FOSTER & MOTLEY INC Diversified Active

CIK: 0001163902 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 31, 2017

Total Value ($000): $566,040 (100.0% shares, 0.0% debt)

Holdings (202)

EFAV iShares MSCI EAFE Min Volatility ETF 3.6%
Value ($000) $20,532 Shares 296,531 Est. Cost $61.49 Unrealized
MSFT Microsoft Corp 2.8%
Value ($000) $15,771 Shares 228,799 Est. Cost $31.86 Unrealized +95.6%
FNDE Schwab Fundamental Emerg Mkts Lg Co ETF 2.8%
Value ($000) $15,697 Shares 589,675 Est. Cost $22.43 Unrealized
TD Toronto-Dominion Bank 2.4%
Value ($000) $13,682 Shares 271,572 Est. Cost $43.11 Unrealized +11.9%
AAPL Apple Computer Inc 2.1%
Value ($000) $12,148 Shares 84,349 Est. Cost $27.33 Unrealized +25.6%
ORCL Oracle Corporation 2.1%
Value ($000) $11,993 Shares 239,189 Est. Cost $30.05 Unrealized +33.4%
iShares Gold Trust ETF 2.1%
Value ($000) $11,992 Shares 1,004,373 Est. Cost $11.71 Unrealized
WMT Wal-Mart Stores Inc 2.0%
Value ($000) $11,311 Shares 149,457 Est. Cost $20.18 Unrealized +9.1%
Total S.A. ADS 1.9%
Value ($000) $10,825 Shares 218,295 Est. Cost $48.27 Unrealized
TRV Travelers Companies Inc 1.9%
Value ($000) $10,753 Shares 84,984 Est. Cost $67.25 Unrealized +51.5%
VBR Vanguard Small Cap Value ETF 1.8%
Value ($000) $10,386 Shares 84,499 Est. Cost $112.23 Unrealized
SCHP Schwab US TIPS ETF 1.8%
Value ($000) $10,015 Shares 181,892 Est. Cost $54.62 Unrealized
PFE Pfizer Incorporated 1.8%
Value ($000) $9,909 Shares 295,004 Est. Cost $18.10 Unrealized +19.4%
SCHH Schwab U.S. REIT ETF 1.7%
Value ($000) $9,691 Shares 235,154 Est. Cost $41.49 Unrealized
HAS Hasbro Inc 1.7%
Value ($000) $9,670 Shares 86,716 Est. Cost $35.26 Unrealized +116.9%
VZ Verizon Communications 1.6%
Value ($000) $8,867 Shares 198,545 Est. Cost $27.47 Unrealized +7.5%
JPM J P Morgan Chase & Co. 1.5%
Value ($000) $8,748 Shares 95,714 Est. Cost $41.25 Unrealized +66.1%
United Technologies Corp 1.5%
Value ($000) $8,659 Shares 70,909 Est. Cost $93.88 Unrealized
PowerShares Emerging Mkts Sovereign Debt ETF 1.5%
Value ($000) $8,437 Shares 288,264 Est. Cost $28.16 Unrealized
PEP PepsiCo Incorporated 1.4%
Value ($000) $7,947 Shares 68,807 Est. Cost $61.69 Unrealized +43.0%
CSCO Cisco Systems Inc 1.4%
Value ($000) $7,801 Shares 249,226 Est. Cost $18.83 Unrealized +33.1%
AMGN Amgen Incorporated 1.4%
Value ($000) $7,757 Shares 45,038 Est. Cost $88.03 Unrealized +42.4%
JNJ Johnson & Johnson 1.4%
Value ($000) $7,748 Shares 58,570 Est. Cost $73.84 Unrealized +36.0%
XOM Exxon Mobil Corporation 1.4%
Value ($000) $7,736 Shares 95,824 Est. Cost $54.57 Unrealized +1.6%
MMM 3M Company 1.4%
Value ($000) $7,675 Shares 36,864 Est. Cost $62.09 Unrealized +100.8%
BDX Becton Dickinson & Co 1.3%
Value ($000) $7,310 Shares 37,467 Est. Cost $86.56 Unrealized +85.5%
WFC Wells Fargo & Company 1.3%
Value ($000) $7,309 Shares 131,905 Est. Cost $30.03 Unrealized +40.5%
VNQ Vanguard Reit Index ETF 1.1%
Value ($000) $6,077 Shares 73,017 Est. Cost $76.81 Unrealized
CVX Chevron Corp 1.1%
Value ($000) $6,026 Shares 57,756 Est. Cost $70.78 Unrealized +3.4%
MCK McKesson HBOC Inc 1.0%
Value ($000) $5,909 Shares 35,911 Est. Cost $116.21 Unrealized +21.8%
PowerShares FTSE RAFI Emerging Markets ETF 1.0%
Value ($000) $5,848 Shares 294,615 Est. Cost $14.35 Unrealized
CB Chubb Ltd 1.0%
Value ($000) $5,636 Shares 38,770 Est. Cost $99.15 Unrealized +21.9%
PG Procter & Gamble 1.0%
Value ($000) $5,502 Shares 63,129 Est. Cost $58.64 Unrealized +19.6%
Janus Velocity Tail Risk Hdgd Lg Cp ETF 1.0%
Value ($000) $5,403 Shares 183,933 Est. Cost $29.37 Unrealized
COM Direxion Auspice Broad Commodity 0.9%
Value ($000) $5,063 Shares 210,102 Est. Cost $25.02 Unrealized
TXN Texas Instruments Inc 0.9%
Value ($000) $4,979 Shares 64,718 Est. Cost $35.45 Unrealized +78.2%
HON Honeywell International 0.9%
Value ($000) $4,968 Shares 37,274 Est. Cost $69.48 Unrealized +42.1%
USB US Bancorp 0.9%
Value ($000) $4,891 Shares 94,205 Est. Cost $24.41 Unrealized +51.5%
GIS General Mills Inc 0.9%
Value ($000) $4,840 Shares 87,372 Est. Cost $38.71 Unrealized +8.5%
Discover Financial Services 0.8%
Value ($000) $4,738 Shares 76,193 Est. Cost $56.22 Unrealized
FDX FedEx Corp. 0.8%
Value ($000) $4,727 Shares 21,751 Est. Cost $141.75 Unrealized +20.6%
INTC Intel Corp 0.8%
Value ($000) $4,713 Shares 139,673 Est. Cost $23.51 Unrealized +25.8%
ACN Accenture Ltd Cl A 0.8%
Value ($000) $4,682 Shares 37,854 Est. Cost $90.78 Unrealized +18.0%
MBB iShares MBS Bond ETF 0.8%
Value ($000) $4,668 Shares 43,722 Est. Cost $107.36 Unrealized
IP International Paper Co 0.8%
Value ($000) $4,575 Shares 80,818 Est. Cost $27.31 Unrealized +27.2%
UGI UGI Corporation New 0.8%
Value ($000) $4,523 Shares 93,434 Est. Cost $28.78 Unrealized +72.8%
LYB LyondellBasell Industrials NV 0.7%
Value ($000) $4,196 Shares 49,717 Est. Cost $48.67 Unrealized +2.3%
LOW Lowes Companies Inc 0.7%
Value ($000) $4,194 Shares 54,094 Est. Cost $64.50 Unrealized +8.1%
VGIT Vanguard Interm-Tm Govt Bd Inx ETF 0.7%
Value ($000) $4,096 Shares 63,358 Est. Cost $63.89 Unrealized
Bunge Ltd. 0.7%
Value ($000) $4,091 Shares 54,836 Est. Cost $78.29 Unrealized
THG The Hanover Insurance Group Inc. 0.7%
Value ($000) $3,929 Shares 44,331 Est. Cost $53.06 Unrealized +25.5%
VLO Valero Energy Corp New 0.7%
Value ($000) $3,906 Shares 57,907 Est. Cost $42.49 Unrealized +8.3%
TMO Thermo Fisher Scientific Inc. 0.6%
Value ($000) $3,603 Shares 20,652 Est. Cost $90.97 Unrealized +80.4%
EGP EastGroup Properties Inc. 0.6%
Value ($000) $3,600 Shares 42,960 Est. Cost $59.73 Unrealized
UNP Union Pacific 0.6%
Value ($000) $3,584 Shares 32,907 Est. Cost $79.45 Unrealized +13.4%
Global X MLP & Energy Infrastructure ETF 0.6%
Value ($000) $3,506 Shares 254,061 Est. Cost $11.61 Unrealized
MCD McDonald's Corp. 0.6%
Value ($000) $3,370 Shares 22,001 Est. Cost $71.71 Unrealized +64.4%
Time Warner Inc. 0.5%
Value ($000) $3,003 Shares 29,909 Est. Cost $81.96 Unrealized
KR Kroger Company 0.5%
Value ($000) $2,890 Shares 123,922 Est. Cost $22.00 Unrealized +7.4%
IBM Intl Business Machines 0.5%
Value ($000) $2,880 Shares 18,721 Est. Cost $116.41 Unrealized -10.9%
KMB Kimberly-Clark Corp 0.5%
Value ($000) $2,851 Shares 22,081 Est. Cost $63.74 Unrealized +51.0%
ABBV AbbVie Inc. 0.5%
Value ($000) $2,844 Shares 39,226 Est. Cost $30.13 Unrealized +55.9%
TIP iShares TIPS Bond ETF 0.5%
Value ($000) $2,809 Shares 24,765 Est. Cost $112.28 Unrealized
UNH UnitedHealth Group Inc. 0.5%
Value ($000) $2,807 Shares 15,139 Est. Cost $114.73 Unrealized +33.1%
SWK Stanley Black & Decker, Inc. 0.5%
Value ($000) $2,777 Shares 19,730 Est. Cost $77.65 Unrealized +40.0%
CLDT Chatham Lodging Trust 0.5%
Value ($000) $2,700 Shares 134,387 Est. Cost $26.11 Unrealized
EG Everest Re Group Ltd 0.5%
Value ($000) $2,690 Shares 10,566 Est. Cost $108.95 Unrealized +89.6%
MUNI PIMCO Intermediate Muni Bond Strgy ETF 0.5%
Value ($000) $2,673 Shares 50,002 Est. Cost $53.19 Unrealized
VTEB Vanguard Tax-Exempt Bond Index ETF 0.5%
Value ($000) $2,659 Shares 51,807 Est. Cost $50.90 Unrealized
LAND Gladstone Land Corporation 0.5%
Value ($000) $2,608 Shares 223,510 Est. Cost $11.14 Unrealized
EXC Exelon Corporation 0.5%
Value ($000) $2,580 Shares 71,529 Est. Cost $16.67 Unrealized +13.1%
BRX Brixmor Property Group Inc. 0.4%
Value ($000) $2,543 Shares 142,253 Est. Cost $23.30 Unrealized
Wyndham Worldwide Corporation 0.4%
Value ($000) $2,489 Shares 24,784 Est. Cost $86.41 Unrealized
CCL Carnival Corp 0.4%
Value ($000) $2,427 Shares 37,015 Est. Cost $46.19 Unrealized +22.2%
TGT Target Corporation 0.4%
Value ($000) $2,412 Shares 46,134 Est. Cost $56.46 Unrealized -24.6%
T A T & T Inc. 0.4%
Value ($000) $2,395 Shares 63,478 Est. Cost $12.92 Unrealized +23.3%
Life Storage Inc. 0.4%
Value ($000) $2,375 Shares 32,050 Est. Cost $87.39 Unrealized
F Ford Motor Company 0.4%
Value ($000) $2,363 Shares 211,194 Est. Cost $8.00 Unrealized -11.3%
SBR Sabine Royalty Trust 0.4%
Value ($000) $2,287 Shares 59,024 Est. Cost $45.71 Unrealized
ETR Entergy Corp New 0.4%
Value ($000) $2,282 Shares 29,731 Est. Cost $26.48 Unrealized +5.5%
PRU Prudential Financial Inc 0.4%
Value ($000) $2,223 Shares 20,561 Est. Cost $51.94 Unrealized +36.9%
NEM Newmont Mining Corp 0.4%
Value ($000) $2,166 Shares 66,877 Est. Cost $21.49 Unrealized +23.7%
EFX Equifax Inc 0.4%
Value ($000) $2,166 Shares 15,764 Est. Cost $88.69 Unrealized +43.0%
Annaly Capital Management 0.4%
Value ($000) $2,130 Shares 176,803 Est. Cost $10.62 Unrealized
DoubleLine Income Solutions Fund 0.4%
Value ($000) $2,111 Shares 102,251 Est. Cost $19.20 Unrealized
BND Vanguard Total Bond Market ETF 0.4%
Value ($000) $2,032 Shares 24,834 Est. Cost $81.98 Unrealized
HCP Inc REIT 0.4%
Value ($000) $2,016 Shares 63,082 Est. Cost $37.10 Unrealized
TJX T J X Cos Inc 0.3%
Value ($000) $1,851 Shares 25,644 Est. Cost $20.98 Unrealized +59.2%
NOC Northrop Grumman Corp 0.3%
Value ($000) $1,638 Shares 6,380 Est. Cost $65.16 Unrealized +233.8%
PNC PNC Financial Services 0.3%
Value ($000) $1,604 Shares 12,848 Est. Cost $69.19 Unrealized +30.6%
Aetna Inc 0.3%
Value ($000) $1,594 Shares 10,501 Est. Cost $93.20 Unrealized
GDX VanEck Vectors Gold Miners ETF 0.3%
Value ($000) $1,557 Shares 70,532 Est. Cost $20.92 Unrealized
KSS Kohls Corp 0.3%
Value ($000) $1,510 Shares 39,047 Est. Cost $43.34 Unrealized -11.5%
ZD j2 Global, Inc. 0.3%
Value ($000) $1,487 Shares 17,478 Est. Cost $74.66 Unrealized 0.0%
TSN Tyson Foods Inc 0.3%
Value ($000) $1,476 Shares 23,574 Est. Cost $53.46 Unrealized -8.6%
Vectren Corporation 0.2%
Value ($000) $1,299 Shares 22,230 Est. Cost $38.67 Unrealized
TM Toyota Motor Corporation 0.2%
Value ($000) $1,251 Shares 11,910 Est. Cost $116.72 Unrealized
C.R. Bard, Inc. 0.2%
Value ($000) $1,249 Shares 3,950 Est. Cost $181.95 Unrealized
CMS CMS Energy Corp 0.2%
Value ($000) $1,226 Shares 26,498 Est. Cost $19.06 Unrealized +88.2%
LEA Lear Corp 0.2%
Value ($000) $1,097 Shares 7,724 Est. Cost $119.56 Unrealized 0.0%
CVS C V S Caremark Corp. 0.2%
Value ($000) $1,085 Shares 13,488 Est. Cost $63.71 Unrealized -5.3%
DIS Disney Walt Hldg Co 0.2%
Value ($000) $1,061 Shares 9,990 Est. Cost $60.70 Unrealized +68.8%
Cerner Corp 0.2%
Value ($000) $1,053 Shares 15,847 Est. Cost $74.75 Unrealized
BXMT Blackstone Mortgage Trust, Inc 0.2%
Value ($000) $1,049 Shares 33,193 Est. Cost $27.48 Unrealized
PPG PPG Industries Inc 0.2%
Value ($000) $1,024 Shares 9,308 Est. Cost $75.04 Unrealized +22.8%
GD General Dynamics Corp 0.2%
Value ($000) $1,019 Shares 5,146 Est. Cost $89.02 Unrealized +82.0%
CBS Corporation Cl B New 0.2%
Value ($000) $997 Shares 15,638 Est. Cost $60.39 Unrealized
CNI Canadian Natl RR Co. 0.2%
Value ($000) $992 Shares 12,239 Est. Cost $58.61 Unrealized +11.0%
SJM J M Smuckers Co 0.2%
Value ($000) $992 Shares 8,380 Est. Cost $109.93 Unrealized -12.4%
CNP CenterPoint Energy, Inc. 0.2%
Value ($000) $971 Shares 35,476 Est. Cost $16.73 Unrealized +28.4%
MINT Pimco Enhanced Short Maturity Active ETF 0.2%
Value ($000) $931 Shares 9,148 Est. Cost $101.46 Unrealized
ROST Ross Stores, Inc 0.2%
Value ($000) $922 Shares 15,968 Est. Cost $40.37 Unrealized +41.8%
EIX Edison Intl. (SCE) 0.2%
Value ($000) $913 Shares 11,671 Est. Cost $51.33 Unrealized +8.4%
SCHF Schwab International Equity ETF 0.2%
Value ($000) $904 Shares 28,430 Est. Cost $27.56 Unrealized
OMC Omnicom Group Inc 0.2%
Value ($000) $903 Shares 10,889 Est. Cost $47.30 Unrealized +29.9%
PSX Phillips 66 0.2%
Value ($000) $903 Shares 10,924 Est. Cost $40.44 Unrealized +39.2%
MPC Marathon Petroleum Corporation 0.2%
Value ($000) $887 Shares 16,953 Est. Cost $36.60 Unrealized +8.0%
SPIB SPDR Bloomberg Barclays Interm Term Corp Bond ETF 0.2%
Value ($000) $882 Shares 25,637 Est. Cost $34.15 Unrealized
GLW Corning Inc 0.2%
Value ($000) $876 Shares 29,155 Est. Cost $22.77 Unrealized 0.0%
Scripps Networks Interactive, Inc. 0.1%
Value ($000) $839 Shares 12,275 Est. Cost $69.86 Unrealized
Foot Locker Inc 0.1%
Value ($000) $831 Shares 16,856 Est. Cost $65.62 Unrealized
Bemis Co Inc 0.1%
Value ($000) $797 Shares 17,223 Est. Cost $44.97 Unrealized
BA The Boeing Company 0.1%
Value ($000) $794 Shares 4,014 Est. Cost $167.01 Unrealized +4.7%
WU Western Union Company 0.1%
Value ($000) $794 Shares 41,668 Est. Cost $19.49 Unrealized
ITW Illinois Tool Works 0.1%
Value ($000) $780 Shares 5,446 Est. Cost $62.03 Unrealized +82.7%
General Electric 0.1%
Value ($000) $768 Shares 28,419 Est. Cost $25.10 Unrealized
DLX Deluxe Corp 0.1%
Value ($000) $729 Shares 10,538 Est. Cost $47.73 Unrealized 0.0%
BP BP PLC Adr 0.1%
Value ($000) $729 Shares 21,045 Est. Cost $36.01 Unrealized
HD Home Depot Inc 0.1%
Value ($000) $693 Shares 4,518 Est. Cost $81.60 Unrealized +52.6%
MRK Merck & Co Inc 0.1%
Value ($000) $672 Shares 10,482 Est. Cost $37.52 Unrealized +24.0%
GILD Gilead Sciences Inc 0.1%
Value ($000) $665 Shares 9,395 Est. Cost $72.19 Unrealized -33.1%
CBT Cabot Corporation 0.1%
Value ($000) $652 Shares 12,194 Est. Cost $44.37 Unrealized 0.0%
AFG American Financial Gp New 0.1%
Value ($000) $652 Shares 6,560 Est. Cost $35.35 Unrealized +38.1%
DST Systems Inc. 0.1%
Value ($000) $617 Shares 10,006 Est. Cost $61.66 Unrealized
PEG Pub Svc Enterprise Group 0.1%
Value ($000) $614 Shares 14,270 Est. Cost $28.46 Unrealized +15.7%
LW Lamb Weston Holdings, Inc. 0.1%
Value ($000) $611 Shares 13,866 Est. Cost $29.75 Unrealized +29.9%
DAL Delta Air Lines 0.1%
Value ($000) $570 Shares 10,605 Est. Cost $41.78 Unrealized +6.1%
CINF Cincinnati Financial Cp 0.1%
Value ($000) $567 Shares 7,830 Est. Cost $57.62 Unrealized -2.5%
AEP American Electric Power Co., Inc 0.1%
Value ($000) $560 Shares 8,061 Est. Cost $30.64 Unrealized +67.4%
COR Amerisource Bergen 0.1%
Value ($000) $540 Shares 5,717 Est. Cost $49.34 Unrealized +37.1%
Torchmark Corporation 0.1%
Value ($000) $522 Shares 6,824 Est. Cost $69.02 Unrealized
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $521 Shares 3,077 Est. Cost $146.97 Unrealized +13.2%
CMI Cummins Inc 0.1%
Value ($000) $519 Shares 3,197 Est. Cost $123.78 Unrealized 0.0%
Hill-Rom Holdings, Inc. 0.1%
Value ($000) $488 Shares 6,128 Est. Cost $79.63 Unrealized
ADNT Adient Plc 0.1%
Value ($000) $487 Shares 7,449 Est. Cost $53.31 Unrealized +25.0%
UPS United Parcel Service, Inc. 0.1%
Value ($000) $487 Shares 4,406 Est. Cost $68.36 Unrealized +13.1%
DG Dollar General Corporation 0.1%
Value ($000) $460 Shares 6,387 Est. Cost $63.79 Unrealized +1.0%
PowerShares S&P Intl Dev Low Vol ETF 0.1%
Value ($000) $452 Shares 13,975 Est. Cost $28.45 Unrealized
EAT Brinker Intl Inc 0.1%
Value ($000) $426 Shares 11,183 Est. Cost $37.18 Unrealized 0.0%
Discovery Communications, Inc 0.1%
Value ($000) $413 Shares 15,986 Est. Cost $27.99 Unrealized
SCHX Schwab US LC ETF 0.1%
Value ($000) $411 Shares 7,118 Est. Cost $49.37 Unrealized
NEE Nextera Energy Inc 0.1%
Value ($000) $390 Shares 2,786 Est. Cost $24.88 Unrealized +10.7%
CAH Cardinal Health Inc 0.1%
Value ($000) $389 Shares 4,998 Est. Cost $60.35 Unrealized -3.2%
BIGGQ Big Lots Inc. 0.1%
Value ($000) $386 Shares 7,991 Est. Cost $32.66 Unrealized +18.1%
VanEck Vectors High-Yield Muni ETF 0.1%
Value ($000) $372 Shares 12,029 Est. Cost $32.25 Unrealized
Convergys Corp 0.1%
Value ($000) $369 Shares 15,500 Est. Cost $28.01 Unrealized
ETN Eaton Corporation plc 0.1%
Value ($000) $351 Shares 4,512 Est. Cost $63.97 Unrealized 0.0%
ACH Owens & Minor Inc 0.1%
Value ($000) $341 Shares 10,608 Est. Cost $30.00 Unrealized 0.0%
MET Metlife Inc 0.1%
Value ($000) $336 Shares 6,120 Est. Cost $30.78 Unrealized +12.5%
SCHZ Schwab U.S. Aggregate Bond ETF 0.1%
Value ($000) $328 Shares 6,286 Est. Cost $52.61 Unrealized
FAF First American Financial Corp 0.1%
Value ($000) $325 Shares 7,268 Est. Cost $31.76 Unrealized 0.0%
GM General Motors Company 0.1%
Value ($000) $325 Shares 9,303 Est. Cost $27.95 Unrealized +3.9%
SCHV Schwab US Large-Cap Value ETF 0.1%
Value ($000) $324 Shares 6,450 Est. Cost $40.93 Unrealized
CAG ConAgra Brands, Inc. 0.1%
Value ($000) $320 Shares 8,950 Est. Cost $21.51 Unrealized +30.7%
Crane Company 0.1%
Value ($000) $317 Shares 3,992 Est. Cost $79.41 Unrealized
AES AES Corporation 0.1%
Value ($000) $311 Shares 27,976 Est. Cost $8.26 Unrealized +1.4%
FITB Fifth Third Bancorp 0.1%
Value ($000) $307 Shares 11,836 Est. Cost $13.09 Unrealized +37.7%
Viacom Inc. 0.1%
Value ($000) $301 Shares 8,960 Est. Cost $55.75 Unrealized
VFC V F Corporation 0.1%
Value ($000) $293 Shares 5,095 Est. Cost $51.52 Unrealized +0.2%
ABT Abbott Laboratories 0.1%
Value ($000) $292 Shares 6,008 Est. Cost $28.85 Unrealized +34.9%
BBY Best Buy Inc 0.1%
Value ($000) $292 Shares 5,091 Est. Cost $32.53 Unrealized +20.5%
SO The Southern Company 0.1%
Value ($000) $286 Shares 5,983 Est. Cost $33.47 Unrealized +4.8%
GLD SPDR Gold Shares 0.0%
Value ($000) $280 Shares 2,371 Est. Cost $117.57 Unrealized
RRX Regal Beloit Corporation 0.0%
Value ($000) $272 Shares 3,333 Est. Cost $79.05 Unrealized 0.0%
CNK Cinemark Holdings, Inc. 0.0%
Value ($000) $271 Shares 6,964 Est. Cost $36.76 Unrealized 0.0%
COF Capital One Financial Corp 0.0%
Value ($000) $270 Shares 3,271 Est. Cost $69.96 Unrealized 0.0%
ADP Auto Data Processing 0.0%
Value ($000) $265 Shares 2,584 Est. Cost $76.76 Unrealized +9.7%
KO Coca Cola Company 0.0%
Value ($000) $263 Shares 5,872 Est. Cost $28.32 Unrealized +18.9%
VTV Vanguard Value ETF 0.0%
Value ($000) $258 Shares 2,669 Est. Cost $83.94 Unrealized
IGIB iShares Intermediate Credit Bond ETF 0.0%
Value ($000) $257 Shares 2,338 Est. Cost $107.97 Unrealized
PFG Principal Financial Group Inc. 0.0%
Value ($000) $257 Shares 4,014 Est. Cost $40.30 Unrealized +13.3%
Express Scripts Inc. 0.0%
Value ($000) $254 Shares 3,975 Est. Cost $65.96 Unrealized
IBB iShares Nasdaq Biotechnology ETF 0.0%
Value ($000) $242 Shares 780 Est. Cost $294.64 Unrealized
GOOG Alphabet Inc 0.0%
Value ($000) $241 Shares 265 Est. Cost $40.71 Unrealized +11.6%
VV Vanguard Large Cap ETF 0.0%
Value ($000) $230 Shares 2,071 Est. Cost $91.04 Unrealized
MUB iShares Natl Amt-Free Muni Bond ETF 0.0%
Value ($000) $226 Shares 2,049 Est. Cost $108.42 Unrealized
NKE Nike Inc Class B 0.0%
Value ($000) $226 Shares 3,826 Est. Cost $45.58 Unrealized +5.9%
Raytheon Company New 0.0%
Value ($000) $224 Shares 1,389 Est. Cost $161.27 Unrealized
DGX Quest Diagnostic Inc 0.0%
Value ($000) $223 Shares 2,010 Est. Cost $89.16 Unrealized 0.0%
TSM Taiwan Semiconductor Manufacturing Co. 0.0%
Value ($000) $222 Shares 6,340 Est. Cost $32.78 Unrealized
Walgreens Boots Alliance Inc. 0.0%
Value ($000) $217 Shares 2,775 Est. Cost $78.20 Unrealized
Barnes Group Inc 0.0%
Value ($000) $214 Shares 3,657 Est. Cost $47.52 Unrealized
WRB W.R. Berkley Corporation 0.0%
Value ($000) $213 Shares 3,076 Est. Cost $10.32 Unrealized +60.9%
SLB Schlumberger LTD 0.0%
Value ($000) $206 Shares 3,126 Est. Cost $61.52 Unrealized -9.3%
OGE OGE Energy Corp 0.0%
Value ($000) $205 Shares 5,893 Est. Cost $34.98 Unrealized 0.0%
DUK Duke Energy Corp 0.0%
Value ($000) $205 Shares 2,453 Est. Cost $59.10 Unrealized 0.0%
O Realty Income Corp REIT 0.0%
Value ($000) $203 Shares 3,673 Est. Cost $25.40 Unrealized +44.1%
GAP Gap Inc 0.0%
Value ($000) $203 Shares 9,236 Est. Cost $17.48 Unrealized +0.6%
Aon Corporation 0.0%
Value ($000) $202 Shares 1,520 Est. Cost $132.89 Unrealized
SCHD Schwab U.S. Dividend Equity ETF 0.0%
Value ($000) $200 Shares 4,443 Est. Cost $45.01 Unrealized
HBAN Huntington Bancshares Incorporated 0.0%
Value ($000) $142 Shares 10,504 Est. Cost $6.54 Unrealized +36.0%
CBRE Clarion Global Real Estate Income Fund 0.0%
Value ($000) $131 Shares 16,930 Est. Cost $9.02 Unrealized