $18.92 Unrealized -6.0%
TRV TRAVELERS COS INC/THE COMMON 0.0%
Value ($000) $2 Shares 11 Est. Cost $105.47 Unrealized +18.5%
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 -1.7%
PCG PACIFIC GAS AND ELECTRIC CO 0.0%
Value ($000) $2 Shares 78 Est. Cost $40.65 Unrealized -51.1%
NRG NRG ENERGY INC COMMON 0.0%
Value ($000) $2 Shares 50 Est. Cost $26.82 Unrealized +17.0%
AVGO BROADCOM INC COMMON (NEW) 0.0%
Value ($000) $1 Shares 2 Est. Cost $19.53 Unrealized +24.9%
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $305.76 Unrealized +22.6%
VYX NCR CORPORATION COMMON 0.0%
Value ($000) $1 Shares 44 Est. Cost $20.29 Unrealized -8.4%
AMPIO PHARMACEUTICALS INC. 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $4.00 Unrealized
DXC DXC TECHNOLOGY COMPANY COMMON 0.0%
Value ($000) $1 Shares 23 Est. Cost $67.05 Unrealized -16.7%
MICRO FOCUS INTERNATIONAL PLC 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
DKS DICKS SPORTING GOODS, INC. 0.0%
Value ($000) $0 Shares 13 Est. Cost $36.47 Unrealized -18.4%
FRONTIER COMMUNICATIONS NEW 0.0%
Value ($000) $0 Shares 36 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 4 Est. Cost $33.33 Unrealized
CENTURYLINK COMMON 0.0%
Value ($000) $0 Shares 23 Est. Cost $20.27 Unrealized
CNDT CONDUENT INC COMMON 0.0%
Value ($000) $0 Shares 1 Est. Cost $19.31 Unrealized -44.0%
PERSPECTA INC COMMON 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized