FOSTER & MOTLEY INC Diversified Active

CIK: 0001163902 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 24, 2019

Total Value ($000): $733,948 (100.0% shares, 0.0% debt)

Holdings (252)

FNDF Schwab Fundamental Intl Lg Co ETF 4.2%
Value ($000) $30,500 Shares 1,106,268 Est. Cost $29.80 Unrealized
INTF iShares Edge MSCI Multifactor Intl ETF 4.1%
Value ($000) $29,866 Shares 1,171,227 Est. Cost $27.92 Unrealized
EFAV iShares MSCI EAFE Min Volatility ETF 3.9%
Value ($000) $28,443 Shares 388,140 Est. Cost $63.12 Unrealized
AAPL Apple Computer Inc 2.7%
Value ($000) $20,027 Shares 89,419 Est. Cost $28.73 Unrealized +74.8%
MSFT Microsoft Corp 2.5%
Value ($000) $18,511 Shares 133,145 Est. Cost $31.86 Unrealized +307.8%
SCHH Schwab U.S. REIT ETF 2.4%
Value ($000) $17,641 Shares 373,994 Est. Cost $41.48 Unrealized
SCHP Schwab US TIPS ETF 2.3%
Value ($000) $17,203 Shares 303,077 Est. Cost $55.44 Unrealized
FNDE Schwab Fundamental Emerg Mkts Lg Co ETF 2.3%
Value ($000) $17,102 Shares 624,619 Est. Cost $23.70 Unrealized
WMT Wal-Mart Stores Inc 2.1%
Value ($000) $15,626 Shares 131,666 Est. Cost $20.32 Unrealized +69.6%
FNDC Schwab Fundamental Intl Sm Co ETF 2.1%
Value ($000) $15,246 Shares 496,122 Est. Cost $33.42 Unrealized
VZ Verizon Communications 1.6%
Value ($000) $11,942 Shares 197,842 Est. Cost $27.72 Unrealized +45.9%
JPM J P Morgan Chase & Co. 1.5%
Value ($000) $10,839 Shares 92,094 Est. Cost $44.15 Unrealized +115.4%
VBR Vanguard Small Cap Value ETF 1.4%
Value ($000) $10,591 Shares 82,198 Est. Cost $112.66 Unrealized
VGIT Vanguard Interm-Tm Govt Bd Inx ETF 1.4%
Value ($000) $10,042 Shares 150,617 Est. Cost $64.05 Unrealized
TRV Travelers Companies Inc 1.3%
Value ($000) $9,594 Shares 64,523 Est. Cost $67.25 Unrealized +92.7%
AMGN Amgen Incorporated 1.3%
Value ($000) $9,543 Shares 49,316 Est. Cost $94.69 Unrealized +66.9%
CSCO Cisco Systems Inc 1.3%
Value ($000) $9,498 Shares 192,236 Est. Cost $19.19 Unrealized +123.0%
TD Toronto-Dominion Bank 1.3%
Value ($000) $9,408 Shares 161,488 Est. Cost $43.11 Unrealized +31.9%
PFE Pfizer Incorporated 1.3%
Value ($000) $9,302 Shares 258,884 Est. Cost $18.28 Unrealized +47.8%
ORCL Oracle Corporation 1.1%
Value ($000) $7,803 Shares 141,792 Est. Cost $30.05 Unrealized +67.6%
Total S.A. ADS 1.0%
Value ($000) $7,524 Shares 144,695 Est. Cost $48.27 Unrealized
PCY Invesco Emerging Mkts Sovereign Debt ETF 1.0%
Value ($000) $7,179 Shares 246,294 Est. Cost $27.12 Unrealized
SCHR Schwab Intermediate-Term U.S. Trsy ETF 1.0%
Value ($000) $7,034 Shares 126,596 Est. Cost $55.22 Unrealized
MBB iShares MBS Bond ETF 1.0%
Value ($000) $6,990 Shares 64,539 Est. Cost $107.16 Unrealized
United Technologies Corp 0.9%
Value ($000) $6,730 Shares 49,297 Est. Cost $94.50 Unrealized
PG Procter & Gamble 0.9%
Value ($000) $6,580 Shares 52,901 Est. Cost $59.10 Unrealized +70.9%
TGT Target Corporation 0.9%
Value ($000) $6,505 Shares 60,843 Est. Cost $63.35 Unrealized +26.9%
VNQ Vanguard Reit Index ETF 0.9%
Value ($000) $6,388 Shares 68,500 Est. Cost $78.32 Unrealized
JNJ Johnson & Johnson 0.9%
Value ($000) $6,344 Shares 49,036 Est. Cost $75.01 Unrealized +46.7%
AMT American Tower Corporation 0.9%
Value ($000) $6,332 Shares 28,636 Est. Cost $116.12 Unrealized +57.9%
INTC Intel Corp 0.8%
Value ($000) $6,216 Shares 120,622 Est. Cost $23.97 Unrealized +79.5%
TXN Texas Instruments Inc 0.8%
Value ($000) $6,011 Shares 46,513 Est. Cost $35.45 Unrealized +190.2%
LYB LyondellBasell Industrials NV 0.8%
Value ($000) $5,893 Shares 65,863 Est. Cost $52.04 Unrealized +3.2%
CVX Chevron Corp 0.8%
Value ($000) $5,756 Shares 48,537 Est. Cost $72.54 Unrealized +26.2%
LRGF iShares Edge MSCI Multifactor USA ETF 0.8%
Value ($000) $5,750 Shares 180,131 Est. Cost $31.75 Unrealized
VTEB Vanguard Tax-Exempt Bond Index ETF 0.8%
Value ($000) $5,505 Shares 102,664 Est. Cost $51.62 Unrealized
KR Kroger Company 0.7%
Value ($000) $5,410 Shares 209,865 Est. Cost $23.37 Unrealized -13.2%
ACN Accenture Ltd Cl A 0.7%
Value ($000) $5,353 Shares 27,828 Est. Cost $91.82 Unrealized +92.2%
DAL Delta Air Lines 0.7%
Value ($000) $5,340 Shares 92,700 Est. Cost $49.67 Unrealized +14.2%
PGR Progressive Corp. 0.7%
Value ($000) $5,327 Shares 68,959 Est. Cost $54.61 Unrealized +18.3%
UNP Union Pacific 0.7%
Value ($000) $5,287 Shares 32,639 Est. Cost $83.56 Unrealized +74.5%
VLO Valero Energy Corp New 0.7%
Value ($000) $5,188 Shares 60,865 Est. Cost $43.59 Unrealized +43.3%
CMI Cummins Inc 0.7%
Value ($000) $5,018 Shares 30,849 Est. Cost $128.19 Unrealized +6.2%
UGI UGI Corporation New 0.7%
Value ($000) $4,986 Shares 99,183 Est. Cost $32.61 Unrealized +53.2%
BRX Brixmor Property Group Inc. 0.7%
Value ($000) $4,985 Shares 245,664 Est. Cost $20.35 Unrealized
CPT Camden Property Trust 0.7%
Value ($000) $4,931 Shares 44,419 Est. Cost $68.56 Unrealized +26.2%
GOOG Alphabet Inc Class C 0.7%
Value ($000) $4,892 Shares 4,013 Est. Cost $55.01 Unrealized +6.8%
Discover Financial Services 0.6%
Value ($000) $4,657 Shares 57,436 Est. Cost $58.22 Unrealized
ETR Entergy Corp New 0.6%
Value ($000) $4,648 Shares 39,608 Est. Cost $27.72 Unrealized +56.7%
Wyndham Destinations 0.6%
Value ($000) $4,428 Shares 96,220 Est. Cost $53.42 Unrealized
Viacom Inc. 0.6%
Value ($000) $4,198 Shares 174,716 Est. Cost $29.59 Unrealized
HAS Hasbro Inc 0.6%
Value ($000) $4,162 Shares 35,067 Est. Cost $35.26 Unrealized +153.6%
HON Honeywell International 0.6%
Value ($000) $4,124 Shares 24,372 Est. Cost $69.48 Unrealized +100.5%
BDX Becton Dickinson & Co 0.5%
Value ($000) $4,005 Shares 15,831 Est. Cost $86.56 Unrealized +158.2%
TMO Thermo Fisher Scientific Inc. 0.5%
Value ($000) $3,600 Shares 12,360 Est. Cost $90.97 Unrealized +209.6%
AFL AFLAC Inc 0.5%
Value ($000) $3,539 Shares 67,635 Est. Cost $38.67 Unrealized +17.3%
USB US Bancorp 0.5%
Value ($000) $3,531 Shares 63,803 Est. Cost $24.41 Unrealized +68.5%
IBM Intl Business Machines 0.5%
Value ($000) $3,456 Shares 23,767 Est. Cost $106.16 Unrealized -3.5%
PDM Piedmont Office Realty Trust, Inc. 0.5%
Value ($000) $3,453 Shares 165,356 Est. Cost $18.54 Unrealized
PXH Invesco FTSE RAFI Emerging Markets ETF 0.5%
Value ($000) $3,427 Shares 170,685 Est. Cost $21.14 Unrealized
XOM Exxon Mobil Corporation 0.5%
Value ($000) $3,393 Shares 48,052 Est. Cost $54.70 Unrealized -1.7%
HCA HCA Holdings, Inc. 0.4%
Value ($000) $3,235 Shares 26,865 Est. Cost $120.07 Unrealized +2.0%
ABBV AbbVie Inc. 0.4%
Value ($000) $3,213 Shares 42,427 Est. Cost $36.28 Unrealized +44.9%
TM Toyota Motor Corporation 0.4%
Value ($000) $3,103 Shares 23,074 Est. Cost $121.87 Unrealized
CE Celanese Corporation 0.4%
Value ($000) $3,062 Shares 25,035 Est. Cost $96.65 Unrealized +3.5%
Rivernorth Marketplace Lending Corp. 0.4%
Value ($000) $2,988 Shares 156,588 Est. Cost $20.40 Unrealized
ALSN Allison Transmission Holdings, INc. 0.4%
Value ($000) $2,951 Shares 62,718 Est. Cost $40.59 Unrealized +0.6%
MUNI PIMCO Intermediate Muni Bond Strgy ETF 0.4%
Value ($000) $2,951 Shares 53,363 Est. Cost $53.57 Unrealized
ETN Eaton Corporation plc 0.4%
Value ($000) $2,922 Shares 35,144 Est. Cost $68.03 Unrealized +6.0%
MCD McDonald's Corp. 0.4%
Value ($000) $2,921 Shares 13,604 Est. Cost $71.71 Unrealized +157.6%
OMC Omnicom Group Inc 0.4%
Value ($000) $2,904 Shares 37,094 Est. Cost $57.37 Unrealized +9.6%
EXC Exelon Corporation 0.4%
Value ($000) $2,890 Shares 59,822 Est. Cost $19.40 Unrealized +38.0%
KSS Kohls Corp 0.4%
Value ($000) $2,819 Shares 56,768 Est. Cost $56.84 Unrealized -13.7%
ORI Old Republic International Corporation 0.4%
Value ($000) $2,816 Shares 119,458 Est. Cost $11.87 Unrealized +12.4%
CB Chubb Ltd 0.4%
Value ($000) $2,813 Shares 17,427 Est. Cost $99.98 Unrealized +39.4%
LOW Lowes Companies Inc 0.4%
Value ($000) $2,806 Shares 25,518 Est. Cost $64.50 Unrealized +45.8%
INFY Infosys Limited 0.4%
Value ($000) $2,792 Shares 245,587 Est. Cost $11.08 Unrealized
UNH UnitedHealth Group Inc. 0.4%
Value ($000) $2,742 Shares 12,618 Est. Cost $117.13 Unrealized +85.4%
PEP PepsiCo Incorporated 0.4%
Value ($000) $2,715 Shares 19,801 Est. Cost $61.69 Unrealized +77.2%
NXST Nexstar Media Group 0.4%
Value ($000) $2,691 Shares 26,298 Est. Cost $72.12 Unrealized +15.4%
EFA iShares MSCI EAFE ETF 0.4%
Value ($000) $2,634 Shares 40,385 Est. Cost $58.89 Unrealized
CVS C V S Caremark Corp. 0.4%
Value ($000) $2,626 Shares 41,631 Est. Cost $58.40 Unrealized -17.2%
MCK McKesson HBOC Inc 0.4%
Value ($000) $2,592 Shares 18,968 Est. Cost $116.93 Unrealized +16.0%
TJX TJX Cos Inc 0.4%
Value ($000) $2,575 Shares 46,205 Est. Cost $33.21 Unrealized +50.8%
ALL Allstate Corporation 0.3%
Value ($000) $2,530 Shares 23,275 Est. Cost $80.44 Unrealized +11.4%
QTS Realty Trust, Inc. 0.3%
Value ($000) $2,450 Shares 47,649 Est. Cost $49.12 Unrealized
BND Vanguard Total Bond Market ETF 0.3%
Value ($000) $2,444 Shares 28,947 Est. Cost $81.64 Unrealized
PRU Prudential Financial Inc 0.3%
Value ($000) $2,444 Shares 27,170 Est. Cost $56.46 Unrealized +16.5%
EHC Encompass Health Corp 0.3%
Value ($000) $2,413 Shares 38,138 Est. Cost $44.22 Unrealized +5.0%
KMB Kimberly-Clark Corp 0.3%
Value ($000) $2,411 Shares 16,971 Est. Cost $75.45 Unrealized +45.4%
THG The Hanover Insurance Group Inc. 0.3%
Value ($000) $2,378 Shares 17,543 Est. Cost $53.62 Unrealized +106.9%
IRM Iron Mountain Incorporated 0.3%
Value ($000) $2,356 Shares 72,741 Est. Cost $23.45 Unrealized -3.9%
Global X MLP & Energy Infrastructure ETF 0.3%
Value ($000) $2,282 Shares 185,544 Est. Cost $11.71 Unrealized
SNA Snap On Inc 0.3%
Value ($000) $2,203 Shares 14,071 Est. Cost $130.98 Unrealized -0.9%
WFC Wells Fargo & Company 0.3%
Value ($000) $2,203 Shares 43,673 Est. Cost $30.03 Unrealized +32.5%
PCAR PACCAR Inc 0.3%
Value ($000) $2,195 Shares 31,348 Est. Cost $35.14 Unrealized +1.6%
DKS Dick's Sporting Goods Inc. 0.3%
Value ($000) $2,192 Shares 53,706 Est. Cost $28.38 Unrealized +4.0%
TSN Tyson Foods Inc 0.3%
Value ($000) $2,096 Shares 24,329 Est. Cost $58.41 Unrealized +21.0%
MLKN Herman Miller, Inc. 0.3%
Value ($000) $2,084 Shares 45,206 Est. Cost $31.37 Unrealized +18.2%
ZD j2 Global, Inc. 0.3%
Value ($000) $2,026 Shares 22,303 Est. Cost $70.64 Unrealized +7.3%
FAF First American Financial Corp 0.3%
Value ($000) $1,995 Shares 33,810 Est. Cost $38.83 Unrealized +18.6%
GM General Motors Company 0.2%
Value ($000) $1,808 Shares 48,245 Est. Cost $35.13 Unrealized +2.5%
Hill-Rom Holdings, Inc. 0.2%
Value ($000) $1,780 Shares 16,915 Est. Cost $82.58 Unrealized
META Facebook Inc Class A 0.2%
Value ($000) $1,771 Shares 9,947 Est. Cost $181.44 Unrealized +4.0%
SPIB SPDR Barclays Cap Interm Term Corp Bond ETF 0.2%
Value ($000) $1,745 Shares 49,452 Est. Cost $34.42 Unrealized
MMM 3M Company 0.2%
Value ($000) $1,695 Shares 10,312 Est. Cost $62.09 Unrealized +78.2%
T A T & T Inc. 0.2%
Value ($000) $1,690 Shares 44,668 Est. Cost $13.51 Unrealized +25.9%
Outfront Media Inc 0.2%
Value ($000) $1,685 Shares 60,661 Est. Cost $26.40 Unrealized
BPOP Popular Inc 0.2%
Value ($000) $1,636 Shares 30,243 Est. Cost $44.42 Unrealized +0.4%
NOC Northrop Grumman Corp 0.2%
Value ($000) $1,622 Shares 4,327 Est. Cost $71.05 Unrealized +348.5%
FNDX Schwab Fundamental US Large Company ETF 0.2%
Value ($000) $1,614 Shares 40,806 Est. Cost $37.29 Unrealized
CCL Carnival Corp 0.2%
Value ($000) $1,598 Shares 36,561 Est. Cost $50.01 Unrealized -10.4%
BB&T Corporation 0.2%
Value ($000) $1,594 Shares 29,872 Est. Cost $47.08 Unrealized
PHM PulteGroup Inc 0.2%
Value ($000) $1,593 Shares 43,593 Est. Cost $30.15 Unrealized +3.2%
ADM Archer-Daniels-Midland Co. 0.2%
Value ($000) $1,536 Shares 37,394 Est. Cost $34.49 Unrealized -4.2%
MDT Medtronic PLC 0.2%
Value ($000) $1,531 Shares 14,099 Est. Cost $77.34 Unrealized +13.2%
MET Metlife Inc 0.2%
Value ($000) $1,528 Shares 32,400 Est. Cost $34.12 Unrealized +12.8%
PSX Phillips 66 0.2%
Value ($000) $1,507 Shares 14,716 Est. Cost $50.98 Unrealized +51.6%
SJM J M Smuckers Co 0.2%
Value ($000) $1,426 Shares 12,961 Est. Cost $99.35 Unrealized -8.9%
SON Sonoco Products Co 0.2%
Value ($000) $1,424 Shares 24,461 Est. Cost $43.37 Unrealized +9.6%
AVT Avnet, Inc. 0.2%
Value ($000) $1,419 Shares 31,892 Est. Cost $35.38 Unrealized +3.7%
MRK Merck & Co Inc 0.2%
Value ($000) $1,391 Shares 16,521 Est. Cost $49.35 Unrealized +32.7%
PNC PNC Financial Services 0.2%
Value ($000) $1,365 Shares 9,736 Est. Cost $72.88 Unrealized +47.7%
MPC Marathon Petroleum Corporation 0.2%
Value ($000) $1,351 Shares 22,239 Est. Cost $43.92 Unrealized -1.9%
FITB Fifth Third Bancorp 0.2%
Value ($000) $1,281 Shares 46,798 Est. Cost $20.34 Unrealized +4.5%
DIS Disney Walt Hldg Co 0.2%
Value ($000) $1,280 Shares 9,823 Est. Cost $65.42 Unrealized +105.2%
ROST Ross Stores, Inc 0.2%
Value ($000) $1,226 Shares 11,164 Est. Cost $43.46 Unrealized +127.9%
CMS CMS Energy Corp 0.2%
Value ($000) $1,192 Shares 18,635 Est. Cost $19.06 Unrealized +164.0%
RCL Royal Caribbean Cruises Ltd. 0.2%
Value ($000) $1,183 Shares 10,917 Est. Cost $111.44 Unrealized -5.0%
CBT Cabot Corporation 0.2%
Value ($000) $1,165 Shares 25,713 Est. Cost $43.60 Unrealized -15.4%
RS Reliance Steel & Aluminum Co 0.2%
Value ($000) $1,152 Shares 11,555 Est. Cost $92.71 Unrealized +5.3%
PCH Potlatch Corporation 0.2%
Value ($000) $1,137 Shares 27,684 Est. Cost $48.70 Unrealized
EPR EPR Properties 0.2%
Value ($000) $1,135 Shares 14,768 Est. Cost $76.86 Unrealized
AES AES Corporation 0.2%
Value ($000) $1,132 Shares 69,277 Est. Cost $12.11 Unrealized +5.8%
Lexington Realty Trust 0.1%
Value ($000) $1,071 Shares 104,521 Est. Cost $10.25 Unrealized
HST Host Hotels & Resorts Inc. 0.1%
Value ($000) $1,017 Shares 58,816 Est. Cost $14.99 Unrealized -9.7%
Cerner Corp 0.1%
Value ($000) $1,011 Shares 14,829 Est. Cost $74.75 Unrealized
LEA Lear Corp 0.1%
Value ($000) $1,008 Shares 8,550 Est. Cost $130.46 Unrealized -18.2%
SCHF Schwab International Equity ETF 0.1%
Value ($000) $994 Shares 31,188 Est. Cost $29.42 Unrealized
CVI CVR Energy, Inc 0.1%
Value ($000) $970 Shares 22,032 Est. Cost $26.91 Unrealized +3.0%
SMLF iShares Edge MSCI Mltfct USA SmCp ETF 0.1%
Value ($000) $964 Shares 24,159 Est. Cost $40.10 Unrealized
C Citigroup Inc 0.1%
Value ($000) $913 Shares 13,223 Est. Cost $54.43 Unrealized -0.5%
SU Suncor Energy Inc 0.1%
Value ($000) $910 Shares 28,829 Est. Cost $24.59 Unrealized -5.0%
NEAR iShares Short Maturity Bond ETF 0.1%
Value ($000) $910 Shares 18,076 Est. Cost $50.18 Unrealized
IP International Paper Co 0.1%
Value ($000) $907 Shares 21,677 Est. Cost $27.34 Unrealized +7.3%
BAH Booz Allen Hamilton Holdings Corporation 0.1%
Value ($000) $905 Shares 12,744 Est. Cost $45.91 Unrealized +37.2%
GIS General Mills Inc 0.1%
Value ($000) $904 Shares 16,399 Est. Cost $39.36 Unrealized +10.3%
FNDA Schwab Fundamental US Small Company ETF 0.1%
Value ($000) $887 Shares 23,486 Est. Cost $37.74 Unrealized
PPG PPG Industries Inc 0.1%
Value ($000) $869 Shares 7,335 Est. Cost $75.04 Unrealized +35.7%
TIP iShares Barclays TIPS Bond 0.1%
Value ($000) $855 Shares 7,351 Est. Cost $112.28 Unrealized
ELV Anthem, Inc. 0.1%
Value ($000) $848 Shares 3,532 Est. Cost $187.80 Unrealized +33.8%
HRB Block H & R Incorporated 0.1%
Value ($000) $821 Shares 34,769 Est. Cost $19.74 Unrealized +4.4%
F Ford Motor Company 0.1%
Value ($000) $806 Shares 88,024 Est. Cost $7.24 Unrealized -4.1%
HD Home Depot Inc 0.1%
Value ($000) $790 Shares 3,406 Est. Cost $81.60 Unrealized +129.3%
PLD ProLogis 0.1%
Value ($000) $782 Shares 9,176 Est. Cost $53.69 Unrealized +29.0%
AFG American Financial Group 0.1%
Value ($000) $771 Shares 7,148 Est. Cost $42.77 Unrealized +33.4%
EQIX Equinix, Inc. 0.1%
Value ($000) $770 Shares 1,335 Est. Cost $424.21 Unrealized +12.6%
ITW Illinois Tool Works 0.1%
Value ($000) $743 Shares 4,745 Est. Cost $64.31 Unrealized +102.4%
SVC Service PPTYS Tr REIT 0.1%
Value ($000) $716 Shares 27,924 Est. Cost $25.64 Unrealized
RGA Reinsurance Group of America 0.1%
Value ($000) $714 Shares 4,464 Est. Cost $148.74 Unrealized +4.2%
AZO AutoZone Inc 0.1%
Value ($000) $706 Shares 651 Est. Cost $801.55 Unrealized +39.8%
Walgreens Boots Alliance Inc. 0.1%
Value ($000) $701 Shares 12,677 Est. Cost $64.56 Unrealized
EIX Edison International 0.1%
Value ($000) $700 Shares 9,280 Est. Cost $52.50 Unrealized +3.2%
EGP EastGroup Properties Inc. 0.1%
Value ($000) $690 Shares 5,521 Est. Cost $59.73 Unrealized
DLX Deluxe Corp 0.1%
Value ($000) $667 Shares 13,576 Est. Cost $48.23 Unrealized -33.7%
CINF Cincinnati Financial Cp 0.1%
Value ($000) $625 Shares 5,359 Est. Cost $60.36 Unrealized +54.3%
JPST JPMorgan Ultra-Short Income ETF 0.1%
Value ($000) $625 Shares 12,402 Est. Cost $50.28 Unrealized
KKR KKR & Co Inc. 0.1%
Value ($000) $624 Shares 23,244 Est. Cost $21.06 Unrealized +17.2%
VONE Vanguard Russell 1000 ETF 0.1%
Value ($000) $609 Shares 4,478 Est. Cost $131.48 Unrealized
SCHB Schwab US Broad Mkt ETF 0.1%
Value ($000) $605 Shares 8,512 Est. Cost $71.08 Unrealized
GLW Corning Inc 0.1%
Value ($000) $604 Shares 21,179 Est. Cost $23.02 Unrealized +8.5%
CNI Canadian Natl RR Co. 0.1%
Value ($000) $602 Shares 6,697 Est. Cost $58.61 Unrealized +39.7%
DOX Amdocs Limited Common Stock 0.1%
Value ($000) $596 Shares 9,009 Est. Cost $55.73 Unrealized +0.8%
MINT Pimco Enhanced Short Maturity Active ETF 0.1%
Value ($000) $593 Shares 5,834 Est. Cost $101.50 Unrealized
DG Dollar General Corporation 0.1%
Value ($000) $587 Shares 3,692 Est. Cost $63.79 Unrealized +108.2%
RHI Robert Half International Inc. 0.1%
Value ($000) $575 Shares 10,335 Est. Cost $65.41 Unrealized -13.8%
PBF PBF Energy Inc 0.1%
Value ($000) $569 Shares 20,914 Est. Cost $40.86 Unrealized -37.5%
HollyFrontier Corporation 0.1%
Value ($000) $563 Shares 10,493 Est. Cost $53.08 Unrealized
Xerox Corp 0.1%
Value ($000) $561 Shares 18,757 Est. Cost $33.49 Unrealized
KMI Kinder Morgan, Inc. 0.1%
Value ($000) $557 Shares 27,026 Est. Cost $14.08 Unrealized 0.0%
Ingersoll-Rand Plc 0.1%
Value ($000) $538 Shares 4,363 Est. Cost $123.31 Unrealized
RRX Regal Beloit Corporation 0.1%
Value ($000) $538 Shares 7,381 Est. Cost $79.66 Unrealized -5.2%
AXP American Express Company 0.1%
Value ($000) $528 Shares 4,460 Est. Cost $101.52 Unrealized +10.9%
CLDT Chatham Lodging Trust 0.1%
Value ($000) $524 Shares 28,864 Est. Cost $26.11 Unrealized
BXMT Blackstone Mortgage Trust, Inc 0.1%
Value ($000) $521 Shares 14,520 Est. Cost $31.76 Unrealized
DGX Quest Diagnostic Inc 0.1%
Value ($000) $521 Shares 4,864 Est. Cost $88.39 Unrealized +2.4%
BA The Boeing Company 0.1%
Value ($000) $501 Shares 1,317 Est. Cost $171.11 Unrealized +105.9%
BBY Best Buy Inc 0.1%
Value ($000) $497 Shares 7,209 Est. Cost $36.70 Unrealized +47.7%
AEP American Electric Power Co., Inc 0.1%
Value ($000) $491 Shares 5,237 Est. Cost $30.64 Unrealized +136.4%
NEM Newmont Mining Corp 0.1%
Value ($000) $486 Shares 12,813 Est. Cost $21.55 Unrealized +50.3%
BP BP PLC Adr 0.1%
Value ($000) $473 Shares 12,454 Est. Cost $37.42 Unrealized
SABR Sabre Corporation 0.1%
Value ($000) $439 Shares 19,584 Est. Cost $23.82 Unrealized -1.2%
GDX VanEck Vectors Gold Miners ETF 0.1%
Value ($000) $438 Shares 16,398 Est. Cost $21.08 Unrealized
VSH Vishay Intertechnology Inc. 0.1%
Value ($000) $435 Shares 25,711 Est. Cost $17.25 Unrealized -16.6%
COP ConocoPhillips 0.1%
Value ($000) $432 Shares 7,584 Est. Cost $47.31 Unrealized -4.2%
CAT Caterpillar Inc 0.1%
Value ($000) $426 Shares 3,374 Est. Cost $121.01 Unrealized -8.2%
EG Everest Re Group Ltd 0.1%
Value ($000) $421 Shares 1,582 Est. Cost $122.02 Unrealized +81.0%
ADP Auto Data Processing 0.1%
Value ($000) $409 Shares 2,532 Est. Cost $79.91 Unrealized +80.2%
Premier, Inc. 0.1%
Value ($000) $407 Shares 14,076 Est. Cost $34.50 Unrealized
PKG Packaging Corp of America 0.1%
Value ($000) $393 Shares 3,706 Est. Cost $76.99 Unrealized +8.3%
GILD Gilead Sciences Inc 0.1%
Value ($000) $393 Shares 6,206 Est. Cost $72.19 Unrealized -29.4%
GL Globe Life Inc 0.1%
Value ($000) $392 Shares 4,098 Est. Cost $86.06 Unrealized 0.0%
MUB iShares Natl Amt-Free Muni Bond ETF 0.1%
Value ($000) $390 Shares 3,418 Est. Cost $109.35 Unrealized
IVV iShares Core S&P 500 ETF 0.1%
Value ($000) $389 Shares 1,304 Est. Cost $256.83 Unrealized
COR Amerisource Bergen 0.1%
Value ($000) $381 Shares 4,629 Est. Cost $50.14 Unrealized +39.7%
MGM Growth Properties, LLC 0.1%
Value ($000) $380 Shares 12,647 Est. Cost $30.05 Unrealized
SCHA Schwab U.S. Small-Cap ETF 0.1%
Value ($000) $371 Shares 5,317 Est. Cost $69.78 Unrealized
CyrusOne Inc. 0.0%
Value ($000) $363 Shares 4,587 Est. Cost $57.65 Unrealized
SCHD Schwab U.S. Dividend Equity ETF 0.0%
Value ($000) $342 Shares 6,238 Est. Cost $49.39 Unrealized
SNX SYNNEX Corp. 0.0%
Value ($000) $340 Shares 3,012 Est. Cost $54.52 Unrealized -20.4%
HBAN Huntington Bancshares Incorporated 0.0%
Value ($000) $332 Shares 23,283 Est. Cost $9.50 Unrealized +6.7%
SCHE Schwab Emerging Mkts Equity ETF 0.0%
Value ($000) $329 Shares 13,105 Est. Cost $25.40 Unrealized
VFC V F Corporation 0.0%
Value ($000) $324 Shares 3,641 Est. Cost $51.52 Unrealized +65.8%
SYY Sysco Corporation 0.0%
Value ($000) $305 Shares 3,842 Est. Cost $61.77 Unrealized 0.0%
COF Capital One Financial Corp 0.0%
Value ($000) $299 Shares 3,290 Est. Cost $75.04 Unrealized +7.5%
SCHV Schwab US Large-Cap Value ETF 0.0%
Value ($000) $295 Shares 5,194 Est. Cost $44.44 Unrealized
PEG Pub Svc Enterprise Group 0.0%
Value ($000) $287 Shares 4,622 Est. Cost $28.46 Unrealized +68.8%
BIV Vanguard Intermediate-Term Bond ETF 0.0%
Value ($000) $283 Shares 3,215 Est. Cost $86.47 Unrealized
Raytheon Company New 0.0%
Value ($000) $277 Shares 1,412 Est. Cost $169.01 Unrealized
SCHX Schwab US LC ETF 0.0%
Value ($000) $267 Shares 3,761 Est. Cost $70.99 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $267 Shares 3,187 Est. Cost $29.84 Unrealized +155.0%
DOV Dover Corporation 0.0%
Value ($000) $264 Shares 2,654 Est. Cost $87.65 Unrealized 0.0%
GD General Dynamics Corp 0.0%
Value ($000) $264 Shares 1,443 Est. Cost $93.57 Unrealized +71.4%
SCHZ Schwab U.S. Aggregate Bond ETF 0.0%
Value ($000) $262 Shares 4,866 Est. Cost $52.48 Unrealized
LDOS Leidos Holdings Inc 0.0%
Value ($000) $260 Shares 3,030 Est. Cost $76.85 Unrealized 0.0%
MFC Manulife Financial Corporation 0.0%
Value ($000) $259 Shares 14,127 Est. Cost $17.66 Unrealized 0.0%
VTV Vanguard Value ETF 0.0%
Value ($000) $254 Shares 2,275 Est. Cost $84.27 Unrealized
BRK/B Berkshire Hathaway Cl B 0.0%
Value ($000) $249 Shares 1,195 Est. Cost $149.97 Unrealized +37.4%
Foot Locker Inc 0.0%
Value ($000) $249 Shares 5,774 Est. Cost $57.42 Unrealized
IDLV Invesco S&P Intl Dev Low Vol ETF 0.0%
Value ($000) $245 Shares 7,169 Est. Cost $32.51 Unrealized
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $244 Shares 4,805 Est. Cost $36.77 Unrealized 0.0%
MEAR iShares Short Maturity Municipal Bond ETF 0.0%
Value ($000) $239 Shares 4,772 Est. Cost $49.97 Unrealized
V Visa, Inc. 0.0%
Value ($000) $234 Shares 1,358 Est. Cost $156.33 Unrealized +8.9%
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $234 Shares 787 Est. Cost $271.79 Unrealized
GNMA iShares GNMA Bond ETF 0.0%
Value ($000) $231 Shares 4,600 Est. Cost $50.22 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $229 Shares 4,492 Est. Cost $50.72 Unrealized -9.7%
HYD VanEck Vectors High-Yield Muni ETF 0.0%
Value ($000) $229 Shares 3,559 Est. Cost $62.85 Unrealized
VV Vanguard Large Cap ETF 0.0%
Value ($000) $228 Shares 1,675 Est. Cost $129.86 Unrealized
DoubleLine Income Solutions Fund 0.0%
Value ($000) $227 Shares 11,407 Est. Cost $19.90 Unrealized
IGIB iShares Intermediate Credit Bond ETF 0.0%
Value ($000) $225 Shares 3,892 Est. Cost $83.11 Unrealized
Juniper Networks Inc 0.0%
Value ($000) $222 Shares 8,979 Est. Cost $26.62 Unrealized
FNF Fidelity National Finl. 0.0%
Value ($000) $215 Shares 4,852 Est. Cost $31.32 Unrealized 0.0%
BAC Bank of America Corp 0.0%
Value ($000) $213 Shares 7,299 Est. Cost $24.57 Unrealized 0.0%
LPX Louisiana-Pacific Corp 0.0%
Value ($000) $209 Shares 8,496 Est. Cost $24.51 Unrealized +0.5%
ALLY Ally Financial Inc. 0.0%
Value ($000) $208 Shares 6,286 Est. Cost $26.36 Unrealized 0.0%
GPI Group 1 Automotive, Inc. 0.0%
Value ($000) $207 Shares 2,246 Est. Cost $82.24 Unrealized 0.0%
HIG Hartford Financial Services 0.0%
Value ($000) $200 Shares 3,307 Est. Cost $50.80 Unrealized 0.0%
RF Regions Financial Cp New 0.0%
Value ($000) $198 Shares 12,525 Est. Cost $13.45 Unrealized -13.6%
iShares Gold Trust ETF 0.0%
Value ($000) $184 Shares 13,046 Est. Cost $11.73 Unrealized
Amcor Plc 0.0%
Value ($000) $130 Shares 13,381 Est. Cost $8.56 Unrealized -7.9%
General Electric 0.0%
Value ($000) $126 Shares 14,091 Est. Cost $20.48 Unrealized
CBRE Clarion Global Real Estate Income Fund 0.0%
Value ($000) $114 Shares 14,380 Est. Cost $9.02 Unrealized