FOSTER & MOTLEY INC Diversified Active

CIK: 0001163902 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 21, 2020

Total Value ($000): $670,422 (100.0% shares, 0.0% debt)

Holdings (251)

SCHF Schwab International Equity ETF 4.2%
Value ($000) $28,033 Shares 1,084,866 Est. Cost $29.08 Unrealized
FNDF Schwab Fundamental Intl Lg Co ETF 4.1%
Value ($000) $27,321 Shares 1,299,134 Est. Cost $28.60 Unrealized
EFAV iShares MSCI EAFE Min Volatility ETF 3.6%
Value ($000) $23,958 Shares 386,102 Est. Cost $63.12 Unrealized
AAPL Apple Computer Inc 2.9%
Value ($000) $19,678 Shares 77,386 Est. Cost $28.73 Unrealized +147.4%
FNDE Schwab Fundamental Emerg Mkts Lg Co ETF 2.9%
Value ($000) $19,534 Shares 950,117 Est. Cost $22.71 Unrealized
SCHP Schwab US TIPS ETF 2.8%
Value ($000) $18,917 Shares 328,936 Est. Cost $55.55 Unrealized
RODM Hartford Multifactor Developed Markets ETF 2.7%
Value ($000) $18,257 Shares 828,374 Est. Cost $23.22 Unrealized
MSFT Microsoft Corp 2.6%
Value ($000) $17,418 Shares 110,445 Est. Cost $31.86 Unrealized +390.7%
WMT Wal-Mart Stores Inc 2.1%
Value ($000) $14,014 Shares 123,337 Est. Cost $20.32 Unrealized +74.1%
SCHH Schwab U.S. REIT ETF 2.1%
Value ($000) $13,931 Shares 425,509 Est. Cost $40.71 Unrealized
INTF iShares Edge MSCI Multifactor Intl ETF 2.0%
Value ($000) $13,732 Shares 677,768 Est. Cost $27.92 Unrealized
VZ Verizon Communications 1.7%
Value ($000) $11,081 Shares 206,238 Est. Cost $28.35 Unrealized +44.7%
SCHR Schwab Intermediate-Term U.S. Trsy ETF 1.6%
Value ($000) $10,421 Shares 177,280 Est. Cost $55.11 Unrealized
VGIT Vanguard Interm-Tm Govt Bd Inx ETF 1.5%
Value ($000) $10,222 Shares 144,884 Est. Cost $64.20 Unrealized
AMGN Amgen Incorporated 1.4%
Value ($000) $9,566 Shares 47,184 Est. Cost $94.69 Unrealized +92.4%
JPM J P Morgan Chase & Co. 1.3%
Value ($000) $8,853 Shares 98,339 Est. Cost $49.13 Unrealized +110.9%
PFE Pfizer Incorporated 1.2%
Value ($000) $7,970 Shares 244,193 Est. Cost $18.28 Unrealized +41.3%
MBB iShares MBS Bond ETF 1.2%
Value ($000) $7,807 Shares 70,686 Est. Cost $107.32 Unrealized
ORCL Oracle Corporation 1.1%
Value ($000) $7,312 Shares 151,303 Est. Cost $31.02 Unrealized +53.2%
PG Procter & Gamble 1.0%
Value ($000) $6,797 Shares 61,787 Est. Cost $65.62 Unrealized +58.2%
TGT Target Corporation 1.0%
Value ($000) $6,740 Shares 72,496 Est. Cost $68.74 Unrealized +38.2%
INTC Intel Corp 1.0%
Value ($000) $6,700 Shares 123,800 Est. Cost $24.78 Unrealized +111.2%
CSCO Cisco Systems Inc 1.0%
Value ($000) $6,498 Shares 165,299 Est. Cost $19.19 Unrealized +91.1%
PCY Invesco Emerging Mkts Sovereign Debt ETF 0.9%
Value ($000) $6,161 Shares 257,690 Est. Cost $27.27 Unrealized
VTEB Vanguard Tax-Exempt Bond Index ETF 0.9%
Value ($000) $6,056 Shares 114,488 Est. Cost $52.10 Unrealized
JNJ Johnson & Johnson 0.9%
Value ($000) $6,050 Shares 46,137 Est. Cost $75.01 Unrealized +60.2%
KR Kroger Company 0.9%
Value ($000) $6,037 Shares 200,441 Est. Cost $23.37 Unrealized +10.9%
LRGF iShares Edge MSCI Multifactor USA ETF 0.9%
Value ($000) $5,997 Shares 226,728 Est. Cost $31.03 Unrealized
Total S.A. ADS 0.9%
Value ($000) $5,851 Shares 157,125 Est. Cost $47.24 Unrealized
VNQ Vanguard Reit Index ETF 0.8%
Value ($000) $5,082 Shares 72,754 Est. Cost $78.79 Unrealized
AMT American Tower Corporation 0.8%
Value ($000) $5,029 Shares 23,094 Est. Cost $116.12 Unrealized +69.8%
VBR Vanguard Small Cap Value ETF 0.7%
Value ($000) $4,865 Shares 54,787 Est. Cost $112.66 Unrealized
CMI Cummins Inc 0.7%
Value ($000) $4,697 Shares 34,707 Est. Cost $129.07 Unrealized +4.4%
GOOG Alphabet Inc Class C 0.7%
Value ($000) $4,658 Shares 4,006 Est. Cost $55.01 Unrealized +22.4%
TM Toyota Motor Corporation 0.7%
Value ($000) $4,585 Shares 38,226 Est. Cost $122.65 Unrealized
VLO Valero Energy Corp New 0.7%
Value ($000) $4,558 Shares 100,494 Est. Cost $49.38 Unrealized +15.8%
FNDA Schwab Fundamental US Small Company ETF 0.7%
Value ($000) $4,387 Shares 169,588 Est. Cost $27.48 Unrealized
TXN Texas Instruments Inc 0.7%
Value ($000) $4,379 Shares 43,816 Est. Cost $35.45 Unrealized +186.7%
ACN Accenture Ltd Cl A 0.6%
Value ($000) $4,210 Shares 25,786 Est. Cost $91.82 Unrealized +92.8%
UNP Union Pacific 0.6%
Value ($000) $4,147 Shares 29,402 Est. Cost $83.56 Unrealized +73.5%
META Facebook Inc Class A 0.6%
Value ($000) $4,056 Shares 24,317 Est. Cost $188.76 Unrealized +3.0%
Tortoise North American Pipeline Fund 0.6%
Value ($000) $3,916 Shares 288,373 Est. Cost $13.58 Unrealized
CPT Camden Property Trust 0.6%
Value ($000) $3,901 Shares 49,226 Est. Cost $70.31 Unrealized +20.6%
CE Celanese Corporation 0.6%
Value ($000) $3,812 Shares 51,940 Est. Cost $93.91 Unrealized -5.7%
ETN Eaton Corporation plc 0.6%
Value ($000) $3,724 Shares 47,930 Est. Cost $71.70 Unrealized +15.3%
TRV Travelers Companies Inc 0.5%
Value ($000) $3,657 Shares 36,805 Est. Cost $67.25 Unrealized +63.0%
SRVR Pacer Benchmark Data & Infrastructure Real Estate 0.5%
Value ($000) $3,607 Shares 117,721 Est. Cost $30.64 Unrealized
EQH Equitable Holdings, Inc. 0.5%
Value ($000) $3,594 Shares 248,734 Est. Cost $18.74 Unrealized 0.0%
PCAR PACCAR Inc 0.5%
Value ($000) $3,584 Shares 58,628 Est. Cost $36.61 Unrealized +4.4%
QTS Realty Trust, Inc. 0.5%
Value ($000) $3,576 Shares 61,639 Est. Cost $50.79 Unrealized
ALL Allstate Corporation 0.5%
Value ($000) $3,572 Shares 38,944 Est. Cost $85.99 Unrealized +9.6%
ABBV AbbVie Inc. 0.5%
Value ($000) $3,563 Shares 46,762 Est. Cost $39.73 Unrealized +69.1%
PXH Invesco FTSE RAFI Emerging Markets ETF 0.5%
Value ($000) $3,438 Shares 222,805 Est. Cost $19.69 Unrealized
PHM PulteGroup Inc 0.5%
Value ($000) $3,350 Shares 150,099 Est. Cost $34.55 Unrealized +5.2%
ETR Entergy Corp New 0.5%
Value ($000) $3,322 Shares 35,357 Est. Cost $27.72 Unrealized +72.4%
BDX Becton Dickinson & Co 0.5%
Value ($000) $3,297 Shares 14,349 Est. Cost $86.56 Unrealized +159.9%
PDM Piedmont Office Realty Trust, Inc. 0.5%
Value ($000) $3,208 Shares 181,664 Est. Cost $18.63 Unrealized
TMO Thermo Fisher Scientific Inc. 0.5%
Value ($000) $3,162 Shares 11,148 Est. Cost $90.97 Unrealized +241.3%
United Technologies Corp 0.5%
Value ($000) $3,155 Shares 33,449 Est. Cost $94.50 Unrealized
MUNI PIMCO Intermediate Muni Bond Strgy ETF 0.5%
Value ($000) $3,139 Shares 57,547 Est. Cost $53.82 Unrealized
HON Honeywell International 0.5%
Value ($000) $3,055 Shares 22,831 Est. Cost $69.48 Unrealized +96.6%
DAL Delta Air Lines 0.5%
Value ($000) $3,030 Shares 106,216 Est. Cost $49.67 Unrealized -3.3%
TD Toronto-Dominion Bank 0.4%
Value ($000) $2,989 Shares 70,519 Est. Cost $43.11 Unrealized +19.0%
Lexington Realty Trust 0.4%
Value ($000) $2,989 Shares 301,042 Est. Cost $10.31 Unrealized
KMB Kimberly-Clark Corp 0.4%
Value ($000) $2,962 Shares 23,161 Est. Cost $84.78 Unrealized +32.2%
AES AES Corporation 0.4%
Value ($000) $2,886 Shares 212,174 Est. Cost $13.67 Unrealized +6.0%
BND Vanguard Total Bond Market ETF 0.4%
Value ($000) $2,883 Shares 33,773 Est. Cost $82.02 Unrealized
Activision Inc 0.4%
Value ($000) $2,848 Shares 47,888 Est. Cost $59.47 Unrealized
HCA HCA Holdings, Inc. 0.4%
Value ($000) $2,793 Shares 31,086 Est. Cost $120.74 Unrealized +2.2%
EXC Exelon Corporation 0.4%
Value ($000) $2,778 Shares 75,480 Est. Cost $20.68 Unrealized +23.2%
Discovery Inc 0.4%
Value ($000) $2,764 Shares 157,565 Est. Cost $18.31 Unrealized
CVX Chevron Corp 0.4%
Value ($000) $2,762 Shares 38,111 Est. Cost $72.54 Unrealized +4.8%
IBM Intl Business Machines 0.4%
Value ($000) $2,760 Shares 24,883 Est. Cost $105.75 Unrealized -7.1%
UNH UnitedHealth Group Inc. 0.4%
Value ($000) $2,695 Shares 10,808 Est. Cost $117.13 Unrealized +113.2%
SPIB SPDR Barclays Cap Interm Term Corp Bond ETF 0.4%
Value ($000) $2,678 Shares 78,739 Est. Cost $34.57 Unrealized
KMI Kinder Morgan, Inc. 0.4%
Value ($000) $2,651 Shares 190,457 Est. Cost $13.49 Unrealized -0.9%
FNDC Schwab Fundamental Intl Sm Co ETF 0.4%
Value ($000) $2,588 Shares 110,234 Est. Cost $33.42 Unrealized
EHC Encompass Health Corp 0.4%
Value ($000) $2,584 Shares 40,351 Est. Cost $44.71 Unrealized +20.2%
MCK McKesson HBOC Inc 0.4%
Value ($000) $2,557 Shares 18,906 Est. Cost $116.93 Unrealized +20.4%
AFL AFLAC Inc 0.4%
Value ($000) $2,484 Shares 72,534 Est. Cost $38.75 Unrealized +2.4%
LYB LyondellBasell Industrials NV 0.4%
Value ($000) $2,470 Shares 49,775 Est. Cost $52.04 Unrealized -4.6%
FAF First American Financial Corp 0.4%
Value ($000) $2,415 Shares 56,940 Est. Cost $42.31 Unrealized +10.1%
EFA iShares MSCI EAFE ETF 0.4%
Value ($000) $2,390 Shares 44,708 Est. Cost $58.52 Unrealized
TSN Tyson Foods Inc 0.4%
Value ($000) $2,367 Shares 40,903 Est. Cost $61.76 Unrealized +1.5%
FNF Fidelity National Finl. 0.3%
Value ($000) $2,262 Shares 90,917 Est. Cost $30.68 Unrealized -2.3%
TJX TJX Cos Inc 0.3%
Value ($000) $2,242 Shares 46,904 Est. Cost $33.21 Unrealized +60.6%
CyrusOne Inc. 0.3%
Value ($000) $2,223 Shares 36,008 Est. Cost $63.37 Unrealized
PEP PepsiCo Incorporated 0.3%
Value ($000) $2,216 Shares 18,455 Est. Cost $61.69 Unrealized +82.8%
INFY Infosys Limited 0.3%
Value ($000) $2,179 Shares 265,397 Est. Cost $10.78 Unrealized
Outfront Media Inc 0.3%
Value ($000) $2,157 Shares 160,039 Est. Cost $19.85 Unrealized
C Citigroup Inc 0.3%
Value ($000) $2,153 Shares 51,121 Est. Cost $54.48 Unrealized -0.5%
PGR Progressive Corp. 0.3%
Value ($000) $2,132 Shares 28,871 Est. Cost $54.61 Unrealized +19.6%
CVS C V S Caremark Corp. 0.3%
Value ($000) $2,106 Shares 35,490 Est. Cost $58.23 Unrealized -5.0%
LOW Lowes Companies Inc 0.3%
Value ($000) $2,053 Shares 23,859 Est. Cost $64.50 Unrealized +52.4%
USB US Bancorp 0.3%
Value ($000) $2,039 Shares 59,190 Est. Cost $24.41 Unrealized +52.5%
OMC Omnicom Group Inc 0.3%
Value ($000) $2,015 Shares 36,701 Est. Cost $57.50 Unrealized -0.6%
HAS Hasbro Inc 0.3%
Value ($000) $2,011 Shares 28,110 Est. Cost $35.26 Unrealized +95.2%
FNDX Schwab Fundamental US Large Company ETF 0.3%
Value ($000) $1,988 Shares 63,452 Est. Cost $35.13 Unrealized
Discover Financial Services 0.3%
Value ($000) $1,954 Shares 54,766 Est. Cost $58.67 Unrealized
XOM Exxon Mobil Corporation 0.3%
Value ($000) $1,934 Shares 50,932 Est. Cost $53.51 Unrealized -21.3%
NUE Nucor Corp 0.3%
Value ($000) $1,929 Shares 53,562 Est. Cost $40.31 Unrealized -1.9%
PFSI PennyMac Financial Services, Inc. 0.3%
Value ($000) $1,909 Shares 86,332 Est. Cost $29.86 Unrealized -0.1%
KEY Keycorp Inc New 0.3%
Value ($000) $1,891 Shares 182,390 Est. Cost $12.55 Unrealized -0.8%
MRK Merck & Co Inc 0.3%
Value ($000) $1,856 Shares 24,127 Est. Cost $54.49 Unrealized +19.4%
MCD McDonald's Corp. 0.3%
Value ($000) $1,802 Shares 10,897 Est. Cost $71.71 Unrealized +139.6%
CB Chubb Ltd 0.3%
Value ($000) $1,795 Shares 16,067 Est. Cost $99.98 Unrealized +30.4%
BBY Best Buy Inc 0.3%
Value ($000) $1,728 Shares 30,316 Est. Cost $56.83 Unrealized +9.9%
Wyndham Destinations 0.2%
Value ($000) $1,629 Shares 75,075 Est. Cost $53.42 Unrealized
Hill-Rom Holdings, Inc. 0.2%
Value ($000) $1,574 Shares 15,649 Est. Cost $82.98 Unrealized
ZD j2 Global, Inc. 0.2%
Value ($000) $1,516 Shares 20,256 Est. Cost $70.64 Unrealized +10.6%
MLKN Herman Miller, Inc. 0.2%
Value ($000) $1,490 Shares 67,116 Est. Cost $31.28 Unrealized -5.9%
MFC Manulife Financial Corporation 0.2%
Value ($000) $1,483 Shares 118,224 Est. Cost $17.59 Unrealized -1.2%
MDT Medtronic PLC 0.2%
Value ($000) $1,452 Shares 16,102 Est. Cost $79.32 Unrealized +13.7%
IRM Iron Mountain Incorporated 0.2%
Value ($000) $1,445 Shares 60,718 Est. Cost $23.45 Unrealized -3.8%
NXST Nexstar Media Group 0.2%
Value ($000) $1,418 Shares 24,569 Est. Cost $72.36 Unrealized +21.3%
THG The Hanover Insurance Group Inc. 0.2%
Value ($000) $1,413 Shares 15,597 Est. Cost $53.62 Unrealized +100.4%
SMLF iShares Edge MSCI Mltfct USA SmCp ETF 0.2%
Value ($000) $1,358 Shares 45,586 Est. Cost $36.81 Unrealized
T A T & T Inc. 0.2%
Value ($000) $1,343 Shares 46,057 Est. Cost $13.65 Unrealized +33.1%
OC Owens Corning Inc. 0.2%
Value ($000) $1,310 Shares 33,765 Est. Cost $55.95 Unrealized 0.0%
SNA Snap On Inc 0.2%
Value ($000) $1,268 Shares 11,656 Est. Cost $130.98 Unrealized -3.5%
NOC Northrop Grumman Corp 0.2%
Value ($000) $1,260 Shares 4,166 Est. Cost $74.43 Unrealized +323.9%
UGI UGI Corporation New 0.2%
Value ($000) $1,260 Shares 47,241 Est. Cost $32.61 Unrealized +16.1%
VONE Vanguard Russell 1000 ETF 0.2%
Value ($000) $1,258 Shares 10,729 Est. Cost $128.09 Unrealized
SJM J M Smuckers Co 0.2%
Value ($000) $1,248 Shares 11,247 Est. Cost $99.12 Unrealized -11.0%
ALSN Allison Transmission Holdings, INc. 0.2%
Value ($000) $1,246 Shares 38,194 Est. Cost $40.59 Unrealized -6.9%
DKS Dick's Sporting Goods Inc. 0.2%
Value ($000) $1,234 Shares 58,020 Est. Cost $28.67 Unrealized +11.0%
EG Everest Re Group Ltd 0.2%
Value ($000) $1,191 Shares 6,192 Est. Cost $199.34 Unrealized +13.3%
PRU Prudential Financial Inc 0.2%
Value ($000) $1,080 Shares 20,717 Est. Cost $56.46 Unrealized +4.5%
DGX Quest Diagnostic Inc 0.2%
Value ($000) $1,070 Shares 13,328 Est. Cost $90.81 Unrealized +1.5%
RS Reliance Steel & Aluminum Co 0.2%
Value ($000) $1,065 Shares 12,156 Est. Cost $94.14 Unrealized +13.3%
BAH Booz Allen Hamilton Holdings Corporation 0.2%
Value ($000) $1,054 Shares 15,360 Est. Cost $49.27 Unrealized +34.0%
LDOS Leidos Holdings Inc 0.2%
Value ($000) $1,053 Shares 11,487 Est. Cost $85.18 Unrealized +9.4%
CMS CMS Energy Corp 0.2%
Value ($000) $1,008 Shares 17,163 Est. Cost $19.06 Unrealized +181.6%
NEAR iShares Short Maturity Bond ETF 0.1%
Value ($000) $940 Shares 19,381 Est. Cost $50.05 Unrealized
WFC Wells Fargo & Company 0.1%
Value ($000) $939 Shares 32,710 Est. Cost $30.03 Unrealized +22.0%
Cerner Corp 0.1%
Value ($000) $934 Shares 14,820 Est. Cost $74.75 Unrealized
ROST Ross Stores, Inc 0.1%
Value ($000) $929 Shares 10,681 Est. Cost $43.46 Unrealized +131.8%
MET Metlife Inc 0.1%
Value ($000) $921 Shares 30,119 Est. Cost $34.12 Unrealized +6.8%
DHI D R Horton Co 0.1%
Value ($000) $896 Shares 26,339 Est. Cost $49.42 Unrealized -1.0%
GIS General Mills Inc 0.1%
Value ($000) $871 Shares 16,506 Est. Cost $39.51 Unrealized +9.6%
Legg Mason Inc 0.1%
Value ($000) $870 Shares 17,807 Est. Cost $48.86 Unrealized
DIS Disney Walt Hldg Co 0.1%
Value ($000) $861 Shares 8,909 Est. Cost $65.42 Unrealized +88.8%
ViacomCBS Inc. 0.1%
Value ($000) $836 Shares 59,647 Est. Cost $41.97 Unrealized
PNC PNC Financial Services 0.1%
Value ($000) $833 Shares 8,702 Est. Cost $72.88 Unrealized +48.6%
EMR Emerson Electric Co 0.1%
Value ($000) $832 Shares 17,457 Est. Cost $57.76 Unrealized 0.0%
PSX Phillips 66 0.1%
Value ($000) $800 Shares 14,903 Est. Cost $54.07 Unrealized +18.0%
CAT Caterpillar Inc 0.1%
Value ($000) $796 Shares 6,857 Est. Cost $117.11 Unrealized -3.2%
Walgreens Boots Alliance Inc. 0.1%
Value ($000) $795 Shares 17,379 Est. Cost $57.85 Unrealized
MMM 3M Company 0.1%
Value ($000) $786 Shares 5,759 Est. Cost $62.09 Unrealized +70.7%
TFC Truist Financial Corp 0.1%
Value ($000) $783 Shares 25,405 Est. Cost $40.89 Unrealized -12.0%
FITB Fifth Third Bancorp 0.1%
Value ($000) $771 Shares 51,911 Est. Cost $20.27 Unrealized -3.0%
GM General Motors Company 0.1%
Value ($000) $762 Shares 36,664 Est. Cost $35.13 Unrealized -16.9%
TIP iShares Barclays TIPS Bond 0.1%
Value ($000) $753 Shares 6,388 Est. Cost $112.28 Unrealized
ELV Anthem, Inc. 0.1%
Value ($000) $749 Shares 3,297 Est. Cost $187.80 Unrealized +33.9%
CBT Cabot Corporation 0.1%
Value ($000) $697 Shares 26,667 Est. Cost $40.71 Unrealized -18.8%
PPL PPL Corporation 0.1%
Value ($000) $686 Shares 27,791 Est. Cost $25.20 Unrealized 0.0%
SYY Sysco Corporation 0.1%
Value ($000) $680 Shares 14,894 Est. Cost $63.89 Unrealized -7.9%
ITW Illinois Tool Works 0.1%
Value ($000) $678 Shares 4,772 Est. Cost $64.31 Unrealized +129.5%
BPOP Popular Inc 0.1%
Value ($000) $663 Shares 18,955 Est. Cost $44.53 Unrealized -7.5%
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $629 Shares 11,292 Est. Cost $42.60 Unrealized +14.0%
EQIX Equinix, Inc. 0.1%
Value ($000) $628 Shares 1,006 Est. Cost $424.21 Unrealized +26.4%
AVT Avnet, Inc. 0.1%
Value ($000) $621 Shares 24,756 Est. Cost $35.38 Unrealized -17.3%
SON Sonoco Products Co 0.1%
Value ($000) $619 Shares 13,354 Est. Cost $43.37 Unrealized -0.6%
Global X MLP & Energy Infrastructure ETF 0.1%
Value ($000) $591 Shares 96,207 Est. Cost $11.71 Unrealized
HD Home Depot Inc 0.1%
Value ($000) $570 Shares 3,051 Est. Cost $81.60 Unrealized +133.0%
PPG PPG Industries Inc 0.1%
Value ($000) $554 Shares 6,625 Est. Cost $75.04 Unrealized +31.9%
WHR Whirlpool Corp 0.1%
Value ($000) $543 Shares 6,326 Est. Cost $131.37 Unrealized 0.0%
DOV Dover Corporation 0.1%
Value ($000) $539 Shares 6,419 Est. Cost $94.17 Unrealized +3.8%
ORI Old Republic International Corporation 0.1%
Value ($000) $538 Shares 35,279 Est. Cost $11.87 Unrealized +6.2%
CNI Canadian Natl RR Co. 0.1%
Value ($000) $508 Shares 6,543 Est. Cost $58.61 Unrealized +33.0%
DG Dollar General Corporation 0.1%
Value ($000) $495 Shares 3,280 Est. Cost $63.79 Unrealized +123.1%
AMAT Applied Materials Inc 0.1%
Value ($000) $489 Shares 10,675 Est. Cost $53.90 Unrealized +0.8%
NEM Newmont Mining Corp 0.1%
Value ($000) $482 Shares 10,651 Est. Cost $21.55 Unrealized +75.8%
AFG American Financial Group 0.1%
Value ($000) $478 Shares 6,818 Est. Cost $42.77 Unrealized +27.5%
SCHK Schwab 1000 ETF 0.1%
Value ($000) $467 Shares 18,612 Est. Cost $25.09 Unrealized
DOX Amdocs Limited Common Stock 0.1%
Value ($000) $464 Shares 8,434 Est. Cost $55.73 Unrealized +6.1%
VSH Vishay Intertechnology Inc. 0.1%
Value ($000) $459 Shares 31,861 Est. Cost $17.14 Unrealized -2.4%
AZO AutoZone Inc 0.1%
Value ($000) $450 Shares 532 Est. Cost $801.55 Unrealized +29.6%
EIX Edison International 0.1%
Value ($000) $450 Shares 8,220 Est. Cost $52.50 Unrealized +1.1%
UNM Unum Group 0.1%
Value ($000) $438 Shares 29,211 Est. Cost $24.05 Unrealized 0.0%
EMB iShares JPMorgan USD Emerg Markets Bond ETF 0.1%
Value ($000) $436 Shares 4,506 Est. Cost $96.76 Unrealized
Mylan N.V. 0.1%
Value ($000) $435 Shares 29,160 Est. Cost $14.92 Unrealized
F Ford Motor Company 0.1%
Value ($000) $431 Shares 89,147 Est. Cost $7.14 Unrealized -20.9%
GILD Gilead Sciences Inc 0.1%
Value ($000) $430 Shares 5,749 Est. Cost $72.19 Unrealized -23.9%
HST Host Hotels & Resorts Inc. 0.1%
Value ($000) $428 Shares 38,796 Est. Cost $14.99 Unrealized -18.1%
SNX SYNNEX Corp. 0.1%
Value ($000) $423 Shares 5,781 Est. Cost $56.06 Unrealized +2.4%
IP International Paper Co 0.1%
Value ($000) $422 Shares 13,550 Est. Cost $27.34 Unrealized +4.3%
EGP EastGroup Properties Inc. 0.1%
Value ($000) $408 Shares 3,906 Est. Cost $59.73 Unrealized
PEG Pub Svc Enterprise Group 0.1%
Value ($000) $406 Shares 9,045 Est. Cost $37.76 Unrealized +16.9%
TGNA TEGNA, Inc. 0.1%
Value ($000) $405 Shares 37,313 Est. Cost $16.00 Unrealized 0.0%
VMBS Vanguard Mortgage-Backed Securities ETF 0.1%
Value ($000) $397 Shares 7,281 Est. Cost $53.26 Unrealized
COR Amerisource Bergen 0.1%
Value ($000) $394 Shares 4,452 Est. Cost $50.14 Unrealized +48.9%
AEP American Electric Power Co., Inc 0.1%
Value ($000) $391 Shares 4,889 Est. Cost $30.64 Unrealized +149.8%
CINF Cincinnati Financial Cp 0.1%
Value ($000) $387 Shares 5,134 Est. Cost $60.36 Unrealized +41.3%
JPST JPMorgan Ultra-Short Income ETF 0.1%
Value ($000) $376 Shares 7,571 Est. Cost $50.28 Unrealized
SU Suncor Energy Inc 0.1%
Value ($000) $374 Shares 23,660 Est. Cost $24.58 Unrealized -15.5%
ADP Auto Data Processing 0.1%
Value ($000) $362 Shares 2,648 Est. Cost $82.63 Unrealized +71.8%
SCHD Schwab U.S. Dividend Equity ETF 0.1%
Value ($000) $361 Shares 8,031 Est. Cost $48.31 Unrealized
MINT Pimco Enhanced Short Maturity Active ETF 0.1%
Value ($000) $357 Shares 3,611 Est. Cost $101.50 Unrealized
GLW Corning Inc 0.1%
Value ($000) $355 Shares 17,267 Est. Cost $23.02 Unrealized -4.0%
TT Trane Technologies plc 0.1%
Value ($000) $353 Shares 4,277 Est. Cost $93.73 Unrealized 0.0%
ITM VanEck Vectors Intermediate Muni ETF 0.1%
Value ($000) $349 Shares 7,106 Est. Cost $49.11 Unrealized
AXP American Express Company 0.1%
Value ($000) $339 Shares 3,956 Est. Cost $101.52 Unrealized +6.0%
PLD ProLogis 0.1%
Value ($000) $336 Shares 4,175 Est. Cost $53.69 Unrealized +38.0%
RRX Regal Beloit Corporation 0.0%
Value ($000) $335 Shares 5,322 Est. Cost $79.66 Unrealized -1.5%
LEA Lear Corp 0.0%
Value ($000) $330 Shares 4,058 Est. Cost $130.46 Unrealized -21.5%
SCHE Schwab Emerging Mkts Equity ETF 0.0%
Value ($000) $326 Shares 15,748 Est. Cost $25.31 Unrealized
DLX Deluxe Corp 0.0%
Value ($000) $325 Shares 12,517 Est. Cost $48.23 Unrealized -41.8%
HRB Block H & R Incorporated 0.0%
Value ($000) $315 Shares 22,361 Est. Cost $19.74 Unrealized -15.6%
GDX VanEck Vectors Gold Miners ETF 0.0%
Value ($000) $309 Shares 13,413 Est. Cost $21.08 Unrealized
MUB iShares Natl Amt-Free Muni Bond ETF 0.0%
Value ($000) $304 Shares 2,689 Est. Cost $109.68 Unrealized
SCHA Schwab U.S. Small-Cap ETF 0.0%
Value ($000) $296 Shares 5,738 Est. Cost $69.83 Unrealized
IVV iShares Core S&P 500 ETF 0.0%
Value ($000) $295 Shares 1,143 Est. Cost $256.83 Unrealized
BIV Vanguard Intermediate-Term Bond ETF 0.0%
Value ($000) $287 Shares 3,215 Est. Cost $86.47 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $286 Shares 3,623 Est. Cost $35.31 Unrealized +113.3%
ARMK Aramark 0.0%
Value ($000) $285 Shares 14,250 Est. Cost $24.41 Unrealized 0.0%
Premier, Inc. 0.0%
Value ($000) $281 Shares 8,581 Est. Cost $34.50 Unrealized
VWO Vanguard Emerging Markets Stock ETF 0.0%
Value ($000) $274 Shares 8,166 Est. Cost $33.55 Unrealized
RGA Reinsurance Group of America 0.0%
Value ($000) $274 Shares 3,252 Est. Cost $148.74 Unrealized -12.3%
DoubleLine Income Solutions Fund 0.0%
Value ($000) $268 Shares 20,053 Est. Cost $18.72 Unrealized
MEAR iShares Short Maturity Municipal Bond ETF 0.0%
Value ($000) $265 Shares 5,333 Est. Cost $49.99 Unrealized
BP BP PLC Adr 0.0%
Value ($000) $263 Shares 10,784 Est. Cost $37.44 Unrealized
MPC Marathon Petroleum Corporation 0.0%
Value ($000) $260 Shares 11,028 Est. Cost $43.92 Unrealized -12.7%
LUV Southwest Airlines Co. 0.0%
Value ($000) $260 Shares 7,297 Est. Cost $45.99 Unrealized 0.0%
SCHV Schwab US Large-Cap Value ETF 0.0%
Value ($000) $255 Shares 5,758 Est. Cost $44.42 Unrealized
COP ConocoPhillips 0.0%
Value ($000) $250 Shares 8,123 Est. Cost $46.62 Unrealized -12.1%
Perspecta Inc. 0.0%
Value ($000) $247 Shares 13,523 Est. Cost $18.27 Unrealized
HBAN Huntington Bancshares Incorporated 0.0%
Value ($000) $243 Shares 29,654 Est. Cost $9.55 Unrealized -2.6%
ADM Archer-Daniels-Midland Co. 0.0%
Value ($000) $237 Shares 6,731 Est. Cost $34.50 Unrealized +0.1%
PKG Packaging Corp of America 0.0%
Value ($000) $236 Shares 2,722 Est. Cost $76.99 Unrealized +5.2%
SCHZ Schwab U.S. Aggregate Bond ETF 0.0%
Value ($000) $234 Shares 4,315 Est. Cost $52.48 Unrealized
GL Globe Life Inc 0.0%
Value ($000) $227 Shares 3,149 Est. Cost $86.06 Unrealized +4.2%
GNMA iShares GNMA Bond ETF 0.0%
Value ($000) $222 Shares 4,300 Est. Cost $50.22 Unrealized
V Visa, Inc. 0.0%
Value ($000) $221 Shares 1,369 Est. Cost $156.33 Unrealized +15.6%
SCHX Schwab US LC ETF 0.0%
Value ($000) $220 Shares 3,590 Est. Cost $70.99 Unrealized
CVI CVR Energy, Inc 0.0%
Value ($000) $218 Shares 13,168 Est. Cost $26.88 Unrealized -31.3%
NEE Nextera Energy Inc 0.0%
Value ($000) $217 Shares 901 Est. Cost $54.30 Unrealized 0.0%
HollyFrontier Corporation 0.0%
Value ($000) $213 Shares 8,688 Est. Cost $53.08 Unrealized
VTI Vanguard Total Stock Market ETF 0.0%
Value ($000) $211 Shares 1,635 Est. Cost $163.91 Unrealized
XRX Xerox Corp 0.0%
Value ($000) $210 Shares 11,110 Est. Cost $31.77 Unrealized 0.0%
KKR KKR & Co Inc. 0.0%
Value ($000) $209 Shares 8,891 Est. Cost $21.06 Unrealized +28.6%
CDW CDW Corporation 0.0%
Value ($000) $207 Shares 2,215 Est. Cost $114.00 Unrealized 0.0%
VTV Vanguard Value ETF 0.0%
Value ($000) $204 Shares 2,293 Est. Cost $84.27 Unrealized
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $203 Shares 787 Est. Cost $271.79 Unrealized
VFC V F Corporation 0.0%
Value ($000) $200 Shares 3,702 Est. Cost $55.38 Unrealized +40.7%
SVC Service PPTYS Tr REIT 0.0%
Value ($000) $195 Shares 36,045 Est. Cost $24.96 Unrealized
PBF PBF Energy Inc 0.0%
Value ($000) $119 Shares 16,758 Est. Cost $40.86 Unrealized -45.1%
RF Regions Financial Cp New 0.0%
Value ($000) $109 Shares 12,168 Est. Cost $13.45 Unrealized -18.4%
Amcor Plc 0.0%
Value ($000) $87 Shares 10,771 Est. Cost $8.56 Unrealized -12.4%
SABR Sabre Corporation 0.0%
Value ($000) $72 Shares 12,092 Est. Cost $23.82 Unrealized -29.8%
CBRE Clarion Global Real Estate Income Fund 0.0%
Value ($000) $70 Shares 13,310 Est. Cost $9.02 Unrealized