FOSTER & MOTLEY INC Diversified Active

CIK: 0001163902 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 20, 2021

Total Value ($000): $1,194,145 (100.0% shares, 0.0% debt)

Holdings (319)

RODM Hartford Multifactor Developed Markets ETF 4.1%
Value ($000) $49,262 Shares 1,604,116 Est. Cost $25.59 Unrealized
FNDF Schwab Fundamental Intl Lg Co ETF 4.1%
Value ($000) $49,043 Shares 1,473,649 Est. Cost $29.13 Unrealized
JPST JPMorgan Ultra-Short Income ETF 4.1%
Value ($000) $48,505 Shares 955,942 Est. Cost $50.78 Unrealized
SCHF Schwab International Equity ETF 4.0%
Value ($000) $47,744 Shares 1,210,235 Est. Cost $29.32 Unrealized
FNDE Schwab Fundamental Emerg Mkts Lg Co ETF 3.0%
Value ($000) $35,783 Shares 1,109,558 Est. Cost $23.46 Unrealized
AAPL Apple Computer Inc 2.7%
Value ($000) $31,884 Shares 232,800 Est. Cost $84.78 Unrealized +49.1%
SCHP Schwab US TIPS ETF 2.5%
Value ($000) $30,083 Shares 481,250 Est. Cost $57.52 Unrealized
AVEM Avantis Emerging Markets Equity ETF 2.5%
Value ($000) $29,469 Shares 423,674 Est. Cost $50.81 Unrealized
MSFT Microsoft Corp 1.8%
Value ($000) $21,333 Shares 78,747 Est. Cost $31.86 Unrealized +668.2%
MBB iShares MBS Bond ETF 1.6%
Value ($000) $19,364 Shares 178,915 Est. Cost $108.65 Unrealized
SCHR Schwab Intermediate-Term U.S. Trsy ETF 1.6%
Value ($000) $18,911 Shares 332,531 Est. Cost $56.06 Unrealized
SCHH Schwab U.S. REIT ETF 1.5%
Value ($000) $18,155 Shares 396,492 Est. Cost $40.71 Unrealized
Tortoise North American Pipeline Fund 1.4%
Value ($000) $16,254 Shares 721,447 Est. Cost $15.55 Unrealized
TGT Target Corporation 1.3%
Value ($000) $15,227 Shares 62,991 Est. Cost $69.21 Unrealized +176.7%
FNDA Schwab Fundamental US Small Company ETF 1.1%
Value ($000) $13,335 Shares 245,167 Est. Cost $29.84 Unrealized
WMT Wal-Mart Stores Inc 1.0%
Value ($000) $12,392 Shares 87,871 Est. Cost $20.32 Unrealized +115.6%
ORCL Oracle Corporation 1.0%
Value ($000) $12,266 Shares 157,585 Est. Cost $31.70 Unrealized +132.1%
VGIT Vanguard Interm-Tm Govt Bd Inx ETF 1.0%
Value ($000) $12,132 Shares 178,910 Est. Cost $65.15 Unrealized
VZ Verizon Communications 1.0%
Value ($000) $11,853 Shares 211,542 Est. Cost $28.88 Unrealized +50.4%
JPM J P Morgan Chase & Co. 0.9%
Value ($000) $11,328 Shares 72,833 Est. Cost $49.13 Unrealized +184.4%
VTEB Vanguard Tax-Exempt Bond Index ETF 0.9%
Value ($000) $11,193 Shares 202,407 Est. Cost $53.33 Unrealized
EMB iShares JPMorgan USD Emerg Markets Bond ETF 0.9%
Value ($000) $10,943 Shares 97,304 Est. Cost $110.30 Unrealized
VBR Vanguard Small Cap Value ETF 0.9%
Value ($000) $10,627 Shares 61,195 Est. Cost $115.87 Unrealized
CPT Camden Property Trust 0.9%
Value ($000) $10,302 Shares 77,654 Est. Cost $73.90 Unrealized +43.0%
CSCO Cisco Systems Inc 0.8%
Value ($000) $10,095 Shares 190,477 Est. Cost $21.69 Unrealized +111.3%
PFE Pfizer Incorporated 0.8%
Value ($000) $9,769 Shares 249,459 Est. Cost $18.75 Unrealized +65.3%
TM Toyota Motor Corporation 0.8%
Value ($000) $9,714 Shares 55,561 Est. Cost $128.35 Unrealized
EFAV iShares MSCI EAFE Min Volatility ETF 0.8%
Value ($000) $9,661 Shares 127,893 Est. Cost $63.24 Unrealized
GOOG Alphabet Inc Class C 0.8%
Value ($000) $9,594 Shares 3,828 Est. Cost $59.44 Unrealized +99.0%
AMGN Amgen Incorporated 0.8%
Value ($000) $9,581 Shares 39,307 Est. Cost $94.69 Unrealized +124.4%
META Facebook Inc Class A 0.8%
Value ($000) $9,536 Shares 27,426 Est. Cost $193.72 Unrealized +64.5%
LRGF iShares Edge MSCI Multifactor USA ETF 0.8%
Value ($000) $9,168 Shares 214,052 Est. Cost $31.29 Unrealized
PG Procter & Gamble 0.8%
Value ($000) $9,098 Shares 67,429 Est. Cost $74.02 Unrealized +63.1%
CMI Cummins Inc 0.8%
Value ($000) $8,994 Shares 36,887 Est. Cost $132.98 Unrealized +71.7%
Lexington Realty Trust 0.7%
Value ($000) $8,564 Shares 716,636 Est. Cost $10.58 Unrealized
SRVR Pacer Benchmark Data & Infrastructure Real Estate ETF 0.7%
Value ($000) $8,293 Shares 205,567 Est. Cost $32.87 Unrealized
JNJ Johnson & Johnson 0.7%
Value ($000) $8,159 Shares 49,526 Est. Cost $81.33 Unrealized +78.2%
KR Kroger Company 0.7%
Value ($000) $8,134 Shares 212,328 Est. Cost $23.97 Unrealized +42.3%
INTC Intel Corp 0.7%
Value ($000) $8,022 Shares 142,892 Est. Cost $27.78 Unrealized +92.8%
C Citigroup Inc 0.7%
Value ($000) $7,924 Shares 112,006 Est. Cost $44.95 Unrealized +39.5%
SPIB SPDR Barclays Cap Interm Term Corp Bond ETF 0.7%
Value ($000) $7,860 Shares 214,174 Est. Cost $35.95 Unrealized
DHI D R Horton Co 0.7%
Value ($000) $7,819 Shares 86,525 Est. Cost $48.66 Unrealized +84.2%
INTF iShares Edge MSCI Multifactor Intl ETF 0.7%
Value ($000) $7,800 Shares 259,572 Est. Cost $27.92 Unrealized
INFY Infosys Limited 0.6%
Value ($000) $7,744 Shares 365,465 Est. Cost $10.98 Unrealized
TXN Texas Instruments Inc 0.6%
Value ($000) $7,443 Shares 38,705 Est. Cost $35.45 Unrealized +363.3%
BND Vanguard Total Bond Market ETF 0.6%
Value ($000) $7,377 Shares 85,890 Est. Cost $84.87 Unrealized
VNQ Vanguard Reit Index ETF 0.6%
Value ($000) $7,314 Shares 71,858 Est. Cost $78.79 Unrealized
PCH Potlatch Corporation 0.6%
Value ($000) $6,796 Shares 127,859 Est. Cost $47.04 Unrealized
Activision Inc 0.5%
Value ($000) $6,493 Shares 68,037 Est. Cost $66.94 Unrealized
BBY Best Buy Inc 0.5%
Value ($000) $6,357 Shares 55,291 Est. Cost $63.22 Unrealized +50.2%
UGI UGI Corporation New 0.5%
Value ($000) $6,245 Shares 134,846 Est. Cost $32.07 Unrealized +40.3%
ALL Allstate Corporation 0.5%
Value ($000) $6,002 Shares 46,012 Est. Cost $86.29 Unrealized +33.6%
ACN Accenture Ltd Cl A 0.5%
Value ($000) $5,906 Shares 20,036 Est. Cost $91.82 Unrealized +192.0%
ABBV AbbVie Inc. 0.5%
Value ($000) $5,821 Shares 51,682 Est. Cost $45.73 Unrealized +107.2%
Total S.A. ADS 0.5%
Value ($000) $5,676 Shares 125,411 Est. Cost $45.93 Unrealized
PHM PulteGroup Inc 0.5%
Value ($000) $5,658 Shares 103,689 Est. Cost $35.14 Unrealized +52.1%
HCA HCA Holdings, Inc. 0.5%
Value ($000) $5,595 Shares 27,065 Est. Cost $120.74 Unrealized +62.1%
UNP Union Pacific 0.4%
Value ($000) $5,291 Shares 24,059 Est. Cost $83.56 Unrealized +139.8%
IP International Paper Co 0.4%
Value ($000) $5,043 Shares 82,254 Est. Cost $26.25 Unrealized +77.6%
EQH Equitable Holdings, Inc. 0.4%
Value ($000) $5,036 Shares 165,394 Est. Cost $18.74 Unrealized +55.0%
PCY Invesco Emerging Mkts Sovereign Debt ETF 0.4%
Value ($000) $4,954 Shares 179,349 Est. Cost $27.27 Unrealized
FNDX Schwab Fundamental US Large Company ETF 0.4%
Value ($000) $4,848 Shares 88,604 Est. Cost $37.94 Unrealized
AMP Ameriprise Financial, Inc. 0.4%
Value ($000) $4,832 Shares 19,416 Est. Cost $121.97 Unrealized +92.9%
TRV Travelers Companies Inc 0.4%
Value ($000) $4,635 Shares 30,960 Est. Cost $68.38 Unrealized +106.6%
CVX Chevron Corp 0.4%
Value ($000) $4,624 Shares 44,151 Est. Cost $71.27 Unrealized +22.2%
QTS Realty Trust, Inc. 0.4%
Value ($000) $4,575 Shares 59,190 Est. Cost $53.63 Unrealized
PXH Invesco FTSE RAFI Emerging Markets ETF 0.4%
Value ($000) $4,459 Shares 190,983 Est. Cost $19.69 Unrealized
PCAR PACCAR Inc 0.4%
Value ($000) $4,437 Shares 49,716 Est. Cost $37.27 Unrealized +37.3%
CVS C V S Caremark Corp. 0.4%
Value ($000) $4,402 Shares 52,755 Est. Cost $58.30 Unrealized +20.9%
TMO Thermo Fisher Scientific Inc. 0.4%
Value ($000) $4,398 Shares 8,719 Est. Cost $90.97 Unrealized +412.3%
EOG EOG Resources, Inc 0.4%
Value ($000) $4,352 Shares 52,163 Est. Cost $34.29 Unrealized +83.2%
PDM Piedmont Office Realty Trust, Inc. 0.4%
Value ($000) $4,273 Shares 231,329 Est. Cost $18.10 Unrealized
Discovery Inc 0.4%
Value ($000) $4,223 Shares 145,716 Est. Cost $18.55 Unrealized
USB US Bancorp 0.3%
Value ($000) $4,157 Shares 72,969 Est. Cost $25.69 Unrealized +85.8%
ETN Eaton Corporation plc 0.3%
Value ($000) $4,157 Shares 28,056 Est. Cost $71.70 Unrealized +86.8%
EXC Exelon Corporation 0.3%
Value ($000) $4,091 Shares 92,331 Est. Cost $21.24 Unrealized +28.8%
NUE Nucor Corp 0.3%
Value ($000) $4,031 Shares 42,017 Est. Cost $40.31 Unrealized +115.8%
DKS Dick's Sporting Goods Inc. 0.3%
Value ($000) $3,943 Shares 39,356 Est. Cost $30.31 Unrealized +155.8%
EMR Emerson Electric Co 0.3%
Value ($000) $3,873 Shares 40,241 Est. Cost $54.83 Unrealized +55.9%
SPG Simon Ppty Group New 0.3%
Value ($000) $3,853 Shares 29,529 Est. Cost $96.29 Unrealized 0.0%
DGX Quest Diagnostic Inc 0.3%
Value ($000) $3,811 Shares 28,874 Est. Cost $99.17 Unrealized +20.8%
VONE Vanguard Russell 1000 ETF 0.3%
Value ($000) $3,695 Shares 18,447 Est. Cost $143.38 Unrealized
AFL AFLAC Inc 0.3%
Value ($000) $3,653 Shares 68,076 Est. Cost $38.25 Unrealized +28.2%
Outfront Media Inc 0.3%
Value ($000) $3,621 Shares 150,675 Est. Cost $21.21 Unrealized
CyrusOne Inc. 0.3%
Value ($000) $3,605 Shares 50,404 Est. Cost $67.20 Unrealized
FMB First Trust Managed Municipal ETF 0.3%
Value ($000) $3,552 Shares 62,017 Est. Cost $56.77 Unrealized
FITB Fifth Third Bancorp 0.3%
Value ($000) $3,401 Shares 88,971 Est. Cost $17.35 Unrealized +93.0%
MCK McKesson HBOC Inc 0.3%
Value ($000) $3,389 Shares 17,721 Est. Cost $116.93 Unrealized +60.9%
UNH UnitedHealth Group Inc. 0.3%
Value ($000) $3,357 Shares 8,384 Est. Cost $117.13 Unrealized +215.1%
LYB LyondellBasell Industrials NV 0.3%
Value ($000) $3,321 Shares 32,286 Est. Cost $52.04 Unrealized +49.8%
HON Honeywell International 0.3%
Value ($000) $3,309 Shares 15,085 Est. Cost $69.48 Unrealized +176.6%
KMI Kinder Morgan, Inc. 0.3%
Value ($000) $3,286 Shares 180,273 Est. Cost $13.18 Unrealized +4.1%
IBM Intl Business Machines 0.3%
Value ($000) $3,281 Shares 22,385 Est. Cost $104.97 Unrealized +8.1%
GD General Dynamics Corp 0.3%
Value ($000) $3,269 Shares 17,363 Est. Cost $125.13 Unrealized +36.6%
AMT American Tower Corporation 0.3%
Value ($000) $3,255 Shares 12,049 Est. Cost $124.98 Unrealized +77.1%
HIG Hartford Financial Services 0.3%
Value ($000) $3,247 Shares 52,390 Est. Cost $35.73 Unrealized +66.8%
TSN Tyson Foods Inc 0.3%
Value ($000) $3,240 Shares 43,932 Est. Cost $61.03 Unrealized +10.2%
KRC Kilroy Realty Corp 0.3%
Value ($000) $3,217 Shares 46,199 Est. Cost $58.00 Unrealized
WHR Whirlpool Corp 0.3%
Value ($000) $3,183 Shares 14,599 Est. Cost $170.57 Unrealized +36.6%
XLRE The Real Estate Select Sector SPDR Fund 0.3%
Value ($000) $3,145 Shares 70,951 Est. Cost $36.28 Unrealized
Seagate Technology PLC F 0.3%
Value ($000) $3,143 Shares 35,749 Est. Cost $58.43 Unrealized
EFA iShares MSCI EAFE ETF 0.3%
Value ($000) $3,065 Shares 38,855 Est. Cost $58.58 Unrealized
FNF Fidelity National Finl. 0.3%
Value ($000) $3,057 Shares 70,349 Est. Cost $30.68 Unrealized +14.0%
LOW Lowes Companies Inc 0.3%
Value ($000) $3,045 Shares 15,698 Est. Cost $64.50 Unrealized +178.3%
TD Toronto-Dominion Bank 0.3%
Value ($000) $3,032 Shares 43,287 Est. Cost $45.44 Unrealized +53.9%
BDX Becton Dickinson & Co 0.2%
Value ($000) $2,938 Shares 12,081 Est. Cost $86.56 Unrealized +156.6%
MUNI PIMCO Intermediate Muni Bond Strgy ETF 0.2%
Value ($000) $2,874 Shares 50,617 Est. Cost $53.89 Unrealized
HYD VanEck Vectors High-Yield Muni ETF 0.2%
Value ($000) $2,872 Shares 45,146 Est. Cost $60.51 Unrealized
MS Morgan Stanley 0.2%
Value ($000) $2,867 Shares 31,266 Est. Cost $54.61 Unrealized +34.9%
MRK Merck & Co Inc 0.2%
Value ($000) $2,829 Shares 36,372 Est. Cost $58.30 Unrealized +10.0%
PFSI PennyMac Financial Services, Inc. 0.2%
Value ($000) $2,810 Shares 45,529 Est. Cost $29.86 Unrealized +91.7%
MFC Manulife Financial Corporation 0.2%
Value ($000) $2,805 Shares 142,403 Est. Cost $17.42 Unrealized +20.2%
MET Metlife Inc 0.2%
Value ($000) $2,796 Shares 46,712 Est. Cost $33.56 Unrealized +64.1%
GS Goldman Sachs Group Inc 0.2%
Value ($000) $2,791 Shares 7,354 Est. Cost $195.49 Unrealized +63.4%
EHC Encompass Health Corp 0.2%
Value ($000) $2,749 Shares 35,231 Est. Cost $44.71 Unrealized +41.8%
OMF OneMain Holdings, Inc. 0.2%
Value ($000) $2,634 Shares 43,962 Est. Cost $44.63 Unrealized +26.9%
PGR Progressive Corp. 0.2%
Value ($000) $2,633 Shares 26,809 Est. Cost $57.67 Unrealized +53.4%
OC Owens Corning Inc. 0.2%
Value ($000) $2,588 Shares 26,434 Est. Cost $59.14 Unrealized +68.9%
KMB Kimberly-Clark Corp 0.2%
Value ($000) $2,520 Shares 18,840 Est. Cost $84.78 Unrealized +32.6%
CAT Caterpillar Inc 0.2%
Value ($000) $2,501 Shares 11,492 Est. Cost $112.45 Unrealized +88.4%
CE Celanese Corporation 0.2%
Value ($000) $2,499 Shares 16,487 Est. Cost $93.91 Unrealized +56.3%
ETR Entergy Corp New 0.2%
Value ($000) $2,420 Shares 24,271 Est. Cost $27.72 Unrealized +60.6%
NXST Nexstar Media Group 0.2%
Value ($000) $2,399 Shares 16,225 Est. Cost $85.96 Unrealized +48.2%
KHC The Kraft Heinz Company 0.2%
Value ($000) $2,181 Shares 53,475 Est. Cost $26.46 Unrealized +27.8%
GLW Corning Inc 0.2%
Value ($000) $2,179 Shares 53,279 Est. Cost $30.70 Unrealized +24.8%
MCD McDonald's Corp. 0.2%
Value ($000) $2,146 Shares 9,292 Est. Cost $85.49 Unrealized +144.8%
BIGGQ Big Lots Inc. 0.2%
Value ($000) $2,140 Shares 32,424 Est. Cost $43.29 Unrealized +40.5%
VSH Vishay Intertechnology Inc. 0.2%
Value ($000) $2,115 Shares 93,774 Est. Cost $18.76 Unrealized +16.2%
CTSH Cognizant Technology Solutions Corp. 0.2%
Value ($000) $2,016 Shares 29,110 Est. Cost $63.23 Unrealized +9.5%
SJM J M Smuckers Co 0.2%
Value ($000) $2,002 Shares 15,454 Est. Cost $100.56 Unrealized +13.2%
AVT Avnet, Inc. 0.2%
Value ($000) $1,988 Shares 49,596 Est. Cost $30.91 Unrealized +23.6%
XOM Exxon Mobil Corporation 0.2%
Value ($000) $1,965 Shares 31,157 Est. Cost $52.22 Unrealized -4.2%
ADM Archer-Daniels-Midland Co. 0.2%
Value ($000) $1,933 Shares 31,894 Est. Cost $39.87 Unrealized +39.8%
AES AES Corporation 0.2%
Value ($000) $1,903 Shares 72,984 Est. Cost $13.67 Unrealized +62.3%
IEFA iShares Core MSCI EAFE ETF 0.2%
Value ($000) $1,870 Shares 24,978 Est. Cost $71.00 Unrealized
OMC Omnicom Group Inc 0.2%
Value ($000) $1,856 Shares 23,198 Est. Cost $57.50 Unrealized +20.0%
PRU Prudential Financial Inc 0.2%
Value ($000) $1,852 Shares 18,072 Est. Cost $61.20 Unrealized +33.6%
Triton International Limited 0.2%
Value ($000) $1,834 Shares 35,039 Est. Cost $50.61 Unrealized
VUSB Vanguard Ultra-Short Bond ETF Shares 0.2%
Value ($000) $1,798 Shares 35,886 Est. Cost $50.10 Unrealized
SNA Snap On Inc 0.1%
Value ($000) $1,788 Shares 8,004 Est. Cost $130.98 Unrealized +62.1%
ZD j2 Global, Inc. 0.1%
Value ($000) $1,787 Shares 12,994 Est. Cost $70.64 Unrealized +55.5%
CDW CDW Corporation 0.1%
Value ($000) $1,706 Shares 9,767 Est. Cost $119.94 Unrealized +35.8%
PEP PepsiCo Incorporated 0.1%
Value ($000) $1,687 Shares 11,387 Est. Cost $61.69 Unrealized +104.5%
FAF First American Financial Corp 0.1%
Value ($000) $1,639 Shares 26,291 Est. Cost $42.31 Unrealized +27.9%
MPC Marathon Petroleum Corporation 0.1%
Value ($000) $1,632 Shares 27,006 Est. Cost $30.84 Unrealized +69.5%
FOXA Twenty-First Century Fox, Inc. Cl A 0.1%
Value ($000) $1,630 Shares 43,913 Est. Cost $35.36 Unrealized 0.0%
DoubleLine Income Solutions Fund 0.1%
Value ($000) $1,593 Shares 88,053 Est. Cost $16.55 Unrealized
STT State Street Corp 0.1%
Value ($000) $1,573 Shares 19,114 Est. Cost $53.57 Unrealized +35.2%
MDT Medtronic PLC 0.1%
Value ($000) $1,559 Shares 12,562 Est. Cost $79.32 Unrealized +38.0%
T A T & T Inc. 0.1%
Value ($000) $1,552 Shares 53,935 Est. Cost $14.40 Unrealized +18.0%
FDX FedEx Corp. 0.1%
Value ($000) $1,546 Shares 5,182 Est. Cost $246.96 Unrealized +9.4%
WY Weyerhaeuser Co 0.1%
Value ($000) $1,531 Shares 44,493 Est. Cost $29.56 Unrealized +3.3%
Walgreens Boots Alliance Inc. 0.1%
Value ($000) $1,523 Shares 28,944 Est. Cost $49.67 Unrealized
CBT Cabot Corporation 0.1%
Value ($000) $1,513 Shares 26,580 Est. Cost $35.69 Unrealized +49.1%
STLD Steel Dynamics, Inc. 0.1%
Value ($000) $1,500 Shares 25,171 Est. Cost $29.03 Unrealized +87.6%
TJX TJX Cos Inc 0.1%
Value ($000) $1,488 Shares 22,069 Est. Cost $33.21 Unrealized +91.7%
NOC Northrop Grumman Corp 0.1%
Value ($000) $1,472 Shares 4,049 Est. Cost $115.54 Unrealized +188.9%
TIP iShares Barclays TIPS Bond 0.1%
Value ($000) $1,455 Shares 11,364 Est. Cost $119.42 Unrealized
URI United Rentals, Inc. 0.1%
Value ($000) $1,431 Shares 4,486 Est. Cost $258.57 Unrealized +20.9%
MDU MDU Resources Group, Inc. 0.1%
Value ($000) $1,408 Shares 44,942 Est. Cost $8.75 Unrealized +25.2%
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $1,375 Shares 20,584 Est. Cost $48.31 Unrealized +11.5%
HAS Hasbro Inc 0.1%
Value ($000) $1,337 Shares 14,140 Est. Cost $35.26 Unrealized +125.9%
SMLF iShares Edge MSCI Mltfct USA SmCp ETF 0.1%
Value ($000) $1,316 Shares 23,986 Est. Cost $36.81 Unrealized
LAMR Lamar Advertising Co A 0.1%
Value ($000) $1,303 Shares 12,481 Est. Cost $71.14 Unrealized
MMM 3M Company 0.1%
Value ($000) $1,294 Shares 6,513 Est. Cost $68.67 Unrealized +104.5%
Hill-Rom Holdings, Inc. 0.1%
Value ($000) $1,285 Shares 11,314 Est. Cost $82.98 Unrealized
HD Home Depot Inc 0.1%
Value ($000) $1,284 Shares 4,025 Est. Cost $133.24 Unrealized +113.0%
GIS General Mills Inc 0.1%
Value ($000) $1,282 Shares 21,041 Est. Cost $42.03 Unrealized +25.9%
Patterson Companies Inc. 0.1%
Value ($000) $1,258 Shares 41,404 Est. Cost $30.54 Unrealized
Royal Dutch Shell A Adr 0.1%
Value ($000) $1,248 Shares 30,903 Est. Cost $36.21 Unrealized
INVH Invitation Homes Inc. 0.1%
Value ($000) $1,221 Shares 32,747 Est. Cost $21.22 Unrealized +44.1%
RS Reliance Steel & Aluminum Co 0.1%
Value ($000) $1,203 Shares 7,975 Est. Cost $94.14 Unrealized +72.6%
THG The Hanover Insurance Group Inc. 0.1%
Value ($000) $1,170 Shares 8,628 Est. Cost $53.62 Unrealized +129.0%
Interpublic Group of Companies 0.1%
Value ($000) $1,162 Shares 35,775 Est. Cost $17.04 Unrealized +57.7%
Cerner Corp 0.1%
Value ($000) $1,111 Shares 14,211 Est. Cost $74.75 Unrealized
TE Connectivity Ltd. 0.1%
Value ($000) $1,103 Shares 8,161 Est. Cost $118.27 Unrealized
ELV Anthem, Inc. 0.1%
Value ($000) $1,097 Shares 2,873 Est. Cost $187.80 Unrealized +90.9%
DIS Disney Walt Hldg Co 0.1%
Value ($000) $1,083 Shares 6,162 Est. Cost $69.82 Unrealized +151.6%
BAH Booz Allen Hamilton Holdings Corporation 0.1%
Value ($000) $1,077 Shares 12,649 Est. Cost $50.33 Unrealized +53.3%
CB Chubb Ltd 0.1%
Value ($000) $1,048 Shares 6,596 Est. Cost $99.98 Unrealized +55.3%
AMAT Applied Materials Inc 0.1%
Value ($000) $1,014 Shares 7,121 Est. Cost $53.90 Unrealized +139.0%
SCHB Schwab US Broad Mkt ETF 0.1%
Value ($000) $997 Shares 9,561 Est. Cost $97.49 Unrealized
ITW Illinois Tool Works 0.1%
Value ($000) $985 Shares 4,405 Est. Cost $64.31 Unrealized +218.8%
RTX Raytheon Technologies Co 0.1%
Value ($000) $980 Shares 11,484 Est. Cost $54.61 Unrealized +38.7%
PNC PNC Financial Services 0.1%
Value ($000) $964 Shares 5,052 Est. Cost $72.88 Unrealized +117.8%
SCHE Schwab Emerging Mkts Equity ETF 0.1%
Value ($000) $916 Shares 27,853 Est. Cost $26.90 Unrealized
ARW Arrow Electronics, Inc. 0.1%
Value ($000) $915 Shares 8,040 Est. Cost $117.16 Unrealized 0.0%
LDOS Leidos Holdings Inc 0.1%
Value ($000) $913 Shares 9,033 Est. Cost $85.82 Unrealized +12.5%
VLO Valero Energy Corp New 0.1%
Value ($000) $897 Shares 11,488 Est. Cost $49.38 Unrealized +33.6%
BAC Bank of America Corp 0.1%
Value ($000) $860 Shares 20,867 Est. Cost $22.01 Unrealized +66.1%
EG Everest Re Group Ltd 0.1%
Value ($000) $850 Shares 3,373 Est. Cost $191.92 Unrealized +24.2%
DOX Amdocs Limited Common Stock 0.1%
Value ($000) $849 Shares 10,978 Est. Cost $55.54 Unrealized +25.9%
PPG PPG Industries Inc 0.1%
Value ($000) $849 Shares 4,999 Est. Cost $75.04 Unrealized +108.3%
GOOGL Alphabet Inc Class A 0.1%
Value ($000) $830 Shares 340 Est. Cost $85.87 Unrealized +35.0%
ViacomCBS Inc. 0.1%
Value ($000) $827 Shares 18,296 Est. Cost $42.99 Unrealized
IRM Iron Mountain Incorporated 0.1%
Value ($000) $820 Shares 19,387 Est. Cost $23.45 Unrealized +47.8%
SYF Synchrony Financial 0.1%
Value ($000) $818 Shares 16,860 Est. Cost $36.77 Unrealized +11.6%
CARR Carrier Global Corp 0.1%
Value ($000) $800 Shares 16,454 Est. Cost $17.13 Unrealized +145.0%
ADP Auto Data Processing 0.1%
Value ($000) $787 Shares 3,964 Est. Cost $108.38 Unrealized +62.6%
ALSN Allison Transmission Holdings, INc. 0.1%
Value ($000) $781 Shares 19,662 Est. Cost $40.59 Unrealized -2.7%
VTV Vanguard Value ETF 0.1%
Value ($000) $763 Shares 5,549 Est. Cost $93.23 Unrealized
MLPX Global X MLP & Energy Infrastructure ETF 0.1%
Value ($000) $755 Shares 20,771 Est. Cost $24.50 Unrealized
SNX SYNNEX Corp. 0.1%
Value ($000) $732 Shares 6,011 Est. Cost $56.21 Unrealized +105.6%
SFM Sprouts Farmers Market 0.1%
Value ($000) $727 Shares 29,271 Est. Cost $21.26 Unrealized +25.5%
CMS CMS Energy Corp 0.1%
Value ($000) $722 Shares 12,220 Est. Cost $21.18 Unrealized +154.8%
CNXC Concentrix Corp 0.1%
Value ($000) $710 Shares 4,416 Est. Cost $90.48 Unrealized +57.5%
HBAN Huntington Bancshares Incorporated 0.1%
Value ($000) $689 Shares 48,286 Est. Cost $8.60 Unrealized +44.1%
AZO AutoZone Inc 0.1%
Value ($000) $688 Shares 461 Est. Cost $874.65 Unrealized +65.7%
CINF Cincinnati Financial Cp 0.1%
Value ($000) $675 Shares 5,787 Est. Cost $66.52 Unrealized +54.4%
GM General Motors Company 0.1%
Value ($000) $662 Shares 11,189 Est. Cost $35.13 Unrealized +61.4%
LEN Lennar Corp Cl A 0.1%
Value ($000) $652 Shares 6,559 Est. Cost $76.34 Unrealized +18.3%
IGIB iShares Intermediate-Term Corporate Bond ETF 0.1%
Value ($000) $639 Shares 10,566 Est. Cost $60.48 Unrealized
DOV Dover Corporation 0.1%
Value ($000) $633 Shares 4,205 Est. Cost $94.17 Unrealized +47.7%
VIG Vanguard Dividend Appreciation ETF 0.1%
Value ($000) $618 Shares 3,993 Est. Cost $149.99 Unrealized
VTI Vanguard Total Stock Market ETF 0.1%
Value ($000) $617 Shares 2,771 Est. Cost $188.44 Unrealized
CNI Canadian Natl RR Co. 0.1%
Value ($000) $608 Shares 5,766 Est. Cost $58.61 Unrealized +72.2%
COR Amerisource Bergen 0.1%
Value ($000) $601 Shares 5,253 Est. Cost $59.23 Unrealized +83.8%
Foot Locker Inc 0.1%
Value ($000) $599 Shares 9,716 Est. Cost $29.20 Unrealized
MAS Masco Corporation 0.0%
Value ($000) $583 Shares 9,899 Est. Cost $51.50 Unrealized +9.8%
IVV iShares Core S&P 500 ETF 0.0%
Value ($000) $577 Shares 1,341 Est. Cost $319.59 Unrealized
TNL Travel & Leisure Co. 0.0%
Value ($000) $567 Shares 9,542 Est. Cost $45.04 Unrealized +17.2%
FNDC Schwab Fundamental Intl Sm Co ETF 0.0%
Value ($000) $565 Shares 14,385 Est. Cost $33.42 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $557 Shares 8,082 Est. Cost $66.96 Unrealized -16.6%
NVS Novartis A G Spon Adr 0.0%
Value ($000) $551 Shares 6,041 Est. Cost $85.55 Unrealized
KEY Keycorp Inc New 0.0%
Value ($000) $542 Shares 26,262 Est. Cost $12.55 Unrealized +37.7%
NEAR iShares Short Maturity Bond ETF 0.0%
Value ($000) $538 Shares 10,719 Est. Cost $50.07 Unrealized
DE Deere & Co 0.0%
Value ($000) $534 Shares 1,515 Est. Cost $328.08 Unrealized +4.5%
AMKR Amkor Technology Inc 0.0%
Value ($000) $529 Shares 22,360 Est. Cost $20.84 Unrealized 0.0%
CMCSA Comcast Corp 0.0%
Value ($000) $526 Shares 9,216 Est. Cost $40.23 Unrealized +22.0%
SCHD Schwab U.S. Dividend Equity ETF 0.0%
Value ($000) $516 Shares 6,829 Est. Cost $59.15 Unrealized
LQD iShares iBoxx Inv Grade Corp Bond ETF 0.0%
Value ($000) $506 Shares 3,764 Est. Cost $134.43 Unrealized
UNM Unum Group 0.0%
Value ($000) $503 Shares 17,709 Est. Cost $24.05 Unrealized +22.2%
PSX Phillips 66 0.0%
Value ($000) $487 Shares 5,678 Est. Cost $54.12 Unrealized +30.4%
NEM Newmont Mining Corp 0.0%
Value ($000) $480 Shares 7,569 Est. Cost $21.55 Unrealized +168.8%
COP ConocoPhillips 0.0%
Value ($000) $472 Shares 7,749 Est. Cost $40.80 Unrealized +15.6%
ITM VanEck Vectors Intermediate Muni ETF 0.0%
Value ($000) $470 Shares 9,063 Est. Cost $49.76 Unrealized
IJR iShares S&P Small-Cap ETF 0.0%
Value ($000) $469 Shares 4,155 Est. Cost $91.84 Unrealized
RRX Regal Beloit Corporation 0.0%
Value ($000) $468 Shares 3,504 Est. Cost $79.66 Unrealized +77.2%
EGP EastGroup Properties Inc. 0.0%
Value ($000) $464 Shares 2,822 Est. Cost $59.73 Unrealized
INGR Ingredion Incorporated 0.0%
Value ($000) $463 Shares 5,116 Est. Cost $81.20 Unrealized +15.0%
PPL PPL Corporation 0.0%
Value ($000) $462 Shares 16,535 Est. Cost $25.20 Unrealized -3.7%
BEN Franklin Resources Inc 0.0%
Value ($000) $451 Shares 14,110 Est. Cost $17.35 Unrealized +48.1%
ABT Abbott Laboratories 0.0%
Value ($000) $449 Shares 3,871 Est. Cost $51.00 Unrealized +110.3%
PLD ProLogis 0.0%
Value ($000) $445 Shares 3,723 Est. Cost $61.28 Unrealized +67.0%
CAH Cardinal Health Inc 0.0%
Value ($000) $444 Shares 7,771 Est. Cost $49.09 Unrealized +6.3%
IWS iShares Russell Mid-cap Value ETF 0.0%
Value ($000) $443 Shares 3,849 Est. Cost $115.09 Unrealized
PEG Pub Svc Enterprise Group 0.0%
Value ($000) $442 Shares 7,401 Est. Cost $37.76 Unrealized +40.0%
MUB iShares Natl Amt-Free Muni Bond ETF 0.0%
Value ($000) $441 Shares 3,759 Est. Cost $112.36 Unrealized
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $429 Shares 1,772 Est. Cost $171.41 Unrealized
OTIS Otis Worldwide Corp 0.0%
Value ($000) $423 Shares 5,176 Est. Cost $47.48 Unrealized +51.0%
PII Polaris Industries Inc. 0.0%
Value ($000) $418 Shares 3,050 Est. Cost $135.56 Unrealized 0.0%
IJJ iShares S&P Mid-Cap 400 Value ETF 0.0%
Value ($000) $414 Shares 3,930 Est. Cost $93.00 Unrealized
DHR Danaher Corp Del 0.0%
Value ($000) $411 Shares 1,532 Est. Cost $201.83 Unrealized +7.6%
ORI Old Republic International Corporation 0.0%
Value ($000) $407 Shares 16,349 Est. Cost $11.98 Unrealized +43.5%
HST Host Hotels & Resorts Inc. 0.0%
Value ($000) $406 Shares 23,754 Est. Cost $14.22 Unrealized +1.3%
VWO Vanguard Emerging Markets Stock ETF 0.0%
Value ($000) $391 Shares 7,198 Est. Cost $33.55 Unrealized
SON Sonoco Products Co 0.0%
Value ($000) $388 Shares 5,802 Est. Cost $43.37 Unrealized +29.1%
SCHA Schwab U.S. Small-Cap ETF 0.0%
Value ($000) $386 Shares 3,707 Est. Cost $69.83 Unrealized
LPX Louisiana-Pacific Corp 0.0%
Value ($000) $376 Shares 6,233 Est. Cost $47.57 Unrealized +34.4%
BPOP Popular Inc 0.0%
Value ($000) $369 Shares 4,920 Est. Cost $44.53 Unrealized +50.1%
VST Vistra Corp. 0.0%
Value ($000) $363 Shares 19,581 Est. Cost $17.90 Unrealized -12.4%
Premier, Inc. 0.0%
Value ($000) $363 Shares 10,429 Est. Cost $34.60 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $351 Shares 1,323 Est. Cost $201.19 Unrealized +24.4%
MA Mastercard Incorporated 0.0%
Value ($000) $347 Shares 951 Est. Cost $318.63 Unrealized +13.7%
XLK Technology Select Sector SPDR ETF 0.0%
Value ($000) $342 Shares 2,318 Est. Cost $113.18 Unrealized
ROST Ross Stores, Inc 0.0%
Value ($000) $342 Shares 2,756 Est. Cost $43.46 Unrealized +172.3%
JHG Janus Henderson Group 0.0%
Value ($000) $338 Shares 8,701 Est. Cost $32.33 Unrealized +12.5%
TROW T. Rowe Price Group, Inc. 0.0%
Value ($000) $337 Shares 1,702 Est. Cost $151.44 Unrealized 0.0%
GDX VanEck Vectors Gold Miners ETF 0.0%
Value ($000) $333 Shares 9,805 Est. Cost $21.86 Unrealized
AVGO Broadcom Limited 0.0%
Value ($000) $332 Shares 696 Est. Cost $42.05 Unrealized 0.0%
SUB iShares Short-Term National Muni Bond ETF 0.0%
Value ($000) $325 Shares 3,016 Est. Cost $107.80 Unrealized
OSK Oshkosh Truck Corp 0.0%
Value ($000) $324 Shares 2,599 Est. Cost $95.42 Unrealized +22.4%
NKE Nike Inc Class B 0.0%
Value ($000) $312 Shares 2,020 Est. Cost $123.82 Unrealized +1.5%
PRF Invesco FTSE RAFI US 1000 ETF 0.0%
Value ($000) $311 Shares 1,938 Est. Cost $108.71 Unrealized
VEU Vanguard FTSE All-World ex-US ETF 0.0%
Value ($000) $311 Shares 4,911 Est. Cost $60.75 Unrealized
GNMA iShares GNMA Bond ETF 0.0%
Value ($000) $310 Shares 6,202 Est. Cost $50.45 Unrealized
TT Trane Technologies plc 0.0%
Value ($000) $305 Shares 1,658 Est. Cost $93.73 Unrealized +79.2%
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $302 Shares 4,504 Est. Cost $67.05 Unrealized
AXP American Express Company 0.0%
Value ($000) $297 Shares 1,799 Est. Cost $104.61 Unrealized +41.3%
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $296 Shares 692 Est. Cost $274.12 Unrealized
Crane Company 0.0%
Value ($000) $294 Shares 3,183 Est. Cost $59.39 Unrealized
IWM iShares Russell 2000 ETF 0.0%
Value ($000) $292 Shares 1,274 Est. Cost $204.04 Unrealized
RSG Republic Services, Inc 0.0%
Value ($000) $290 Shares 2,635 Est. Cost $90.78 Unrealized +11.4%
LEA Lear Corp 0.0%
Value ($000) $288 Shares 1,642 Est. Cost $130.46 Unrealized +27.1%
IJH iShares Core S&P Mid-Cap ETF 0.0%
Value ($000) $286 Shares 1,064 Est. Cost $268.80 Unrealized
VXUS Vanguard Total International Stock ETF 0.0%
Value ($000) $282 Shares 4,286 Est. Cost $49.14 Unrealized
COST Costco Whsl Corp New 0.0%
Value ($000) $275 Shares 695 Est. Cost $359.04 Unrealized 0.0%
OKE ONEOK Inc 0.0%
Value ($000) $270 Shares 4,846 Est. Cost $41.29 Unrealized 0.0%
UPS United Parcel Service, Inc. 0.0%
Value ($000) $270 Shares 1,298 Est. Cost $164.16 Unrealized 0.0%
QQQ Invesco QQQ ETF 0.0%
Value ($000) $270 Shares 762 Est. Cost $280.23 Unrealized
V Visa, Inc. 0.0%
Value ($000) $268 Shares 1,148 Est. Cost $156.33 Unrealized +41.4%
TSM Taiwan Semiconductor Manufacturing Co. 0.0%
Value ($000) $264 Shares 2,193 Est. Cost $81.80 Unrealized
EQIX Equinix, Inc. 0.0%
Value ($000) $258 Shares 321 Est. Cost $424.21 Unrealized +60.0%
SCHX Schwab US LC ETF 0.0%
Value ($000) $254 Shares 2,442 Est. Cost $72.20 Unrealized
KO Coca Cola Company 0.0%
Value ($000) $253 Shares 4,684 Est. Cost $47.27 Unrealized 0.0%
TKR Timken Company 0.0%
Value ($000) $252 Shares 3,131 Est. Cost $79.80 Unrealized +6.1%
NEE Nextera Energy Inc 0.0%
Value ($000) $251 Shares 3,426 Est. Cost $62.70 Unrealized +6.1%
EEM iShares MSCI Emerging Markets Index ETF 0.0%
Value ($000) $249 Shares 4,512 Est. Cost $51.99 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $242 Shares 16,935 Est. Cost $13.33 Unrealized -11.0%
VEA Vanguard FTSE Developed Markets ETF 0.0%
Value ($000) $240 Shares 4,666 Est. Cost $51.44 Unrealized
SBUX Starbucks Corp 0.0%
Value ($000) $237 Shares 2,117 Est. Cost $101.66 Unrealized 0.0%
WMB Williams Companies, Inc. 0.0%
Value ($000) $237 Shares 8,940 Est. Cost $20.43 Unrealized 0.0%
BRK/B Berkshire Hathaway Cl B 0.0%
Value ($000) $232 Shares 836 Est. Cost $243.46 Unrealized +14.8%
PFG Principal Financial Group Inc. 0.0%
Value ($000) $231 Shares 3,661 Est. Cost $37.97 Unrealized +42.4%
SCHZ Schwab U.S. Aggregate Bond ETF 0.0%
Value ($000) $229 Shares 4,186 Est. Cost $52.69 Unrealized
TGNA TEGNA, Inc. 0.0%
Value ($000) $228 Shares 12,130 Est. Cost $16.00 Unrealized +22.7%
PKG Packaging Corp of America 0.0%
Value ($000) $228 Shares 1,686 Est. Cost $86.90 Unrealized +43.8%
UHS Universal Health Services Inc. 0.0%
Value ($000) $227 Shares 1,552 Est. Cost $147.53 Unrealized 0.0%
AEP American Electric Power Co., Inc 0.0%
Value ($000) $227 Shares 2,680 Est. Cost $32.21 Unrealized +125.8%
Lab Cp Of Amer Hldg New 0.0%
Value ($000) $220 Shares 796 Est. Cost $276.38 Unrealized
iShares Gold Trust ETF 0.0%
Value ($000) $216 Shares 6,405 Est. Cost $33.72 Unrealized
HUBB Hubbell Inc Class B 0.0%
Value ($000) $214 Shares 1,145 Est. Cost $140.57 Unrealized +24.6%
XRX Xerox Corp 0.0%
Value ($000) $211 Shares 8,994 Est. Cost $31.77 Unrealized -23.9%
DELL Dell Inc. 0.0%
Value ($000) $209 Shares 2,101 Est. Cost $45.97 Unrealized 0.0%
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.0%
Value ($000) $205 Shares 2,115 Est. Cost $96.93 Unrealized
AMZN Amazon.com Inc. 0.0%
Value ($000) $203 Shares 59 Est. Cost $166.20 Unrealized 0.0%
Steelcase Inc. 0.0%
Value ($000) $182 Shares 12,075 Est. Cost $12.06 Unrealized
CBRE Clarion Global Real Estate Income Fund 0.0%
Value ($000) $121 Shares 13,691 Est. Cost $8.88 Unrealized
Yamana Gold, Inc. 0.0%
Value ($000) $56 Shares 13,300 Est. Cost $4.21 Unrealized