WEST BANCORPORATION INC Diversified Active

CIK: 0001166928 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 31, 2020

Total Value ($000): $85,956 (100.0% shares, 0.0% debt)

Holdings (302)

American Equity Investment Life Holding CO 11.1%
Value ($000) $9,582 Shares 387,788 Est. Cost $29.93 Unrealized
IWF ISHARES Russell 1000 Growth ETF 8.5%
Value ($000) $7,305 Shares 38,056 Est. Cost $175.93 Unrealized
IWR ISHARES Russell Midcap ETF 8.3%
Value ($000) $7,167 Shares 133,717 Est. Cost $59.62 Unrealized
VEA Vanguard FTSE Developed Markets ETF 7.4%
Value ($000) $6,385 Shares 164,600 Est. Cost $43.97 Unrealized
IWD Russell 1000 Value Ishare ETF 7.0%
Value ($000) $6,052 Shares 53,734 Est. Cost $135.45 Unrealized
IVV ISHARES Core S&P 500 ETF 5.4%
Value ($000) $4,656 Shares 15,036 Est. Cost $323.22 Unrealized
IWM ISHARES Russell 2000 Index Fd ETF 4.0%
Value ($000) $3,436 Shares 23,998 Est. Cost $164.11 Unrealized
VYM Vanguard High Dividend Yield ETF 3.4%
Value ($000) $2,962 Shares 37,602 Est. Cost $93.71 Unrealized
EFA ISHARES MSCI EAFE Index Fd ETF 1.7%
Value ($000) $1,486 Shares 24,420 Est. Cost $69.31 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 1.5%
Value ($000) $1,330 Shares 33,572 Est. Cost $44.22 Unrealized
MSFT Microsoft Corp 1.4%
Value ($000) $1,224 Shares 6,015 Est. Cost $140.71 Unrealized +23.0%
CASY Caseys General Stores INC 1.4%
Value ($000) $1,196 Shares 8,000 Est. Cost $159.01 Unrealized -8.6%
AAPL Apple INC 1.3%
Value ($000) $1,110 Shares 3,044 Est. Cost $62.72 Unrealized +19.7%
DON Wisdomtree US Mid Cap Dividend ETF 1.1%
Value ($000) $984 Shares 34,704 Est. Cost $37.02 Unrealized
SDY Spdr S&p Dividend Etf 1.0%
Value ($000) $883 Shares 9,681 Est. Cost $107.57 Unrealized
HD Home Depot INC 1.0%
Value ($000) $827 Shares 3,301 Est. Cost $195.08 Unrealized +2.4%
IDV ISHARES Intl Select Dividend ETF 1.0%
Value ($000) $824 Shares 32,818 Est. Cost $33.57 Unrealized
DES Wisdomtree US Smallcap Dividend Fund Etf 0.9%
Value ($000) $766 Shares 36,170 Est. Cost $27.08 Unrealized
WTBA West Bancorporation INC 0.9%
Value ($000) $762 Shares 43,557 Est. Cost $23.77 Unrealized -27.4%
AMZN Amazon.com INC 0.8%
Value ($000) $715 Shares 259 Est. Cost $90.12 Unrealized +34.0%
SO Southern CO 0.8%
Value ($000) $678 Shares 13,069 Est. Cost $48.90 Unrealized -8.5%
HON Honeywell International INC 0.8%
Value ($000) $677 Shares 4,684 Est. Cost $143.91 Unrealized -18.1%
PFE Pfizer INC 0.8%
Value ($000) $660 Shares 20,184 Est. Cost $26.71 Unrealized -2.7%
PM Philip Morris International INC 0.7%
Value ($000) $570 Shares 8,129 Est. Cost $60.01 Unrealized -8.7%
GOOG Alphabet INC 0.7%
Value ($000) $564 Shares 399 Est. Cost $65.08 Unrealized +2.9%
MRK Merck & CO INC 0.6%
Value ($000) $551 Shares 7,130 Est. Cost $67.47 Unrealized -6.8%
T AT&T INC 0.6%
Value ($000) $523 Shares 17,317 Est. Cost $18.78 Unrealized -17.5%
VIG Vanguard Dividend Appreciation ETF 0.6%
Value ($000) $519 Shares 4,427 Est. Cost $124.66 Unrealized
BRK/B Berkshire Hathaway INC 0.6%
Value ($000) $514 Shares 2,880 Est. Cost $217.17 Unrealized -15.9%
VZ Verizon Communications INC 0.6%
Value ($000) $501 Shares 9,082 Est. Cost $42.51 Unrealized -4.1%
WMT Walmart INC 0.6%
Value ($000) $485 Shares 4,051 Est. Cost $35.81 Unrealized +6.3%
MMM 3M CO 0.5%
Value ($000) $448 Shares 2,874 Est. Cost $111.76 Unrealized -8.4%
ADBE Adobe INC 0.5%
Value ($000) $408 Shares 937 Est. Cost $294.23 Unrealized +25.9%
MDLZ Mondelez International INC 0.5%
Value ($000) $406 Shares 7,938 Est. Cost $45.84 Unrealized -2.8%
IBM International Business Machines Corp 0.4%
Value ($000) $382 Shares 3,162 Est. Cost $99.90 Unrealized -8.5%
JPM JPMORGAN Chase & CO 0.4%
Value ($000) $372 Shares 3,952 Est. Cost $103.90 Unrealized -21.3%
TMO Thermo Fisher Scientific INC 0.4%
Value ($000) $368 Shares 1,015 Est. Cost $304.72 Unrealized +8.4%
PYPL Paypal Holdings INC 0.4%
Value ($000) $356 Shares 2,044 Est. Cost $103.97 Unrealized +32.6%
EA Electronic Arts INC 0.4%
Value ($000) $343 Shares 2,594 Est. Cost $97.35 Unrealized +18.0%
COST Costco Wholesale Corp 0.4%
Value ($000) $340 Shares 1,122 Est. Cost $273.79 Unrealized +2.0%
DHR Danaher Corp 0.4%
Value ($000) $338 Shares 1,913 Est. Cost $126.17 Unrealized +11.0%
NKE Nike INC 0.4%
Value ($000) $324 Shares 3,308 Est. Cost $85.46 Unrealized 0.0%
AMT American Tower Corp Reit 0.4%
Value ($000) $316 Shares 1,224 Est. Cost $189.07 Unrealized +11.4%
MO Altria Group INC 0.4%
Value ($000) $308 Shares 7,841 Est. Cost $28.79 Unrealized -13.3%
ABT Abbott Laboratories 0.3%
Value ($000) $296 Shares 3,234 Est. Cost $75.38 Unrealized +8.7%
FISV Fiserv INC 0.3%
Value ($000) $293 Shares 2,998 Est. Cost $110.25 Unrealized -8.7%
NVDA Nvidia Corp 0.3%
Value ($000) $290 Shares 764 Est. Cost $7.39 Unrealized +9.0%
CRM Salesforce.com INC 0.3%
Value ($000) $288 Shares 1,536 Est. Cost $157.86 Unrealized +5.5%
Blackrock INC 0.3%
Value ($000) $280 Shares 515 Est. Cost $506.22 Unrealized
KEYS Keysight Technologies INC 0.3%
Value ($000) $278 Shares 2,763 Est. Cost $101.75 Unrealized -3.5%
CVS CVS Health Corp 0.3%
Value ($000) $275 Shares 4,227 Est. Cost $57.40 Unrealized -8.4%
MDT Medtronic Plc 0.3%
Value ($000) $274 Shares 2,983 Est. Cost $92.16 Unrealized -11.3%
ADM Archer Daniels Midland CO 0.3%
Value ($000) $274 Shares 6,859 Est. Cost $35.73 Unrealized -10.7%
IQV Iqvia Holdings INC 0.3%
Value ($000) $259 Shares 1,827 Est. Cost $145.85 Unrealized -7.1%
DPZ Dominos Pizza 0.3%
Value ($000) $254 Shares 688 Est. Cost $343.88 Unrealized 0.0%
ZTS Zoetis INC 0.3%
Value ($000) $240 Shares 1,752 Est. Cost $124.46 Unrealized 0.0%
NEE Nextera Energy INC 0.3%
Value ($000) $230 Shares 958 Est. Cost $50.17 Unrealized +3.6%
META Facebook INC 0.3%
Value ($000) $227 Shares 1,000 Est. Cost $192.90 Unrealized +7.5%
IJK ISHARES S&P Mid-Cap 400 Growth Index 0.3%
Value ($000) $220 Shares 984 Est. Cost $232.05 Unrealized
WM Waste Management INC 0.2%
Value ($000) $214 Shares 2,023 Est. Cost $101.98 Unrealized -9.7%
APD Air Products And Chemicals INC 0.2%
Value ($000) $213 Shares 884 Est. Cost $194.38 Unrealized +2.2%
VTV Vanguard Index Funds Vanguard Value ETF 0.2%
Value ($000) $211 Shares 2,119 Est. Cost $110.52 Unrealized
JNJ Johnson & Johnson 0.2%
Value ($000) $207 Shares 1,470 Est. Cost $114.10 Unrealized +8.9%
PG Procter & Gamble CO 0.2%
Value ($000) $206 Shares 1,723 Est. Cost $105.24 Unrealized -3.5%
ROK Rockwell Automation INC 0.2%
Value ($000) $203 Shares 954 Est. Cost $175.54 Unrealized 0.0%
STZ Constellation Brands INC 0.2%
Value ($000) $203 Shares 1,161 Est. Cost $160.13 Unrealized -5.1%
MKC Mccormick & Company INC 0.2%
Value ($000) $196 Shares 1,094 Est. Cost $73.08 Unrealized +0.6%
VOO Vanguard Index Funds S&p 500 ETF 0.2%
Value ($000) $190 Shares 670 Est. Cost $295.52 Unrealized
CNC Centene Corp 0.2%
Value ($000) $189 Shares 2,979 Est. Cost $65.11 Unrealized 0.0%
MA Mastercard INC 0.2%
Value ($000) $185 Shares 627 Est. Cost $272.58 Unrealized +0.3%
Aon Plc 0.2%
Value ($000) $183 Shares 948 Est. Cost $208.29 Unrealized
AEP American Electric Power Company INC 0.2%
Value ($000) $182 Shares 2,285 Est. Cost $74.24 Unrealized -10.3%
Ubs Ag (Edinburgh Branch) Etracs Alerian Mlp Index Etn 0.2%
Value ($000) $178 Shares 21,320 Est. Cost $13.70 Unrealized
LHX L3harris Technologies INC 0.2%
Value ($000) $175 Shares 1,029 Est. Cost $177.69 Unrealized -5.6%
IWP ISHARES Russell Midcap Growth ETF 0.2%
Value ($000) $172 Shares 1,085 Est. Cost $152.50 Unrealized
IJJ ISHARES S&P Mid-Cap 400 Value Index 0.2%
Value ($000) $168 Shares 1,266 Est. Cost $153.05 Unrealized
ISHARES COMEX Gold Trust ETF 0.2%
Value ($000) $168 Shares 9,903 Est. Cost $16.04 Unrealized
GLD SPDR Gold Trust 0.2%
Value ($000) $167 Shares 997 Est. Cost $161.03 Unrealized
GS Goldman Sachs Group INC 0.2%
Value ($000) $164 Shares 832 Est. Cost $183.96 Unrealized -10.8%
LQD ISHARES Iboxx Inv Grade Corp Bond Fund 0.2%
Value ($000) $163 Shares 1,213 Est. Cost $127.78 Unrealized
LNT Alliant Energy Corp 0.2%
Value ($000) $163 Shares 3,400 Est. Cost $43.82 Unrealized -7.1%
First Trust Enhanced Equity Income Fund 0.2%
Value ($000) $156 Shares 10,746 Est. Cost $15.94 Unrealized
Ubs Ag (St Helier Branch) E Tracs Alerian Mlp Infrastr Etn 0.2%
Value ($000) $152 Shares 13,298 Est. Cost $19.40 Unrealized
VGT Vanguard Information Technology Etf 0.2%
Value ($000) $149 Shares 536 Est. Cost $244.40 Unrealized
ISRG Intuitive Surgical INC 0.2%
Value ($000) $142 Shares 249 Est. Cost $187.24 Unrealized -4.3%
INTC Intel Corp 0.2%
Value ($000) $138 Shares 2,312 Est. Cost $49.26 Unrealized +8.0%
VCR Vanguard Consumer Discretionary Etf 0.2%
Value ($000) $136 Shares 680 Est. Cost $189.71 Unrealized
EPD Enterprise Products Partners LP 0.2%
Value ($000) $132 Shares 7,240 Est. Cost $28.18 Unrealized
DVY ISHARES Dow Jones Select Dividend 0.2%
Value ($000) $131 Shares 1,623 Est. Cost $105.54 Unrealized
BIV Vanguard Intermediate Term B 0.2%
Value ($000) $131 Shares 1,405 Est. Cost $93.24 Unrealized
IJR ISHARES Core S & P Small Cap ETF 0.2%
Value ($000) $130 Shares 1,899 Est. Cost $79.92 Unrealized
VHT Vanguard Health Care Etf 0.1%
Value ($000) $127 Shares 660 Est. Cost $187.63 Unrealized
V Visa INC 0.1%
Value ($000) $126 Shares 654 Est. Cost $172.55 Unrealized +1.7%
USB U.S. Bancorp US 0.1%
Value ($000) $123 Shares 3,340 Est. Cost $44.33 Unrealized -37.2%
VNQ Vanguard Real Estate ETF 0.1%
Value ($000) $119 Shares 1,521 Est. Cost $90.47 Unrealized
BSV Vanguard Short-Term Bond ETF 0.1%
Value ($000) $118 Shares 1,414 Est. Cost $82.03 Unrealized
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $117 Shares 1,329 Est. Cost $83.52 Unrealized
VTI Vanguard Total Stock Market VIPERs ETF 0.1%
Value ($000) $110 Shares 704 Est. Cost $163.24 Unrealized
CTSH Cognizant Technology Solutions Corp 0.1%
Value ($000) $103 Shares 1,809 Est. Cost $55.57 Unrealized -11.3%
Royal Dutch PLC 0.1%
Value ($000) $100 Shares 3,300 Est. Cost $60.00 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $96 Shares 569 Est. Cost $148.16 Unrealized -4.5%
GIS General Mills INC 0.1%
Value ($000) $92 Shares 1,500 Est. Cost $42.80 Unrealized +16.6%
IEFA Ishares Core Msci Eafe Etf 0.1%
Value ($000) $91 Shares 1,593 Est. Cost $65.16 Unrealized
VYMI Vanguard Internatl High Div Yield Index Fund Internatnl Hgh Yld Etf 0.1%
Value ($000) $90 Shares 1,750 Est. Cost $64.00 Unrealized
AMP Ameriprise Financial INC 0.1%
Value ($000) $90 Shares 600 Est. Cost $139.45 Unrealized -16.2%
XLK Technology Select Sector SPDR 0.1%
Value ($000) $89 Shares 856 Est. Cost $91.78 Unrealized
VFH Vanguard Financials Etf 0.1%
Value ($000) $88 Shares 1,530 Est. Cost $76.47 Unrealized
PEP Pepsico INC 0.1%
Value ($000) $86 Shares 647 Est. Cost $112.78 Unrealized -1.8%
BAC Bank Of America Corp 0.1%
Value ($000) $82 Shares 3,468 Est. Cost $27.79 Unrealized -26.0%
CVX Chevron Corp 0.1%
Value ($000) $82 Shares 916 Est. Cost $89.68 Unrealized -22.1%
PNC PNC Financial Services Group INC 0.1%
Value ($000) $80 Shares 760 Est. Cost $115.89 Unrealized -25.8%
PREF Principal Spectrum Pfd Secs Active ETF (Closed-End Fd) 0.1%
Value ($000) $78 Shares 800 Est. Cost $93.75 Unrealized
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $72 Shares 442 Est. Cost $155.03 Unrealized
WFC Wells Fargo & CO 0.1%
Value ($000) $71 Shares 2,774 Est. Cost $44.70 Unrealized -46.4%
IWS ISHARES Russell Mid-Cap Value ETF 0.1%
Value ($000) $70 Shares 918 Est. Cost $94.77 Unrealized
DUK Duke Energy Corp 0.1%
Value ($000) $70 Shares 870 Est. Cost $71.81 Unrealized -5.8%
VUG Vanguard Index Funds Vanguard Growth ETF 0.1%
Value ($000) $69 Shares 342 Est. Cost $193.50 Unrealized
CMCSA Comcast Corp 0.1%
Value ($000) $68 Shares 1,735 Est. Cost $37.86 Unrealized -13.5%
CSCO Cisco Systems INC 0.1%
Value ($000) $66 Shares 1,425 Est. Cost $38.19 Unrealized -3.1%
IEMG Ishares Core Msci Emerging Markets Etf 0.1%
Value ($000) $66 Shares 1,378 Est. Cost $50.81 Unrealized
OKE Oneok INC 0.1%
Value ($000) $65 Shares 1,970 Est. Cost $47.69 Unrealized -52.4%
HDV ISHARES Core High Dividend ETF 0.1%
Value ($000) $65 Shares 799 Est. Cost $97.62 Unrealized
AMGN Amgen INC 0.1%
Value ($000) $65 Shares 276 Est. Cost $182.69 Unrealized +4.9%
DD Dupont De Nemours INC 0.1%
Value ($000) $61 Shares 1,144 Est. Cost $24.51 Unrealized -28.8%
XOM Exxon Mobil Corp 0.1%
Value ($000) $61 Shares 1,357 Est. Cost $52.07 Unrealized -33.1%
LLY Eli Lilly And CO 0.1%
Value ($000) $58 Shares 353 Est. Cost $107.55 Unrealized +33.8%
IWO ISHARES Russell 2000 Growth Index Fund 0.1%
Value ($000) $57 Shares 277 Est. Cost $215.49 Unrealized
Liberty All-star Equity Fund All Star (Closed-End Fd) 0.1%
Value ($000) $57 Shares 9,950 Est. Cost $6.80 Unrealized
VEU Vanguard Intl Equity Index Funds Vanguard Ftse All World Ex Usetf 0.1%
Value ($000) $56 Shares 1,171 Est. Cost $53.74 Unrealized
Raytheon Technologies Corp 0.1%
Value ($000) $55 Shares 895 Est. Cost $61.45 Unrealized
TFI Spdr Lehman Municipal Bond Etf Nuveen Blmbrg Brcly Mncp 0.1%
Value ($000) $52 Shares 1,002 Est. Cost $50.90 Unrealized
General Electric CO 0.1%
Value ($000) $52 Shares 7,578 Est. Cost $11.18 Unrealized
ALL Allstate Corp 0.1%
Value ($000) $52 Shares 536 Est. Cost $94.20 Unrealized -9.1%
VB Vanguard Small Cap ETF 0.1%
Value ($000) $50 Shares 344 Est. Cost $151.77 Unrealized
ILMN Illumina INC 0.1%
Value ($000) $49 Shares 132 Est. Cost $303.09 Unrealized +6.2%
Credit Suisse Ag Fi Large Cap Growth Enhnd Etn 0.1%
Value ($000) $48 Shares 134 Est. Cost $335.82 Unrealized
WHR Whirlpool Corp 0.1%
Value ($000) $48 Shares 373 Est. Cost $151.00 Unrealized -24.2%
DHS Wisdomtree US High Dividend Fund Etf 0.1%
Value ($000) $47 Shares 750 Est. Cost $77.33 Unrealized
DOW Dow INC 0.1%
Value ($000) $47 Shares 1,144 Est. Cost $36.70 Unrealized -26.8%
XLV Health Care Select Sector SPDR 0.1%
Value ($000) $45 Shares 445 Est. Cost $101.12 Unrealized
TJX Tjx Companies INC 0.1%
Value ($000) $44 Shares 869 Est. Cost $53.53 Unrealized -12.9%
CNI Canadian National Railway Co 0.1%
Value ($000) $44 Shares 492 Est. Cost $79.98 Unrealized -6.5%
BBY Best Buy CO INC 0.1%
Value ($000) $44 Shares 500 Est. Cost $59.90 Unrealized +0.7%
RWX SPDR DJ Wilshire International Real Estate ETF 0.1%
Value ($000) $43 Shares 1,506 Est. Cost $37.75 Unrealized
CL Colgate-palmolive CO 0.0%
Value ($000) $41 Shares 558 Est. Cost $59.11 Unrealized +5.5%
XLY Consumer Discretionary Select Sector SPDT Fd 0.0%
Value ($000) $41 Shares 320 Est. Cost $125.00 Unrealized
PEY Invesco High Yield Equity Dividend Achvrs Etf 0.0%
Value ($000) $40 Shares 2,750 Est. Cost $19.05 Unrealized
IWN ISHARES Russell 2000 Value 0.0%
Value ($000) $36 Shares 374 Est. Cost $128.95 Unrealized
KHC Kraft Heinz CO 0.0%
Value ($000) $36 Shares 1,132 Est. Cost $22.63 Unrealized +2.0%
WY Weyerhaeuser CO Reit 0.0%
Value ($000) $36 Shares 1,600 Est. Cost $23.11 Unrealized -28.8%
MINT Pimco Enhanced Short Maturity Active Exch Tr Shrt Maturty Actv Etf 0.0%
Value ($000) $34 Shares 335 Est. Cost $101.49 Unrealized
Total S.A. 0.0%
Value ($000) $32 Shares 839 Est. Cost $38.14 Unrealized
FDL First Tr Morningstar Dividend Leaders Index Fund 0.0%
Value ($000) $32 Shares 1,275 Est. Cost $32.94 Unrealized
Discover Financial Services 0.0%
Value ($000) $32 Shares 639 Est. Cost $85.27 Unrealized
CTVA Corteva INC 0.0%
Value ($000) $31 Shares 1,144 Est. Cost $24.50 Unrealized -0.6%
Blackstone / Gso Strategic Credit Fund 0.0%
Value ($000) $31 Shares 2,750 Est. Cost $14.55 Unrealized
ABBV Abbvie INC 0.0%
Value ($000) $30 Shares 305 Est. Cost $64.63 Unrealized +9.1%
Spdr Dj Wilshire Small Cap Etf S&p 600 0.0%
Value ($000) $30 Shares 500 Est. Cost $72.00 Unrealized
AXP American Express CO 0.0%
Value ($000) $29 Shares 300 Est. Cost $110.13 Unrealized -22.3%
Walgreens Boots Alliance INC 0.0%
Value ($000) $28 Shares 656 Est. Cost $59.45 Unrealized
XLF Financial Select Sector SPDR 0.0%
Value ($000) $28 Shares 1,204 Est. Cost $30.57 Unrealized
ITOT ISHARES S&P 1500 Index Fund 0.0%
Value ($000) $27 Shares 385 Est. Cost $70.13 Unrealized
SLB Schlumberger Nv 0.0%
Value ($000) $27 Shares 1,451 Est. Cost $30.72 Unrealized -49.6%
XLI Industrial Select Sector SPDR 0.0%
Value ($000) $27 Shares 390 Est. Cost $82.05 Unrealized
DGS Wisdomtree Emerging Markets Small Cap ETF 0.0%
Value ($000) $27 Shares 694 Est. Cost $47.77 Unrealized
ACWI ISHARES MSCI ACWI Index Fund 0.0%
Value ($000) $26 Shares 357 Est. Cost $72.83 Unrealized
Eaton Vance Enhanced Equity Income Fund Ii 0.0%
Value ($000) $26 Shares 1,500 Est. Cost $18.00 Unrealized
PFG Principal Financial Group INC 0.0%
Value ($000) $25 Shares 595 Est. Cost $43.18 Unrealized -31.7%
AGG ISHARES Barclays Aggregate Bond Fund ETN 0.0%
Value ($000) $24 Shares 203 Est. Cost $118.23 Unrealized
MRSH Marsh & Mclennan Companies INC 0.0%
Value ($000) $24 Shares 219 Est. Cost $95.06 Unrealized -2.2%
Principal Real Estate Income Fd Shs Ben Int (Closed-End Fd) 0.0%
Value ($000) $24 Shares 2,000 Est. Cost $21.00 Unrealized
Liberty All-star Growth Fund INC (Closed-End Fd) 0.0%
Value ($000) $24 Shares 3,780 Est. Cost $6.43 Unrealized
Eaton Vance Enhanced Equity Income Fund 0.0%
Value ($000) $23 Shares 1,600 Est. Cost $15.63 Unrealized
GSLC Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg 0.0%
Value ($000) $23 Shares 365 Est. Cost $63.01 Unrealized
IJH ISHARES Core S&P Mid-Cap ETF 0.0%
Value ($000) $23 Shares 129 Est. Cost $209.30 Unrealized
Pimco Municipal Income Fund (Closed-End Fd) 0.0%
Value ($000) $22 Shares 1,631 Est. Cost $15.94 Unrealized
JNK Spdr Bloomberg Barclays High Yield Bond Etf 0.0%
Value ($000) $22 Shares 220 Est. Cost $109.09 Unrealized
XLP Consumer Staples Sector SPDR 0.0%
Value ($000) $22 Shares 368 Est. Cost $62.50 Unrealized
DFE Wisdomtree Europe Smallcap Dividend Fund Smlcp Etf 0.0%
Value ($000) $22 Shares 450 Est. Cost $64.44 Unrealized
VCSH Vanguard Short-term Corporate Bond Idx FUND Short Term Cor Bd Etf 0.0%
Value ($000) $21 Shares 260 Est. Cost $80.77 Unrealized
MBB Ishares Mbs Etf 0.0%
Value ($000) $21 Shares 191 Est. Cost $109.95 Unrealized
UNH Unitedhealth Group INC Grp 0.0%
Value ($000) $21 Shares 71 Est. Cost $261.11 Unrealized 0.0%
TIP ISHARES Barclays Tips Bond Fund ETF 0.0%
Value ($000) $21 Shares 171 Est. Cost $116.96 Unrealized
THO Thor Industries INC 0.0%
Value ($000) $21 Shares 193 Est. Cost $56.77 Unrealized +23.3%
MAC Macerich CO Reit 0.0%
Value ($000) $21 Shares 2,323 Est. Cost $26.26 Unrealized
Glaxosmithkline PLC 0.0%
Value ($000) $20 Shares 497 Est. Cost $46.28 Unrealized
SU Suncor Energy INC 0.0%
Value ($000) $20 Shares 1,169 Est. Cost $20.36 Unrealized -32.6%
UBS Ubs Group Ag 0.0%
Value ($000) $20 Shares 1,745 Est. Cost $11.26 Unrealized -8.5%
USMV Ishares Edge Msci Min Vol Usa Etf 0.0%
Value ($000) $20 Shares 337 Est. Cost $59.35 Unrealized
UPS United Parcel Service INC 0.0%
Value ($000) $19 Shares 167 Est. Cost $92.83 Unrealized -14.1%
REET Ishares Global Reit Etf 0.0%
Value ($000) $19 Shares 898 Est. Cost $21.16 Unrealized
D Dominion Energy INC 0.0%
Value ($000) $18 Shares 216 Est. Cost $62.41 Unrealized +0.4%
HYG ISHARES IBOXX H/Y Corp Bond ETF 0.0%
Value ($000) $18 Shares 222 Est. Cost $90.09 Unrealized
Macquarie Infrastructure Corp 0.0%
Value ($000) $18 Shares 600 Est. Cost $43.33 Unrealized
IWB Ishares Russell 1000 Index Fund Etf 0.0%
Value ($000) $17 Shares 97 Est. Cost $176.00 Unrealized
Lam Research Corp 0.0%
Value ($000) $16 Shares 50 Est. Cost $320.00 Unrealized
HCA Hca Healthcare INC 0.0%
Value ($000) $16 Shares 161 Est. Cost $127.66 Unrealized -22.2%
SYK Stryker Corp 0.0%
Value ($000) $16 Shares 90 Est. Cost $173.69 Unrealized 0.0%
VOT Vanguard Mid-cap Growth Index Fund Mid Cap Etf 0.0%
Value ($000) $16 Shares 94 Est. Cost $170.21 Unrealized
BANX Stonecastle Financial Corp 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $12.26 Unrealized -24.0%
BP BP PLC 0.0%
Value ($000) $16 Shares 668 Est. Cost $37.43 Unrealized
AIG American International Group INC 0.0%
Value ($000) $15 Shares 467 Est. Cost $45.11 Unrealized -46.0%
Imv INC 0.0%
Value ($000) $15 Shares 4,687 Est. Cost $2.99 Unrealized
QLYS Qualys INC 0.0%
Value ($000) $15 Shares 147 Est. Cost $82.92 Unrealized +26.3%
EMN Eastman Chemical CO 0.0%
Value ($000) $14 Shares 200 Est. Cost $61.58 Unrealized -16.0%
GOOGL Alphabet INC 0.0%
Value ($000) $14 Shares 10 Est. Cost $64.02 Unrealized +4.5%
BA Boeing CO 0.0%
Value ($000) $13 Shares 73 Est. Cost $261.84 Unrealized -41.3%
C Citigroup INC 0.0%
Value ($000) $13 Shares 262 Est. Cost $38.68 Unrealized 0.0%
VOE Vanguard Mid-cap Value Index Fund Mid Cap Etf 0.0%
Value ($000) $13 Shares 138 Est. Cost $94.20 Unrealized
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $13 Shares 256 Est. Cost $58.59 Unrealized
MCD Mcdonald's Corp 0.0%
Value ($000) $13 Shares 70 Est. Cost $171.92 Unrealized -6.4%
ETN Eaton Corporation Plc 0.0%
Value ($000) $11 Shares 130 Est. Cost $79.74 Unrealized -6.2%
HAIN Hain Celestial Group INC 0.0%
Value ($000) $11 Shares 353 Est. Cost $28.92 Unrealized 0.0%
NVO Novo Nordisk 0.0%
Value ($000) $11 Shares 170 Est. Cost $58.82 Unrealized
SAP Sap Se 0.0%
Value ($000) $11 Shares 80 Est. Cost $137.50 Unrealized
FLEX Flextronics Intl 0.0%
Value ($000) $11 Shares 1,029 Est. Cost $7.21 Unrealized 0.0%
BABA Alibaba Group Holdings 0.0%
Value ($000) $11 Shares 51 Est. Cost $215.69 Unrealized
CE Celanese Corp 0.0%
Value ($000) $11 Shares 132 Est. Cost $75.33 Unrealized 0.0%
AVGO Broadcom INC 0.0%
Value ($000) $10 Shares 33 Est. Cost $24.52 Unrealized 0.0%
DIS Walt Disney CO 0.0%
Value ($000) $10 Shares 87 Est. Cost $107.86 Unrealized 0.0%
GILD Gilead Sciences INC 0.0%
Value ($000) $10 Shares 131 Est. Cost $51.27 Unrealized +19.9%
MFC Manulife Financial 0.0%
Value ($000) $10 Shares 727 Est. Cost $12.59 Unrealized 0.0%
DEO Diageo P L C Spon 0.0%
Value ($000) $10 Shares 76 Est. Cost $131.58 Unrealized
LVS Las Vegas Sands Corp 0.0%
Value ($000) $10 Shares 212 Est. Cost $56.82 Unrealized -21.1%
Te Connectivity Ltd 0.0%
Value ($000) $10 Shares 120 Est. Cost $83.33 Unrealized
SLV ISHARES Silver Trust ETF 0.0%
Value ($000) $9 Shares 500 Est. Cost $16.00 Unrealized
SNY Sanofi Aventis 0.0%
Value ($000) $9 Shares 177 Est. Cost $50.85 Unrealized
GDOT Green Dot Corp 0.0%
Value ($000) $9 Shares 193 Est. Cost $24.93 Unrealized +35.7%
DXJ Wisdomtree Japan Hedged Equity Fund Etf 0.0%
Value ($000) $9 Shares 188 Est. Cost $53.19 Unrealized
AZN Astrazeneca Plc 0.0%
Value ($000) $8 Shares 144 Est. Cost $48.61 Unrealized
VBK Vanguard Small-cap Growth Index Fund Small Cap Etf 0.0%
Value ($000) $8 Shares 39 Est. Cost $205.13 Unrealized
TD Toronto-Dominion Bank 0.0%
Value ($000) $8 Shares 184 Est. Cost $42.57 Unrealized 0.0%
ORCL Oracle Corp 0.0%
Value ($000) $8 Shares 136 Est. Cost $50.44 Unrealized -2.9%
NVS Novartis Ag 0.0%
Value ($000) $7 Shares 82 Est. Cost $93.53 Unrealized
FIS Fidelity National Information Services INC Informatn Svcs 0.0%
Value ($000) $7 Shares 54 Est. Cost $116.75 Unrealized 0.0%
ASML Asml Holding Nv 0.0%
Value ($000) $7 Shares 18 Est. Cost $277.78 Unrealized
VPU Vanguard Utilities Etf 0.0%
Value ($000) $7 Shares 57 Est. Cost $140.35 Unrealized
VOD Vodafone Group PLC 0.0%
Value ($000) $7 Shares 439 Est. Cost $18.22 Unrealized
VBR Vanguard Small Cap Value Etf 0.0%
Value ($000) $7 Shares 61 Est. Cost $114.75 Unrealized
BTI British American Tobacco Plc 0.0%
Value ($000) $6 Shares 166 Est. Cost $42.17 Unrealized
COF Capital One Financial Corp 0.0%
Value ($000) $6 Shares 96 Est. Cost $86.78 Unrealized -34.7%
ET Energy Transfer Equity LP 0.0%
Value ($000) $6 Shares 906 Est. Cost $13.25 Unrealized
REZI Resideo Technologies INC 0.0%
Value ($000) $6 Shares 497 Est. Cost $11.38 Unrealized -38.8%
RSPG Invesco S&p 500 Eql Wght Energy Etf 0.0%
Value ($000) $5 Shares 165 Est. Cost $48.48 Unrealized
EOG Eog Resources INC 0.0%
Value ($000) $5 Shares 108 Est. Cost $37.36 Unrealized 0.0%
ING ING Groep NV 0.0%
Value ($000) $5 Shares 738 Est. Cost $12.20 Unrealized
CME Cme Group INC 0.0%
Value ($000) $5 Shares 33 Est. Cost $144.33 Unrealized 0.0%
Alerian MLP ETF 0.0%
Value ($000) $5 Shares 200 Est. Cost $9.00 Unrealized
HAS Hasbro INC 0.0%
Value ($000) $4 Shares 52 Est. Cost $82.22 Unrealized -29.4%
XLRE Real Estate Select Sector Spdr Fund Sctr Etf 0.0%
Value ($000) $4 Shares 122 Est. Cost $40.98 Unrealized
TSM Taiwan Semiconductor Manufacturing CO Ltd 0.0%
Value ($000) $4 Shares 73 Est. Cost $54.79 Unrealized
XLB Materials Select Sector SPDR ETF 0.0%
Value ($000) $4 Shares 67 Est. Cost $59.70 Unrealized
Royal Dutch Shell PLC 0.0%
Value ($000) $4 Shares 112 Est. Cost $62.50 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $4 Shares 25 Est. Cost $165.56 Unrealized -8.8%
PBT Permian Basin Royalty Trust Unt 0.0%
Value ($000) $4 Shares 1,100 Est. Cost $3.64 Unrealized
NGG National Grid Plc 0.0%
Value ($000) $4 Shares 64 Est. Cost $62.50 Unrealized
SNA Snap-on INC 0.0%
Value ($000) $4 Shares 26 Est. Cost $138.76 Unrealized -21.0%
Inventrust Properties REIT 0.0%
Value ($000) $3 Shares 1,046 Est. Cost $2.87 Unrealized
HSBC Hsbc Holdings Plc 0.0%
Value ($000) $3 Shares 108 Est. Cost $37.04 Unrealized
HOG Harley-davidson INC 0.0%
Value ($000) $3 Shares 136 Est. Cost $37.23 Unrealized -41.6%
DVA Davita INC 0.0%
Value ($000) $3 Shares 33 Est. Cost $66.33 Unrealized +17.7%
COP Conocophillips 0.0%
Value ($000) $3 Shares 81 Est. Cost $47.16 Unrealized -30.2%
CAG Conagra Brands INC 0.0%
Value ($000) $3 Shares 73 Est. Cost $22.47 Unrealized +16.6%
QCOM Qualcomm INC 0.0%
Value ($000) $3 Shares 29 Est. Cost $72.86 Unrealized -2.6%
PPL PPL Corp 0.0%
Value ($000) $3 Shares 110 Est. Cost $25.91 Unrealized -20.4%
BNS Bank Of Nova Scotia 0.0%
Value ($000) $3 Shares 62 Est. Cost $40.76 Unrealized -27.7%
BUD Anheuser Busch Inbev SA/NV 0.0%
Value ($000) $3 Shares 70 Est. Cost $81.73 Unrealized
IVOO Vanguard S&p Mid-cap 400 Index Fund Mid Cap Etf 0.0%
Value ($000) $3 Shares 27 Est. Cost $148.15 Unrealized
Viacomcbs INC 0.0%
Value ($000) $3 Shares 117 Est. Cost $41.49 Unrealized
VTR Ventas INC Reit 0.0%
Value ($000) $2 Shares 49 Est. Cost $49.16 Unrealized -45.2%
Activision Blizzard INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $50.00 Unrealized
CM Canadian Imperial Bank Of Commerce 0.0%
Value ($000) $2 Shares 37 Est. Cost $31.67 Unrealized -23.8%
SMFG Sumitomo Mitsui Financial Group INC 0.0%
Value ($000) $2 Shares 422 Est. Cost $7.11 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $2 Shares 6 Est. Cost $324.81 Unrealized -0.3%
PHG Koninklijke Philips Nv 0.0%
Value ($000) $2 Shares 36 Est. Cost $55.56 Unrealized
CCEP Coca-cola European Partners Plc 0.0%
Value ($000) $2 Shares 41 Est. Cost $43.91 Unrealized -25.0%
KO Coca-cola CO 0.0%
Value ($000) $2 Shares 51 Est. Cost $44.51 Unrealized -13.0%
Spirit Aerosystems Holdings INC Hldgs A 0.0%
Value ($000) $2 Shares 102 Est. Cost $19.61 Unrealized
Nielsen Holdings Plc 0.0%
Value ($000) $2 Shares 160 Est. Cost $18.75 Unrealized
TRP Tc Energy Corp 0.0%
Value ($000) $2 Shares 39 Est. Cost $37.40 Unrealized -10.5%
EXC Exelon Corp 0.0%
Value ($000) $2 Shares 59 Est. Cost $26.02 Unrealized -16.5%
LOW Lowe's Companies INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $102.36 Unrealized +0.9%
ENB Enbridge Inc 0.0%
Value ($000) $2 Shares 62 Est. Cost $25.00 Unrealized -15.6%
LYV Live Nation Entertainment INC 0.0%
Value ($000) $2 Shares 49 Est. Cost $43.83 Unrealized 0.0%
GTX Garrett Motion INC 0.0%
Value ($000) $2 Shares 298 Est. Cost $10.19 Unrealized -52.1%
PEG Public Service Enterprise Group INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $49.14 Unrealized -16.3%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $1 Shares 20 Est. Cost $47.48 Unrealized 0.0%
PNR Pentair PLC 0.0%
Value ($000) $1 Shares 24 Est. Cost $38.80 Unrealized -15.9%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $1 Shares 46 Est. Cost $36.00 Unrealized -58.8%
Unilever NV 0.0%
Value ($000) $1 Shares 23 Est. Cost $52.63 Unrealized
IVZ Invesco Ltd 0.0%
Value ($000) $1 Shares 73 Est. Cost $12.93 Unrealized -45.5%
ASIX Advansix INC 0.0%
Value ($000) $1 Shares 118 Est. Cost $19.97 Unrealized -46.7%
CARR Carrier Global Corp 0.0%
Value ($000) $1 Shares 40 Est. Cost $17.13 Unrealized 0.0%
ADI Analog Devices INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $100.85 Unrealized -1.5%
Amcor Plc 0.0%
Value ($000) $1 Shares 109 Est. Cost $7.76 Unrealized -4.6%
DJP Barclays Bank PLC IPATH Bloomberg Commodity Index Total Return ETN 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
Centurylink INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $9.52 Unrealized
CC Chemours CO 0.0%
Value ($000) $0 Shares 28 Est. Cost $13.00 Unrealized -21.2%
WAB Westinghouse Air Brake Technologies Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $69.68 Unrealized -21.3%
UAA Under Armour INC 0.0%
Value ($000) $0 Shares 47 Est. Cost $19.42 Unrealized -51.1%
Highlands REIT 0.0%
Value ($000) $0 Shares 1,046 Est. Cost Unrealized
Lions Gate Entertainment Corp 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized