Cambridge Advisors Inc. Diversified Active

CIK: 0001633695 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 19, 2021

Total Value ($000): $410,474 (100.0% shares, 0.0% debt)

Holdings (178)

VOO VANGUARD INDEX FDS 16.9%
Value ($000) $69,490 Shares 176,192 Est. Cost $188.98 Unrealized
BND VANGUARD BD INDEX FDS 12.4%
Value ($000) $50,763 Shares 594,070 Est. Cost $82.84 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 6.7%
Value ($000) $27,478 Shares 544,225 Est. Cost $37.79 Unrealized
IJH ISHARES TR 3.8%
Value ($000) $15,446 Shares 58,716 Est. Cost $153.09 Unrealized
BNDX VANGUARD CHARLOTTE FDS 3.5%
Value ($000) $14,443 Shares 253,568 Est. Cost $55.08 Unrealized
VTI VANGUARD INDEX FDS 3.1%
Value ($000) $12,697 Shares 57,179 Est. Cost $122.97 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 2.8%
Value ($000) $11,613 Shares 123,005 Est. Cost $87.66 Unrealized
MSFT MICROSOFT CORP 2.4%
Value ($000) $9,768 Shares 34,649 Est. Cost $41.99 Unrealized +568.5%
AAPL APPLE INC 2.2%
Value ($000) $9,202 Shares 65,033 Est. Cost $94.93 Unrealized +51.6%
VWO VANGUARD INTL EQUITY INDEX F 1.8%
Value ($000) $7,391 Shares 147,798 Est. Cost $39.25 Unrealized
VB VANGUARD INDEX FDS 1.5%
Value ($000) $6,194 Shares 28,325 Est. Cost $123.58 Unrealized
VNQ VANGUARD INDEX FDS 1.5%
Value ($000) $6,097 Shares 59,903 Est. Cost $80.71 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.5%
Value ($000) $5,985 Shares 38,963 Est. Cost $91.02 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%
Value ($000) $5,617 Shares 20,581 Est. Cost $217.17 Unrealized +29.3%
AMGN AMGEN INC 1.3%
Value ($000) $5,412 Shares 25,451 Est. Cost $182.69 Unrealized +9.6%
SCHG SCHWAB STRATEGIC TR 1.1%
Value ($000) $4,414 Shares 29,808 Est. Cost $62.93 Unrealized
ACN ACCENTURE PLC IRELAND 1.1%
Value ($000) $4,325 Shares 13,520 Est. Cost $72.56 Unrealized +321.1%
DHR DANAHER CORPORATION 1.0%
Value ($000) $4,167 Shares 13,688 Est. Cost $38.37 Unrealized +595.3%
LOW LOWES COS INC 0.9%
Value ($000) $3,710 Shares 18,287 Est. Cost $56.54 Unrealized +224.7%
UNP UNION PAC CORP 0.9%
Value ($000) $3,590 Shares 18,313 Est. Cost $93.49 Unrealized +108.8%
SCHB SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,774 Shares 26,705 Est. Cost $57.23 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.7%
Value ($000) $2,711 Shares 50,630 Est. Cost $54.55 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $2,654 Shares 35,478 Est. Cost $65.12 Unrealized
SCHD SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,613 Shares 35,202 Est. Cost $44.79 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $2,589 Shares 16,028 Est. Cost $77.90 Unrealized +92.9%
CAT CATERPILLAR INC 0.6%
Value ($000) $2,332 Shares 12,148 Est. Cost $71.72 Unrealized +167.8%
CERNER CORP 0.5%
Value ($000) $2,193 Shares 31,100 Est. Cost $63.53 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.5%
Value ($000) $2,072 Shares 4,309 Est. Cost $177.36 Unrealized
IWF ISHARES TR 0.5%
Value ($000) $2,043 Shares 7,454 Est. Cost $147.40 Unrealized
LQD ISHARES TR 0.5%
Value ($000) $1,886 Shares 14,181 Est. Cost $119.08 Unrealized
META FACEBOOK INC 0.5%
Value ($000) $1,885 Shares 5,555 Est. Cost $99.75 Unrealized +258.5%
DEED FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $1,834 Shares 70,692 Est. Cost $25.93 Unrealized
NKE NIKE INC 0.4%
Value ($000) $1,830 Shares 12,603 Est. Cost $68.15 Unrealized +123.8%
GLW CORNING INC 0.4%
Value ($000) $1,753 Shares 48,034 Est. Cost $15.20 Unrealized +132.2%
ARKG ARK ETF TR 0.4%
Value ($000) $1,712 Shares 22,915 Est. Cost $53.53 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $1,689 Shares 31,701 Est. Cost $27.10 Unrealized +83.8%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $1,680 Shares 3,916 Est. Cost $213.59 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,674 Shares 20,317 Est. Cost $81.15 Unrealized
T AT&T INC 0.4%
Value ($000) $1,615 Shares 59,788 Est. Cost $13.04 Unrealized +23.3%
IJR ISHARES TR 0.4%
Value ($000) $1,611 Shares 14,752 Est. Cost $89.65 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.4%
Value ($000) $1,514 Shares 4,476 Est. Cost $101.07 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,499 Shares 29,631 Est. Cost $51.63 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $1,480 Shares 7,405 Est. Cost $145.09 Unrealized +29.4%
PEP PEPSICO INC 0.4%
Value ($000) $1,461 Shares 9,713 Est. Cost $70.61 Unrealized +91.2%
CSCO CISCO SYS INC 0.4%
Value ($000) $1,453 Shares 26,686 Est. Cost $19.93 Unrealized +147.1%
IWM ISHARES TR 0.4%
Value ($000) $1,441 Shares 6,588 Est. Cost $126.70 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $1,394 Shares 29,635 Est. Cost $70.65 Unrealized
FIRST TR MLP & ENERGY INCOM 0.3%
Value ($000) $1,385 Shares 192,419 Est. Cost $4.91 Unrealized
FNDX SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,381 Shares 25,602 Est. Cost $38.73 Unrealized
IVOL KRANESHARES TR 0.3%
Value ($000) $1,380 Shares 49,516 Est. Cost $28.28 Unrealized
SCHP SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,377 Shares 22,004 Est. Cost $57.44 Unrealized
SCHF SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,354 Shares 34,997 Est. Cost $30.77 Unrealized
V VISA INC 0.3%
Value ($000) $1,348 Shares 6,052 Est. Cost $97.39 Unrealized +133.1%
GOOGL ALPHABET INC 0.3%
Value ($000) $1,342 Shares 502 Est. Cost $45.65 Unrealized +195.9%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,330 Shares 3,403 Est. Cost $82.04 Unrealized +369.1%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $1,240 Shares 6,000 Est. Cost $79.80 Unrealized +154.3%
VNQI VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,229 Shares 21,832 Est. Cost $49.27 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $1,228 Shares 11,385 Est. Cost $41.17 Unrealized +136.1%
SCHA SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,212 Shares 12,105 Est. Cost $60.85 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $1,210 Shares 7,367 Est. Cost $143.55 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.3%
Value ($000) $1,209 Shares 6,170 Est. Cost $99.70 Unrealized +92.1%
NVS NOVARTIS AG 0.3%
Value ($000) $1,208 Shares 14,775 Est. Cost $94.62 Unrealized
SCHM SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,205 Shares 15,725 Est. Cost $46.47 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1,197 Shares 8,565 Est. Cost $61.86 Unrealized +105.7%
JEPI J P MORGAN EXCHANGE-TRADED F 0.3%
Value ($000) $1,142 Shares 19,166 Est. Cost $56.34 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $1,088 Shares 14,490 Est. Cost $40.15 Unrealized +64.7%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $1,081 Shares 6,603 Est. Cost $65.90 Unrealized +112.9%
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,076 Shares 8,584 Est. Cost $57.91 Unrealized +95.9%
ABT ABBOTT LABS 0.3%
Value ($000) $1,073 Shares 9,085 Est. Cost $75.30 Unrealized +50.7%
AGG ISHARES TR 0.3%
Value ($000) $1,043 Shares 9,086 Est. Cost $110.19 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $1,002 Shares 2,800 Est. Cost $174.02 Unrealized
TLT ISHARES TR 0.2%
Value ($000) $987 Shares 6,836 Est. Cost $144.38 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $980 Shares 4,282 Est. Cost $48.59 Unrealized +352.6%
GSLC GOLDMAN SACHS ETF TR 0.2%
Value ($000) $964 Shares 11,205 Est. Cost $72.24 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $938 Shares 12,021 Est. Cost $61.26 Unrealized
IEF ISHARES TR 0.2%
Value ($000) $930 Shares 8,071 Est. Cost $105.99 Unrealized
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $925 Shares 2,074 Est. Cost $156.95 Unrealized +197.2%
MMLG FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $913 Shares 33,513 Est. Cost $26.52 Unrealized
SCHO SCHWAB STRATEGIC TR 0.2%
Value ($000) $892 Shares 17,418 Est. Cost $50.63 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $881 Shares 5,882 Est. Cost $101.91 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $849 Shares 7,698 Est. Cost $38.49 Unrealized +174.6%
FDX FEDEX CORP 0.2%
Value ($000) $811 Shares 3,697 Est. Cost $212.58 Unrealized +16.6%
ORCL ORACLE CORP 0.2%
Value ($000) $797 Shares 9,150 Est. Cost $40.47 Unrealized +105.9%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $793 Shares 11,350 Est. Cost $62.96 Unrealized -5.7%
JPST J P MORGAN EXCHANGE-TRADED F 0.2%
Value ($000) $787 Shares 15,525 Est. Cost $50.19 Unrealized
BLACKROCK INC 0.2%
Value ($000) $782 Shares 933 Est. Cost $298.49 Unrealized
SDY SPDR SER TR 0.2%
Value ($000) $774 Shares 6,588 Est. Cost $80.00 Unrealized
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $727 Shares 11,495 Est. Cost $50.11 Unrealized
SYLD CAMBRIA ETF TR 0.2%
Value ($000) $719 Shares 11,951 Est. Cost $38.71 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $709 Shares 11,828 Est. Cost $60.07 Unrealized
NJAN INNOVATOR ETFS TR 0.2%
Value ($000) $709 Shares 17,230 Est. Cost $37.45 Unrealized
GRMN GARMIN LTD 0.2%
Value ($000) $695 Shares 4,468 Est. Cost $54.28 Unrealized +171.6%
MAT MATTEL INC 0.2%
Value ($000) $693 Shares 37,350 Est. Cost $22.76 Unrealized -9.0%
QCOM QUALCOMM INC 0.2%
Value ($000) $687 Shares 5,328 Est. Cost $50.32 Unrealized +156.0%
BA BOEING CO 0.2%
Value ($000) $643 Shares 2,925 Est. Cost $319.13 Unrealized -30.1%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $637 Shares 6,281 Est. Cost $69.89 Unrealized +19.2%
PHYS SPROTT PHYSICAL GOLD TR 0.2%
Value ($000) $632 Shares 45,811 Est. Cost $14.68 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $631 Shares 1,032 Est. Cost $14.58 Unrealized +174.6%
FDN FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $618 Shares 2,618 Est. Cost $152.18 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $615 Shares 2,502 Est. Cost $226.44 Unrealized +0.7%
AMZN AMAZON COM INC 0.1%
Value ($000) $611 Shares 186 Est. Cost $90.62 Unrealized +90.3%
BOND PIMCO ETF TR 0.1%
Value ($000) $607 Shares 5,492 Est. Cost $108.09 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $604 Shares 11,333 Est. Cost $53.34 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $584 Shares 2,820 Est. Cost $17.55 Unrealized +18.0%
FBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $579 Shares 3,488 Est. Cost $162.37 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $576 Shares 10,976 Est. Cost $32.89 Unrealized +48.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $563 Shares 6,551 Est. Cost $54.61 Unrealized +41.7%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $562 Shares 4,045 Est. Cost $97.46 Unrealized +15.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $560 Shares 12,061 Est. Cost $39.81 Unrealized +4.5%
IJJ ISHARES TR 0.1%
Value ($000) $550 Shares 5,342 Est. Cost $106.65 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $539 Shares 1,251 Est. Cost $397.85 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $537 Shares 9,031 Est. Cost $30.34 Unrealized +53.8%
CRL CHARLES RIV LABS INTL INC 0.1%
Value ($000) $536 Shares 1,300 Est. Cost $92.05 Unrealized +351.2%
PJAN INNOVATOR ETFS TR 0.1%
Value ($000) $527 Shares 16,144 Est. Cost $29.12 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $522 Shares 22,057 Est. Cost $21.28 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $521 Shares 3,110 Est. Cost $113.09 Unrealized +39.9%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $520 Shares 523 Est. Cost $157.19 Unrealized +113.6%
NJUL INNOVATOR ETFS TR 0.1%
Value ($000) $507 Shares 10,940 Est. Cost $45.44 Unrealized
EME EMCOR GROUP INC 0.1%
Value ($000) $503 Shares 4,359 Est. Cost $41.13 Unrealized +187.1%
PFE PFIZER INC 0.1%
Value ($000) $496 Shares 11,527 Est. Cost $22.03 Unrealized +61.9%
IQLT ISHARES TR 0.1%
Value ($000) $474 Shares 12,516 Est. Cost $37.14 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $472 Shares 8,017 Est. Cost $55.13 Unrealized -12.1%
TOKE CAMBRIA ETF TR 0.1%
Value ($000) $460 Shares 32,691 Est. Cost $13.22 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $456 Shares 171 Est. Cost $59.90 Unrealized +128.4%
KWEB KRANESHARES TR 0.1%
Value ($000) $451 Shares 9,533 Est. Cost $56.20 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $449 Shares 8,307 Est. Cost $30.19 Unrealized +40.2%
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $448 Shares 12,592 Est. Cost $22.25 Unrealized +30.1%
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $443 Shares 9,094 Est. Cost $43.79 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $422 Shares 3,675 Est. Cost $82.10 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $420 Shares 20,450 Est. Cost $22.10 Unrealized
SMH VANECK ETF TRUST 0.1%
Value ($000) $415 Shares 1,619 Est. Cost $258.86 Unrealized
OSI ETF TR 0.1%
Value ($000) $411 Shares 11,886 Est. Cost $27.13 Unrealized
DE DEERE & CO 0.1%
Value ($000) $400 Shares 1,195 Est. Cost $179.78 Unrealized +88.7%
ARKW ARK ETF TR 0.1%
Value ($000) $398 Shares 2,865 Est. Cost $146.68 Unrealized
EWJ ISHARES INC 0.1%
Value ($000) $396 Shares 5,640 Est. Cost $67.60 Unrealized
MMM 3M CO 0.1%
Value ($000) $381 Shares 2,171 Est. Cost $93.44 Unrealized +47.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $371 Shares 645 Est. Cost $203.33 Unrealized +209.6%
PHO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $370 Shares 6,769 Est. Cost $31.39 Unrealized
IBND SPDR SER TR 0.1%
Value ($000) $367 Shares 10,400 Est. Cost $34.33 Unrealized
FNDA SCHWAB STRATEGIC TR 0.1%
Value ($000) $367 Shares 6,964 Est. Cost $34.86 Unrealized
VDE VANGUARD WORLD FDS 0.1%
Value ($000) $365 Shares 4,940 Est. Cost $86.76 Unrealized
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $357 Shares 7,815 Est. Cost $41.89 Unrealized
DFEB FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $355 Shares 10,358 Est. Cost $27.65 Unrealized
SVOL SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $344 Shares 12,956 Est. Cost $26.55 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $342 Shares 2,585 Est. Cost $76.29 Unrealized +51.4%
SIRIUS XM HOLDINGS INC 0.1%
Value ($000) $342 Shares 56,094 Est. Cost $4.09 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $341 Shares 4,829 Est. Cost $31.20 Unrealized +72.2%
DBA INVESCO DB MULTI-SECTOR COMM 0.1%
Value ($000) $330 Shares 17,284 Est. Cost $19.09 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $326 Shares 6,301 Est. Cost $33.81 Unrealized +50.0%
FTSL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $323 Shares 6,758 Est. Cost $47.29 Unrealized
KRE SPDR SER TR 0.1%
Value ($000) $316 Shares 4,661 Est. Cost $52.03 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $308 Shares 1,860 Est. Cost $73.11 Unrealized +104.3%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $284 Shares 2,726 Est. Cost $81.51 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $275 Shares 3,500 Est. Cost $50.42 Unrealized +34.4%
FDRR FIDELITY COVINGTON TRUST 0.1%
Value ($000) $274 Shares 6,619 Est. Cost $31.91 Unrealized
PSR INVESCO ACTIVELY MANAGED ETF 0.1%
Value ($000) $269 Shares 2,611 Est. Cost $81.71 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $264 Shares 1,096 Est. Cost $162.88 Unrealized +32.5%
NOCT INNOVATOR ETFS TR 0.1%
Value ($000) $262 Shares 6,720 Est. Cost $36.09 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.1%
Value ($000) $260 Shares 7,600 Est. Cost $26.58 Unrealized
ITB ISHARES TR 0.1%
Value ($000) $251 Shares 3,800 Est. Cost $56.58 Unrealized
SPYV SPDR SER TR 0.1%
Value ($000) $237 Shares 6,080 Est. Cost $39.47 Unrealized
SCHY SCHWAB STRATEGIC TR 0.1%
Value ($000) $231 Shares 9,260 Est. Cost $25.71 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $230 Shares 2,714 Est. Cost $70.48 Unrealized +2.9%
HYLS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $225 Shares 4,671 Est. Cost $48.69 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $224 Shares 6,706 Est. Cost $33.72 Unrealized
IFLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $224 Shares 11,513 Est. Cost $18.33 Unrealized
BAX BAXTER INTL INC 0.1%
Value ($000) $222 Shares 2,761 Est. Cost $71.92 Unrealized -0.5%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $220 Shares 3,257 Est. Cost $65.36 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $217 Shares 1,649 Est. Cost $96.10 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $215 Shares 6,600 Est. Cost $33.08 Unrealized 0.0%
JMST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $208 Shares 4,071 Est. Cost $51.09 Unrealized
EWG ISHARES INC 0.1%
Value ($000) $208 Shares 6,330 Est. Cost $31.75 Unrealized
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $208 Shares 5,747 Est. Cost $35.32 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $203 Shares 2,000 Est. Cost $101.50 Unrealized
SPD SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $202 Shares 6,651 Est. Cost $30.37 Unrealized
DMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $202 Shares 5,975 Est. Cost $33.64 Unrealized
MDRX ALLSCRIPTS HEALTHCARE SOLUTN 0.0%
Value ($000) $157 Shares 11,750 Est. Cost $12.76 Unrealized +26.5%
FTEK FUEL TECH INC 0.0%
Value ($000) $26 Shares 15,050 Est. Cost $3.46 Unrealized -45.2%