Simmons Bank Diversified Active

CIK: 0001674486 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 3, 2023

Total Value ($000): $1,190,383 (100.0% shares, 0.0% debt)

Holdings (327)

ORLY O REILLY AUTOMOTIVE INC 9.4%
Value ($000) $112,293 Shares 117,547 Est. Cost $20.50 Unrealized +197.9%
SPY SPDR S&P 500 (MKT) 3.6%
Value ($000) $43,374 Shares 97,848 Est. Cost $277.53 Unrealized
MSFT MICROSOFT CORP 2.9%
Value ($000) $34,967 Shares 102,682 Est. Cost $83.09 Unrealized +269.7%
SFNC SIMMONS 1ST NATL CORP 2.8%
Value ($000) $33,707 Shares 1,954,046 Est. Cost $23.73 Unrealized -29.1%
IWF ISHARES RUSSELL 1000 GROWTH 2.3%
Value ($000) $27,004 Shares 98,133 Est. Cost $116.39 Unrealized
AAPL APPLE INC 2.0%
Value ($000) $23,753 Shares 122,455 Est. Cost $97.64 Unrealized +76.2%
VEA VANGUARD FTSE DEVELOPED MARKETS 1.9%
Value ($000) $22,377 Shares 484,561 Est. Cost $37.78 Unrealized
VO VANGUARD MID-CAP ETF (MKT) 1.7%
Value ($000) $20,593 Shares 93,535 Est. Cost $134.04 Unrealized
IJR ISHARES CORE S&P SMALL-CAP (MKT) 1.7%
Value ($000) $20,207 Shares 202,777 Est. Cost $90.37 Unrealized
HDV ISHARES HIGH DIVIDEND (MKT) 1.6%
Value ($000) $18,947 Shares 187,983 Est. Cost $86.95 Unrealized
IJH ISHARES CORE S&P MID-CAP (MKT) 1.4%
Value ($000) $16,677 Shares 63,781 Est. Cost $304.71 Unrealized
NVDA NVIDIA CORP 1.4%
Value ($000) $16,545 Shares 39,112 Est. Cost $18.45 Unrealized +79.8%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $15,292 Shares 142,580 Est. Cost $55.62 Unrealized +79.1%
CVX CHEVRON CORP NEW 1.3%
Value ($000) $15,289 Shares 97,168 Est. Cost $81.11 Unrealized +76.6%
AMZN AMAZON COM INC 1.3%
Value ($000) $14,967 Shares 114,810 Est. Cost $120.45 Unrealized -5.2%
PEP PEPSICO INC 1.2%
Value ($000) $14,858 Shares 80,219 Est. Cost $103.79 Unrealized +64.3%
XLK TECHNOLOGY SELECT SECTOR SPDRR 1.1%
Value ($000) $12,851 Shares 73,913 Est. Cost $82.68 Unrealized
MDY SPDR S&P MIDCAP 400 (MKT) 1.1%
Value ($000) $12,803 Shares 26,734 Est. Cost $312.42 Unrealized
WMT WALMART INC 1.1%
Value ($000) $12,693 Shares 80,753 Est. Cost $26.74 Unrealized +83.1%
QQQ INVESCO QQQ TR 1.0%
Value ($000) $12,357 Shares 33,449 Est. Cost $181.70 Unrealized
ADBE ADOBE SYSTEMS INC 1.0%
Value ($000) $12,234 Shares 25,018 Est. Cost $226.32 Unrealized +78.0%
JPM JP MORGAN CHASE & CO 1.0%
Value ($000) $11,409 Shares 78,443 Est. Cost $80.79 Unrealized +60.5%
GOOGL ALPHABET INC 0.9%
Value ($000) $11,110 Shares 92,816 Est. Cost $107.57 Unrealized +6.2%
VWO VANGUARD EMERGING MARKETS STOCK 0.9%
Value ($000) $10,531 Shares 258,868 Est. Cost $38.29 Unrealized
MRK MERCK & CO INC 0.9%
Value ($000) $10,497 Shares 90,968 Est. Cost $44.67 Unrealized +133.9%
PFE PFIZER INC 0.8%
Value ($000) $9,946 Shares 271,150 Est. Cost $23.31 Unrealized +42.5%
IWM ISHARES RUSSELL 2000 (MKT) 0.8%
Value ($000) $9,911 Shares 52,924 Est. Cost $171.54 Unrealized
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $9,671 Shares 63,732 Est. Cost $77.15 Unrealized +83.2%
HD HOME DEPOT INC 0.8%
Value ($000) $9,574 Shares 30,819 Est. Cost $160.12 Unrealized +72.6%
CAT CATERPILLAR INC 0.8%
Value ($000) $9,336 Shares 37,943 Est. Cost $145.98 Unrealized +46.4%
EFA ISHARES MSCI EAFE (MKT) 0.8%
Value ($000) $8,971 Shares 123,743 Est. Cost $60.09 Unrealized
SDY SPDR S&P DIVIDEND ETF (MKT) 0.8%
Value ($000) $8,952 Shares 73,026 Est. Cost $83.94 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.7%
Value ($000) $8,907 Shares 26,120 Est. Cost $221.69 Unrealized +47.2%
KO COCA COLA CO 0.7%
Value ($000) $8,825 Shares 146,546 Est. Cost $34.32 Unrealized +67.1%
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $8,825 Shares 170,560 Est. Cost $35.12 Unrealized +29.6%
ABBV ABBVIE INC SR NT 0.7%
Value ($000) $8,728 Shares 64,779 Est. Cost $56.91 Unrealized +134.9%
GSBC GREAT SOUTHN BANCORP INC 0.7%
Value ($000) $8,646 Shares 170,441 Est. Cost $52.50 Unrealized -2.6%
VV VANGUARD LARGE CAP ETF (MKT) 0.7%
Value ($000) $8,550 Shares 42,175 Est. Cost $129.64 Unrealized
META META PLATFORMS INC 0.7%
Value ($000) $8,387 Shares 29,226 Est. Cost $162.85 Unrealized +50.5%
DE DEERE & CO 0.7%
Value ($000) $8,142 Shares 20,094 Est. Cost $163.79 Unrealized +124.6%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $7,775 Shares 104,787 Est. Cost $60.62 Unrealized +15.5%
AGG ISHARES CORE TOTAL US BOND 0.6%
Value ($000) $7,549 Shares 77,066 Est. Cost $104.36 Unrealized
IVV ISHARES CORE S&P 500 (MKT) 0.6%
Value ($000) $6,849 Shares 15,367 Est. Cost $242.22 Unrealized
ORCL ORACLE CORP 0.5%
Value ($000) $6,544 Shares 54,951 Est. Cost $35.96 Unrealized +179.2%
APD AIR PRODUCTS & CHEMICALS INC 0.5%
Value ($000) $6,409 Shares 21,398 Est. Cost $180.52 Unrealized +46.9%
KMB KIMBERLY CLARK CORP 0.5%
Value ($000) $6,376 Shares 46,182 Est. Cost $98.99 Unrealized +27.0%
MCHP MICROCHIP TECHNOLOGY INC 0.5%
Value ($000) $6,326 Shares 70,609 Est. Cost $52.27 Unrealized +41.2%
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $6,321 Shares 220,319 Est. Cost $25.62 Unrealized +3.9%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $6,264 Shares 13,033 Est. Cost $377.26 Unrealized +23.2%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $6,218 Shares 37,564 Est. Cost $102.41 Unrealized +45.4%
VUG VANGUARD GROWTH ETF (MKT) 0.5%
Value ($000) $6,173 Shares 21,818 Est. Cost $144.99 Unrealized
PSX PHILLIPS 66 0.5%
Value ($000) $6,168 Shares 64,668 Est. Cost $69.07 Unrealized +28.2%
XLV HEALTH CARE SELECT SECTOR SPDRR 0.5%
Value ($000) $6,042 Shares 45,520 Est. Cost $96.83 Unrealized
VTV VANGUARD VALUE INDEX 0.5%
Value ($000) $6,019 Shares 42,358 Est. Cost $88.29 Unrealized
CRM SALESFORCE 0.5%
Value ($000) $5,997 Shares 28,387 Est. Cost $181.73 Unrealized +11.0%
DHR DANAHER CORP 0.5%
Value ($000) $5,986 Shares 24,941 Est. Cost $108.53 Unrealized +92.3%
AMGN AMGEN INC 0.5%
Value ($000) $5,885 Shares 26,508 Est. Cost $172.74 Unrealized +23.7%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $5,864 Shares 12,738 Est. Cost $300.02 Unrealized +43.8%
CMI CUMMINS INC 0.5%
Value ($000) $5,784 Shares 23,594 Est. Cost $118.73 Unrealized +79.3%
COST COSTCO WHOLESALE CORP NEW 0.5%
Value ($000) $5,607 Shares 10,414 Est. Cost $268.65 Unrealized +81.3%
HON HONEYWELL INTERNATIONAL INC 0.5%
Value ($000) $5,544 Shares 26,717 Est. Cost $142.51 Unrealized +23.2%
NKE NIKE INC 0.5%
Value ($000) $5,534 Shares 50,140 Est. Cost $75.89 Unrealized +46.7%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $5,332 Shares 143,374 Est. Cost $30.76 Unrealized +1.4%
LOW LOWES COMPANIES INC 0.4%
Value ($000) $5,287 Shares 23,427 Est. Cost $69.43 Unrealized +184.8%
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $5,222 Shares 15,272 Est. Cost $262.38 Unrealized +15.3%
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $5,138 Shares 47,133 Est. Cost $57.44 Unrealized +76.6%
TXN TEXAS INSTRUMENTS INC 0.4%
Value ($000) $5,137 Shares 28,537 Est. Cost $132.91 Unrealized +19.7%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $5,054 Shares 15,669 Est. Cost $196.73 Unrealized +56.5%
XLI INDUSTRIAL SELECT SECTOR SPDRR 0.4%
Value ($000) $5,036 Shares 46,926 Est. Cost $77.62 Unrealized
XLY CONSUMER DISCRET SELECT SECTOR 0.4%
Value ($000) $4,982 Shares 29,338 Est. Cost $118.19 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.4%
Value ($000) $4,941 Shares 124,894 Est. Cost $37.89 Unrealized
GSK GSK PLC 0.4%
Value ($000) $4,784 Shares 134,220 Est. Cost $35.23 Unrealized
IYW ISHARES US TECHNOLOGY (MKT) 0.4%
Value ($000) $4,664 Shares 42,840 Est. Cost $99.75 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.4%
Value ($000) $4,619 Shares 54,852 Est. Cost $59.56 Unrealized +34.2%
GOOG ALPHABET INC 0.4%
Value ($000) $4,365 Shares 36,084 Est. Cost $108.08 Unrealized +6.3%
UNP UNION PACIFIC CORP 0.4%
Value ($000) $4,250 Shares 20,768 Est. Cost $107.16 Unrealized +74.5%
IWV ISHARES RUSSELL 3000 (MKT) 0.3%
Value ($000) $4,057 Shares 15,944 Est. Cost $168.54 Unrealized
XLF FINANCIAL SELECT SECTOR SPDRR 0.3%
Value ($000) $4,033 Shares 119,634 Est. Cost $27.35 Unrealized
SO SOUTHERN CO 0.3%
Value ($000) $4,010 Shares 57,076 Est. Cost $44.43 Unrealized +47.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $3,816 Shares 38,952 Est. Cost $54.59 Unrealized +69.0%
XLP CONSUMER STAPLES SELECT SECTOR 0.3%
Value ($000) $3,803 Shares 51,280 Est. Cost $61.24 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $3,802 Shares 42,590 Est. Cost $113.72 Unrealized -18.6%
GVI ISHARES INTM GOVERNMENT/CREDIT 0.3%
Value ($000) $3,773 Shares 36,666 Est. Cost $113.08 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $3,617 Shares 46,927 Est. Cost $56.91 Unrealized +27.5%
MCD MCDONALDS CORP 0.3%
Value ($000) $3,604 Shares 12,077 Est. Cost $134.14 Unrealized +103.6%
VB VANGUARD SMALL CAP ETF (MKT) 0.3%
Value ($000) $3,534 Shares 17,770 Est. Cost $183.77 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $3,529 Shares 7,524 Est. Cost $177.49 Unrealized +131.8%
BKNG BOOKING HLDGS INC 0.3%
Value ($000) $3,467 Shares 1,284 Est. Cost $2252.56 Unrealized +15.4%
LIN LINDE PLC 0.3%
Value ($000) $3,452 Shares 9,058 Est. Cost $322.30 Unrealized +9.5%
QCOM QUALCOMM INC 0.3%
Value ($000) $3,395 Shares 28,519 Est. Cost $46.63 Unrealized +132.3%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $3,314 Shares 51,821 Est. Cost $40.80 Unrealized +44.5%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $3,205 Shares 6,142 Est. Cost $277.12 Unrealized +93.1%
AMT AMERICAN TOWER CORP 0.3%
Value ($000) $3,137 Shares 16,174 Est. Cost $189.69 Unrealized -6.1%
CTRA COTERRA ENERGY INC 0.3%
Value ($000) $3,103 Shares 122,655 Est. Cost $18.20 Unrealized +25.3%
XLC COMMUNICATION SERVICES SELECT 0.3%
Value ($000) $3,040 Shares 46,711 Est. Cost $53.31 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.3%
Value ($000) $3,013 Shares 31,946 Est. Cost $77.20 Unrealized +12.6%
BBHY JPMORGAN HIGH YIELD RESEARCH ENH 0.3%
Value ($000) $2,993 Shares 67,093 Est. Cost $48.22 Unrealized
ICE INTERCONTINENTALEXCHANGE GROUP 0.2%
Value ($000) $2,970 Shares 26,264 Est. Cost $80.92 Unrealized +29.4%
VGT VANGUARD INFORMATION TECHNOLOGY 0.2%
Value ($000) $2,962 Shares 6,699 Est. Cost $211.67 Unrealized
V VISA INC 0.2%
Value ($000) $2,930 Shares 12,339 Est. Cost $118.88 Unrealized +88.8%
CME CME GROUP INC 0.2%
Value ($000) $2,891 Shares 15,603 Est. Cost $142.11 Unrealized +17.2%
DOW DOW INC COM 0.2%
Value ($000) $2,854 Shares 53,581 Est. Cost $46.59 Unrealized -2.9%
COP CONOCOPHILLIPS 0.2%
Value ($000) $2,846 Shares 27,464 Est. Cost $36.99 Unrealized +155.4%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $2,717 Shares 30,280 Est. Cost $67.25 Unrealized +26.6%
ZBH ZIMMER BIOMET HLDGS INC 0.2%
Value ($000) $2,711 Shares 18,619 Est. Cost $117.74 Unrealized +12.7%
VBR VANGUARD SMALL CAP VALUE ETF 0.2%
Value ($000) $2,686 Shares 16,240 Est. Cost $116.98 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 0.2%
Value ($000) $2,572 Shares 31,037 Est. Cost $59.81 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $2,542 Shares 31,315 Est. Cost $54.44 Unrealized
BA BOEING CO 0.2%
Value ($000) $2,536 Shares 12,009 Est. Cost $145.97 Unrealized +42.3%
GPC GENUINE PARTS CO 0.2%
Value ($000) $2,512 Shares 14,843 Est. Cost $97.84 Unrealized +54.6%
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.2%
Value ($000) $2,384 Shares 17,229 Est. Cost $88.03 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.2%
Value ($000) $2,380 Shares 11,568 Est. Cost $144.51 Unrealized
KLAC KLA-TENCOR CORP 0.2%
Value ($000) $2,332 Shares 4,808 Est. Cost $154.07 Unrealized +164.7%
SUSA ISHARES MSCI USA ESG SELECT 0.2%
Value ($000) $2,325 Shares 24,831 Est. Cost $95.61 Unrealized
BF/B BROWN-FORMAN CORP 0.2%
Value ($000) $2,261 Shares 33,860 Est. Cost $61.10 Unrealized -1.2%
ACN ACCENTURE PLC 0.2%
Value ($000) $2,250 Shares 7,290 Est. Cost $141.36 Unrealized +97.8%
ETR ENTERGY CORP NEW 0.2%
Value ($000) $2,199 Shares 22,587 Est. Cost $26.68 Unrealized +76.8%
VBK VANGUARD SMALL CAP GROWTH ETF 0.2%
Value ($000) $2,120 Shares 9,227 Est. Cost $133.42 Unrealized
MA MASTERCARD INC 0.2%
Value ($000) $2,111 Shares 5,367 Est. Cost $245.30 Unrealized +50.8%
SAM BOSTON BEER INC CL A 0.2%
Value ($000) $2,095 Shares 6,791 Est. Cost $383.85 Unrealized -16.2%
TSN TYSON FOODS INC 0.2%
Value ($000) $2,076 Shares 40,679 Est. Cost $52.91 Unrealized -6.3%
XLU UTILITIES SELECT SECTOR SPDRR 0.2%
Value ($000) $2,068 Shares 31,594 Est. Cost $58.57 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $2,063 Shares 61,694 Est. Cost $29.97 Unrealized +2.5%
NUE NUCOR CORP 0.2%
Value ($000) $2,046 Shares 12,477 Est. Cost $44.05 Unrealized +218.4%
SHEL ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $2,024 Shares 33,517 Est. Cost $52.29 Unrealized
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $2,005 Shares 22,181 Est. Cost $46.08 Unrealized +73.8%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,967 Shares 14,698 Est. Cost $104.57 Unrealized +12.9%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $1,966 Shares 8,925 Est. Cost $153.62 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $1,922 Shares 28,809 Est. Cost $84.35 Unrealized -19.4%
ZTS ZOETIS INC 0.2%
Value ($000) $1,921 Shares 11,154 Est. Cost $87.62 Unrealized +91.9%
USB US BANCORP DEL 0.2%
Value ($000) $1,884 Shares 57,020 Est. Cost $32.73 Unrealized -13.2%
IWB ISHARES RUSSELL 1000 (MKT) 0.2%
Value ($000) $1,848 Shares 7,580 Est. Cost $132.80 Unrealized
OZK BANK OZK 0.2%
Value ($000) $1,812 Shares 45,122 Est. Cost $34.57 Unrealized -6.5%
BHP BHP GROUP LIMITED 0.2%
Value ($000) $1,792 Shares 30,029 Est. Cost $51.63 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,784 Shares 39,392 Est. Cost $32.25 Unrealized +13.4%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $1,784 Shares 21,346 Est. Cost $83.96 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $1,774 Shares 20,917 Est. Cost $51.17 Unrealized +48.8%
ETN EATON CORP PLC 0.1%
Value ($000) $1,740 Shares 8,650 Est. Cost $63.66 Unrealized +167.6%
KEX KIRBY CORP 0.1%
Value ($000) $1,734 Shares 22,533 Est. Cost $55.05 Unrealized +30.7%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $1,720 Shares 10,294 Est. Cost $57.66 Unrealized +150.8%
CVS CVS HEALTH CORPORATION 0.1%
Value ($000) $1,661 Shares 24,025 Est. Cost $66.79 Unrealized -3.7%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $1,656 Shares 33,721 Est. Cost $36.16 Unrealized +23.1%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $1,648 Shares 7,499 Est. Cost $131.54 Unrealized +54.5%
CBRE CBRE GROUP INC 0.1%
Value ($000) $1,608 Shares 19,921 Est. Cost $79.24 Unrealized -5.5%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,608 Shares 20,866 Est. Cost $58.52 Unrealized +24.6%
DVY ISHARES SELECT DIVIDEND (MKT) 0.1%
Value ($000) $1,535 Shares 13,549 Est. Cost $88.07 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,530 Shares 8,782 Est. Cost $64.12 Unrealized +143.6%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $1,507 Shares 7,003 Est. Cost $164.16 Unrealized +24.6%
T AT&T INC 0.1%
Value ($000) $1,462 Shares 91,650 Est. Cost $14.48 Unrealized +2.2%
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value ($000) $1,421 Shares 18,798 Est. Cost $81.23 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY 0.1%
Value ($000) $1,404 Shares 14,078 Est. Cost $101.46 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $1,368 Shares 1,577 Est. Cost $24.53 Unrealized +180.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $1,360 Shares 20,826 Est. Cost $52.03 Unrealized +14.1%
GIS GENERAL MILLS INC 0.1%
Value ($000) $1,359 Shares 17,716 Est. Cost $43.39 Unrealized +78.6%
XYL XYLEM INC 0.1%
Value ($000) $1,345 Shares 11,945 Est. Cost $59.70 Unrealized +71.7%
CSX CSX CORP 0.1%
Value ($000) $1,343 Shares 39,371 Est. Cost $26.45 Unrealized +15.1%
IYH ISHARES US HEALTHCARE (MKT) 0.1%
Value ($000) $1,340 Shares 4,783 Est. Cost $162.59 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $1,339 Shares 13,714 Est. Cost $59.48 Unrealized +42.0%
ASO ACADEMY SPORTS & OUTDOORS INC 0.1%
Value ($000) $1,320 Shares 24,430 Est. Cost $39.19 Unrealized +43.2%
IWR ISHARES RUSSELL MID-CAP (MKT) 0.1%
Value ($000) $1,311 Shares 17,949 Est. Cost $70.27 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $1,303 Shares 25,155 Est. Cost $52.40 Unrealized -9.2%
ALL ALLSTATE CORP 0.1%
Value ($000) $1,293 Shares 11,857 Est. Cost $74.66 Unrealized +43.0%
UBS UBS GROUP AG SHS 0.1%
Value ($000) $1,290 Shares 63,636 Est. Cost $20.75 Unrealized -3.1%
MLM MARTIN MARIETTA MATERIALS INC 0.1%
Value ($000) $1,283 Shares 2,779 Est. Cost $205.69 Unrealized +88.8%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $1,279 Shares 9,863 Est. Cost $125.86 Unrealized -0.7%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $1,255 Shares 8,463 Est. Cost $96.83 Unrealized +36.0%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $1,219 Shares 33,486 Est. Cost $33.71 Unrealized
TRMB TRIMBLE INC 0.1%
Value ($000) $1,180 Shares 22,297 Est. Cost $43.72 Unrealized +11.9%
CHKP CHECK POINT SOFTWARE 0.1%
Value ($000) $1,161 Shares 9,240 Est. Cost $126.65 Unrealized -0.6%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $1,160 Shares 36,469 Est. Cost $35.40 Unrealized -17.8%
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $1,155 Shares 6,444 Est. Cost $77.56 Unrealized +99.3%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $1,150 Shares 6,867 Est. Cost $163.66 Unrealized -5.2%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $1,148 Shares 2,387 Est. Cost $304.11 Unrealized +46.5%
CB CHUBB LIMITED 0.1%
Value ($000) $1,130 Shares 5,868 Est. Cost $115.80 Unrealized +63.9%
VIG VANGUARD DIVIDEND APPREC IDX ETF 0.1%
Value ($000) $1,083 Shares 6,667 Est. Cost $92.44 Unrealized
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $1,071 Shares 2,745 Est. Cost $131.74 Unrealized +149.3%
KR KROGER CO 0.1%
Value ($000) $1,068 Shares 22,717 Est. Cost $23.67 Unrealized +90.1%
DON WISDOMTREE US MIDCAP 0.1%
Value ($000) $1,026 Shares 24,403 Est. Cost $51.70 Unrealized
ITT ITT INC 0.1%
Value ($000) $1,023 Shares 10,975 Est. Cost $62.03 Unrealized +35.4%
NVS NOVARTIS AG 0.1%
Value ($000) $992 Shares 9,828 Est. Cost $76.78 Unrealized
MET METLIFE INC 0.1%
Value ($000) $986 Shares 17,449 Est. Cost $51.10 Unrealized +0.2%
ETSY ETSY INC 0.1%
Value ($000) $984 Shares 11,631 Est. Cost $139.55 Unrealized -32.4%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $983 Shares 20,334 Est. Cost $32.20 Unrealized +41.1%
XLRE THE REAL ESTATE SLECT SECTOR 0.1%
Value ($000) $963 Shares 25,558 Est. Cost $39.52 Unrealized
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $938 Shares 6,493 Est. Cost $35.38 Unrealized +245.5%
VGK VANGUARD EUROPEAN STOCK INDEX 0.1%
Value ($000) $936 Shares 15,175 Est. Cost $49.18 Unrealized
IDU ISHARES US UTILITIES (MKT) 0.1%
Value ($000) $935 Shares 11,432 Est. Cost $104.02 Unrealized
IYC ISHARES US CONSUMER SERVICES 0.1%
Value ($000) $919 Shares 12,913 Est. Cost $94.10 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL 0.1%
Value ($000) $918 Shares 18,771 Est. Cost $56.58 Unrealized
IEX IDEX CORP 0.1%
Value ($000) $914 Shares 4,246 Est. Cost $187.93 Unrealized +7.9%
KDP KEURIG DR PEPPER INC COM 0.1%
Value ($000) $904 Shares 28,909 Est. Cost $28.46 Unrealized +6.7%
EXC EXELON CORP 0.1%
Value ($000) $870 Shares 21,356 Est. Cost $23.55 Unrealized +59.0%
IYK ISHARES US CONSUMER STAPLES ETF 0.1%
Value ($000) $867 Shares 4,330 Est. Cost $118.78 Unrealized
VDE VANGUARD ENERGY ETF (MKT) 0.1%
Value ($000) $861 Shares 7,623 Est. Cost $52.07 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $861 Shares 23,164 Est. Cost $23.85 Unrealized +34.4%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $852 Shares 6,483 Est. Cost $120.96 Unrealized 0.0%
VOX VANGUARD COMMUNICATION SRVCS 0.1%
Value ($000) $840 Shares 7,898 Est. Cost $94.41 Unrealized
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $834 Shares 17,130 Est. Cost $43.33 Unrealized -2.8%
IYJ ISHARES US INDUSTRIALS (MKT) 0.1%
Value ($000) $802 Shares 7,559 Est. Cost $112.61 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $796 Shares 4,084 Est. Cost $44.39 Unrealized +298.5%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $748 Shares 3,297 Est. Cost $108.77 Unrealized +84.1%
C CITIGROUP INC 0.1%
Value ($000) $747 Shares 16,235 Est. Cost $41.86 Unrealized +2.1%
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $744 Shares 3,302 Est. Cost $113.46 Unrealized +65.6%
FMC FMC CORP 0.1%
Value ($000) $735 Shares 7,040 Est. Cost $78.14 Unrealized +28.3%
SU SUNCOR ENERGY INC 0.1%
Value ($000) $732 Shares 24,972 Est. Cost $28.55 Unrealized -5.0%
VHT VANGUARD HEALTH CARE INDEX 0.1%
Value ($000) $722 Shares 2,948 Est. Cost $125.49 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.1%
Value ($000) $719 Shares 1,750 Est. Cost $418.20 Unrealized -1.4%
CRL CHARLES RIVER LABORATORIES 0.1%
Value ($000) $719 Shares 3,420 Est. Cost $169.72 Unrealized +17.2%
IYM ISHARES U.S. BASIC MATERIALS ETF 0.1%
Value ($000) $716 Shares 5,383 Est. Cost $93.27 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $713 Shares 3,483 Est. Cost $52.14 Unrealized +283.5%
YUM YUM! BRANDS INC 0.1%
Value ($000) $676 Shares 4,877 Est. Cost $59.78 Unrealized +115.5%
VIS VANGUARD INDUSTRIALS ETF (MKT) 0.1%
Value ($000) $667 Shares 3,247 Est. Cost $123.72 Unrealized
BP BP PLC 0.1%
Value ($000) $658 Shares 18,646 Est. Cost $36.26 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $638 Shares 2,436 Est. Cost $199.96 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP GLBL 0.1%
Value ($000) $636 Shares 7,141 Est. Cost $47.48 Unrealized +69.8%
ESGD ISHARES ESG MSCI EAFE ETF 0.1%
Value ($000) $635 Shares 8,707 Est. Cost $78.73 Unrealized
WFC WELLS FARGO & CO 0.1%
Value ($000) $634 Shares 14,845 Est. Cost $30.59 Unrealized +23.0%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $607 Shares 17,100 Est. Cost $32.83 Unrealized +2.3%
MPC MARATHON PETE CORP 0.1%
Value ($000) $604 Shares 5,183 Est. Cost $62.99 Unrealized +74.5%
VCR VANGUARD CONSUMER DISCRETIONARY 0.0%
Value ($000) $594 Shares 2,099 Est. Cost $138.56 Unrealized
KBE SPDR S&P BANK ETF (MKT) 0.0%
Value ($000) $585 Shares 16,248 Est. Cost $42.69 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $583 Shares 6,623 Est. Cost $76.96 Unrealized +3.1%
EXPD EXPEDITORS INTERNATIONAL 0.0%
Value ($000) $571 Shares 4,710 Est. Cost $42.48 Unrealized +158.8%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $569 Shares 11,452 Est. Cost $17.13 Unrealized +148.2%
IGIB ISHARES INTERMEDIATE-TERM 0.0%
Value ($000) $567 Shares 11,208 Est. Cost $60.86 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $566 Shares 1,717 Est. Cost $273.14 Unrealized +1.0%
NEM NEWMONT GOLDCORP 0.0%
Value ($000) $559 Shares 13,111 Est. Cost $44.06 Unrealized -3.8%
IJT ISHARES S&P SMALL-CAP 600 GROWTH 0.0%
Value ($000) $546 Shares 4,754 Est. Cost $151.93 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $542 Shares 3,124 Est. Cost $95.58 Unrealized +66.1%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $527 Shares 1,157 Est. Cost $306.73 Unrealized +41.4%
AOS SMITH A O CORP 0.0%
Value ($000) $525 Shares 7,210 Est. Cost $39.58 Unrealized +65.1%
IGSB ISHARES SHORT-TERM 0.0%
Value ($000) $519 Shares 10,347 Est. Cost $54.77 Unrealized
BRK/A BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $518 Shares 1 Est. Cost $254593.95 Unrealized +95.5%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $512 Shares 3,430 Est. Cost $247.15 Unrealized -53.9%
CTVA CORTEVA INC 0.0%
Value ($000) $501 Shares 8,747 Est. Cost $25.02 Unrealized +126.3%
BLACKROCK INC 0.0%
Value ($000) $500 Shares 724 Est. Cost $693.19 Unrealized
CMCSA COMCAST CORP 0.0%
Value ($000) $499 Shares 12,011 Est. Cost $34.68 Unrealized +5.7%
FDX FEDEX CORP 0.0%
Value ($000) $496 Shares 2,000 Est. Cost $172.12 Unrealized +25.5%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $490 Shares 6,861 Est. Cost $21.31 Unrealized +27.5%
HSY HERSHEY CO 0.0%
Value ($000) $477 Shares 1,911 Est. Cost $132.48 Unrealized +83.7%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $470 Shares 2,415 Est. Cost $141.07 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $467 Shares 5,192 Est. Cost $74.31 Unrealized +15.3%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $461 Shares 3,875 Est. Cost $100.68 Unrealized -7.5%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.0%
Value ($000) $460 Shares 2,776 Est. Cost $123.41 Unrealized +17.4%
ECL ECOLAB INC 0.0%
Value ($000) $459 Shares 2,461 Est. Cost $161.13 Unrealized +3.8%
F FORD MOTOR COMPANY 0.0%
Value ($000) $446 Shares 29,504 Est. Cost $7.17 Unrealized +49.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $444 Shares 14,632 Est. Cost $38.06 Unrealized -29.2%
BALL BALL CORP 0.0%
Value ($000) $441 Shares 7,568 Est. Cost $36.35 Unrealized +43.7%
KELLOGG CO 0.0%
Value ($000) $440 Shares 6,529 Est. Cost $48.84 Unrealized +19.4%
PIONEER NATURAL RESOURCES CO 0.0%
Value ($000) $428 Shares 2,067 Est. Cost $220.01 Unrealized
SDOG ALPS SECTOR DIVIDEND 0.0%
Value ($000) $421 Shares 8,433 Est. Cost $42.53 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $416 Shares 5,698 Est. Cost $45.52 Unrealized +50.6%
NEOG NEOGEN CORP 0.0%
Value ($000) $412 Shares 18,965 Est. Cost $22.30 Unrealized -18.9%
ALC ALCON INC 0.0%
Value ($000) $406 Shares 4,950 Est. Cost $58.01 Unrealized +30.6%
IYF ISHARES US FINANCIALS (MKT) 0.0%
Value ($000) $403 Shares 5,400 Est. Cost $88.36 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $401 Shares 22,518 Est. Cost $11.41 Unrealized +36.8%
IEFA ISHARES CORE MSCI EAFE 0.0%
Value ($000) $399 Shares 5,916 Est. Cost $63.22 Unrealized
JKHY HENRY JACK & ASSOCIATES INC 0.0%
Value ($000) $396 Shares 2,365 Est. Cost $158.83 Unrealized -5.4%
IYE ISHARES US ENERGY (MKT) 0.0%
Value ($000) $393 Shares 9,166 Est. Cost $35.18 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $383 Shares 896 Est. Cost $214.77 Unrealized +76.7%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $376 Shares 1,714 Est. Cost $145.05 Unrealized +40.1%
FTNT FORTINET INC 0.0%
Value ($000) $375 Shares 4,965 Est. Cost $68.00 Unrealized 0.0%
IVW ISHARES S&P 500 GROWTH (MKT) 0.0%
Value ($000) $373 Shares 5,289 Est. Cost $58.50 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $371 Shares 2,812 Est. Cost $54.97 Unrealized +145.6%
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $369 Shares 33,700 Est. Cost $9.63 Unrealized +6.2%
IWS ISHARES RUSSELL MID-CAP VALUE 0.0%
Value ($000) $360 Shares 3,281 Est. Cost $107.30 Unrealized
GTLS CHART INDUSTRIES INC 0.0%
Value ($000) $360 Shares 2,250 Est. Cost $128.70 Unrealized -0.7%
MGK VANGUARD MEGA CAP GROWTH INDEX 0.0%
Value ($000) $359 Shares 1,525 Est. Cost $83.45 Unrealized
NUMG NUVEEN ESG MIDCP GWTH ETF 0.0%
Value ($000) $357 Shares 9,155 Est. Cost $53.74 Unrealized
VFH VANGUARD FINANCIALS INDEX 0.0%
Value ($000) $353 Shares 4,350 Est. Cost $62.26 Unrealized
DKS DICK'S SPORTING GOODS INC 0.0%
Value ($000) $348 Shares 2,631 Est. Cost $104.32 Unrealized +22.8%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $341 Shares 2,911 Est. Cost $43.95 Unrealized +143.9%
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value ($000) $340 Shares 2,675 Est. Cost $161.33 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $339 Shares 2,959 Est. Cost $51.23 Unrealized +103.9%
NUMV NUVEEN ESG MID CP VAL ETF 0.0%
Value ($000) $336 Shares 11,347 Est. Cost $35.41 Unrealized
MMM 3M CO 0.0%
Value ($000) $332 Shares 3,321 Est. Cost $106.13 Unrealized -26.9%
MCO MOODYS CORP 0.0%
Value ($000) $332 Shares 954 Est. Cost $310.36 Unrealized 0.0%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $329 Shares 1,314 Est. Cost $138.59 Unrealized +58.5%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $328 Shares 9,068 Est. Cost $46.99 Unrealized -37.2%
TPR TAPESTRY INC COM 0.0%
Value ($000) $325 Shares 7,600 Est. Cost $31.39 Unrealized +23.4%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $323 Shares 2,111 Est. Cost $103.70 Unrealized +33.5%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $319 Shares 2,847 Est. Cost $96.42 Unrealized 0.0%
VYM VANGUARD HIGH DIVIDEND YIELD 0.0%
Value ($000) $318 Shares 3,000 Est. Cost $81.00 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $318 Shares 640 Est. Cost $93.97 Unrealized +22.1%
FTAI FTAI AVIATION LTD 0.0%
Value ($000) $317 Shares 10,000 Est. Cost $15.67 Unrealized +73.1%
MAR MARRIOTT INTERNATIONAL INC NEW 0.0%
Value ($000) $315 Shares 1,717 Est. Cost $114.37 Unrealized +47.7%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $312 Shares 7,635 Est. Cost $46.03 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $311 Shares 777 Est. Cost $344.59 Unrealized +3.8%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $309 Shares 4,317 Est. Cost $60.76 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND 0.0%
Value ($000) $308 Shares 2,676 Est. Cost $130.24 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $307 Shares 1,565 Est. Cost $169.98 Unrealized +18.6%
ZION ZIONS BANCORP 0.0%
Value ($000) $307 Shares 11,417 Est. Cost $45.51 Unrealized -39.1%
PKG PACKAGING CORP AMERICA 0.0%
Value ($000) $303 Shares 2,295 Est. Cost $111.34 Unrealized +11.5%
VPU VANGUARD UTILITIES ETF (MKT) 0.0%
Value ($000) $296 Shares 2,080 Est. Cost $114.46 Unrealized
GLW CORNING INC 0.0%
Value ($000) $279 Shares 7,951 Est. Cost $20.39 Unrealized +50.1%
ILMN ILLUMINA INC 0.0%
Value ($000) $268 Shares 1,430 Est. Cost $321.88 Unrealized -37.1%
PAYX PAYCHEX INC 0.0%
Value ($000) $267 Shares 2,384 Est. Cost $60.22 Unrealized +67.8%
SPG SIMON PROPERTY GROUP INC NEW 0.0%
Value ($000) $264 Shares 2,282 Est. Cost $110.37 Unrealized -14.4%
GNTX GENTEX CORP 0.0%
Value ($000) $263 Shares 9,000 Est. Cost $26.93 Unrealized +2.3%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $263 Shares 2,445 Est. Cost $99.62 Unrealized -3.9%
TRV THE TRAVELERS COMPANIES INC 0.0%
Value ($000) $260 Shares 1,495 Est. Cost $169.33 Unrealized -0.9%
INTU INTUIT 0.0%
Value ($000) $255 Shares 556 Est. Cost $430.92 Unrealized 0.0%
TTC TORO CO 0.0%
Value ($000) $254 Shares 2,500 Est. Cost $85.59 Unrealized +19.8%
AEE AMEREN CORP 0.0%
Value ($000) $242 Shares 2,962 Est. Cost $37.79 Unrealized +108.2%
AON AON PLC SHS CL A 0.0%
Value ($000) $237 Shares 687 Est. Cost $285.70 Unrealized +11.6%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $236 Shares 2,071 Est. Cost $104.00 Unrealized 0.0%
JBHT HUNT J B TRANSPORTATION SERVICES 0.0%
Value ($000) $228 Shares 1,259 Est. Cost $108.60 Unrealized +56.0%
RSP INVESCO EXCHANGE TRADED FD TR 0.0%
Value ($000) $224 Shares 1,500 Est. Cost $155.23 Unrealized
VAW VANGUARD MATERIALS ETF (MKT) 0.0%
Value ($000) $223 Shares 1,228 Est. Cost $121.00 Unrealized
TSM TAIWAN SEMICONDUCTOR 0.0%
Value ($000) $220 Shares 2,181 Est. Cost $108.43 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC 0.0%
Value ($000) $218 Shares 3,529 Est. Cost $58.30 Unrealized -3.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $218 Shares 5,596 Est. Cost $23.64 Unrealized +48.8%
KMI KINDER MORGAN INC 0.0%
Value ($000) $217 Shares 12,607 Est. Cost $13.90 Unrealized +6.4%
HOMB HOME BANCSHARES INC 0.0%
Value ($000) $217 Shares 9,500 Est. Cost $23.21 Unrealized -6.1%
SMBC SOUTHERN MO BANCORP INC 0.0%
Value ($000) $213 Shares 5,540 Est. Cost $32.74 Unrealized +6.9%
IXC ISHARES GLOBAL ENERGY (MKT) 0.0%
Value ($000) $213 Shares 5,717 Est. Cost $17.71 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $210 Shares 2,494 Est. Cost $78.98 Unrealized
GWW GRAINGER WW INC 0.0%
Value ($000) $205 Shares 260 Est. Cost $673.02 Unrealized 0.0%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $203 Shares 2,788 Est. Cost $84.24 Unrealized
CPRT COPART INC 0.0%
Value ($000) $202 Shares 2,220 Est. Cost $34.00 Unrealized +21.9%
ALB ALBEMARLE CORP 0.0%
Value ($000) $202 Shares 904 Est. Cost $196.03 Unrealized 0.0%
SLI STANDARD LITHIUM LTD 0.0%
Value ($000) $201 Shares 44,636 Est. Cost $6.45 Unrealized -39.7%
NWL NEWELL BRANDS INC 0.0%
Value ($000) $190 Shares 21,806 Est. Cost $16.96 Unrealized -47.6%
ARLP ALLIANCE RESOURCE PARTNERS 0.0%
Value ($000) $185 Shares 10,000 Est. Cost $20.17 Unrealized
KRP KIMBELL ROYALTY PARTNERS LP 0.0%
Value ($000) $158 Shares 10,750 Est. Cost $13.67 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $147 Shares 13,620 Est. Cost $8.20 Unrealized +15.6%
VUZI VUZIX CORP COM 0.0%
Value ($000) $81 Shares 15,900 Est. Cost $10.88 Unrealized -59.3%