L. Roy Papp & Associates, LLP Diversified Active

CIK: 0000809339 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 11, 2022

Total Value ($000): $873,576 (100.0% shares, 0.0% debt)

Holdings (175)

AAPL APPLE INC 6.3%
Value ($000) $54,603 Shares 307,498 Est. Cost $82.08 Unrealized +88.5%
ACN ACCENTURE PLC IRELAND 5.4%
Value ($000) $47,184 Shares 113,819 Est. Cost $170.25 Unrealized +101.7%
MSFT MICROSOFT CORP 5.4%
Value ($000) $46,926 Shares 139,528 Est. Cost $52.36 Unrealized +498.6%
BLACKROCK INC 4.0%
Value ($000) $35,201 Shares 38,447 Est. Cost $481.97 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 3.9%
Value ($000) $34,163 Shares 51,200 Est. Cost $154.37 Unrealized +299.9%
GOOG ALPHABET INC 3.3%
Value ($000) $29,092 Shares 10,054 Est. Cost $63.76 Unrealized +125.0%
V VISA INC 3.1%
Value ($000) $26,674 Shares 123,085 Est. Cost $163.38 Unrealized +27.4%
ORLY OREILLY AUTOMOTIVE INC 2.8%
Value ($000) $24,361 Shares 34,494 Est. Cost $10.81 Unrealized +300.4%
XBI SPDR SER TR 2.7%
Value ($000) $23,456 Shares 209,507 Est. Cost $93.49 Unrealized
CNI CANADIAN NATL RY CO 2.4%
Value ($000) $21,373 Shares 173,964 Est. Cost $47.40 Unrealized +146.4%
COST COSTCO WHSL CORP NEW 2.4%
Value ($000) $21,039 Shares 37,061 Est. Cost $231.29 Unrealized +111.0%
MTD METTLER TOLEDO INTERNATIONAL 2.3%
Value ($000) $20,219 Shares 11,913 Est. Cost $263.72 Unrealized +473.3%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $19,166 Shares 112,036 Est. Cost $86.24 Unrealized +68.2%
EXPD EXPEDITORS INTL WASH INC 2.1%
Value ($000) $18,192 Shares 135,471 Est. Cost $46.23 Unrealized +157.4%
HD HOME DEPOT INC 2.0%
Value ($000) $17,667 Shares 42,571 Est. Cost $161.67 Unrealized +112.3%
TROW PRICE T ROWE GROUP INC 1.8%
Value ($000) $16,136 Shares 82,056 Est. Cost $62.94 Unrealized +168.0%
GOOGL ALPHABET INC 1.8%
Value ($000) $15,731 Shares 5,430 Est. Cost $66.50 Unrealized +115.0%
MMM 3M CO 1.8%
Value ($000) $15,504 Shares 87,281 Est. Cost $121.58 Unrealized +4.7%
SYK STRYKER CORPORATION 1.7%
Value ($000) $15,197 Shares 56,830 Est. Cost $138.32 Unrealized +81.6%
DIS DISNEY WALT CO 1.7%
Value ($000) $14,428 Shares 93,149 Est. Cost $105.91 Unrealized +49.0%
EOG EOG RES INC 1.5%
Value ($000) $12,739 Shares 143,406 Est. Cost $66.94 Unrealized +9.5%
NKE NIKE INC 1.3%
Value ($000) $11,723 Shares 70,336 Est. Cost $47.71 Unrealized +224.0%
FDS FACTSET RESH SYS INC 1.3%
Value ($000) $11,437 Shares 23,532 Est. Cost $92.01 Unrealized +368.5%
PG PROCTER AND GAMBLE CO 1.3%
Value ($000) $11,293 Shares 69,034 Est. Cost $63.73 Unrealized +110.5%
WY WEYERHAEUSER CO MTN BE 1.3%
Value ($000) $11,239 Shares 272,920 Est. Cost $19.70 Unrealized +62.3%
BDX BECTON DICKINSON & CO 1.1%
Value ($000) $9,862 Shares 39,214 Est. Cost $206.37 Unrealized +8.3%
MA MASTERCARD INCORPORATED 1.1%
Value ($000) $9,372 Shares 26,083 Est. Cost $103.78 Unrealized +225.5%
PIONEER NAT RES CO 1.0%
Value ($000) $8,482 Shares 46,635 Est. Cost $148.36 Unrealized
ECL ECOLAB INC 1.0%
Value ($000) $8,455 Shares 36,042 Est. Cost $108.85 Unrealized +98.0%
PEP PEPSICO INC 1.0%
Value ($000) $8,432 Shares 48,540 Est. Cost $63.43 Unrealized +126.1%
TRMB TRIMBLE INC 0.9%
Value ($000) $7,997 Shares 91,715 Est. Cost $31.04 Unrealized +176.7%
EMR EMERSON ELEC CO 0.9%
Value ($000) $7,952 Shares 85,533 Est. Cost $46.92 Unrealized +84.4%
RSP INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $7,343 Shares 45,118 Est. Cost $106.24 Unrealized
FISV FISERV INC 0.8%
Value ($000) $6,817 Shares 65,685 Est. Cost $80.23 Unrealized +28.9%
ADI ANALOG DEVICES INC 0.8%
Value ($000) $6,657 Shares 37,874 Est. Cost $73.63 Unrealized +123.6%
VMI VALMONT INDS INC 0.6%
Value ($000) $5,677 Shares 22,662 Est. Cost $238.68 Unrealized +2.7%
AME AMETEK INC 0.6%
Value ($000) $5,648 Shares 38,414 Est. Cost $46.28 Unrealized +187.6%
VTIP VANGUARD MALVERN FDS 0.6%
Value ($000) $5,573 Shares 108,422 Est. Cost $50.44 Unrealized
USMV ISHARES TR 0.6%
Value ($000) $5,333 Shares 65,920 Est. Cost $59.08 Unrealized
UPS UNITED PARCEL SERVICE INC 0.6%
Value ($000) $5,268 Shares 24,578 Est. Cost $56.75 Unrealized +197.1%
NXPI NXP SEMICONDUCTORS N V 0.6%
Value ($000) $5,177 Shares 22,730 Est. Cost $74.04 Unrealized +165.6%
SBUX STARBUCKS CORP 0.6%
Value ($000) $4,993 Shares 42,688 Est. Cost $67.07 Unrealized +52.4%
ICLR ICON PLC 0.6%
Value ($000) $4,950 Shares 15,984 Est. Cost $243.05 Unrealized +15.1%
INTU INTUIT 0.6%
Value ($000) $4,890 Shares 7,602 Est. Cost $253.27 Unrealized +137.5%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $4,789 Shares 40,813 Est. Cost $71.76 Unrealized +33.9%
ADBE ADOBE SYSTEMS INCORPORATED 0.5%
Value ($000) $4,691 Shares 8,272 Est. Cost $77.69 Unrealized +704.6%
ANSYS INC 0.5%
Value ($000) $4,407 Shares 10,987 Est. Cost $92.52 Unrealized
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $4,389 Shares 25,241 Est. Cost $78.61 Unrealized
ROK ROCKWELL AUTOMATION INC 0.5%
Value ($000) $4,255 Shares 12,198 Est. Cost $156.09 Unrealized +97.4%
MKC MCCORMICK & CO INC 0.5%
Value ($000) $4,233 Shares 43,816 Est. Cost $58.97 Unrealized +31.8%
WCN WASTE CONNECTIONS INC 0.5%
Value ($000) $4,104 Shares 30,118 Est. Cost $58.70 Unrealized +120.4%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $3,980 Shares 25,136 Est. Cost $45.80 Unrealized +222.8%
IEX IDEX CORP 0.4%
Value ($000) $3,911 Shares 16,550 Est. Cost $52.81 Unrealized +308.3%
CLX CLOROX CO DEL 0.4%
Value ($000) $3,338 Shares 19,147 Est. Cost $93.27 Unrealized +56.1%
MCHP MICROCHIP TECHNOLOGY INC. 0.4%
Value ($000) $3,276 Shares 37,630 Est. Cost $44.96 Unrealized +64.3%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $3,223 Shares 9,152 Est. Cost $202.41 Unrealized +53.8%
MRVL MARVELL TECHNOLOGY INC 0.4%
Value ($000) $3,153 Shares 36,035 Est. Cost $51.45 Unrealized +42.7%
CSGP COSTAR GROUP INC 0.3%
Value ($000) $3,039 Shares 38,453 Est. Cost $78.94 Unrealized +6.3%
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $3,006 Shares 9,368 Est. Cost $169.29 Unrealized
PEGA PEGASYSTEMS INC 0.3%
Value ($000) $2,992 Shares 26,760 Est. Cost $12.53 Unrealized +372.4%
SCHB SCHWAB STRATEGIC TR 0.3%
Value ($000) $2,925 Shares 25,878 Est. Cost $67.18 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $2,850 Shares 9,531 Est. Cost $166.96 Unrealized +71.5%
FSLR FIRST SOLAR INC 0.3%
Value ($000) $2,792 Shares 32,037 Est. Cost $61.65 Unrealized +66.8%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.3%
Value ($000) $2,625 Shares 14,272 Est. Cost $333.04 Unrealized -29.4%
CHD CHURCH & DWIGHT CO INC 0.3%
Value ($000) $2,511 Shares 24,500 Est. Cost $38.40 Unrealized +124.9%
RBC RBC BEARINGS INC 0.3%
Value ($000) $2,460 Shares 12,178 Est. Cost $131.55 Unrealized +63.3%
SYY SYSCO CORP 0.3%
Value ($000) $2,417 Shares 30,768 Est. Cost $24.40 Unrealized +181.9%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $2,414 Shares 9,789 Est. Cost $72.35 Unrealized +186.5%
RMD RESMED INC 0.3%
Value ($000) $2,357 Shares 9,050 Est. Cost $46.20 Unrealized +441.6%
MCD MCDONALDS CORP 0.3%
Value ($000) $2,250 Shares 8,395 Est. Cost $92.07 Unrealized +149.4%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $2,220 Shares 26,015 Est. Cost $51.06 Unrealized +38.9%
SMG SCOTTS MIRACLE-GRO CO 0.3%
Value ($000) $2,184 Shares 13,564 Est. Cost $84.24 Unrealized +54.6%
CSCO CISCO SYS INC 0.2%
Value ($000) $2,174 Shares 34,299 Est. Cost $32.84 Unrealized +53.7%
KO COCA COLA CO 0.2%
Value ($000) $2,160 Shares 36,489 Est. Cost $35.83 Unrealized +37.2%
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $2,023 Shares 24,890 Est. Cost $82.50 Unrealized
SLAB SILICON LABORATORIES INC 0.2%
Value ($000) $2,023 Shares 9,800 Est. Cost $41.29 Unrealized +346.0%
TFX TELEFLEX INCORPORATED 0.2%
Value ($000) $2,013 Shares 6,129 Est. Cost $289.26 Unrealized +14.3%
SMMU PIMCO ETF TR 0.2%
Value ($000) $1,950 Shares 38,066 Est. Cost $51.05 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $1,876 Shares 8,338 Est. Cost $123.35 Unrealized +50.1%
BOTTOMLINE TECH DEL INC 0.2%
Value ($000) $1,796 Shares 31,800 Est. Cost $52.93 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $1,782 Shares 10,679 Est. Cost $53.62 Unrealized +181.0%
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $1,757 Shares 3,835 Est. Cost $398.70 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $1,709 Shares 9,951 Est. Cost $115.04 Unrealized
TECH BIO-TECHNE CORP 0.2%
Value ($000) $1,637 Shares 3,165 Est. Cost $45.20 Unrealized +166.3%
CAT CATERPILLAR INC 0.2%
Value ($000) $1,487 Shares 7,195 Est. Cost $74.98 Unrealized +149.0%
PFE PFIZER INC 0.2%
Value ($000) $1,482 Shares 25,103 Est. Cost $21.41 Unrealized +87.9%
STT STATE STR CORP 0.2%
Value ($000) $1,461 Shares 15,711 Est. Cost $44.55 Unrealized +83.9%
EGP EASTGROUP PPTYS INC 0.2%
Value ($000) $1,449 Shares 6,358 Est. Cost $65.49 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $1,405 Shares 16,109 Est. Cost $35.42 Unrealized +151.0%
ABT ABBOTT LABS 0.2%
Value ($000) $1,361 Shares 9,673 Est. Cost $55.45 Unrealized +114.1%
INTC INTEL CORP 0.1%
Value ($000) $1,275 Shares 24,752 Est. Cost $18.00 Unrealized +162.7%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $1,272 Shares 14,777 Est. Cost $58.21 Unrealized +36.3%
ABBV ABBVIE INC 0.1%
Value ($000) $1,136 Shares 8,393 Est. Cost $53.49 Unrealized +90.1%
LINDE PLC 0.1%
Value ($000) $1,131 Shares 3,264 Est. Cost $173.67 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $1,124 Shares 337 Est. Cost $83.54 Unrealized +104.9%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,084 Shares 11,614 Est. Cost $67.93 Unrealized +13.9%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,053 Shares 16,892 Est. Cost $44.33 Unrealized +11.1%
STIP ISHARES TR 0.1%
Value ($000) $995 Shares 9,400 Est. Cost $105.66 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $944 Shares 7,061 Est. Cost $107.39 Unrealized -0.8%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $937 Shares 3,321 Est. Cost $173.78 Unrealized +49.3%
WMT WALMART INC 0.1%
Value ($000) $912 Shares 6,306 Est. Cost $22.62 Unrealized +99.7%
AGG ISHARES TR 0.1%
Value ($000) $912 Shares 7,995 Est. Cost $118.10 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $888 Shares 2,639 Est. Cost $88.75 Unrealized +271.5%
MDT MEDTRONIC PLC 0.1%
Value ($000) $876 Shares 8,471 Est. Cost $67.73 Unrealized +50.6%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $861 Shares 3,566 Est. Cost $150.04 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $842 Shares 1,772 Est. Cost $287.75 Unrealized
GMF SPDR INDEX SHS FDS 0.1%
Value ($000) $840 Shares 6,910 Est. Cost $113.70 Unrealized
AAXJ ISHARES TR 0.1%
Value ($000) $827 Shares 10,000 Est. Cost $94.50 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $817 Shares 4,995 Est. Cost $65.64 Unrealized +146.5%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $817 Shares 13,350 Est. Cost $56.36 Unrealized -4.4%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $793 Shares 6,968 Est. Cost $68.20 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $783 Shares 741 Est. Cost $118.07 Unrealized +184.1%
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $774 Shares 3,038 Est. Cost $129.08 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $773 Shares 2,598 Est. Cost $128.50 Unrealized +98.6%
WAB WABTEC 0.1%
Value ($000) $772 Shares 8,386 Est. Cost $79.30 Unrealized +12.9%
MRK MERCK & CO INC 0.1%
Value ($000) $740 Shares 9,661 Est. Cost $43.93 Unrealized +59.1%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $738 Shares 14,146 Est. Cost $72.95 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $698 Shares 12,575 Est. Cost $59.32 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $676 Shares 6,654 Est. Cost $101.72 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $646 Shares 11,911 Est. Cost $23.99 Unrealized +112.4%
CVNA CARVANA CO 0.1%
Value ($000) $639 Shares 2,755 Est. Cost $275.07 Unrealized 0.0%
USB US BANCORP DEL 0.1%
Value ($000) $636 Shares 11,331 Est. Cost $38.10 Unrealized +28.2%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $633 Shares 3,866 Est. Cost $73.11 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $591 Shares 2,422 Est. Cost $133.30 Unrealized +57.9%
CNC CENTENE CORP DEL 0.1%
Value ($000) $569 Shares 6,901 Est. Cost $54.25 Unrealized +35.1%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $562 Shares 1,518 Est. Cost $135.87 Unrealized +133.8%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $534 Shares 6,131 Est. Cost $53.83 Unrealized +45.7%
NTRS NORTHERN TR CORP 0.1%
Value ($000) $484 Shares 4,044 Est. Cost $50.17 Unrealized +109.3%
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $483 Shares 9,506 Est. Cost $50.56 Unrealized
UMBF UMB FINL CORP 0.1%
Value ($000) $476 Shares 4,485 Est. Cost $73.90 Unrealized +39.6%
BKF ISHARES INC 0.1%
Value ($000) $470 Shares 10,500 Est. Cost $54.67 Unrealized
KR KROGER CO 0.1%
Value ($000) $460 Shares 10,169 Est. Cost $21.15 Unrealized +81.9%
ROST ROSS STORES INC 0.1%
Value ($000) $457 Shares 4,000 Est. Cost $48.17 Unrealized +121.3%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value ($000) $448 Shares 752 Est. Cost $273.41 Unrealized +107.7%
LOW LOWES COS INC 0.1%
Value ($000) $443 Shares 1,715 Est. Cost $109.22 Unrealized +101.3%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $442 Shares 1,734 Est. Cost $175.63 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $442 Shares 2,118 Est. Cost $139.69 Unrealized +32.5%
VEA VANGUARD TAX-MANAGED INTL FD 0.1%
Value ($000) $439 Shares 8,607 Est. Cost $44.89 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $433 Shares 718 Est. Cost $53.04 Unrealized +20.5%
INFORMATICA INC 0.0%
Value ($000) $425 Shares 11,500 Est. Cost $36.96 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $416 Shares 4,035 Est. Cost $64.29 Unrealized +25.2%
GLD SPDR GOLD TR 0.0%
Value ($000) $414 Shares 2,420 Est. Cost $133.44 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $409 Shares 19,000 Est. Cost $18.09 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $403 Shares 1,012 Est. Cost $195.30 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $399 Shares 4,223 Est. Cost $62.95 Unrealized -2.2%
LUCIRA HEALTH INC 0.0%
Value ($000) $392 Shares 45,500 Est. Cost $7.59 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $386 Shares 809 Est. Cost $298.75 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $375 Shares 3,494 Est. Cost $73.29 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $367 Shares 7,062 Est. Cost $34.30 Unrealized +17.8%
QUIDEL CORP 0.0%
Value ($000) $364 Shares 2,700 Est. Cost $127.78 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $347 Shares 3,092 Est. Cost $87.83 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $324 Shares 1,173 Est. Cost $111.44 Unrealized +118.8%
FUL FULLER H B CO 0.0%
Value ($000) $324 Shares 4,000 Est. Cost $47.50 Unrealized +47.4%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $315 Shares 19,880 Est. Cost $11.75 Unrealized +12.3%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $311 Shares 3,847 Est. Cost $82.98 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $308 Shares 1,223 Est. Cost $107.61 Unrealized +99.8%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $301 Shares 3,725 Est. Cost $52.28 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $300 Shares 578 Est. Cost $208.60 Unrealized +116.9%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $300 Shares 6,258 Est. Cost $39.98 Unrealized +11.1%
IWP ISHARES TR 0.0%
Value ($000) $300 Shares 2,600 Est. Cost $119.23 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $289 Shares 1,495 Est. Cost $124.86 Unrealized +31.0%
YETI YETI HLDGS INC 0.0%
Value ($000) $282 Shares 3,400 Est. Cost $91.78 Unrealized 0.0%
CSX CSX CORP 0.0%
Value ($000) $274 Shares 7,275 Est. Cost $30.14 Unrealized +10.4%
DHR DANAHER CORPORATION 0.0%
Value ($000) $250 Shares 759 Est. Cost $217.14 Unrealized +24.4%
IEV ISHARES TR 0.0%
Value ($000) $245 Shares 4,500 Est. Cost $53.33 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $241 Shares 3,599 Est. Cost $67.52 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $241 Shares 1,689 Est. Cost $89.91 Unrealized +28.2%
XILINX INC 0.0%
Value ($000) $233 Shares 1,097 Est. Cost $212.40 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $231 Shares 2,200 Est. Cost $54.47 Unrealized +58.4%
IWM ISHARES TR 0.0%
Value ($000) $217 Shares 974 Est. Cost $222.79 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $216 Shares 1,338 Est. Cost $231.73 Unrealized -6.5%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $216 Shares 1,148 Est. Cost $144.86 Unrealized +49.0%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $215 Shares 1,888 Est. Cost $102.72 Unrealized +3.6%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $211 Shares 1,115 Est. Cost $160.41 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $201 Shares 1,126 Est. Cost $178.51 Unrealized